I am excited to share my professional biography, which reflects my journey across more than thirty years of leadership in healthcare, insurance, call center operations, and customer service. My career has been defined by a passion for mentoring others, improving processes, and building environments where employees and organizations thrive together. I believe in making a positive difference, both in the workplace and in the community, and I look forward to continuing this mission through future opportunities.

I am excited to share my professional biography, which reflects my 15 years of experience in the employee benefits and insurance industry, as well as my passion for leadership, strategy, and helping organizations thrive. Throughout my career, I have been fortunate to work with outstanding teams and clients, developing solutions that drive growth and long-term value.

With over four decades of professional experience, Kevin Smith has established himself as a results-driven executive with unparalleled expertise in finance, pharma, manufacturing, and IT. Known for his adaptability and integrity, Kevin has worked with international companies across the UK, US, and Canada, delivering innovative system integration solutions and fostering sustainable growth. His strategic acumen, coupled with a deep understanding of aligning technology with business objectives, has made him a trusted advisor in driving organizational success. Fluent in English and conversational in Spanish, Kevin's exceptional communication skills enable him to bridge technical and executive perspectives seamlessly. A passionate scuba diver, skier, drummer, and golfer, Kevin embodies a balance of professional excellence and personal fulfillment, living by his motto: "Anything, Anywhere, Anytime."

After 42 years of driving transformation across financial services and insurance sectors, I'm entering an exciting new chapter. I’ve been incredibly fortunate to work with amazing teams and lead data and technology initiatives that reshaped how organizations think and operate. I’m now looking to bring that same energy and strategic insight into the boardroom as I continue my journey. Here is my biography.

After a meaningful journey leading teams, driving growth, and advancing diversity across multiple industries, I’m honored to share my executive biography. With over 40 years of experience in M&A, strategic marketing, DEI, and business transformation, my work has always centered around leadership that creates lasting impact. Here is my biography.

I’m a strategic finance and operations executive with over 20 years of experience helping organizations grow through smart financial planning, operational efficiency, and business transformation. From leading M\&A activities and international expansions to building high-performing teams and streamlining reporting systems, I thrive on solving complex challenges and driving results. My career has spanned industries including eCommerce, telecommunications, and insurance, and I’m passionate about aligning financial strategy with long-term business goals to create lasting impact.

Scott Mallory is a seasoned financial and operational integration consultant with over 35 years of experience leading complex mergers and acquisitions across healthcare, finance, insurance, and product-based industries. A Certified Public Accountant and strategic advisor, Scott has successfully guided global teams through transformative projects that deliver measurable synergies and operational improvements. Committed to optimizing company potential, he currently serves on multiple boards and is transitioning to part-time advisory roles to share his expertise in driving sustainable growth and value creation.

After 35 years of navigating the global insurance and financial services landscape, I remain as passionate as ever about creating impact through strategic leadership and innovation. From underwriting emerging risks to mentoring cross-functional teams and shaping global operations, I’ve always believed that success is rooted in authenticity, resilience, and collaboration. Here is my biography.

I'm excited to share a snapshot of my professional journey—one that spans over 34 years of leadership in the automotive and retail sectors. From retail management and reinsurance to mentoring future leaders through community work, I've always led with integrity, focus, and a commitment to continuous improvement. Here is my biography.

After more than four decades in the staffing services and insurance industries, I’ve been fortunate to build a career rooted in service, innovation, and leadership. From my early days at NCCI to founding Risk Control Services and later leading PMC’s StaffPRO3 program to become the largest Workers’ Compensation wholesaler in its field, my journey has been about creating safer, more profitable environments for staffing companies. I’m passionate about bringing best-in-class risk management practices to the forefront and continue to support organizations as a trusted advisor, speaker, and advocate for excellence.

James R. Moen, CPCU, CIC, is a veteran insurance executive with 39 years of leadership experience spanning underwriting, claims management, and operational strategy. Known for his integrity, depth of industry knowledge, and people-first approach, James has led large-scale insurance portfolios and cross-functional teams while driving profitability and organizational excellence. With a proven track record in both technical execution and relationship-building, he now seeks board opportunities where his strategic insight and leadership can support growth and governance in the insurance sector.

After more than 40 years of diverse experience in insurance, mortgage lending, trading, and business development, I’m excited to share this executive biography that reflects my journey, values, and aspirations for future board service. I’ve always been driven by the opportunity to help others and lead with purpose. Here is my biography.

James M. Stacia is a seasoned executive and retired U.S. Marine Corps Colonel with a proven track record of leading organizations through transformational growth and operational excellence. With over 20 years of experience across the technology, insurance, services, and retail sectors, James combines strategic vision with hands-on execution to drive innovation, improve profitability, and build cross-functional teams. As President of Outdoor Access, Inc., he has successfully restructured and scaled the business, while his leadership roles at Circuit City and Data Blueprint underscore his ability to manage large P&Ls, optimize performance, and deliver customer-centric solutions. James’s unique blend of military discipline, entrepreneurial agility, and corporate leadership makes him a powerful asset to any board seeking guidance through growth, change, or complexity.

Brian Morgan is a transformational leader in the commercial insurance industry, recognized for his ability to drive growth, build high-performing teams, and deliver strategic value across diverse markets. As Founder and CEO of BKM Consulting, he draws on more than two decades of executive experience, including leadership roles at Keystone Agency Partners, The Plexus Groupe, and Willis Towers Watson, where he consistently elevated performance, expanded market presence, and led through complexity. His career is defined by a deep commitment to client success, operational excellence, and a people-first approach that fuels both innovation and long-term impact.

Michael Crystal is a seasoned leadership advisor, executive coach, and organizational strategist with over 30 years of global experience in financial services, insurance, advertising, and the wine industry. As the founder of Myriad Development, he has guided executives and organizations through transformational change, talent development, and strategic planning. A trusted advisor, he has coached Fortune 500 leaders, including executives featured in Fortune’s “50 Most Powerful Women in Business,” and has played a pivotal role in leadership development across diverse industries. In addition to his consulting work, Michael is an accomplished author, educator, and speaker, having taught at two graduate schools and delivered impactful presentations on change management and talent strategy. He currently serves on multiple boards, providing governance and workforce development insights while contributing to philanthropic initiatives such as The Honor Foundation and WeSpeak. Passionate about leadership excellence, Michael is dedicated to helping organizations cultivate strong, high-performing teams that drive sustainable success.

Christopher M. Cannon, CPA, MBA, is a seasoned financial executive with 15 years of leadership experience in financial services and insurance. Specializing in financial planning and analysis, corporate finance, and risk management, he has successfully led enterprise-wide financial transformations, optimized financial performance, and implemented innovative financial systems. As senior executive director of personal lines and operations at CSAA Insurance Group, Chris oversees revenue forecasting, expense planning, and strategic financial initiatives that drive corporate decision-making. With a strong foundation in M&A valuation, financial modeling, and governance, he is actively seeking board opportunities where his expertise in finance and strategic oversight can contribute to organizational growth and success.