How I can help you
Background with national insurance companies. Familiar with insurance in general but specialized in surety / bond business for contractors. Also familiar with and underwrote many other types of surety bonds. My experience is more credit based. I have worked with accountants, attorneys and bankers who were representing our mutual clients in various capacities. Most often this was a "team" approach for our client, helping them achieve their business objectives, both short and long term.
The relationship nature of my business background means that I have been counseling business clients for over 40 years and have worked with these clients from early days of their business ventures through first and second generations of the ownership. Geographically, I am familiar with the Southeast, including Florida and the Midwest. My clients were local, regional, national and international in scope.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Government & Regulations
- Business Operations
- Technology & IT Services
- Banking, Finance & Insurance
- Manufacturing & Industrial
BA in Economics from Belmont Abbey College, Belmont, NC.
various Insurance related courses.