Managed family investments across real estate, oil, and consumer staples, optimizing asset allocation for long-term growth
Principal-Chief Executive
Cambridge Risk
Kingwood
10.2010 - 03.2025
Created and managed a risk services organization focused on due diligence, enterprise risk, claims management, and risk analysis for Fortune 1000 companies.
Developed processes and procedures for risk management, establishing a world-class delivery organization.
Created and implemented guidelines including standard contract language, delivery budgets, and statements of work, which reduced contract risks and identified projects going over budget or beyond scope.
Identified and pursued new business accounts, negotiating contracts to expand client base.
Managed enterprise functions, ensuring smooth operations across all departments.
Executive Director-Chief Executive
Humble Area Assistance Ministries
Humble
02.2013 - 07.2014
Oversaw the execution of community and emergency services of $3,000,000 not-for-profit enterprise.
Collaborated with Board and staff to create and implement strategic vision and funds development initiatives.
Developed senior leadership team to align with strategic vision and plan.
Developed strategies to identify and solicit large financial gifts from potential donors.
Oversaw all grant applications and solicitation.
Secured over $1,000,000 in federal grants to support organizational initiatives.
Developed strategy and training that increased community awareness and support
Executive Director
Kingwood United Methodist Church
Kingwood
09.2011 - 02.2013
Oversaw all operational, program and financial aspects of large (in excess of 4,000) faith-based organization.
Mentored and partnered with ministry staff and governance council in addressing goals of strategic vision.
Reviewed and approved budget in collaboration with Finance committee.
Oversaw physical plant through team members.
Implemented and oversaw implementation of new technology plan.
Developed capital campaign strategy plan.
Identified and secured financial gifts.
Redesigned governance structure and implemented processes that allowed for goal attainment.
Recruited, in collaboration with select committee, and secured appropriate engineering and architectural firms to complete new building process.
President-Chief Executive-Stakeholder
Americlaim Group
Oklahoma City
03.2007 - 02.2010
Interfaced with C-suite clients to identify strategic partnerships and negotiate contracts.
Led 6 direct reports overseeing operations, marketing, finance, disaster services, client satisfaction, and government relations, enhancing cross-departmental collaboration.
Led risk services, including claims management, advising, and investigations for a $15,000,000 firm with offices in 25 states.
Education
Organizational management, public policy
University of Central Oklahoma
Edmond
Finance, Organizational Management, Public Administration and Policy, Divinity Studies
University of Central Oklahoma
Edmond, OK
BS - Economics- finance, management, policy and military studies
Oklahoma State University
Stillwater, OK
Skills
Portfolio management
Asset allocation
Capital budgeting
Risk assessment
Quantitative analysis
Asset optimization
Contract negotiation
Strategic planning
Problem solving
Creditworthiness determination
Community relations
Civic Philanthropic And Membership Engagement
Chairman, Oklahoma State Council on Aging
Vice Chairman, Oklahoma State Council on Aging
Volunteer President and Chair of the Executive Council, AARP
Member, Areawide Aging Advisory Council
Member, Appraisal Review Board, Harris County, Texas
Chair, Commercial Appeals Council
Paul Harris Fellow, Rotary International
Chairman of the Board, Lake Houston Musical Arts Society
Past President, Rotary Club-varied locations
Past Chairman, Rotary Foundation
District Chairman, Flaming Arrow District, Boy Scouts of America
Member, Board of Directors, Sam Houston Council, Boy Scouts of America
Member, Board of Directors, Alliance of Community Assistance Ministries work group and committee chairman- Foundation and funding development, Branding and Marketing
Professional Development
Supervisory Training
Credit and Investment Training
Grant Writing
Executive Management ASAE Certification Course work
Public Speaking
Facilitation and Mediation Skills - Labor and Contract Negotiations
Timeline
Asset management
Randall Group
01.2017 - Current
Executive Director-Chief Executive
Humble Area Assistance Ministries
02.2013 - 07.2014
Executive Director
Kingwood United Methodist Church
09.2011 - 02.2013
Principal-Chief Executive
Cambridge Risk
10.2010 - 03.2025
President-Chief Executive-Stakeholder
Americlaim Group
03.2007 - 02.2010
Organizational management, public policy
University of Central Oklahoma
Finance, Organizational Management, Public Administration and Policy, Divinity Studies
University of Central Oklahoma
BS - Economics- finance, management, policy and military studies
TECHNICAL MANAGER – ASSET MANAGEMENT EXPERT at Euro Group Consulting ServicesTECHNICAL MANAGER – ASSET MANAGEMENT EXPERT at Euro Group Consulting Services