Gender

Male

Location

Newton, MA

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Managing Director, Risk Management and Insurance CW Financial Servces LLC Private Company; 201-500 employees; Banking industry 2005 – Present (9 years) Newton, Massachusetts Corporate risk manager for a diversified integrated commercial real estate firm that includes special servicing, investment advisory (RIA), asset management, risk management, real estate software, real estate management and real estate brokerage services on a nationwide basis. As Vice President I lead the creation of a state-of-the-art insurance compliance platform recognized as ground breaking by rating agencies. Promoted to Senior Vice President and assumed broader management roles within the firm and as Managing Director responsible for business unit operations as well as corporate and related special servicing activities. President ConvergentRisk Insurance Agency Privately Held; 1-10 employees; Risk Management/Insurance industry May 2012 – Present (2 years 2 months) Needham, MA ConvergentRisk is a risk management and insurance services firm organized as a specialty lines insurance agency, providing risk management and insurance services to the commercial real estate sector. Our firms goal is to be the best we can be in our sector by providing the most professional, knowledgeable and informed service to our clients. We advise clients within the private and government sector on a broad range of matters relating to risk, retention, exposure analysis, benchmarking, complex program design and other matters.

I am interested in

Speaking engagements, Consulting offers, Business deals, Expertise requests