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2080 Carlisle Street a Algonquin, Illinois 60102
(847) 436-3152 a

DIRECTOR: Operations / Sales / Marketing

Highly skilled executive with significant strengths in developing productive bus
iness relationships with integrity and the trust necessary to promote joint vent
ures and build profit. Ability to streamline and automate business processes. St
rategic planner with experience impacting the profitability and performance of g
lobal organizations through expert orchestration of resources and productive bus
iness relationships. Skillfully target diverse employee talents via consultative
approach. Deliver services through tactical execution of creative solutions and
collaborative team development, based on quick appraisal of business challenges
. Cultivate dynamic cross-functional teams to re-engineer business processes and
create competitive advantage across global industries.

Operations/Sales/Marketing Planning & Analysis a New Business Development a Proj

ect Management
Full Life-Cycle Case Development a Business Start-Up a Negotiations a Continuous
Quality Improvement
Cross-Cultural Internal/External Relationships a Creative Solutions a Mentoring
a Personnel Decisions
Dynamic Team & Consensus Building a Product Presentation Strategies a Streamline

DRUMMOND CORPORATION, Chicago, Illinois a 1997a"Present
Independent consulting firm, working with large producers in advanced markets an
d packaging new business cases in work with attorneys, accountants, and trustees
throughout the case life-cycle.
Started up organization, from creation of business plan and development of clien
t base to management of all budget and administrative functions. Worked with div
erse client projects as outlined below.
Omega Financial Group (2004-2008): Brokerage company specializing in large-case
design and advanced marketing concepts.
a Consulted on cases of $25+K, ensuring closing on national advanced underwritin
g cases.
a Accelerated Omega to status as largest producer with AIG (2007), by creating p
roduct presentations, illustrations, and shopping cases, in addition to arrangin
g reinsurance, and packaging new business cases throughout the full life-cycle u
ntil delivery requirements were completely met.
NSA Securities (1997-2004): A broker dealer firm. Worked in advanced markets wit
h,national accounts stockbrokers, large independent agents, and select accountin
g firms.
a Expanded life insurance production to $1.5M from initial levels at $30K, based
on keen insight and outstanding sales, marketing, and development skills.
a Developed engaging product/marketing concepts presented to internal/external c
lients, including meticulous follow-up at point-of-sale as needed, and following
cases to underwriting.
MANULIFE FINANCIAL, Chicago, Illinois a 1992a"1997
Canadian-based full-service insurance company, now operating as John Hancock in
Business Development Manager, Chicago Area a 1994a"1997
Led full acquisition cycle of traditional/variable life/annuity business. Develo
ped productive relationships with independent agents, brokers, stockbrokers, ban
ks, and broker dealers.
a Delivered $500K annually, based in keen business acumen and ability to identif
y and develop opportunities, while meeting customer needs.
a Ranked #1 in production at Chicago branch for 2 consecutive years.


Associate General Manager, Chicago Area a 1992a"1994
Commanded delivery of administrative operations, marketing, and hiring a staff o
f 12 including 2 brokerage representatives. Collaborated with key producers in c
ase consultation and new business development.
a Facilitated $100K in annual savings, resulting from complete re-structuring of
sales and administrative functions/procedures.

Director of Agencies, US Division, Toronto, Canada
Drove each branch to meet/exceed productivity objectives within budget parameter
s. Performed special projects Negotiated and approved budgets/plans for each bra
nch in alignment with corporate direction. Monitored branch performance, creatin
g remediation plans and making difficult personnel decisions.
a Led region to #1 rank, reaching $25+M from $10M for 3 consecutive years.
Regional Director of Agencies, International Division
Created systems for production/expense plans of large international region inclu
ding Israel, Cyprus, Bermuda, Cayman Islands, Barbados, Puerto Rico, and Surinam
. Consulted with VP of Far East.
a Broke staff union effort threatening Barbados operations.
a Prepared effective exit strategy from Surinam.
a Collaborated with Israelas Finance Manager in developing strategy to transfer
funds to home office.
Marketing & Administrative Manager, Hong Kong
Provided marketing support to 120 agents and 10 independent brokers, supervising
50 staff who spoke English as a 2nd language at regional headquarters/home offi
ce Far East, including Singapore and the Philippines. Monitored billing, payment
s, and processing of lapse warnings across 4 currencies.
a Contributed to Hong Kong branch becoming 1st in company history to achieve $2+
M in sales.
a Earned passive interest income to cover personnel costs of 2 staff restructuri
ng banking procedures.
a Developed computerized proposal system for agents throughout Hong Kong.
a Fueled an average 50% production increase penetrating business insurance marke
t in Hong Kong.
Senior Brokerage Office, Toronto, Canada
Managed operations of 4 brokerage-only branches, with mission to increase sales
in Canadian division.
a Increased brokerage production 20% as project manager for national campaign.

Bachelor of Arts in Business & Psychology, University of Western Ontario, London
, Ontario
Series 6 / Series 63 Licenses (NASD)
Chartered Life Underwriter (CLU)
Sales License for Life & Variable Products, State of Illinois
National Association of Insurance and Financial Advisors / Society of Financial
Service Providers