
Insurtech & Digital Distribution Executive
Innovative financial services executive with over 25 years of experience developing and driving rapid sales growth of businesses focused on making financial products easier to sell or use. > Leading expert in digital distribution strategy and sales execution for insurance and other financial services > Extensive experience developing high-growth programs for BGAs, financial institutions, fintech platforms and direct-to-consumer > Proven success building and scaling high-performing teams and digital capabilities > Led end-to-end digital transformations for insurance, investment, retirement, and banking businesses > Strong record building new businesses as well as acquiring and integrating established ones to achieve strategic advantages at start-ups to fortune 500 companies > Adept at leading enterprise business development from opportunity identification through implementation by utilizing a consultative, partnering approach > Strong relationship development skills within and outside the company, including BODs > Thrive in fast-paced, rapid-growth environments
key.com
crump.com
progressive.com
covrtech.com
gecapital.com
United States
Co-Founder & CEO
Stream Financial Technologies
• www.linkedin.com/company/streamfintech
Sep 2023 - Present
Chief Growth Officer
Agenium.ai
• www.linkedin.com/company/agenium-ai
Feb 2025 - Present
Advisor
Berson-Sokol Agency, Inc.
• www.linkedin.com/company/berson-sokol-agency-inc.
Sep 2024 - Present
President & Head of Innovation
Covr Financial Technologies
• www.linkedin.com/company/covr-financial-technologies
Apr 2020 - Sep 2023
Hartford, CT
GM/SVP, Direct & Digital Solutions
Crump Life Insurance Services
• www.linkedin.com/company/crump-life-insurance-services
Jan 2008 - Mar 2020
Harrisburg, PA
Product Manager, U.S. Business Auto Segment
Progressive Insurance
• www.linkedin.com/company/progressive-insurance
Jan 2006 - Dec 2008
Cleveland, OH