2003 - Present |
West Haven, CT |
Independent Consultant/Private Investor |
Performed management of personal financial accounts and provided small business consulting services. |
1995 - 2003 |
ING Group North America Middletown (Hartford), CT |
Director of Operations Americas Region |
Created an organization to take over the international insurance operations of The Travelers Insurance Company after purchase by ING.
Direct the sales and service function for ING and related insurance companies, in the United States. The focus is on Fortune 500 multinational companies and their brokers and consultants. Establish global financial strategies for funding client employee benefit plans. Currently manage approximately 75 client relationships with annual premiums of $ 60 million. Direct a staff of three professionals.
Reports to an Executive Committee; currently ING Group, Scottish Equitable, Group Malakoff France and Nippon Life. Responsible for relationship with insurance partners in the Americas Region; Sun Life of Canada, Manulife Financial, Grupo Nacional Provincial, Porto Seguro, Compania al Buenos Aires. Provides training, marketing and sales support for international business to these partners. Coordinate global programs with related offices in Brussels and Tokyo.
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1986 - 1995 |
INSUROPE Norwalk, CT |
Director of Sales Eastern United States |
Headed the sales function in the Eastern Region for a global association of insurance companies. Focus on Fortune 500 multinational companies and international insurance brokers and consultants. Managed approximately 50 clients with annual premiums of $40 million. Directed a staff of one professional and one support person.
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1985 - 1986 |
Metropolitan Life Insurance Company New York, NY |
Senior Consultant |
Provided consulting services to multinational clients with respect to insurance and employee benefit programs for foreign employees. Negotiation with foreign insurance companies on clients' behalf to improve contractual and pricing structure. Establish global funding arrangements for cost reduction and control.
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1980 - 1985 |
Pan American World Airways New York, NY |
Director, Planning & Funding |
Responsible for funding and cost control strategies for domestic and foreign employee benefit plans. Negotiations with insurance companies (foreign and domestic) and management of outside consultant (broker) services. Negotiate union contracts as part of the labor relations team. Established a dedicated bond portfolio.
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1976 - 1980 |
National Airlines Miami, FL |
Manager, Insurance and Pension Plans |
Introduced an on-line administration system for insurance and pension plans. Negotiations with insurance companies and management of outside services.
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1974 - 1976 |
R.J. Farrell & Company Boston, MA |
Insurance Consultant |
A firm of actuaries and consultants. Served as a consultant to private companies and labor unions.
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1973 - 1974 |
Fidelity Mutual LIfe Insurance Company Syracuse, NY |
Sales Representative |
Sales and service of individual and group insurance products.
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1969 - 1973 |
United States Army Company Commander |
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Education |
1969 Providence College |
BA Economics |
1981 Nova University |
Master of Business Administration |