19 years leading high performing teams in the insurance brokerage industry; providing best in class advice and solutions; and patiently working with clients to solve for their insurance goals
6 years equity research focused on financial technology companies including financial modeling; conducting field research, and advising Institutional Investors
Credentials
Education
Bachelors of Accounting, University of Minnesota-Duluth, 1997
MBA, Emory University, Goizueta Business School, 2009
Certificate in Private Company Governance, Private Directors Association, 2021
Licenses
General Lines Agent
Life, Accident, and Health
Personal Lines
Professional Affiliations
Greater Houston Society for Healthcare Risk Managers
Independent Bankers Association of Texas
Private Directors Association
Young Presidents Organization
Community Leadership
Goizueta Business School Alumni Board Member, Emory University, 2022-present
Insurance Industry Charitable Foundation - Houston Chapter, Executive Committee and Founding Board Member, 2015-2021
Engagements
Successfully restructured tax consulting firm’s Executive Liability Insurance program to meet expanding global footprint specifically around International D&O and Cyber/Tech E&O risks
Successfully defended Alaska Airline RFP and reduced D&O pricing more than 40%
Lead the D&O integration of Pacificorp Sale from Total SA to MidAmerican Energy Holdings, a Berkshire Hathaway Company
Lead the D&O integration for the merger of Scott & White and Baylor Health Care System to form Baylor Scott & White