Key Qualifications Include:
• Start-ups
• Project Management
• Venture Capital/Angel
• Self Insurance
• Organizational Troubleshooting & Improvement
• Organizational Restructuring & Change Management
• Operational Efficiency
• Feasibility studies & Competitive Analysis
• Multiple Insurance & Instructing Licenses
• Executive/Leader Mentorship
• Corporate Vision & Culture Formation
• Strategic Thinking & Business Planning
• Marketing 20 years
• Operations 10 years

President Capacity Consulting, Inc.
January 2002 – Present (10 years 4 months) Rock Hill, NY

Strategic management consulting specializing in startups, improvements, and all things self-insurance. Our goals are simple; for startups and M&A it is “Doing it right the first time”, for operating businesses it is “Improvement and efficiency”. Nothing affects the bottom line more.

Successful engagements in multiple industries include:
• Long and short term assessments to identify improvement opportunities.
• Preparing entrepreneurs to pitch for bank loans, venture capital, and angel investments.
• Feasibility studies and strategic marketing plans for startups.
• Acquisition and merger fit analysis.
• Self-insurance plan creation, formation, assessment, closure, audit, tune up, and consulting.

Vice President Majestic Insurance/Majestic USA Holdings (MAJC) Privately Held; 51-200 employees; Insurance industry

July 2002 – November 2010 (8 years 5 months)

I have held various titles at CRMH including consultant, VP of Operations, and VP of Research & Development. Results include:

• Creating 7 self-insurance groups (small insurance companies) in CA & TX with over $300m in revenue that helped CRMH go public.
• Opening new offices and operations in CA & TX.
• Created strategic marketing plan that increased submissions by 181%.
• Restructuring compliance and reduced error rate from 35% to 0%.
• Initiated social marketing and conversion.
• Provide on going public relations and legal consulting to the Marketing and Legal departments reducing legal liabilities by 91%.
•Research and introduction of new rating and policy issuance systems.
• Creation of a national group self-insurance feasibility data base.
• Recently handled the operational liquidation of 8 NY entities containing 1900 shareholders.

Adjunct Professor Sullivan County Community College
January 1999 – January 2004 (5 years 1 month)

Revised and instruct both the Property and Casualty sections of the New York State Brokers course. Received overall teaching effectiveness rating of 4.29 compared to the business adjuncts mean score of 3.96 and the colleges overall mean score of 4.20. Created and taught New York State continuing education classes.

Assistant Vice President Irwin Siegel Agency, Inc.
January 1993 – August 2001 (8 years 8 months)

I have held various titles in Underwriting, Claims, and Risk Managment during my 8 years at ISA including Assistant Vice President of Claims. Results include:

• 37% growth rate over last five years.
• Consistently met or exceeded profit sharing goals.
• Development of many new revenue generating coverage’s.
• Considered company coverage expert.
• Achieved customer satisfaction rating of 9.5.
• Development of proprietary agency management system.
• Restructured claims unit (became the template for CNA commercial lines).
• Created a published Legal Primer and quarterly legal/coverage newsletter.

Licensed Instructor Pohs Institute
January 1998 – January 2001 (3 years 1 month)

Instruct private and public classes on continuing insurance education in New York State. Topics include: ”The Principles of Reinsurance”, “Errors and Omissions”, “Ethics, Law & The Insurance Professional”, “Long Term Care”, “Disability Income”, “Retirement Planning”, “Underwriting Process”, “Risk Management & Insurance for Professionals and Closely Held Businesses”, “Legal and Compliance Issues”.

• Initiated expansion of classes into three new counties.
• Improved lesson plans.
• Received perfect scores in all areas of Pohs instructor evaluation.

Registered Representative Prudential Insurance Public Company; 10,001+ employees; PRU; Insurance industry

January 1991 – January 1993 (2 years 1 month)

• Increased book of business by 33%.
• Earned numerous awards in sales, policy holder service and recruitment.
• Member of citation winning district and staff.