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Manager Insurance

Zephyrhills, FL
September 18, 2018

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**** ****** ****** **

St. Petersburg, Florida Tel. 727-***-****


*/**-** ******* ******* Lawyers Insurance Services

Chairman and Founder

*/** */** ********** Risk Insurance Services

Executive Vice President- Directed all

MGU functions for Professional Liability Insurance

5/96 – 3/02 Pelican Insurance Services

Chairman and Founder

Company specializes in professional liability

Brought the company from zero to 25 million annualy

11/92 – 5/96 Western Insurance Brokers

President Director and Shareholder. Developed and established lawyers professional Liability program for this wholesale broker and general agency. Complete responsibility for managing firm. Developed approximately $50 million in premium in 3 years.

11/86 – 11/92 Capitol Workshop Financial & Insurance Services

President. Directed marketing and administration for $15 million General Agency and Excess and Surplus Line Broker. Principal lines of business were Professional Liability.

2/83 – 11/86 Agency Management Systems/Dats Solutions, Inc.

Western Manager. Directed marketing of Automation Products to insurance agents, brokers and companies in the Western states. Position requited in-depth knowledge of all insurance operations from retail level at point of sale through the company to final statutory reporting. Additional activities included sales presentations, sales training and promotional appearances.

11/81 – 2/83 MGIC Indemnity Company

Regional Director of Marketing. Responsible for marketing insurance products through agents and brokers in Western states. Position included analysis of competitive products and direct selling to financial institutions. Participative underwriting on all small to medium financial institutions.

1/78 – 11/81 Puritan Insurance Company/General Electric Capital

Western Regional Manager. Responsible for marketing, operations, claim

and underwriting functions in an 11-state area. During the first two years, developed premium for commercial, personal and financial lines from a production base of $2 million to $14 million. Third year, production exceeded $30 million; inherited responsibility of a $300,000,000.00 book

of business.

Marketing Analyst. Responsible for financial evaluation and assistance in developing new marketing programs (lines included Reinsurance, Excess and Surplus, Aviation and Specialty).

4/75 – 12/77 Preferred Risk Mutual

Policy Service Manager. Responsible for general operations which included policy issuance, premium collections, Insurance Department coordination (50 states), assistance in product development and coordination of product activity in the field.

4/69 – 4/75 Financial Manager. Responsible for all corporate accounting functions, placement of short-term investments, administration of company budgets and preparation of all financial reports. While in this position, designed a cash management program yielding $100,000 annually, an automated accounting system which is still in operation today and a fully automated profit and loss report for the field marketing operations.

EDUCATION: Drake University – Bachelor of Business Administration

Des Moines, Iowa

Major: General Business Administration; Minor: Accounting/Finance

OTHER: Co-taught Reinsurance Accounting at Drake University with

the Iowa Insurance Commissioner. (Loren Worthington)

Served on the Hawaiian Insurance Commissioners Industry

Advisors Committee for two years. (Robin Campiano)

Created a captive insurance company for Western Automobile

Insurance dealers; which was domiciled in Hawaii.

On occasion am called upon to be an expert witness in Legal

Malpractice /Insurance matters.

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