OUR TEAM

• Almost 30 years in the insurance industry with a long and successful track record of delivering profitable returns for capital partners.
• An early executive that built and sold a Non-Standard Auto MGA over a 14-year period. The company grew to a profitable $550 million in annual premiums through a retail network of over 9,000 agents. He led an acquisition of a dedicated insurance company shell and assisted in securing over $1 billion of reinsurance over a 12-year period to grow the business.
• Recently led a transportation MGA start-up growing it to $55 million in annual premium while delivering loss ratios of 45% on the portfolio.
• Spent 10 years at the beginning of insurance career with Allstate holding numerous financial leadership roles. The last position was a leader in the Southeast region that comprised four states and $2.2 billion of annual premiums.

29 years in the insurance industry with leadership actuarial roles across a range of insurance, reinsurance and actuarial consulting companies including:

• Principal of one of the largest independent actuarial consulting firms in the US.
• The head property and specialty pricing actuary globally for one of the largest
  commercial insurers. Led a team of 50+ actuaries across 5 continents to develop and
  maintain pricing models and monitor profitability for a $7-8 billion portfolio of
  commercial insurance products.
• Vice President and Underwriter in the financial products business of a global
  reinsurance company responsible for the London and Bermuda markets.

Over 12 years of InsurTech system design and implementation experience. Her background in software development with a strong hands-on approach to her role as CTO. She is responsible for management, maintenance, vendor relationships, budgeting, oversight and design for all IT infrastructure.

The digital propriety agent management platform built by her was recognized by CIO magazine .  Over the years she has handled all aspects of system integration and end user design and has been involved in multiple conversion projects as the company has switched platforms. She managed on-time and on-budget conversions of agency management system from Applied Epic to Salesforce, she moved from Microsoft Dynamics to Marketing Cloud, and integrated call center agency phone systems to Five9 from Genesys Cloud.

• Innovation advocate and evangelist for using novel technologies to solve business problems and return real benefit. With a degree in Computer Science from The University of Dayton and a Lean Six Sigma green belt I’ve been able to represent complex system and enable continuous improvement of solutions and processes.
• 30-year veteran of growing sales, marketing, and product solutions for innovative technology companies – from enterprise to SaaS, web to mobile, and data to digitalization.
• Results oriented executive, thought leader, and mentor for multiple startups with success in driving toward growth and exit.

• Long tenured insurance professional with experience in underwriting, brokerage, marketing, program management, risk financing and captive formation.
• Most recently served as President of O’Neal Insurance Services, which has provided guidance to a number of carriers, retailers and MGAs.
• Led a Florida insurance company specializing in automobile liability for the taxi, limousine and NEMT industries.
• Structured workers’ compensation, general liability and automobile programs for a variety of industries and also placed a $150 million limit casualty program for a conglomerate involved in industrial chemical manufacturing.
• Began career as a large account underwriter with Commercial Union Insurance Company upon graduating from the University of Georgia with a business degree in finance.

• Over 25 years of experience, with the past 11 focused exclusively on successful leadership and execution within property and casualty insurance.
• Directed the overall Commercial Auto strategy for a leading “A” (Excellent) financially rated US provider of commercial property and casualty insurance solutions.  In this role, she was responsible for the overall strategy for a $200 million portfolio.
• Previously held senior underwriting positions at several leading insurance providers, including PMA Companies and Zurich.  In these roles, she analyzed risk exposure, led data driven decision making and provided strategic direction across multiple lines of business.
• Began insurance career at a leading niche transportation insurance company, National Interstate Insurance Company.

• Highly skilled property-focused underwriter with 30 years in the insurance industry and specific experience related to E&S habitational commercial property for the past 25 years.
• Lead commercial property underwriter for Scottsdale, Validus Specialty/Lexington, Co/Action Specialty among others, managing portfolios with loss ratios in the range of 25-45%.
• Best-in-class solutions-driven support from all the major wholesale brokers, taking advantage of key, long-term and proven relationships.
• Retired military veteran – Commander, U.S. Navy, 27 years total military service, both active duty and Reserves.

Over a decade of sales, traditional & social media marketing, and customer service experience in the commercial print and insurance industries with a proven track record of increasing profitable books of business, follower count and post engagement with social media channels, and producing strategic and creative solutions advocating for customers, clients, and agency partner.

• Three years in the insurance industry, specializing in commercial trucking and transportation with both admitted and non-admitted carriers.
• Kennesaw State graduate with a degree in Communications and a licensed P&C agent in the state of Georgia