Entrepreneur, Executive Coach, Board Member, Servant Leader
A growth-minded, passionate executive with a remarkable track record for creating a culture that encompasses visionary thinking, collaboration, and immense growth opportunities.
A Maxwell Leadership Team Member, Executive Director, Certified Trainer, Coach and Speaker seeking to bring more value and leadership to the world.
Over 30 years’ experience in automotive retail, claims administration, captive insurance management, and business development through agency and strategic partners.
AREAS OF EXPERTISE
- Change Management
- Project Leadership
- P&L Management
- Process Improvement
- Talent Development & Leadership
- Training & Income Development
- Captive Insurance Company Management
- Regulatory Compliance
- Employee Recognition & Retention
- Financial Planning & Reporting
- Due Diligence & Analysis
- Strategic Planning
- Startup & Growth Initiatives
- Life & Executive Coaching
BOARDS AND AFFILIATIONS
Portfolio Holding, Inc. Board of Directors
Maxwell Leadership Team Executive Director, Certified Trainer, Speaker & Coach
Changing Lives Foundation Executive Director, Board of Directors
Lender Compliance Technologies Board of Advisors
Martin Hennessy’s Inspiring Children Foundation Board of Advisors
Cleveland Christian Home Advisor
Providers & Administrators Board of Advisors (2016, 2017, 2019)
F&I Providers Relief Fund Board Member, Executive Chair
Portfolio Holding, Inc., Executive Vice President – Strategic Ventures/Board Member
Focused on mergers, acquisitions and development of adjacent business opportunities for alignment and growth initiatives to increase the overall size and nimbleness of the company.
Driven Capital Partners, LLC Co-Founder
A joint venture formed to invest in and consult with growth-oriented companies focused in areas related to automotive, administration, insurance, and technology.
National Automotive Experts/NWAN, Inc. CEO/Founder/Board Member
Led and motivated the growth of the company from a startup third-party administrator to being one of the most innovative and client-driven administrators in the nation. Created products that revolutionized the industry. Company was acquired by Portfolio Holding, Inc., an Abry Partners company, in 2020.
Imprise Insurance President/Founder
Created one of the first insurance captives in the State of Ohio to provide creative and wealth-building solutions for clients nationwide. Company was acquired by Portfolio Holding, Inc., an Abry Partners company, in 2020.
Sunnyside Automotive, Inc. Vice President
1990–2001 (remained as a consultant through 2006)
Led the dealership group in all areas related to finance and insurance products. Created, implemented, and facilitated all corporate training for sales, finance, service, and management. Managed the captive reinsurance companies for the dealership group.
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