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Work experience

Jan 2009Present

CFO / Controller

(property / casualty insurance co.)
Jun 2008Jan 2009

Professional Plus, Internal Audit & Controls

Jefferson Wells
Oct 2002May 2008

VP & Controller

Frenkel & Co., Inc. - International Insurance Brokers
Jul 1999Sep 2002

Assistant VP/Assistant Controller

Sompo Japan Insurance Co. (formerly Yasuda Fire & Marine
Mar 1993Aug 1998

Financial Director

Excess Line Association of New York (ELANY)
Apr 1980Feb 1993

Asst Treasurer/Financial Accounting Manager

Western World Insurance Group




Fairleigh Dickinson University


Financial/accounting professional. Diversified experience in various capacities within insurance industry. Broad based controllership background; manage accounting dept, monthly/quarterly/annual closing, financial reporting & compliance, budgets, A/R, A/P, comprehensive knowledge of Statutory & GAAP also NAIC & state filing requirements, etc. Due diligence, analyses, liaise with external contacts such as reinsurers, brokers, regulators and rating agencies. Proficient with IT, accounting & reporting packages, PC based applications, etc. Extensive experience managing annual CPA audit as well as periodic examination by domiciliary jurisdiction.


Avid reader, amateur car buff, working out, running, cycling, other fitness, etc.