Accomplished Senior Vice President at Epic Insurance Brokers & Consultants, adept in project management and fostering a culture of operational efficiency. Spearheaded modernization, managed 60+ employees, and drove innovations, enhancing company performance. Known for exceptional problem-solving aptitude and approachable leadership, successfully integrated mergers and streamlined processes for improved efficiency.
Overview
28
28
years of professional experience
Work History
SR Vice President National Trust Accounting Leader
Epic Insurance Brokers & Consultants
10.1996 - Current
Hired and managed 60+ employees nationally while training staff on best practices and protocols.
Oversaw day-to-day activities of 60+ employees in Trust Accounting. Processing premium receivables and payables in excess of $10 Billion annually.
Oversaw business-wide changes to modernize procedures and organization.
Represented organization at industry conferences and events.
Collaborated with Legal, Corporate Accounting, Human Resources and other professional teams to review and maintain compliance with regulations.
Created succession plans to provide continuity of operations during leadership transitions. Participated in numerous merger and acquisition integrations.
Created and managed project plans, timelines and budgets.
Maintained database systems to track and analyze operational data.
Participated in performance- and merit-based evaluation system to assess staff performance.
Championed innovation by encouraging cross-functional teams to pursue creative solutions to complex challenges.
Enhanced company performance by implementing new strategies and streamlining operations.
Restructured departments for increased efficiency, optimizing resource allocation and improving communication between teams.
Hired and trained Trust Accounting team, implementing compliant processes and procedures.
Established a culture of continuous improvement, leading by example to drive operational excellence across the organization.
Education
Bachelor of Science - Human Relations
St. Joseph's College
New York
Associate of Science - Criminal Justice
Suffolk County Community College
New York
Skills
Approachable leader
Time management
Cultural Awareness
Problem-solving aptitude
Reliability
Operational Efficiency
Team building
Conflict Resolution
Professionalism
Planning and coordination
Project Management
Crisis Management
Timeline
SR Vice President National Trust Accounting Leader
Epic Insurance Brokers & Consultants
10.1996 - Current
Bachelor of Science - Human Relations
St. Joseph's College
Associate of Science - Criminal Justice
Suffolk County Community College
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