To advise and solve complex risk problems for clients, while enriching the colleague experience of those team members around me, resulting in an unmatched culture with market-leading growth.
Overview
24
24
years of professional experience
Work History
President / Broker & Market Executive, West
AIG
San Francisco, CA
02.2023 - Current
Oversaw $1.67 billion in gross written premium across all lines of retail and wholesale insurance.
Responsible for growth and retention efforts, resulting in 7.1% growth in 2024 to $1.79 billion.
Executive summary and colleague-level financial reporting on zonal performance to include data-driven insights, including line-specific performance and individual colleague-level contributions.
Colleague retention and recruitment to include culture building, resulting in the addition of four (4) colleagues, coupled with two (2) successful retention efforts.
Responsible for a large national broker, including brokerage agreement negotiation and execution.
Managing Director, Property Leader, West Zone
Marsh Risk and Insurance Services
01.2019 - 12.2022
Oversaw cumulative customer service revenue (CSR) growth of 24% for FY20 and FY2021
Direct the efforts of 50+ colleagues placing in excess of $1BN in premiums globally on behalf of Marsh’s ~ 4,000 clients geographically located within the Western United States
Direct involvement with a handful of complex property risk transfer programs to include the placement of CAT Bonds as well as deployment of both parametric and structured risk transfer vehicles
Developed and implement through various team member delegations the rollout of a property insurance educational series built on the premise of facilitating knowledge transfer from established property colleagues to newer or recently hired colleagues
Managing Director, Property Leader, Pacific North Partnership
Marsh Risk and Insurance Services
01.2016 - 12.2019
Oversaw cumulative customer service revenue (CSR) growth of 15% for FY17, FY18 and FY19
Direct the efforts of ~30 colleagues throughout the Pacific North Partnership specializing in the placement and servicing of property insurance program for Marsh’s ~ 2,000 geographically located clients
Managing Principal
Integro Insurance Brokers
01.2005 - 12.2016
A ground-floor colleague is participating in the foundational business setup to include the procurement of real estate space, the evaluation of back-office service providers, and the analysis of insurance carrier appointments.
As the business and organization developed, they took on a multi-faceted role with a focus on complex property placements.
Oversaw and directed several large client engagements, mostly within the technology and semiconductor space, across multiple lines of coverage.
Developed, facilitated, and sourced proprietary property insurance facilities to address unique client challenges (CBEXTM: Contingent Business Interruption Excess / Ironshore, Bermuda).
Assistant Vice President
Marsh Risk and Insurance Services
01.2001 - 12.2005
Member of Marsh’s San Francisco based property insurance team - Graduate Training Program, 2001 - 2002
Education
Bachelor of Science - Business Administration
University of San Francisco
01.2000
Affiliations Engagements Recognition
Featured speaker at both National and Regional RIMS, Replacement Cost Valuation and the impact on Property Insurance, Los Angeles, 03/01/22, Flood risk, the state of insurers current and future views given climate change, San Francisco Bay Conservation and Development Commission (BCDC), 01/01/17, State of the Global Insurance Market, Golden Gate RIMS, Silicon Valley RIMS, Business Interruption: How it’s calculated and what does it cover?, National RIMS Conference, Los Angeles, 01/01/13, Supply chain exposures and the state of Contingent Business Interruption Insurance (CBI), Technology Industry Risk Forum (TIRF), 01/01/13
Power Broker (Technology), Risk and Insurance Magazine, 01/01/14
Timeline
President / Broker & Market Executive, West
AIG
02.2023 - Current
Managing Director, Property Leader, West Zone
Marsh Risk and Insurance Services
01.2019 - 12.2022
Managing Director, Property Leader, Pacific North Partnership