Years |
Organization |
Duties |
Areas of Expertise |
1965-1970 |
Liberty Mutual - Boston |
Commercial Insurance Sales Property, Casualty, Life & Health |
MFG.; Contracting; Real Estate; Auto Dealers & Trucking Companies, Etc. |
1970-1974 |
Real Estate Ins. Management - New York |
Vice Pres. - Commercial P & C Ins. Sales & Marketing |
Equity Income Producing Properties (i.e. Apt, S.C., Motel, Offices, etc.) |
1974-1980 |
Nordstrom Agency - Minneapolis |
Vice Pres. Commercial P & C Ins. Sales & Marketing |
Equity Income Producing Properties (i.e. Apt, S.C., Motel, Offices, etc.) |
1978- |
Third Properties -Cincinnati |
Owner |
Acquisition and Mgt. of Apts & Dwellings |
1980-1982 |
Zimmer Ins. Agency - Cincinnati |
Vice Pres. - Commercial P & C Ins. Sales & Marketing |
MFG.; Cont'd; Real Estate; BOP's; Pers. - Auto & H.O. |
1980-1986 |
Real Estate Inv. Assoc. - Cincinnati |
Vice Pres.; Program Chairman Non-Profit R.E. Investors Group |
Membership Builder; Organizational Leader |
1982-1983 |
State Farm Ins. - Bloomington |
Personal & Commercial - P & C; Life and Health |
Commercial BOP Policies, Personal Auto & Homeowner |
1984-1994 |
Coldwell Banker - Cincinnati |
Sales and Management of Real Estate |
Residential & Investment Prop.; GRI; CRS; Broker |
1988-1992 |
Prudential Ins. Co. - Newark |
Sales and Mkt. of Commercial & Pers. Ins.; P & C; Life and Health |
Community Associations |
1992- |
West Chester Ins. |
Same |
Community Associations |
1994- |
Community Assoc. Inst. Ohio Valley Chapter - Ohio Alliance |
President, Facilitator, Board of Directors, Non-Profit; Co-ordinate 3 Chapters Activities |
National-Chapter Development Council; INS. & R.M. COM. ; Legislative Action Com. |
1995 |
West Chester Ins. |
Commercial Insurance Sales & Marketing |
Concentration on Community Associations |
1997 |
Community Associations Inst. |
Awards of Excellence in CAI Chapter Leadership |
Concentration on Community Associations |
2002 |
CAI |
National Educational Presenter at several National Conferences on Insurance & Community Associations |
Concentration on Community Associations |
2003 |
CAI |
Awarded Community Association Insurance & Risk Management Specialist Designation - "CIRMS" |
Concentration on Community Associations |
2006 |
CAI |
Awarded Ohio Valley Chapter of CAI - "Volunteer of the Year" |
Concentration on Community Associations |
2008 |
CAI |
"Co-Chair of CIRMS" National Committtee |
Concentration on Community Associations |
2009 |
CAI & RM |
Created - Community Association Insurance & Risk Management |
Concentration on Community Associations |