About Us
Broad Experience
With almost 3 decades of insurance and treasury management experience I help clients prepare for the unknown and protect their financial and physical assets. Experience in manufacturing, distribution, mining, telecommunications, hospitality, non-profit and insurance. Certifications include Certified Treasury Professional and Certified Risk Manager.
Assessing Need
Whether you need assistance in building and managing a Treasury Department or managing your organization's insurance and risk management I can provide flexible solutions including acting as a part time Risk Manager, interim Treasurer/Assistant Treasurer or consultant to provide expertise on a projects such as M&A. I can be your Rent-a-Treasurer to Rent-a-Risk Manager!
Building Relationships
Strong relationships with your financial providers are critical. This includes your banks, rating agencies, insurance brokers, insurance carrier and other insurance related vendors such as TPA's and safety consultants. I can help to build existing relationships to improve risk analysis and coverage or assist in selecting new relationships if a new direction is needed to provide the best protection for your company. I have worked with international banks/brokers, large national banks/brokers and regional and local banks/brokers.