Dynamic owner/operator with extensive experience in multiple facets of surveillance and investigative services. Skilled in report writing and effective communication, driving successful outcomes for clients in legal and insurance sectors.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Owner/Operator
Checkmate Investigative Group
Clearwater, Florida
06.2020 - Current
Conducted traditional and unmanned surveillance for domestic cases and worker's comp/auto liability, ensuring comprehensive data collection.
Compiled detailed reports on investigations, highlighting key findings and outcomes to support client needs.
Review and edit video for submission to clients.
Provided critical testimony in legal cases to support judicial outcomes.
Marketed investigative services to attorneys, insurance carriers, and TPAs, enhancing client engagement and service reach.
Covert Camera Deployment Technician
Ethos Risk Services
St. Petersburg, Florida
12.2018 - Current
Deployment and retrieval of covert, unmanned surveillance equipment.
Engage in pretext conversations (when applicable) to assuage suspicions and maintain the integrity of the investigations.
Troubleshoot surveillance cameras and conduct field repairs.
Conduct sales demonstrations of surveillance equipment and field inquiries from prospective clients.
Director of Operations
Trajan Insurance & Wealth Services
Tampa, Florida
10.2013 - 11.2018
Managed daily operations to ensure adherence to industry regulations and best practices, enhancing operational integrity.
Consulted with high net-worth clients to develop optimal retirement strategies and tailored insurance coverages.
Evaluated market trends to guide wealth accumulation strategies and inform necessary operational adjustments.
Ensured compliance with laws, regulations, and industry standards.
Owner
Williams & Associates
Largo, Florida
05.2000 - 09.2013
Specialized in nationwide skip-tracing and collateral location, enhancing recovery rates through situationally-dependent pretexting.
Collected and analyzed evidence through interviews, research, and observation to support case resolutions.
Conducted thorough background investigations for clients, providing critical insights on diverse cases.
Education
Bachelor of Science - Political Science
Barat College
Lake Forest, IL
06-1997
Skills
Surveillance techniques
Covert operations
Pretexting
Report writing
Problem solving
Sales demonstrations
Client management
Effective communication
Certification
Florida Class A Private Investigation Agency (A 3000099)