Member Board of Directors
Headquartered in San Mateo, with offices in San Francisco, San Jose, San Rafael, Roseville, Lodi, and Walnut Creek, ABD has a history that spans over 75 years. Many of our risk and reward advisors have been recognized as the best and the brightest in the insurance and financial services industries. Our practice areas include Employee Benefits programs, 401k and Retirement Services, Property & Casualty insurance, Executive Protection, Private Client Services, and more.
Over my career, I've gone into companies and offices with an open attitude of trying to drive success while building culture. I love working with dynamic teams to solve problems while advancing the cause of the company... I'm so delighted to be innovating with the ABD Team. I took a course with Deepak Chopra at Kellogg called the "Soul of Leadership" which was instrumental in how I approach the teams I am fortunate to work with. The circle is as such - if you care about your teams, and they care about each other and their clients, your clients will care about you. I've been incredibly lucky to have had this experience at MCI, NightFire, abd/Wells Fargo Insurance, and now at the ABD Team! Specialties: Developing results oriented sales and service teams, management, raising venture capilal, competitive analysis, financing, mergers and acquisitions, creating a work place that values "WORK, LOVE, PLAY."
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