Title: Senior Vice President
Responsibilities: Jeff is responsible for business development & the oversight of the captive formation process, including risk assessments, feasibility studies, organizational structure and design, and policy production.
Time at Capterra: New in 2022
Time in insurance/financial services: 35+ years; 10+ in captive management and consulting.
Jeff has worked in multiple facets of the commercial insurance industry, including sales, marketing, underwriting and management.
Education/Certification: Jeff is a graduate of the University of North Carolina, Chapel Hill. He achieved and maintains the Certified Insurance Counselor designation.
Jeff is married to Debbie; they live in Indian Land, SC. Together they have 5 children from previous marriages & 3 grandchildren, and 1 dog, Winston.
Jeff enjoys golf, gardening, and reading; he is an avid fan of college and pro football and basketball.