Motivated, performance-driven, financial and operations officer with top-tier managerial, analytical, and problem-solving skills. Executive with proven ability to successfully manage multi-million dollar businesses under diverse conditions and in shifting, challenging environments. Specialties:Operations Management, Planning & Budgeting, Financial Reporting, Performance Metrics, Strategy, Mergers & Acquisitions, Information Technology

Managing Partner @ Responsible for developing and implementing growth strategies, heightening client service and retention, recruiting new talent into the organization, and staff development. This is an integral part of Willis’ strategy to drive business results while serving the San Diego business community in dynamic and innovative ways From September 2011 to Present (4 years 2 months) Greater San Diego AreaRegional Finance Officer, Western Region @ Responsible for financial reporting, budgeting and forecasting while setting strategy for the Western Region operations. Manage a team of Financial Analysts and support the decision making capabilities of Managing Partners across the region. From January 2010 to September 2011 (1 year 9 months) Greater Los Angeles AreaCOO, Senior Vice President of Marsh Private Client Life Insurance Services @ Served as operations head for life and long-term care division. Responsible for overall Financial, Client, and Operational results, as well as Human Resources. • During first year as a business leader and in a challenging economic environment, grew total revenues 14.5% with a 21.2% increase in new business following two-years of revenue shrinkage. • Negotiated additional commissions in excess of $5M over the life of the contracts. • Implemented a Lean Sigma review of the business and conducted a strategy review to determine areas of focus and differentiation. • Rebuilt Technology and Case Management teams with top candidates while managing major staff reductions and centralizing support functions. • Acted as the Agency Principle, strengthening relationships with carriers and enhancing visibility in the industry. From January 2008 to May 2009 (1 year 5 months) CFO, Senior Vice President, Marsh Private Client Life Insurance Services @ Served as financial officer for national high net worth division. Managed compliance, IT support and training. Coordinated operations with National Finance Centers and Planning and Budgeting departments. • Integrated privately-held, acquired firm into Fortune 200 company while implementing Sarbanes-Oxley and other controls. • Aggressively leveraged vendor relationships to drive more than $1M of savings. • Redesigned and implemented critical path workflows. Initiated improved communications with clients and carriers through automation, increasing productivity levels and efficiency. • Created a Managers Group, developed and instituted best practices, and ensured that colleagues complied with training guidelines. From September 2004 to January 2008 (3 years 5 months) CFO, Senior Vice President, Private Client Services @ Managed the finance staff. Executed planning and budgeting efforts. • Facilitated a strategic review and major restructuring of the unit that centralized support and reduced operating costs. • Implemented disaster recovery efforts after losing the data center on 9/11. • Instituted Sarbanes-Oxley oversight and testing during sensitive period following legislative scrutiny. • Examined potential business opportunities, and performed due diligence on prospective acquisitions. Closed five acquisitions and two divestitures over the four-year period. • Managed Real Estate activities. Through analysis and projections, maximized facilities over a ten-year horizon. From 2000 to 2004 (4 years) Mid-Atlantic Regional Financial Advisor, Senior Vice President of Marsh Commercial @ From 1998 to 2000 (2 years) North Area CFO, Senior Vice President, Sedgwick @ From 1997 to 1998 (1 year) VP Finance & Administration @ From 1989 to 1995 (6 years) Financial Analyst @ From 1988 to 1989 (1 year)

MBA, Finance and Marketing @ Simmons College - Simmons School of Management From 1991 to 1993 Associates, Risk Management @ Insurance Institute of America From 1993 to 1994 Certificate, Financial Analysis @ University of Michigan From 1997 to 1998 Linde Hotchkiss, ARM, MBA is skilled in: Financial Reporting, Operations Management, Strategy, Performance Metrics, Information Technology, Insurance, Property & Casualty..., Underwriting, Brokers, Risk Management, Commercial Insurance, Forecasting, Financial Analysis, Strategic Planning, Management, Leadership, Training, Analysis, New Business Development, Budgets, Finance, Recruiting, Human Resources, Sales, Mergers & Acquisitions, Employee Benefits, Workers Compensation, Liability, Health Insurance, Professional Liability