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Work Background
Coalition, Inc.Executive Risks Manager, Insurance & Special Projects
Jan. 2024New York, New York, United States
Coaction GlobalFounding Senior Underwriter
Jan. 2021 - Jun. 2023New York, New York, United States• First underwriting member hired to a start-up commercial liability insurance carrier; was hand-picked by senior management to be involved from the “ground floor” in implementing processes developing client base. Since inception in August 2021, leveraged existing broker relationships to begin to create multimillion dollar, high-quality, diversified book of business; now, the focus is bifurcated between retaining existing business – including tending to old relationships & navigating a volatile market – and, through relationships with new industry partners, developing additional new business. • Expanded breadth of underwriting expertise while remaining focused on core competencies; was integral team member in creating group’s end-to-end working infrastructure, including risk analysis expectations, internal quoting and rating systems, and data collection enterprises.
Argo GroupSenior Underwriter
Mar. 2020 - Jan. 2024New York, New York, United States• Underwrote commercial management liability (Directors’ and Officers’ liability, Employment Practices Litigation; Fiduciary; et al.) coverage for United States public companies; managed diverse book of business with double-digit annual growth goals in a variety of key business sectors; conducted thorough financial analysis and due diligence on each corporation and communicated pertinent updates with fellow underwriters and other relevant parties. • Collaborated alongside, and in the interest of, insured corporations and insurance brokerages to provide coverage in the appropriate insurance package for each firm; individually reviewed the risk of each piece of business, both through relevant historical data, and while observing ongoing trends and industry specific changes in both the related industries and the broad US financial market; held regular marketing and client-facing events in order to upkeep strong work relationships.
FINRAExaminer
Aug. 2017 - Mar. 2020New York, New York, United States• Through the processing of New and Continuing Membership Applications, individually oversee the status of all FINRA member firms in its Manhattan district, the organization’s highest-volume and highest-profile district. This includes reviewing the Firm’s propositions for its business, analyzing each application’s feasibility and ability to comport with FINRA rules, negotiating the terms of the Firm’s proposals with the Firm’s principals, and issuing a final disposition (e.g. approval or denial) to each requested change. • While leveraging the ability to issue-spot, collaborate within FINRA’s expansive corporate structure, both in the New York headquarters and through the District Office space, to provide the finest and most technically accurate analysis of each Firm’s application; additionally, keeping an open line of communication with each FINRA member-firm to coordinate information requests, hold membership interview meetings, and ultimately come to an agreement on the terms of each application.
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