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Work Background
Vice President of Licensing
Morris Insurance Services and Consulting, LLC ("MISC"​)Vice President of Licensing
Oct. 2024Denver Metropolitan Area
Director of Licensing
PointsBetDirector of Licensing
Sep. 2021 - Apr. 2024Denver, Colorado, United States• Established, implemented, and manage policies and procedures throughout the organization to ensure the organization and its employees are in compliance with all state gaming regulatory requirements • Oversee the preparation and submission of all Occupational/Key licensing applications to state regulatory bodies • Created an automated step by step online licensing system for obtaining, renewing, and tracking employee’s occupational state licenses for Sports Wagering and Online Casino • Monitor changes in gambling laws, regulations, and licensing requirements • Conduct research and analysis on emerging markets to assess licensing feasibility and identify potential risks or opportunities and provide recommendations and guidance to the executive team regarding licensing strategies in new jurisdictions • Advise executive leadership on regulatory laws and regulations applicable to licensing requirements for Sports Betting and Online Casino products, and other ad-hoc day-to-day licensing activities • Created organizational wide automated alerts and forms to departments and stakeholders whenever a new hire, change or termination occurs from any of the 5 Human Resource Departments around the world • Collaborate with cross-functional teams, including legal, compliance, finance, operations and executive teams to gather required information for licensing applications and reporting • Develop and implement compliance strategies and policies to ensure the gaming adherence to regulatory requirements • Conduct risk assessments to identify potential compliance issues and vulnerabilities and advise leadership for mitigation strategies and action plans • Recruit, train, and lead a team of licensing specialists • Interpret and apply complex gaming regulations and laws to ensure compliance • Negotiate with regulatory bodies and other stakeholders to secure favorable licensing terms • Stay current with industry trends, legal developments, and best practices related to gaming regulation
Manager of Licensing
Ryan Specialty GroupManager of Licensing
Oct. 2012 - Aug. 2021Greater Denver Area• Lead a high performing team of front-line staff, intermediate and senior analyst employees tasked with tracking processing, renewing, and reviewing 2,000+ licensed employees 30,000+ licenses throughout 8 business units, 15 series companies, and 70+ offices nationwide. • Proactively track and manage licensing expenses, allocating charges to the appropriate offices or business units. • Partner with the compliance director, general counsel, regulatory counsel, and executive management team on all aspects of licensing and requirements to meet each state/jurisdictions specific licensing requirements. • Build and maintain professional relationships with state regulators and internal and external customers. • Perform license verification due diligence for the acquisition of new companies in addition to supporting the new acquisition onboarding process. • Create a detailed annual budget provided to the senior management team and office with forecasted expenses for the upcoming year and quarterly updates to the Board of Directors with changes to the new acquisitions. Notable achievements while in the position included: - Created and implemented a SharePoint site to track licenses, process applications, and allow employees and managers to review their responsible licenses. - Developed interactive SharePoint sites for multiple departments and trained individuals to build their sites and create forms using SharePoint Designer, Nintex forms, and other 3rd party applications. - Implemented organization-wide require ethics and cybersecurity training through 3rd party vendors to meet the statutory and company goals related to the 100% employee completion of courses. - Researched and obtained Canadian insurance licenses and Mexico insurance registration requirements while working with the tax department on the money movement to minimize tax risk in all countries.
Revenue Relationship Manager
TD AmeritradeRevenue Relationship Manager
Oct. 2011 - Oct. 2012Greater Denver Area• Ensured that all invoiced revenue was received and accurately allocated to accounts in a timely manner and balanced and reconciled all suspense accounts used by Revenue Management. • Balanced QuickBooks to core books-records system, reporting monthly results to the company’s corporate accounting group. • Invoiced fund companies on a monthly or quarterly basis for 12b-1, SSF, and SubTA fee revenue that was due. • Calculated and posted accrued interest on TD Ameritrade Trust Institutional Money Market Demand Accounts positions and fees on Stable Value Fund positions while working to recapture 12b-1 commissions.
Office Service Assistant/Licensing Specialist
The Warranty GroupOffice Service Assistant/Licensing Specialist
Jul. 2006 - Jun. 2010• Responsible for payroll, attendance, and scheduling for a department comprised of 30 employees in addition to managing the required service level of answering 90% of calls within 15 seconds. • Tracked 2,000+ multi-state insurance provider and adjuster licenses for 60+ claims specialists and agents in multiple departments. • Managed a multi-million-dollar insurance adjuster program that required constant communication with multiple call center managers, the corporate office, clients, and the state insurance department. • Proactively tracked all project expenses and man-hours used during the project. • Created and implemented a step-by-step process for agents to apply or renew licenses, verifying that applications were completed correctly and that all supporting documents were attached. • Worked in collaboration with multiple departments on the adjuster licensing project, including General Council, Accounting, and executives for both corporate and client offices while serving as a liaison between executive staff and call center managers. Notable achievements while in the position included: - Created a Microsoft SharePoint site, which eliminated 90% of inner-office paperwork and tracked all insurance license expiration and continuing education dates.
American Express Customer Care Professional
The Warranty GroupAmerican Express Customer Care Professional
Jul. 2006 - Nov. 2008Golden, Colorado• Served as an inbound call center representative responsible for the initial contact from American Express customers. • Delivered exceptional levels of service while imputing property and casualty insurance claims on behalf of American Express on travel and insurance programs. • Set up and determined eligibility on both retail and travel insurance claims and provided details related to the status and inquiries on polices and claims.
Intelligence Specialist
US Navy ReservesIntelligence Specialist
Sep. 2005 - Sep. 2008Aurora, Colorado, United States• Successfully completed Photographic Interpreter training • Responsible assembling and analyzing multi-source operational intelligence, and preparing and presenting intelligence briefs • Responsible for preparing graphics, overlays and photo/map composites and plotting imagery data using maps and chart • Responsible for proper control and protocol for classified documents, images, and access • Worked with teams on highly sensitive material to present intelligence briefs, articles and reports
Aviation Ordnanceman
US NavyAviation Ordnanceman
Sep. 2000 - Sep. 2005Oak Harbor, Washington, United States• In charge of inspection, inventory and tracking of all ordnance and munitions used by squadron • A team leader in charge of explosive ordnance evolutions over 6 ordnanceman as the final and sole decision maker • Proficient with shipping, receiving, storage, and safety of explosive ordnance • Processing daily, weekly, and monthly inventory and expenditure reports • In charge of preflight, post flight and daily inspections of EA-6B Prowler aircraft • As Senior Plane Captain in charge of a shop of 30+ plane captains and trainee’s responsible for all operations of the department and mentoring and training newly enlisted airman at their first duty station • Responsible for attending all start of shift meetings and distributing workload to the department
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