Private Client Account Executive
Denise joined PSA in June 2015 as a Private Client Account Executive. With over 5 years of experience in the industry, she works with a variety of insurance carriers offering auto, home, umbrella, watercraft, recreation vehicles, and other coverage options.
Her core competency is addressing complex issues for all account sizes with a creative educational approach to personal risk management with a focus on meeting the needs of high net worth individuals. Denise works closely with Wealth Managers and other professionals and provides additional value to help protect their clients and help them grow their business.
Prior to joining PSA, Denise worked for a smaller agency in the Baltimore area. She also worked in healthcare administration for 13 years and fine jewelry sales for 15 years.
Denise attended the College of Notre Dame where she studied business and marketing. She received her P&C license in 2014 and completed AIG Private Client Producer School, a 4-day intensive study on evaluating risk and underwriting for highly successful clients. She is currently working on becoming a Certified Personal Risk Manager (CPRM) through the Council for Insuring Private Clients and The National Alliance for Insurance Education and Research.
Business/Customer Service Philosophy
“The Golden Rule applies here- I strive every day to treat everyone as I desire to be treated. There is a tendency in business to think that service is what happens ‘after’ the sale however, when you think in terms of the experience you deliver before, during, and after the sale, you start to see the real opportunities you have to help people. I am proud to be an insurance professional, working alongside clients and in concert with carriers to find solutions to protect and grow the assets of our clients.”