Interest

  • Continuing professional education
  • Reading 
  • WWII history 
  • Politics and current events
  • Golf 
  • Cultural events  
  • Travel

Summary

Experienced professional with multi-disciplinary experience in business, management, insurance, marketing and real estate with emphasis in post-acute care and senior housing.  Integrated program developer and solution provider with the ability to effectively handle operational challenges.  Strong profit and service orientations are enhanced by excellent analytical skills.  Key facilitator of profitable business operations through providing strategic and tactical solutions that reduce costs while improving competitive performance. 

Work History

Work History
Nov 2007 - Present

Principal | Chief Risk Officer

Texas International Consultants, Incorporated & Stealth Realty Advisors, LLC
  • Partner in charge of Post Acute & Senior Housing Consultancy including, site selection, due diligence & entitlement.
  • Capital Markets for Health Care Facilites for Finance, Acquisition, Disposition & Tenant Representation
  • Placement and renewals of all appropriate insurance policies for corporate and individual properties
  • Litigation/claims management
  • Liaison with brokers/carriers/loss control consultants
  • Evaluation of potential acquisitions in terms of risk/safety potential and existing insurance coverages
  • Determine and monitor insurance coverages as required by loan terms, conditions and covenants for all properties, including de novo developments
  • Liaison with financial/legal advisors on tax and compliance issues
  • Compliance with governmental entities regarding licensing, entitlements, and other regulatory matters
May 2005 - Oct 2007

Acquisitions

Capital Senior Living
  • Selection and acquisition of sites for de novo development   
  • Contract negotiation    
  • Due diligence   
  • Entitlements 
  • Market research   
  • Identification of existing properties/portfolios for acquisition
Aug 2003 - Apr 2005

President & Managing Partner

Banks Bradshaw & Pierce
May 2000 - Jul 2003

Senior Director, Risk Management

American Retirement Corporation
  • Established and managed coordinated risk management department, to include:
  1. Workers compensation and safety 
  2. Litigation management 
  3. Claims management   
  4. Settlements 
  5. Information management system for c-level executives 
  6. Determination of self-insured  retentions and reserves
  7. Brokers/carriers and loss consultant relations
  8. Selection, oversight and performance evaluations of Third Party Administrators
  9. Placement and renewal of insurance coverages
  10. Quality improvement.for multiple locations of skilled, assisted and independent living facilities; establishment of corporate-wide healthcare policies and procedures for skilled and assisted facilitiesliving
  11. Development of standard contract for facility Medical Directors; liaison with Medical Directors on risk management responsibilities and issues
  12. Development and implementation of Risk Information Management System
  13. Evaluation of potential acquisitions from risk, insurance and litigation perspectives
  14. Extensive domestic and international travel (UK, Germany) for corporate presentations
  • Improved the Company's overall risk profile with workers compensation MOD rate consistently below industry average
  • Workers compensation costs held stable during periods of rapid growth and high employee turnover
  • Reduced the number of lost time claims by ten percent (10%)
  • Established aggressive Return to Work program
  • Achieved significant improvement in the performance of skilled nursing and assisted living facilities based upon established quality indicators and reduction in incident rate
  • Successful negotiation of litigation settlements/cases below reserved/retained amounts
  • Directed the transition from claims incurred to claims made policy form for general/professional liability coverages
  • Established multi-state legal panels and developed comprehensive and unified litigation protocol
Nov 1996 - May 2000

Director, Real Estate

American Retirement Corporation

Identification and selection of land for de novo development

Contract Negotiation

Due Diligence Entitlements

Disposition of excess land and facilities

Market research

Identification of existing properties for acquisition

Completed real estate transactions with total development value in excess of $100 million

Completed the sale of excess land which resulted in anet gain to the Company of over $5 million during a two year period.

Jan 1984 - Oct 1996

Executive Vice President

Texas International Consultants, Incorporated

Executive management and direction of family owned real estate investment company

Supervision of leasing and management of commerical properties

Investor Relations

Recruitment and training of personnel

Negotiation of acquistions and joint ventures

Construction management

Risk Management

Political | Governmental Affairs Consulting

Increaded net revenue by over ten (10%)per year for twelve years

Jan 1982 - May 1984

Director of Government Affairs, Investor Relations and Marketing

Gulf Nuclear, Inc.

Publicly traded company engaged in manufacturing and distribution of specialty oilfield chemicals and radioactive materials; wholly owned environmental lab and consulting operation opened in 1983

  • Assigned to Office of the Chairman
  • Established in initial investor relations program, including daily contact with market makers and buy/sell side analysts
  • Developed comprehensive government and public affairs programs, including lobbying at state and federal levels.
  • Established first formal marketing program for company, including inside and outside sales.
  • Initial Director of Marketing for company's environmental testing subsidiary located in Oak Ridge, Tennessee.
May 1980 - Dec 1981

Publilc Affairs Analyst

The Western Company of North America

Publicly traded company engaged in oilfield servicing and offshore drilling

  • Assigned to Office of the Chairman
  • Chief lobbyist for company in states of active operations (13)
  • Prepared correspondence and speeches for Chairman
  • Prepared scripts for Chairman's radio/television public advocacy campaign
  • Trip planning/travel assistant to Chairman

Education

Education
Sep 2009 - Present

University of the South
Aug 1990 - May 1992

Sep 1976 - Jan 1980

University of Texas at Austin

Skills

Skills

Risk Management

Workers compensation and safety programs Selection, supervision and performance evaluations of Third Party Administrators Management Information Reporting System Risk Management Information System Healthcare quality improvement Risk evaluation/projection/mitigation Claims management and supervision Litigation management and supervision Coordination with insurance brokers, underwriters and loss control consultants Placement and renewals of insurance coverages, to include: Workers Compensation General/professional Liability Employee Practices and Labor Director & Officers Property and Casualty

Site Selection & Acquisition

Market/demographic research Identification of potential markets Identification & selection of properties for acquisition (de novo development and existing) Negotiation of Letters of Intent and Contracts for Purchase/Sale Preparation of approval packages and documents for C-level executives Escrow of contracts Due Diligence Entitlements, to include zoning, neighborhood and government approvals, permitting Closing of transactions

General Management

  Team Building Ability to motivate team members Ability to bring disparate functions together in a cohesive manner Ability to quickly ascertain and develop plans/programs to achieve corporate objectives Ability to communicate from C-level to field personnel