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Network Power<100 people
Roles
🔥100%
Startup Founder
✨100%
Business Owner
👍100%
Sales & BizDev
Geos
🇺🇸100%
United States
Work Background
Moon Rock Media Group IncFounder
Apr. 2023Salt Lake City, Utah, United States · HybridMoon Rock Media Group helps financial firms develop and market warranty and insurance products in the Insurtech industry. We offer specialized expertise in the insurtech sector and work closely with financial firms to identify opportunities and develop strategies for creating and implementing warranty and insurance products that meet the needs of the market and the firms' clients. This can involve a range of services, including market research and analysis, product design and development, regulatory compliance, technology integration and implementation, risk management, and marketing and sales support. The company also provides ongoing support and guidance to financial firms as they launch and manage their warranty and insurance products, helping to ensure their success in the highly competitive insurtech market.
BridgePoint Advisors, LLCExecutive Board Member
Apr. 2023Salt Lake City, Utah, United States · HybridOur unwavering triumph rests on our ability to curate the ideal team for each investment we endorse, including our comprehensive merger and acquisition services. By assembling a team of individuals with the most relevant experience in their respective sectors and transactions, we can conceive brilliant concepts and strategies to position our portfolio companies for long-term growth and profitability. Our team is highly experienced in navigating the complexities of mergers and acquisitions, from valuations to initial negotiations to final deal structuring. With our extensive network of industry contacts and deep understanding of the marketplace, we can identify promising opportunities, and offer valuable guidance on everything from deal valuation to due diligence. Through our diligent efforts, we have successfully helped numerous companies navigate the challenges of mergers and acquisitions, and have positioned them for success in their respective industries. Our goal is to provide our clients with comprehensive support and guidance throughout the entire process, and to ensure that their interests are protected every step of the way.
PermaPlateManaging Director
Dec. 2021 - Apr. 2023Salt Lake City Metropolitan Area• Entrepreneur Leadership. Managing the start-up structure, planning, and execution to establish a new division for PermaPlate. • Financial Management. Prepared annual business plans, the company’s P&L statement, balance sheet and build various models to project estimated sales growth.
• Marketing & Sales. Collaborated with company to develop tactical marketing plans to separate the new division from the competition. Developed messaging, value proposition, formed strategic partnerships with sales channels and new service network to support new division. • Market Research. Monitored industry trends, developed competitive analysis, and maintained close relationships with domestic and international vendors to gather market intelligence on emerging opportunities.
• Underwriting. Created three new warranty products, pricing strategy, reserve levels that were aligned to a new furniture contract, which would produce a better customer adjudication process for the industry.
PermaPlateVice President - Furniture Warranty Division
Oct. 2019 - Dec. 2021Salt Lake City Metropolitan AreaLevering PermaPlate’s strong reputation and capabilities to create a new customer centric experience for the furniture industry. Product development efforts include evaluating indicators with retailers (and their customers), service network providers, manufacturers, underwriters and management to craft a strategic plan to determine optimum service, price and technology that will increase the level of service for retailers and their customers.
FortegraVice President of Development, Warranty Consumer Solutions
Jun. 2018 - Oct. 2019Jacksonville, Florida, United States · RemoteAs a member of the Tiptree family of companies, listed on NASDAQ (TIPT). Recruited by Fortegra to explore new consumer product coverage channels that the company could underwrite and service. Responsibilities included identify and securing relationships with manufacturers or retailers that Fortegra could service the following solutions: Service Contracts, Extended Warranties, Missed Point-of-Sale Programs, Renewal Programs and Manufacturer’s Limited Warranties.
