Managing Partner & Co-founder of LION Specialty | Global Financial Institutions & Private Equity Broker | Classical Certified Pilates Instructor
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3 playbooks
Joined: 2026-02-17 · Last active: 2026-03-11
About
Managing Partner & Co-founder of LION Specialty | Global Financial Institutions & Private Equity Broker | Classical Certified Pilates Instructor
Expertise: Operations
Published Playbooks
Policy Activation Protocol Checklist [Operations] — Unlock a ready-to-use activation checklist that helps your CFO, GC, and Risk Manager deploy insurance coverage as an operational asset. It provides a …
Broker Evaluation Scorecard [Operations] — A practical scorecard you can use to objectively evaluate broker proposals, compare coverage language, assess broker capabilities, and benchmark a fai…
150-Day Renewal Roadmap [Operations] — Unlock a proven, step-by-step renewal roadmap that guides you through a 150-day cycle—from strategy framing to term positioning. This actionable bluep…
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