Executive Vice President
Full
Range of
Commercial Insurance products to various sized businesses
Consultative approach matching Operational Risks to Insurance Products
Personal Insurance products to owners of Distinctive and Historic Properties
Personal Insurance products to High Net Worth individuals
Responsibilities also include:
Implementation and management of Human Resource, Marketing and Information Systems for two companies, Commercial Coverage, Inc. and Personal Coverage, Inc. Direct and train customer service staff in workflows and system utilization. Also supervises our Accounting and Information Technology staff members.
Educational Profile
B.S., Accounting/Business Administration
University of NY at
Albany
Albany
,
NY
M.S., Physical Therapy
University
of
Pittsburgh
Pittsburgh
,
PA
Licenses and Certifications
•
Property & Casualty Insurance,
New York
State, 1989. Agents and Brokers
•
Life & Health Insurance,
New York
State, 2003
•
Certified Insurance Counselor (CIC), National
Alliance for Insurance Education & Research, 2003
Associate in Risk Management (ARM)-AICPCU, 2008
Professional Affiliations
•
Board of Directors, Independent Insurance Agents and Brokers of
New York (IIABNY), May2004 to Present
•
Education Committee Member, Professional Insurance Agents of
America (PIA), 2003
•
Member,
Capital
Region
Family
Business
Resource
Center, June2002 to 2007
•
Member, Society of Certified Insurance Counselors, 2003 to Present
