Personal Information
Organization / Workplace
Salinas, California Area United States
Occupation
Executive Compensation and Bank Owned Life Insurance Consultant at Equias Alliance
Industry
Finance / Banking / Insurance
About
Experienced business executive with background in healthcare & medical group administration, contracting, financing and business planning. Expertise in insurance with focus on Executive Compensation and Bank Owned Life insurance for community banks and professional liability insurance for physicians and medical entities.
Thorough knowledge of executive benefits programs such as deferred compensation plans, supplemental executive retirement plans (SERPs), split-dollar arrangements, and defined benefit plans, as well as the strategies used to finance the costs of these programs.
Specialties:
• Executive benefit plan design expertise, including a thorough knowledge of the tax, accountin...
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