AmTrust Financial Services, Inc.Senior Vice President, Business Development
Dec. 2013 - Jun. 2018Dallas, Texas, United StatesAmTrust Financial Services is a multinational property and casualty insurer specializing in coverage for small businesses. Products include: compensation insurance, extended warranty coverage, specialty middle-market property, casualty insurance and a host of consumer-related products and services. With extensive underwriting experience and a prestigious "A" (Excellent) Financial Size X rating from A. M. Best, we've built a reputation as an innovative, technology-driven insurance company. Our commitment to excellence is the common thread connecting each of our businesses Developed client partnerships with an exceptional sales team for the following three divisions: 1) AMT Consumer Services (St. Louis Park, Minnesota), 2) Warrantech - Consumer Product Sector (Bedford, Texas) and 3) Toco Warranty (Studio City, California). Each division has authorship and expertise in products/services that include solutions like: identity protection, purchase shield, healthcare-related discounts, and extended service plans for mobile devices, electronic goods, e-commerce products, high-end consumer items and automobiles. Collectively these three divisions serves the product and fulfillment needs of numerous consumers throughout the United States. Clients can expect to leverage the following services with our products: • Direct Marketing – direct-to-consumer marketing strategies.
• Contact Center Support – three PCI compliant domestic call centers.
• Customer Care Solutions – process of handling a claim as seamless as possible.
• Program Design and Implementation – customize products that are right for consumers.
• Training and Development – training and ongoing product knowledge.
• Business Intelligence – ongoing market research on consumer engagement products.
• Data Mining – leverage millions of consumer “touch points” to better understand market trends and behaviors.
AmTrust Financial Services, Inc.Vice President, Strategic Partnerships
Jun. 2013 - Dec. 2013Greater Salt Lake City AreaCrafted successful partnerships by: 1) focusing on structuring long-term agreements that both Parties value the market-share and revenue growth of the relationship, 2) expanded new relationships in the financial, insurance, healthcare and non-profit verticals,
3) execute revenue goals against the company’s strategic plans by quantifying the successes and shortfalls, adjusting existing partnerships that have expanding opportunities for both Parties. Management Responsibility • Structured detailed strategic plan for building new business relationships at the "C" level.
• Researched and drove business expansion/collaboration opportunities for the market; develop, in conjunction with senior management, the market strategic plan.
• Development of sales presentations and action plans for potential new clients.
• Identify future industry trends and client contact opportunities.
• Institute a client modeling program; cloning profitable clients.
• Act as a strong team player for management.
• Enhance existing client team programs and identify new pilot program opportunities.
• Develop strong client relationships on all levels.
• Maintain thorough knowledge of important market trends and product categories.
• Keep up with industry dynamics.
• Participate in key industry organizations, maintain high level of visibility.
• Collaborate on development of C-level presentations and proposals.
CallAssistant, LCExecutive Vice President, Corporate Development & Government Affairs
Jan. 2007 - Jun. 2013Salt Lake City, UtahCallAssistant is an outsource contact center service provider with more than 1,000 employees located in five domestic locations and one international operation in Cebu, Philippines. Market Verticals (Outbound & Inbound Teleservices)
• Banking, Credit Card Enhancement Services
• Political Fundraising – Prospecting and House Files
• Insurance, Extended Warranties & Credit Card Protection
• Credit Card Validation
• Telecom, Consumer Loyalty Programs
• B-to-B, Market Research and Appointment Scheduling
• Prospecting, Lead Qualification I was brought in after the acquisition of CallAssistant to create the marketing and sales strategy for the company. The first day of orientation – it became painfully obvious that there was little brand value (if any) and the client list consisted of one large international bank and a handful of Internet lead qualification clients. Comfortable with the “many hats we must wear” job description – I worked to develop the sales and marketing collateral, website content, prospect target list, contacting plan, road show schedule, etc. Amidst all this – the CEO needed me to make strong contacts (friends for life relationships) with our congressional representatives, legislative aids, lobbyists and every federal agency that regulates telemarketing. For the first two years of my position with CallAssistant – Washington DC was a second home for me. In fact, for great Thai food try: Kanlaya Thai Cuisine, 740 6th St. NW. Approach KAPOW KROB with extreme caution. CallAssistant has afforded me opportunities to network with trusted relationships that have taken me to Madrid, London, York, Manchester, Paris and relationships in Lima, India, Hong Kong and Turkey. Our unique value is our ability to provide superior call experiences because we understanding the science and art of communication with our clients’ most trusted relationships – their customers.
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