VP Risk Management - Bellwether Asset Management, Inc. - Los Angeles, CA
(2022-05)
- Own total cost of risk (TCOR) strategy for an approximately $18B private equity real estate portfolio spanning office, industrial, multifamily, and hospitality assets, establishing risk policies, governance structures, and reporting
- Serve as the primary risk advisor to asset management and investment teams, translating program structures, retentions, exclusions, and risk exposures into financial and operational risk implications for executive decision-making
- Directly manage and mentor a team of 2 risk analysts; built the function's cross-functional service model from scratch, standardizing claims reporting and response protocols, reducing response times, and instituting a lead-with-the-answer communication standard for team queries to replace ambiguous "it depends" responses
- Instituted a recurring cadence of proactive risk updates to Managing Directors summarizing program wins and open issues, improving visibility and trust in the risk function
- Restructured the workers' compensation program for a portfolio plastics manufacturer to a loss-sensitive structure and drove injury-reduction initiatives that cut the experience mod from 1.6 to 1.1 over two years
- Oversee all property and liability claims activity, including high-severity and complex losses, from first notice through resolution
- Develop and maintain the firm's Business Continuity Plan in response to institutional client DDQ requirements and internal audit/compliance protocols, ensuring operational resilience standards aligned with regulatory and investor expectations
- Manage construction insurance programs for ground-up development and large-scale value-add projects, including Builder's Risk, OCIP, and CCIP structures; oversee risk management for a portfolio homebuilder, coordinating directly with their risk team and reporting program performance directly to the LP
- Conduct risk reviews of acquisition, disposition, lease, and vendor agreements, advising on insurance, indemnification, subrogation, and hold harmless agreements
- Manage insurance programs for owned and leased data center assets with exposure to hyperscaler-grade property, business interruption, and tech tenant liability risk
- Own the firm's insurance technology platform, ensuring accurate asset data and reporting integrity
Risk Manager - Caruso Management Co. - Los Angeles, CA
(2021-07 - 2022-05)
- Directed a single-parent captive and group WC captive, including coordination with managers and actuaries; expanded utilization by assuming a shared property program layer, replacing the highest-cost carrier with a fronted/stop-loss structure
- Managed all commercial and personal insurance programs for the organization and its principals, including high net worth personal lines coverage across residential, marine, aviation, and personal liability exposures for a multi-generational family enterprise
- Managed claims across all policies, coordinating with TPAs, outside counsel, and specialists on complex and escalated matters
Principal and Logistics Practice Leader (Sales) - Newfront Insurance - Los Angeles, CA
(2020-09 - 2021-07)
- Led a specialty insurance sales team of 6 focused on complex domestic and international commercial risk, including practice-level oversight of marine and inland marine business and monthly team sales reporting
- Directed day-to-day service activity of practice CSRs supporting the book, ensuring consistent service standards
- Managed client relationships, renewals, and carrier negotiations across a diverse marine/inland marine book
Vice President (Sales) - Alliant Insurance Services - Los Angeles, CA
(2017-07 - 2020-09)
- Managed a team of 4 within the specialty division while producing on large, complex accounts including manufacturers, importers/exporters, and large-market 3PLs across domestic and international markets
- Designed and presented risk financing structures and insurance program alternatives for prospective and existing clients across multiple industries
- Leveraged London, EU, Latam, and Bermuda markets for bespoke policy forms for clients in the US, Canada, UK, and Mexico
Account Executive (Sales) - Roanoke Insurance Group - Long Beach, CA
(2011-01 - 2017-06)
- Produced and maintained a specialty book focused on logistics, marine, and inland marine risks; placed risks through Munich Re/Lloyd's syndicate markets and E&S carriers using manuscript forms
- Directed day-to-day service activity of 3 CSRs supporting the book
Multi-line P&C Claims Adjuster - Capital Insurance Group - Monterey, CA
(2007-06 - 2010-06)
- Conducted investigations and negotiations for escalated claims arising from multiple types of policies
