Results focused financial services professional with strength in executive leadership, business acumen, and culture building. Proven ability to inspire vision, implement strategic initiatives, and enhance operational performance. Valued for collaborative team leadership and driving organizational impact.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Vice President of Life Operations
Farm Bureau Insurance Of Michigan
08.2022 - 05.2025
Member of Company's C-Suite executive team reporting to CEO of Farm Bureau Insurance of Michigan.
Senior life executive leading all operational disciplines of $140M premium Life Company including actuarial, underwriting, claims, contact center, and post issue including tax compliance and reporting.
Senior life executive leading Cincinnati Equitable Life Insurance Company $40M in pre need and final expense premium based in Cincinnati, Ohio.
Senior life executive leading Leaders Life Insurance Company $14M in work site premium located in Tulsa, Oklahoma.
Chaired Company's Asset/Liability Management and Interest Rate Committees along with voting member of Investment Committee.
Established clear vision, strategy, and tactical initiatives to build culture and team unification.
Led cross-functional teams for the successful completion of major projects, resulting in 2 new product launches and technology enhancements.
Demonstrated strong leadership skills to inspire employees and build high performing teams across all 3 life companies.
Collaborated with senior management to develop strategic initiatives and long term goals.
Successfully grew year over year premium in all 3 life companies coupled with operational and profitability turnarounds with CELIC and Leaders Life.
Successfully led the sale of Leaders Life Insurance Company which closed on May 1, 2025.
Managing Partner - Southeast Region
Farm Bureau Insurance Of Michigan
01.2019 - 08.2022
Member of field leadership team leading roughly 100 captive insurance advisors across six counties in the metropolitan Detroit market with approximately $250M in annual P&C Premium.
Led region's profitable growth initiatives through a successful restructuring of the auto book of business.
Led region's life insurance initiatives through a successful revitalization of life insurance education and production.
Led region's new agent training and development program.
Highly engaged in region's recruiting efforts.
Member of Company's Life Product Portfolio team which strategizes and balances needs in portfolio.
Managing Partner - Bay Thumb Region
Farm Bureau Insurance Of Michigan
01.2011 - 01.2019
Member of field leadership team responsible for leading roughly 70 captive insurance advisors across eight counties in the Great Lakes Bay and Thumb Regions.
Led region's profitable growth initiatives through a successful restructuring of the property/casualty book of business.
Led region's life insurance initiatives through a successful revitalization of life insurance education and production.
Led region's new agent training and development program.
Highly engaged in region's recruiting efforts.
Member of Company's Life Product Portfolio team which strategizes and balances needs in portfolio.
Vice President
Bank of America
01.2005 - 01.2011
Led a commercial banking portfolio of small ot mid size corporations ranging from lending, treasury management, and business strategic services.
Grew the portfolio from $15M in 2005 to $50M in 2010 in commercial loan outstandings.
Responsible for risk assessment and credit analysis of book of business through extensive field underwriting and financial analysis.
Assisted corporate clients with Mergers & Acquisitions through financing, networking, and advice.
Assistant Vice President
Fifth Third Bank
01.2004 - 01.2005
Led a commercial banking portfolio of middle market size companies.
Commercial Account Officer
Comerica Bank
06.2000 - 01.2004
Led a commercial banking portfolio of middle market to large size companies.
Developed Mergers & Acquisitions skills through financing deals with private equity firms.
Developed financial analysis skills working with large syndicated bank deals and financing third party Banking institutions.
Formal credit training which entails accounting and financial analysis.
Investment Consultant
Comerica Securities
08.1998 - 01.2000
Assisted and advised clients with financial planning
Earned Series 7 and 63 Securities Licenses
Assistant Banking Center Manager
Comerica Bank
08.1996 - 08.1998
Member of banking center leadership team responsible for all branch operations.
Developed leadership skills through leading banking center staff.
Deepened product knowledge of retail banking products.