Dynamic consultant with extensive experience at Wells Fargo Insurance Services, excelling in risk assessment and stakeholder engagement. Proven track record in developing strategic business initiatives that enhance revenue and streamline operations. Adept at fostering client relationships and leading teams to achieve organizational goals while ensuring compliance and driving market penetration. Results-driven Consultant with comprehensive experience leading and improving industry operations. Uniquely qualified to navigate rigors of latest standards, specifications and protocols for organizational and regulatory needs fulfillment. Lends complex roadmaps and calls-to-action to regularly achieve ambitious objectives. Seasoned Consultant with background in developing and implementing successful business strategies. Strong track record in identifying opportunities for operational improvement, driving efficiency, and facilitating change management initiatives. Demonstrated skills in project management, strategic planning and team leadership. Significant contributions made to enhance organizational growth and profitability in previous roles.
Developed and started high net worth insurance division
Represented SE/Florida regional in developing best practices
Stellar revenue performance in both underwriting and industry knowledge
During the course of my career i was part of and lent critical industry knowledge through
multiple acquisitions and mergers. Privileged to be considered an industry expert in my line of business
Responsible for handling high net worth clients consisting of celebrity status and generational wealth.
Privileged to have had clients folllow me throughout my career
I retired after covid with Brier Grieves both an agency owner and personal friend