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Work Background
Managing Partner
Primer Sol ConsultingManaging Partner
Mar. 2006Denver Area ยท RemoteLeads business development, account and engagement management, and is responsible for the overall client success and delivery. Has been a model project director and manager for B2B and B2C management consulting, technology implementation, research, and subject matter expert in multiple industries with existing accounts in North America, Latin America, APAC, and EMEA. Current Engagements Advising a US-based, global consulting operation to better utilize geoinformatics and earth obse.rvation to accelerate financial services and insurance processes. Strategic consultant to a Southeast Asian insurtech in its development of group health, life, and P&C products properly suited to market conditions. Project includes local market research, technological design, sales and distribution rationalization and development.
Strategic Advisor / VP Global Sales
GridMarketsStrategic Advisor / VP Global Sales
Aug. 2021 - Feb. 2024San Francisco Bay AreaWith offices in USA, UK, Singapore, India, Australia GridMarkets is a cloud-based rendering and simulation service company delivering specialized environments for the animation & visual effects, drug discovery, and financial services industries. From August 2022 transitioned to a Strategic Advisory role, advising and supporting the development of the GridMarkets global value proposition to bring affordable, fractionally prices high performance CPUs and GPUs to the media, visual effects, biotechnology, pharmaceutical, life sciences. The advisory role is principally oriented toward global market entry including; research, target marketing, messaging, and global business development enablement.
Enterprise Account Executive
InsurityEnterprise Account Executive
Oct. 2019 - Jan. 2021Hartford, Connecticut AreaRepresented Insurity's non-life, digital insurance, and data analytic solutions; engaging and consulting insurance carriers, MGA's, and brokers to decrease expenses and increase revenue.
Multiline Consultant-Specialist
Progressive InsuranceMultiline Consultant-Specialist
May. 2019 - Oct. 2019Colorado Springs, Colorado AreaApplied insurance distribution and technology expertise to support business analysis, training advisory and guideline scripting for sales and service; brokerage and agency channels. Serving as a model advisor-consultant in sales to small and mid-size enterprise; commercial and personal lines expert; platform consultant for the carrierโ€™s InsurTech provider.
Director-Principal-Client Relationship Executive
DXC TechnologyDirector-Principal-Client Relationship Executive
Nov. 2010 - Mar. 2014Americas RegionThrough a period of dramatic structural and strategic change, successfully oversaw sales, partnering, delivery, customer satisfaction, financial performance, and market share growth for applications. Managed project fulfillment staff consisting of business, technology, and actuarial teams in US, Europe, Latin America, Africa, and Asia. Developed the LAC [Latin American and Caribbean] growth strategy for new product market entry. Upgraded the performance management function by articulating roles & goals and developing region-specific sales closing methodologies.
VP, Sales and Marketing
Insurance TechnologiesVP, Sales and Marketing
Jun. 2005 - Mar. 2008GlobalShaped and implemented sales and marketing strategy. Recruited, hired, developed and managed sales and consulting teams for Asian, Latin American, and European markets. Initiated and built strong industry partnerships. Sold and conducted distribution, marketing, suitability and technical consulting.
Senior Director, Consulting, Research, & Account Management
LIMRA InternationalSenior Director, Consulting, Research, & Account Management
Oct. 2000 - Jun. 2005GlobalLeading up to 7 staff members, performed research and consulting for clients in 30+ countries; managed relationships with 200 companies with access to top executives. Led and conducted unique financial services consumer studies, implementing new hybrid method of survey sampling. Maintained full P&L responsibility. Coordinated conferences and annual meetings for the Caribbean region.
Project Manager & Business Analyst
Nationwide InsuranceProject Manager & Business Analyst
May. 1999 - Oct. 2000Columbus, OhioPromoted from project manager position to lead system development for one of the world's largest insurance and financial services companies.Researched best practices and implemented object-oriented and use case to design a global base IT system. Consulted on global system architecture and design. Contributed to design of system modules, including new business, premium administration policy cancellation / surrender, and system interface. Led business-to-business consulting projects from needs assessment through delivery; conducted and managed quantitative research design, survey, sampling, data collection, macro-economic, political and behavior analysis; univariate, multivariate and demographic techniques; and qualitative research using interview and focus groups.
Adjunct Professor
Franklin UniversityAdjunct Professor
Aug. 1999 - Apr. 2000Columbus, Ohio
Graduate Instructor and Researcher
The Ohio State UniversityGraduate Instructor and Researcher
Jan. 1995 - Dec. 1999Columbus, Ohio Area
Adjunct Professor
Ohio Northern UniversityAdjunct Professor
Sep. 1997 - Jun. 1998Ada, Ohio
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