Managing Director Oversight of:

Financial Examinations

“The primary focus of our team is doing what’s right to help our state regulatory customers protect policyholders’ interests.”

Bill co-leads the financial examination team and helps ensure the firm conducts examinations, on behalf of RRC’s insurance regulatory clients, in an efficient and effective manner, with an appropriate focus on assessing potential solvency risks. Bill has over 25 years of experience providing business advisory consulting services to clients within the insurance industry, including the past 17 years with RRC working on risk-focused examinations. Bill has served as the examiner-in-charge on several financial examinations, including coordinated examinations of large, complex, multi-state insurance companies. His financial examination experience includes serving as a subject matter resource in a variety of areas including corporate governance, ERM, internal audit, and reinsurance. Bill serves on the Executive Committee of the SOFE Board of Governors, co-chairs the Education Committee, and is a member of the Examinations Committee.