
Meeting Preference: Email, In Person, Phone, Video
Languages: English
I can help you evaluate your exposure to loss and help design the right insurance program for you and your business. 38 years insurance industry experience as underwriter and agent/broker. Specialty in property and liability insurance for businesses. Principal owner and CFO of insurance agency employing 130 people. In addition to insurance, skilled in business plans, risk management, strategic planning, buying and selling businesses. Current and former board member of various not-for-profit and for-profit organizations. Skills: Insurance, Start-up assistance, Business Plan, Buy/Sell Business Industry(s): Finance, Insurance
Areas of Expertise
- Business Plan
- Marketing Strategy
Industry Experience
- Business Consulting & Coaching
- Nonprofit
- Professional Services


