Dynamic CEO with a proven track record in operational excellence, strategic visioning, and talent development. Committed to driving organizational growth and fostering a culture of excellence through effective decision-making and team collaboration.
Overview
27
27
years of professional experience
Work History
CEO
Primo Insurance Services Inc
Norwalk, CA
01.2001 - 01.2026
Directed strategic initiatives to enhance operational efficiency and drive organizational growth.
Oversaw development and implementation of innovative insurance products tailored to market needs.
Fostered a culture of excellence by mentoring senior leadership and enhancing team collaboration.
Analyzed market trends to inform strategic decision-making and improve competitive positioning.
Managed approximately 100 incoming calls, emails, and faxes per day from customers.
Insurance Broker
South Coast Insurance
Anaheim, CA
01.1999 - 10.2000
Developed customized insurance solutions for clients, ensuring comprehensive coverage and risk management.
Went to local dealerships and real estate agents to develop partnerships.
Established strong client relationships through effective communication and tailored policy recommendations.
Mentored junior brokers on best practices in client engagement and policy negotiation strategies.
Generated leads through cold-calling, networking and other outreach methods.
Out of 100 agents I was the 2nd highest grossing agent.