MANAGING DIRECTOR

• Oversee financial, operational and business development areas of the firm
• Credentials — BS Hotel Restaurant Management (Penn State); MBA (Loyola University of MD); CPA (MD)
• Extensive accounting/financial and operations background in commercial real estate working for a large REIT and auditing commercial real estate companies.
• CFO/COO — founded and grew CFO consulting business catering to commercial real estate, construction and insurance brokerage clients

MANAGING DIRECTOR

• Oversight of consulting division of the firm, servicing lenders, construction managers, and owners representatives; Business development
• Credentials — BA Political Science (Wheaton); ARM-P (Associate in Risk Management – Public Entities)
• Risk Manager for large DC General Contractors (James G. Davis; Clark)
• Insurance Broker — extensive experience servicing large national construction accounts; including OCIPs, CCIPs and Builders Risk programs

MANAGING DIRECTOR

• Development and oversight of insurance and risk management programs for clients; Business development
• Credentials — BS Biology (VA Tech)
• Extensive experience as an underwriter with The Hartford
• Insurance Broker — built and serviced a book of business exclusively comprised of commercial real estate accounts throughout the United States, including developers, owners, operators and investors

GENERAL COUNSEL + DIRECTOR OF CLAIMS & RISK MANAGEMENT

• Oversight, management and client advocacy of all insurable claims. Works with the firm’s brokerage & consulting teams to understand client risks/exposures and is involved in creation and implementation of various risk management procedures and all facets of contractual risk transfer, including review, markup, negotiations and compliance.
• Credentials – BA, Political Science & Economics, Philosophy minor (Loyola University Maryland); JD, WTO Dispute Resolution Certificate (Georgetown University Law Center); LLM, National Security Law (Georgetown University Law Center); pursuing MBA (Loyola University Maryland)
• Represented the Fortune 500 clients of an AMLaw 100 law firm in all facets of domestic and international trademark, copyright and related advertising matters.  Advised large global and domestic clients on internet, technology and social media law and policy. Former Managing Attorney for District of Columbia real estate litigation practice. Currently serves on the Advisory Board of an Edutech startup, advising on issues of intellectual property law and technology.

DIRECTOR OF LEARNING + OPERATIONS

• Devises our organizational learning strategy, designs and delivers the program, oversees its implementation and assesses its outcomes. Identifies learning and developmental needs for new and existing employees and drives suitable initiatives that align with and support company strategies
• Credentials — BS in Elementary Education (East Carolina University)
• Extensive experience with a major national carrier as an underwriter of all commercial lines for middle market-sized businesses across the country in various industries including real estate, special trade contractors, private education, business services, architects/engineers, manufacturing, metalworkers, technology & life sciences businesses
• Senior Learning Consultant — involved in the design, development, and facilitation of new hire onboarding and continuous learning for all middle market underwriters

CONSULTING ANALYST

• Consulting and compliance services for lenders, construction managers, and owner representatives; Conducts insurance reviews for commercial real estate loans including meticulous documentation review to ensure coverage meets all necessary requirements and are appropriate for the collateral; Reviews loan agreements; Manages and assists with lease and tenant coverage compliance analysis
• Credentials — BS Marketing, Minor Legal Environment of Business (Penn State); Paralegal Certificate (George Mason University); Licensed California Resident Insurance Producer: Property and Casualty Broker-Agent
• Paralegal for large DC General Contractor – Reviewed and analyzed contracts; Reviewed litigation and corporate history for subcontractor risk mitigation; Researched laws, articles, and past judicial decisions relevant to construction and corporate matters; Worked side-by-side with in-house risk management department for claims or disputes; Assisted with corporate education for legal and risk management departments

SENIOR DIRECTOR, CONSULTING

• Consulting and compliance services for lenders by conducting insurance reviews for commercial real estate loans
• Credentials – Paralegal Certificate (University of North Carolina); Real Estate Appraising Certificate (Mingle Institute), South Carolina Department of Insurance Producer License (Property and Casualty)
• Extensive experience as a commercial real estate paralegal and risk manager in the Southeast working for large regional law firms, commercial real estate developers (including a REIT), and banking institute
• A seasoned and trusted professional offering sound, practical advice on mitigating risks to satisfy risk appetites while advancing strategic plan objectives

CONSULTING ASSOCIATE

• Consulting and compliance services for lenders, construction managers, and owner representatives; Conducts insurance reviewed for commercial real estate loans including meticulous documentation review to ensure coverage meets all necessary requirements and are appropriate for the collateral; Reviews loan agreements; Managers and assists with lease and tenant coverage compliance analysis
• Credentials- BA Political Science (York College of Pennsylvania); Licensed South Carolina Insurance Producer
• Former Commercial Lines Underwriter; managed agency partnerships, new business, renewals, and endorsements including risk assessment and portfolio performance for a $15 million dollar book of business
• Former Personal Lines Underwriting Analyst; evaluated and identified policies with potential rate evasion and/or fraud to return over $8 million in premium back to the company from misrepresentation; partnered with portfolio analysts to identify areas of rate evasion and fraud and provided agency training to assist in minimizing the potential for rate evasion or fraud.

CONSULTING ASSOCIATE

• Consulting and compliance services for lenders, construction managers, and owner representatives; Conducts insurance reviews for commercial real estate loans including meticulous documentation review to ensure coverage meets all necessary requirements and are appropriate for the collateral; Reviews loan agreements; Manages and assists with lease and tenant coverage compliance analysis
• Credentials- BA Criminology, minor Psychology, minor Women’s Studies (Wilkes University); Currently pursuing J.D. (University of Baltimore School of Law- Class of 2022)
• Former Risk Manager for the Commercial Truck division at Enterprise Holdings of Baltimore.  Evaluated customer insurance policies to mitigate exposures and enacted best practices to reduce losses for the division as a whole.  Trained employees on industry compliance standards and audited rental locations to ensure company policies were followed.  Analyzed loss reports to highlight deficiencies and implement improvements to lower overall costs for the business.  Currently studying law in the evenings with a focus on real estate and compliance.

Lender Consulting Administrator

• Provide detail-oriented administrative support to Lender Consulting team through management and organization of daily operations and projects.
• Credentials – BS -Health and Human Development (Penn State University) AAS – Occupational Therapy (Harcum College)
• 10 years of experience providing human and social services within clinical, educational and community based settings; Licensed OT practitioner which includes evaluating a patient’s condition/ diagnosis and developing a treatment plan to reach specific goals, train on equipment, therapeutic exercise and providing accommodations or adaptations as needed; well versed in managing various electronic medical records and databases for providing accurate and confidential documentation to record progress and maintain compliance.