Professional Overview

Professional experience follows a distinct focus in C-level management responsibilities with Fortune 500 companies and significant entrepreneurial settings in both public and private venues. Dominate professional experience in the insurance related space. Core strengths include M&A activities, sales management,operational and financial administration and technology. Verified success with integrations, turnarounds, brand building, revenue growth, organizational reengineering, and resolving management hot spots. Through direct M&A activities in the different C-level positions since 1988 has acquired, merged, integrated or liquidated 28 different companies or divisions.

Work History

Work History
1988 - Present


Springtree Group, LLC

A consulting concern focused on the business services space. Our specific focus is insurance brokerage and companies that support insurance brokers. Specialized firm with a high level of M&A, organizational integration, operations and interim management expertise. Based in Dallas, Texas.

2006 - 2008


Apex Global Partners

Apex Global Partners is a leading independent mixed practice international insurance broker providing a full range of risk management, employee benefits and financial services products and services catering to middle market businesses. Based in Dallas, Apex has partner offices in 56 foreign countries.

2003 - 2006

Division President

USI is one of the worlds largest private diversified insurance and financial services firms focused on a technology enabled, fully integrated delivery of insurance, financial services and consulting services.

2001 - 2002

President & COO

United Healthcare, a public Fortune 100 company, is the second largest provider of health and well-being services in the USA. United Healthcare is a pioneer in the marriage of technology, data and health care delivery.

1999 - 2001

Interim CEO / VP & GM

MaxSol Inc.

MaxSol developed packaged software solutions to assist insurance companies in Web enabling disparate and distributed backend databases. The core technology and application suites focused on solving e-sales & service opportunities

1997 - 1999

President & COO

Birman Managed Care

Birman Managed Care was a consulting and managed health care concern. The primary competency of the corporation was the ability to change physician practice behavior through the use of technology tools and peer level consultative services.

1995 - 1997

VP & Chief Marketing Officer

Foundation was one of the largest public commercial managed care providers in the USA.

1981 - 1995

Vice President

CIGNA is one of the largest public multi-line insurers in the world.