Proven leader in client management and strategic growth within the insurance industry. Expertise in portfolio risk management, M&A transactional liability, and cross-border strategies, managing over $15 million in premiums. Skilled in team leadership, fostering strategic partnerships and delivering innovative insurance solutions. Committed to enhancing client satisfaction and driving revenue growth.
Overview
7
7
years of professional experience
Work History
Vice President, Client Executive & Team Leader
BFL CANADA
Winnipeg, Canada
09.2022 - Current
Led a cross-functional team to establish service standards, enhancing client satisfaction.
Managed a $15M+ premium portfolio, developing advanced risk transfer strategies.
Assisted in $100M-$600M M&A transactions with Rep and Warranty Insurance, and management of move-forward portfolio company annual insurance program placement.
Collaborated with executives to create competitive insurance programs.
Executed cross-border insurance strategies for global manufacturers.
Led complex placements, including single-project policies insuring up to $200M TIV, demonstrating expertise in large-scale project risk assessment and capital protection strategies.
Board Member
Hockey Manitoba
Winnipeg, Manitoba
01.2025 - Current
Conducted comprehensive human resource audit, guiding office restructure and governance overhaul to better serve its 40,000 members.
Evaluated organizational performance, delivering actionable insights for operational enhancements.
Facilitated discussions on risk management and compliance strategies organization-wide.
Mentored new board members, clarifying roles and expectations.
Reviewed financial reports to align with strategic objectives.
Oversaw committee activities, ensuring alignment with mission and vision.
Engaged in public relations initiatives to promote brand image and organizational values.
Account Executive – Construction & Surety
Arthur J. Gallagher & Co.
Winnipeg, Canada
01.2019 - 01.2022
Managed $8M+ in renewing and binding premiums across national and international client portfolios, maintaining strategic carrier relationships and optimizing policy structures for enhanced client value
Developed sophisticated surety facility maintenance programs, leveraging deep carrier relationships to deliver competitive pricing and superior policy terms for complex construction projects
Executed comprehensive risk analysis and client education initiatives, positioning insurance solutions as strategic business enablers rather than operational necessities
Achieved ICM Level 2 Insurance Broker certification, demonstrating commitment to professional excellence and regulatory compliance
Education
Bachelor of Arts - Political Science (Pre-Law)
St. Andrews University
Laurinburg, NC
06-2016
Skills
Strategic leadership
National account management
Cross-border strategy
M&A support
Insurance due diligence
Portfolio risk management
Business development
Financial expertise
Stakeholder engagement
Executive communication
Key Performance Metrics
Portfolio Management: $15M+ annual premium under management with consistent growth trajectory.
Transaction Advisory: Successfully placed RWI on deals ranging from $100M to $600M enterprise value.
Team Leadership: Direct management of 5 professionals with improved retention and performance metrics.
Process Innovation: Implemented service excellence frameworks adopted across regional teams.
NCAA Division II/NAIA Men's Lacrosse: Senior Team Captain, All-Conference Selection, demonstrating leadership under pressure and commitment to team excellence.
Club President, St. Andrews Fitness Club: Organizational leadership and community building.
DECA Regional Champion: Early demonstration of business acumen and competitive drive.
Team Member, St. Andrews Ethics Bowl Debate Team: Critical thinking and public speaking excellence.
Leadership And Board Experience
Director at Large, Hockey Manitoba Board of Directors, 01/01/25, Present, Strategic governance and stakeholder engagement for provincial sport development, overseeing organizational strategy and community impact initiatives.
Chairman, Board of Directors, Horizons Children's Center Inc., 01/01/19, Present, Executive leadership of non-profit organization, establishing comprehensive governance frameworks, financial oversight protocols, and strategic fundraising initiatives generating significant community impact.