Profile
Chief Legal Officer and entrepreneur with more than 10 years of experience building and growing businesses in highly-regulated industries, bringing a business-minded approach to resolving issues throughout the corporate lifecycle.
A trusted executive applying a strong work ethic to achieve exceptional results.
"The person who lives for the climb will go much higher than the person who lives for the view from the summit."
- Sahil Bloom -
AREAS OF EXPERTISE
- Team Leadership
- Strategic Planning
- Business Development
- Process Improvement
- Financial Accounting & Analysis
- Negotiations
- Regulatory Compliance
- Insurance Company Operations
- Dispute Resolution
- Project Leadership
- Automotive
- Insurance
- Financial Services
- Technology
- Mergers & Acquisitions
Leadership & education
Executive Leadership
Portfolio Holding, Inc. and subsidiaries
Chief Legal Officer, 2021 – Present
Responsible for the legal, compliance, and acquisition efforts of a leading F&I product provider, claims administrator, and reinsurance provider. Additional focus on issues related to insurance, reinsurance, and business development.
Partner, 2020 – Present
Actively consulting with and investing in technology companies primarily in the automotive, insurance, and finance sectors.
National Automotive Experts/NWAN
Chief Legal Officer, 2013 – Present
Responsible for the legal and compliance efforts of a leading F&I provider, claims administrator, and reinsurance provider that was acquired by Portfolio Holding, Inc., an Abry Partners company, in 2020.
Co-Founder and Chief Legal Officer, 2016 – Present
Co-Founded the first captive insurance company licensed by the Ohio Department of Insurance providing innovative risk-management solutions for insurance producers throughout the country. Acquired by Portfolio Holding, Inc., an Abry Partners company, in 2020.
Education
University of Toledo College of Law
Juris Doctor, Magna Cum Laude
B.S. Business Administration and Management
Speaking & Publications
Speaking & Publications
Speaking & Publications
F&I Reinsurance and Product Conference
Speaker, New Participation Structures (2020)
Speaker, Evolving Participation Structures (2021)
Speaker, Evolving Participation Structures (2022)
NFPA Annual Conference
Speaker, Mergers & Acquisitions (2022)
FTC vs. Dealers: The Agent's Role
Agent Entrepreneur (2022)
FTC vs. Dealers: New Rules, New Costs
Auto
F&I Reinsurance and Product Conference
Speaker, New Participation Structures (2020)
Speaker, Evolving Participation Structures (2021)
Speaker, Evolving Participation Structures (2022)
NFPA Annual Conference
Speaker, Mergers & Acquisitions (2022)
FTC vs. Dealers: The Agent's Role
Agent Entrepreneur (2022)
FTC vs. Dealers: New Rules, New Costs
Auto Dealer Today (2022)
Marching Orders: When to Tell Your Boss “No”
The Florida Bar Journal
Coming to Terms When Negotiating with a Non-Lawyer
Association of Corporate Counsel Docket
Real-Time Electronic Contact – Advertising Rules Applied to Lawyers Who Blog
University of Toledo Law Review
Boards & Affiliations
Speaking & Publications
Speaking & Publications
Portfolio Holding, Inc. and subsidiaries
Corporate Secretary
Board Member
Saint Raphael School Advisory Council
Member
Bay Village Special Improvement District
Board Member & Treasurer
Finance Committee Member (Former)
Phone
Schedule a Meeting
Phone
937-626-4605