Representative List of Clients

Annual Revenue, Business and Engagement Descriptions

$5m off site and on site COVID vaccination & testing.  Risk and insurance management including medical malpractice risk identification, mitigation & transfer.

$10m Adventure Travel enterprise.  Manage Hi Risk providers international venues (ex: scuba, cave exploration, extreme sports) by risk identification, mitigation & transfer.

$50m in home Health & Wellness network.  Including managing risk of malpractice, inappropriate behavior and /or violence and development of Trust and Safety Team.

$710m catalog retailer. Develop and implement risk management processes and procedures, specifically Business Interruption Impact Analysis assessment.

$20m Digital Concierge Service provider – adventure travel.  Manage and coordinate vendor contractural risk transfer, including insurance and manage client’s insurance program.

$35m China based consumer travel and cargo firm. Evaluate uninsured exposure for independent directors.

$4b international industrial and healthcare gas supplier. Risk management service contract – broker – dispute resolution.

$450m NY based retailer. Mitigate exposure to Board of Directors and improve insurance broker deliverables.

$40m social service non-profit. Mitigate risks including adult/child interface, enhance risk transfer and develop processes for improved broker services. Manage broker Request for Proposal.

$20m specialty contractor for preservation and restoration of landmark buildings. Risk and Insurance Management advisor, business restructure for contractual risk transfer.

$800m publicly traded food supplements and consumer goods. Manage business insurance purchase/renewals, loss prevention, claims, captive relationship and products liability exposure.

$2b hedge fund. Advice and counsel on industry trends, regulatory impacts and strengths and weaknesses of significant industry players.

$200m web based financial information services firm. Develop and implement risk management and insurance processes and procedures, compliance related Business Impact Analysis and business interruption claim settlement.

$2b international cosmetic manufacturer and retailer. Manage global broker competitive bid.

$15m preventive executive health assessment provider to corporations. Risk and Insurance Management advisor, specifically medical malpractice litigation risk management.

$50m technology products retailer. Provided aspects of products liability litigation defense strategy for insurer bad faith, SIR, defense expense and limits allocation.

(Non profit) synagogue. High value/impact terrorist target. Provide evaluation processes to identify and minimize human loss exposure and collateral damage.

(Non-profit) food certifier. Develop and implement risk management processes and procedures specifically related to certification and day care  giving.

References available from ViSalus, Inc., Blyth Inc., Campbell Soup Company, Coty Inc., Kenyon & Kenyon, Lillian Vernon Corporation, Steven Madden Ltd., University of Maryland, Vera Wang Group and many others upon request and considering client confidentiality.