1996-Present AXIS Management Group Companies
Franklin Lakes, New Jersey - President and CEO
Founder, President and CEO of a group of insurance related companies, including Axis Management Group and Axis Insurance Services. He has developed numerous insurance programs, pools and products that have made Axis one of the premier insurance consulting companies. His most accomplishments include the development of a group of professional liability insurance products for commercial real estate companies including errors and omissions, directors and officers liability and other products. This product is currently endorsed by several large real estate organizations. Through his leadership, his companies have more than doubled in revenue in each of the past five years. His clients include many large multinationals as well as local and regional companies that rely on his business knowledge. Over his career he has provide strategic planning and risk management programs for hundreds of clients.
1995-1996 Physician Healthcare Plan of New Jersey
Lawrenceville, New Jersey - Chief Financial Officer
Chief Financial Officer of a regional, physician owned HMO and responsible for the development of a start-up company’s financial and operational systems and its ongoing maintenance and viability. Responsibilities included product development and actuarial, financial reporting, investments and cash flow management, facility management, enrollment and premium billings, reinsurance, brokerage commissions and supervision of the administrative staff.
1993-1994 Medical Inter-Insurance Exchange
Lawrenceville, NJ - Assistant Vice-President, Corporate Development
Responsible for the Corporate Development function reporting directly to the Vice President. Primarily responsible for assisting a medium sized physician owned professional liability carrier to diversify its markets and distribution systems. Responsibilities included in-depth analysis of competitors, new ventures, products and diversification strategies. Promoted to Vice-President/CFO to manage a new provider sponsored network.
1984-1992 Coopers & Lybrand
Philadelphia, PA - Financial Services Audit Manager
Managed the delivery of professional services for a Big Six accounting firm to over 25 publicly traded, mutual and private, insurance companies from small $10 million start-up companies to $25 billion multinationals, in all lines of business including life, annuities, accident and health, managed care/HMO, property and casualty and medical malpractice. Specialized in insurance company mergers and acquisitions, rehabilitations, product development and analysis and feasibility studies. Extensive experience in the evaluation and review of mortgage loans, real estate and venture capital portfolios.
OTHER
• B.S. Accounting, Florida State University, 1984
• Member, American Institute of Certified Public Accountants
• Member Professional Insurance Agents Association
• Certified Public Accountant, 1986
• Member, founder and past treasurer of FSU Seminole
• Club of the Delaware Valley
• Finance Committee, Franklin Lakes Methodist Church
• Cub Scout Den Leader, Oakland NJ
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In California and Texas as NJ Axis Insurance Services, LLC. In New York DBA NJ Axis Insurance Agency.
