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Salary range: $175,000 to $200,000
Willing to relocate: No
Years of related job experience: 30
Highest degree earned: BS in accounting
Accreditations: CPA FLMI,
Languages: English
Software: Microsoft Word, Excel, PowerPoint
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Candidate Code: c7c46d


This candidate is an accomplished financial and operational executive, combining a CPA and FLMI credentials with more than 30 years of experience directing financial and business operations for premier insurance companies. He is a decisive leader with a history improving profitability through team building & leadership, risk management, strategic planning, financial management, reporting, and analysis.


Organization: Please reach us for these details!
Location: Nashville, Tn
Job title: Vice President
Years and months employed: 1 Year(s) 7 Month(s)
Responsibilities: 1) Directed updating and branding of marketing content, filing of insurance products with Departments of Insurance across 50 states, and re-appointing 800 independent agents. 2) Implemented optimized product pricing framework that delivered 12% ROI. 3) Oversaw organizational restructuring, eliminating headcount and coordinating outplacement services. 4) Spearheaded physical company relocation from Oklahoma to Tennessee.

Organization: HealthMarkets, Inc
Location: Oklahoma City, OK
Job title: Executive Vice President
Years and months employed: 3 Year(s) 1 Month(s)
Responsibilities: 1) Orchestrated business transformation initiative that reduced labor-related costs by 25%, expanded clerical job descriptions for increased job enrichment, and introduced incentive programs that improved performance. 2) Streamlined mission-critical business activities, increasing same-day application processing to 55%. 3) Spearheaded relations and presentations with prospective acquisition suitors, coordinating due diligence processes and facilitating division sale at book value premium. 4) Managed all functions of an insurance company home office.

Organization: Conseco Insurance Group
Location: Carmel, IN
Job title: Senior Vice President, CFO & Director
Years and months employed: 12 Year(s) 4 Month(s)
Responsibilities: 1) Navigated Conseco financial reporting and statement consolidation through 19 corporate acquisitions in 18 months, standardizing general ledger accounting processes and reporting requirements with 4 distinct strategic business unit reports covering Life, Annuity, Supplemental Health, and Major Medical segments. 2) Appointed to Board of Directors for each insurance company and several non-life insurance companies. 3) Instituted robust internal controls and led recording of 4M suspense account transactions to facilitate Sarbanes–Oxley (SOX) compliance, with no findings from third-party compliance audit by PwC. 4) Improved competitive position of United Presidential leading up to Conseco acquisition, fueling a 22% 5-year CAGR in earnings; reducing labor costs by 24%; and eliminating 15 days from financial reporting cycle time.


Institution Name: Indiana University
Location: Bloomington, IN
Degree earned: BS in accounting
Major/Concentration: Accounting
Year Graduated: 1974


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