David Vega Email & Phone Number

Rockwall, Texas, Us

Rockwall Capital Group is a private equity and business consulting firm dedicated to empowering small businesses and fostering growth in our local community. With the support of our experienced executive management team and advisory council, we provide actionable insights, strategic advice, and hands-on counsel to help business owners and operators overcome challenges and achieve their goals.In the past year alone, we proudly contributed over $100,000 in free advisory services to support local businesses. 🚀 This initiative reflects our commitment to giving back and strengthening the vibrant community we love. Whether through strategic investments or personalized consulting, we are passionate about driving success and creating meaningful connections.

Addison, Tx, Us

As COO, I led operations and partnered closely with IT to prepare PHP Agency for acquisition, culminating in a successful sale to Integrity Marketing Group in June 2022. My role focused on streamlining operations, optimizing processes, and ensuring the organization was strategically positioned for growth and scalability.PHP Agency Inc. is a prominent national financial services marketing firm, driven by a vision to revolutionize the culture and diversity of the insurance industry while striving to become the largest financial services marketing company globally. During my tenure, I contributed to advancing this mission by aligning operational excellence with the company's transformative goals.

Partnered with a dynamic entrepreneurial team to deliver strategic guidance to senior executives and functional management. Focused on enhancing organizational capabilities and addressing critical challenges that impeded growth and competitive positioning.By developing proactive initiatives and implementing innovative solutions, I helped clients overcome obstacles, unlock new opportunities, and drive sustainable success. My efforts centered on aligning operations and technology with broader business objectives to create measurable value and competitive advantage.

Carmel, Indiana, Us

Recruited in 2006 as part of a pivotal turnaround effort, which ultimately resulted in four executive promotions during my tenure. My final role, developed through a corporate restructuring, encompassed expanded responsibilities across multiple critical functions. These included overseeing Underwriting and New Business operations, as well as new ancillary areas such as collections, agent call centers, and product development implementations.Throughout my tenure, I played a key role in driving organizational transformation, improving operational efficiency, and ensuring alignment between strategic goals and execution. My leadership contributed to enhanced service delivery, streamlined processes, and the successful integration of cross-functional initiatives that supported sustainable growth.

Carmel, Indiana, Us

Led the underwriting and new business operations for three CNO Financial subsidiaries: Bankers Life, Colonial Penn, and Washington National Insurance Company. This role encompassed a diverse portfolio of insurance products, including life insurance, annuities, Medicare Supplement, critical illness, disability income, and long-term care.My expanded responsibilities included aligning underwriting strategies with organizational goals, optimizing new business workflows, and ensuring efficient and compliant operations across subsidiaries. By driving process improvements and fostering collaboration, I contributed to enhancing service delivery and operational performance, supporting the growth and profitability of CNO's core businesses.

Carmel, Indiana, Us

Led the underwriting and new business operations for Bankers Life, a leading CNO Financial subsidiary. Collaborated with stakeholders across the organization to design and implement transformative initiatives, including revised operating procedures, enhanced new business practices, and the integration of formal clinical protocols to significantly reduce financial risk.By optimizing workflows and aligning operations with organizational goals, I contributed to improving efficiency, mitigating risk, and strengthening Bankers Life’s underwriting and new business capabilities.

Carmel, Indiana, Us

Contributed to transformation of Bankers LTC claims, which led to limiting liabilities through the repricing of hundreds of thousands of contracts, securing reinsurance and developing more sophisticated modeling in support of improved actuarial reserving.

Carmel, Indiana, Us

Contributed to transformation of the Conseco LTC Closed Block, which led to limiting liabilities by creating an independent trust. A one billion dollar transaction that reduced earnings volatility and provided for better allocation of management resources toward core businesses.

Established a Limited Liability Company to venture into the central Florida real estate sector. Transitioned the company into a sales entity catering to clients in residential and commercial investments, as well as small business brokerage services. I made a strategic exit before the market downturn, reverting to my original focus in financial services.

Eden Prairie, Minnesota, Us

Inspired start-up to integrate management principles, methodologies and business processes to increase overall effectiveness in underwriting, new business, claims, policy administration and client services. Directed operational initiatives, providing a broad range of administration services to cultivate relationships with several significant companies, including MetLife, John Hancock, Northwestern Mutual and CNA. Empowered executive leadership with a comprehensive solution to create an agile infrastructure capable of rapid growth. The business was acquired by new investors so I cashed out to launch a new venture.

Bloomfield, Ct, Us

Managed Disability Specialists, Workers’ Compensation Claim Representatives, Nurse Care Specialists and Call Center personnel. Guided new account implementation, intake, claims and account management. - Played pivotal role in rapid deployment of IntegratedCare, offering clients integrated occupational (workers’ compensation) and non-occupational (disability) claims services.- Reimagined ineffectual claims services reporting by implementing innovative solutions, transitioning the workers’ compensation unit into an efficient, structured, client-centric organization leveraging statistical process control (SPC) methodologies.

Bloomfield, Ct, Us

Bloomfield, Ct, Us

Bba, Human Resources

Business Administration And Management, General

Associate'S Degree, Business Administration And Management, General