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Mesa, AZ


Surety and financial professional with fourteen years of contract surety underwriting experience on both the company underwriting side with a record of zero losses, as well as the agency production side. Prior financial and management experience in financial planning, project management and corporate finance, including management responsibilities. Academic credentials include an MBA in Finance and a BA in Economics, with honors.

Work Experience


Merrill Lynch Wealth Management, Phoenix, AZ

2010Apr 2012

Advisory practice is focused on developing strategies and investment solutions for high net worth individuals, their families and privately owned businesses to help them realize their short-term and long-term financial goals, utilizing a consultative approach.
  • Series 7 and Series 66 securities licensed in Arizona and California
  • Insurance Producer licensed in Arizona and California.


Insco Insurance Services, Inc, Phoenix, AZ

2007 2010

Responsible for complete underwriting of contract bonds and subdivision bonds for the Phoenix Branch. Marketed contract surety to appointed agents in Arizona and Southern Nevada maintaining strong relationships and generating new surety business. Supervised and trained newly recruited, college graduate underwriter. Assisted with management of the office.
  • Zero losses on personally underwritten surety business
  • Exceeded objective by 40% for establishing new contract/subdivision accounts in 2009
  • Exceeded marketing objective by 50% for visits to appointed agents in 2009


Willis of Arizona, Inc, Phoenix, AZ

2005 2007

Performed complete underwriting and financial analysis of new accounts along with submission write-up and recommendation to the selected surety for approval. Along with the Sr. VP - Surety Manager, managed an existing book of contract and commercial surety exceeding $12 million in surety premium in 2006.
  • Actively developed contractor relationships and networking relationships through contractor-related associations for marketing purposes (AGC, ABA, ASA and CFMA)
  • Marketed through direct mailings to targeted contractors followed by phone calls and drop-in visits to speak directly with key decision makers in an effort to secure new contract surety accounts.


Robert Keith & Associates, Inc, Naperville, IL

1996 2005

Performed complete financial and underwriting analysis of contractor clients seeking surety bonds, including submission write-up and recommendation to the selected surety. Established a new brokerage division for a bond-only agency, developing relationships with insurance agencies and their contractor clients, providing surety bonds and surety expertise. After initial referral by an insurance agent, maintained direct contact and communication with the contractor client to secure necessary underwriting information.
  • Designed marketing materials and strategy for marketing to agencies as a referral network for surety business.
  • Developed a marketing database with over 7,000 agency contacts in three states.


CIGNA Financial Advisors, Inc, Chicago, IL

1992 1996

Chicago, IL (later acquired by Lincoln Financial Advisors) 1992 - 1996
Specialized in providing fee-based, comprehensive financial planning services to owners of privately held corporations, including many contractors. Expertise in business continuity planning, estate planning, retirement/fringe-benefit planning, asset allocation investment strategies, cash flow analysis and income tax planning.
  • Created estate tax reduction strategies that resulted in average savings of over $300,000 per client.

Successfully established a new function to coordinate worldwide product development activities (new tractors, combines, etc). Implemented Master Timing Schedules for cross-functional product development teams, detailing required activities and "Critical Path" to complete development on time.
  • Hired and trained staff in Europe, Canada and the United States. Standardized project management software and developed standard formats for consistent project progress reporting.
  • Developed a new corporate-wide, team-oriented system for funding and controlling new product development from design concept through manufacturing production. Savings estimated at $50 million per year, with a 40% reduction in product development cycle time.

SUPERVISOR - Financial Analysis Department, Ford Motor Company; Sterling Heights, MI
Supervised Financial Analysis Department of a plant with $800 million in sales. Coordinated operating review presentations to executive management.
  • Facilitated achievement of $17 million plant cost reduction objective by consistently providing timely and accurate analysis of labor and overhead performance.
  • Reduced monthly forecast analysis time by 50%, saving 30 hours/month by computerizing an extensive semi-manual worksheet process used previously.

SUPERVISOR - Cost Analysis Department, Ford Motor Company; Sterling Heights, MI
Supervised six financial/cost analysts. Analyzed product line cost competitiveness against "best-in-class" and internal cost reduction targets. Analyzed financial feasibility of capital investment proposals and "make versus buy" proposals. Coordinated expense budget development for the entire plant.
  • Identified and analyzed product cost reduction proposals with over $60 million in projected new savings as a member of a cross-functional cost reduction team.

Team Leader and financial representative for Team Taurus subcomponent development team, which was responsible for product design, manufacturing implementation and cost/quality control. Controlled over $100 million in capital expenditures and analyzed the variable cost effects of design changes for the new AXOD transmission.
  • Coordinated teamwork and fostered cooperative atmosphere between diverse functional groups while serving as Team Leader. Taurus AXOD Transmission Team incorporated many new, state-of-the-art designs, manufacturing processes and quality control improvement initiatives.


MBA in Finance

Marriott School of Management, Brigham Young University,

BA in Spanish

Brigham Young University,

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