Chubb
Avp, Underwriting - Global Casualty
Liberty Mutual Insurance Jun 1, 2014 - Aug 2019
Underwriting Consultant - Energy Casualty
Scout & Cellar Jun 1, 2014 - Aug 2019
Independent Consultant
Liberty Mutual Insurance Dec 2009 - Jun 2014
Territory Manager
Sovereign Insurance Group Apr 2008 - Dec 2009
Senior Account Executive
Education:
Louisiana State University 1999 - 2002
Bachelors, Bachelor of Arts, Communications
Missouri State University 1998 - 1999
Skills:
Insurance Property and Casualty Insurance Sales Commercial Insurance New Business Development Umbrella Insurance Brokers Workers Compensation Casualty Insurance Liability Marketing Leadership Sales Operations General Insurance Strategic Planning Claim Casualty Commercial Lines Business Development
Interests:
Children Education Environment Poverty Alleviation Disaster and Humanitarian Relief Animal Welfare Health
Certifications:
Chartered Property Casualty Underwriter Associate In Risk Management License 1389251 Texas Department of Insurance, License 1389251 The National Alliance For Insurance Education & Research General Lines Agent Property and Casualty License
Portia Capital Management
Owner and President
Castle Hill Advisors Sep 2015 - Dec 2016
Managing Director
University of Texas at Dallas Sep 2015 - Dec 2016
Adjunct Professor For Naveen Jindal School of Management
Asset Management Advisors Oct 2011 - Dec 2013
Vice Chair of Investment Committee
Innovator Vc Due Diligence Mar 2011 - Oct 2011
Partner
Education:
Wake Forest University
Doctor of Jurisprudence, Doctorates
Seattle University
Bachelors, Bachelor of Arts, Accounting
San Diego State University
Master of Business Administration, Masters, Finance
Skills:
Portfolio Management Investments Investment Strategies Asset Allocation Alternative Investments Asset Management Mutual Funds Fixed Income Hedge Funds Investment Management Finance Investment Advisory Due Diligence Strategy Analysis Financial Markets Financial Modeling Wealth Management Venture Capital Private Equity Financial Analysis Emerging Markets Strategic Financial Planning Valuation Financial Risk Equities Capital Markets Risk Management Risk Assessment Equity Research Securities Bloomberg Derivatives Series 7 Wealth Management Services Business Valuation Fundraising Equity Valuation Bonds Series 63 High Net Worth Individuals Options Entrepreneurship Mergers and Acquisitions Economics Estate Planning Etfs Equity Derivatives Retirement Private Banking
Interests:
Football Exercise Home Improvement Reading Arts and Culture Gourmet Cooking Sports Food Home Decoration Health Watching Sports Cooking Electronics Outdoors Education Environment Fitness Music Camping Movies Collecting Medicine Automobiles Woodwork Travel Investing Economic Empowerment Animal Welfare Watching Football
Carnelian Elementary School Alta Loma CA 1980-1981, Live Oak Elementary School Fontana CA 1981-1983, Redwood Elementary School Fontana CA 1983-1985, West Randall Elementary School Fontana CA 1985-1987, Sequoia Junior High School Fontana CA 1987-1989
Tam Nguyen, Gloria Pacitto, Sonia Gianni, Karl Ouimet, Cristina Calabrese, Tony Spinello, Sam Edwards, David Trussell, Martin Hatfield, Stephanie Richard, Vito Rizzuto