Position:
Lead Dog at PANDDB, LLC, Retired CEO at Assurance Insurance Agency LLC, member at FG10, LLC
Location:
Bellville, Texas
Industry:
Management Consulting
Work:
PANDDB, LLC since Jun 1995
Lead Dog
Assurance Insurance Agency LLC since Jun 1995
Retired CEO
FG10, LLC - Las Vegas, Nevada Area since Jan 2005
member
Assurance Insurance Agency, Inc. Jun 1995 - Feb 2012
President
American Casualty Insurance Agency, Inc. May 1987 - Jun 1995
Vice President
Education:
New York University 1975 - 1975
Graduate Studies, Finance
The University of Texas at Austin 1965 - 1969
BBA, Finance
Skills:
Financial Management
Financial Planning
Business Planning
New Business Development
Insurance Agency Consulting
Managerial Finance
Strategic Financial Planning
Risk Management
Underwriting
Investments
Strategic Planning
Brokers
Marketing
Interests:
Golf, Author of “How to protect your business with today’s insurance” 2003 and “It’s all about you and protecting your assets” 2007: National Society of Agents for Consumer Education, Board of Advisors 2000 -2003; Associated Risk Managers of Mid America - Texas Director 1998 –2000: Texas Insurance Professionals - Nominating Committee 1996; Independent Insurance Agents of Texas; Independent Insurance Agents of America; Society of Certified Insurance Counselors; Certified Professional Insurance Agents Society
Honor & Awards:
Certified Professional Insurance Agent, 1990 - current; United Fire Group - Profit Partner 2004 - 2011; Allstate Insurance Companies – Distinguished Independent Agent Award, 1999, 2001; Utica National Insurance Group - Regional Customer Advisory Board 1994, 1992 and New Agent Advisory 1989; Safeco Insurance Companies - Presidents Conference 1983; Transamerica Insurance Group - Agent Advisory Board 1982 and President’s Council 1980; Travelers Insurance Companies - 100 Club 1979, 1980, 1981 & 1982; CUNA Mutual Insurance Society - Presidents Council 1974. Underwriting Agency of The Year 2007 – United Fire Group