QEO began writing commercial auto in 2014 growing GWP to over $230MM in 2022. Initial management member of QEO start-up team involved in all phases of strategy and planning, operations, and information technology. Achieved exceptional EBITDA results year-after-year. Streamlined management reporting across the organization turning large datasets into valuable reports for timely decision making. Received high praise for compliance reporting and financial audits due to completeness and accuracy of information.

Led consulting engagements including: Operations review for a TPA, Acquisition due diligence for an insurance agency delivering a 100% ROI in less than 6 months and start-up preparations for an insurance entity.

Key executive included in all phases of strategy and planning, operations, information technology and management level recruiting. Responsibilities included: cash management, financial reporting, agency and insured billing, claims billing, surplus lines tax reporting and audit management.

Strategic leader responsible for: policy issuance, endorsement processing, outsourcing group in India and financial modeling and forecasting.

Responsible for 6 regional offices located in California, Connecticut, Florida, Georgia, Ohio and Texas with over $100M+ in WP and 174 people. General responsibilities include: 1) Communication between Corporate and Branch, 2) Financial Oversight, 3) Staffing, 4) Marketing, 5) Book of Business Balance, 6) Business Process Compliance and 7) Audit oversight.

Propensity was a professional services firm specializing in Accounting, Finance, and Human Resource Consulting, Business Systems and Tools. My responsibilities included developing the firm’s strategic plan, managing and leading the sales organization, identifying and negotiating key partnerships to enhance product and service offerings, managing key client relationships and setting goals for the company. Propensity has since be acquired by Hudson Highland Group, Inc. (NASDAQ: HHGP).

Managing Partner/Co-founder. Led overall vision for firm. Directed and managed the successful HRIS consulting spin-off from Miller Hays Romine, P.C. Completed all start-up requirements. Developed brand identification for Gondola creating an image of providing turn-key solutions with minimal effort by customers. Involved in all aspects of company, from marketing and sales to consulting engagements. Negotiated and managed complex engagement contracts. Managed banking relationships and established loans and lines of credit for operations. Bargained for favorable terms with Vendors to minimize cash entrance fees to partner programs.

MHR was acquired by Cheshier-Fuller, L.L.P. MHR was a Public accounting firm with practices developed in individual and corporate tax return preparation, monthly financial statement compilation, payroll processing, audit and business services consulting. CPA/HR Solutions Manager. Managed the HRIS/Payroll software solution sales and implementation practice. Oversaw all sales and services for all HRIS projects and responsible for related P&L. Created profitable revenue stream outside of the traditional CPA practice environment while continuing to perform CPA duties during tax season. (1994-1996)Senior Manager. Performed various CPA tasks including: Audits, individual, partnership and corporate tax returns, Form 5500’s and financial accounting and reporting. Completed consulting engagements for clients such as software and network OS selections, developed policies and procedures for a startup and other business services. (1990-1994)Benefits Administration Practice Manager/Staff Accountant. Managed the qualified plan administration practice including: monthly investing of plan assets, asset allocations, monthly trust reconciliations, quarterly testing, participant reporting and annual filings. Handled customer service responsibilities directly with client and employees participating in the plan. Assisted in benefits enrollment process and negotiated services with clients. (1990-1993)