Senior executives who share a. pay-it-forward ethos. An assemblage of talented C-Suiters organized around networking, learning and volunteerism. The EF LinkedIn page tells it all!

Founded and led this pre-revenue start up. Recruited a founding shareholder partner group that funded a mid seven-figure amount of equity capital. Mission: to build a national surety insurance carrier.Process included recruiting and leading an advisory committee, prospective board of directors, prospective management team and founding customers. Solicited carrier targets, led due diligence team, engaged M&A, securities, employment and regulatory counsels. Negotiated LOI and eventual execution of a definitive set of acquisition agreements. Collaborated with financial expert, in preparing an extensive financial model including full set of GAAP and statutory financial statements, supporting schedules as well as ROI modeling. Solicited directly and later with Investment Banker numerous potential investors: individuals, PE/VC, family offices and institutions.Raised capital commitments of a mid eight-figure amount.

Oversaw the company's strategy and growth in support of its mission to deliver a mutually rewarding experience for its agency partners, company colleagues, reinsurance partners and investors. Company size: approximately $150 million revenues, 230 employees, 25 locations across continental United States with revenues from all states and U.S. territories.Appointed CEO to lead company out of a malfeasance committed by a company financial officer. Led and collaborated with team of outside counsel, forensic accountants & investigators to assess all malfeasant transactions, develop and implement a turnaround plan and report issues and solutions to all relevant stakeholders.Successful leadership and management of crisis resulted in timely refilling of 2013 company statutory financial statements in time to meet required deadline of Surety Desk of United States Department of Treasury. Received affirmation of A.M. Best Rating after being placed under review with negative implications.While under A.M. Best review maintained, without interruption all terms and conditions of reinsurance contracts, maintained key employees and customer/agency relationships. Concurrently led company through due diligence with three potential buyers of the company as back-stop measure in event company was unable to achieve affirmation of its rating.Upon affirmation of A.M. Best rating, led the formation a holding company system that did not previously exist. Restructed company's board to a more contemporary governing board. This included establishing two boards: a shareholder based board at the holding company level and a governing board for risk taking carrier entity. Identified and recruited three new independent directors for the carrier BOD. Identified and recruited Chief Risk Officer as part of the C-suite who reported directly to the insurance carriers board.

Led and oversaw an overall board & business structure reorganization. Included 2014 formation of this entity and its adoption as the insurance holding company of 100+ year old International Fidelity Insurance Company. Led board meetings and setting of agenda.

Led the direction and strategy of the company. Worked closely with advising company's President & controlling shareholder on capital strategy and relations with minority shareholders. Collaborated with shareholders to design and implement a shareholder dividend plan. Results: increased income value of common shares, while keeping well within regulatory RBC levels and rating agency standards. Collaborated with HR and Shareholder(s) to design and implement a voluntary company-wide employee common stock purchase plan. Resulted in greater sense of belonging throughout all units and regions of the company.Identified and led the $28 million acquisition of Alleghany Casualty Company in 2012. Results: doubled company's 2nd largest line of business and fulfilled strategic objective of launching a new line of business with a unique identity. Optimized the company technology function (programing and hardware management were sub units of different departments) into one team and concurrently recruited and hired CIO officer to lead the new, combined business unit.Collaborated with newly formed IT Unit, Underwriting and Claims to design and implement early claim detection and management in which underwriting and claims worked in partnership. Collaborated with Finance and IT to design and implement Regional Profit Center Monthly P&L reporting. Results: optimized accountability of regional profit center results, increased sense of "ownership" by Regional Office colleagues over their regional operations and empowered HR to design incentive plans for regional staff more aligned with their short and long-term results.Managed the company's A.M. Best relationship.

Led the overall direction and strategic initiatives for the company's operation, included entering new geographic markets and lines of surety business. Led to the company's turnaround from a consistently unprofitable operation to a profitable one.In collaboration with company underwriting officers and field managers led the design of new underwriting authority and credit extending analysis, practices, resulting in improved customer service and profitability.Recruited new reinsurance partner(s) and repositioned existing reinsurance partner relationships leading to a restructured, improved reinsurance treaty as well as a co-surety reinsurance program. Resulted in improved P&L metrics.In collaboration with HR & underwriting officers designed and implemented a best in class annual underwriting trainee program. Results: greater sense of belonging, inclusiveness by both the trainers and trainees as well as creating career paths for college graduates into company management and agency customer roles.