Trish is the Chief Operating Officer and has over 20 years of insurance leadership experience, holding positions at insurance carriers and distribution offices. She has been with BSMG since 2016, where she develops and implements strategies driving operational effectiveness, technology adoption, and sales growth. She works closely with our insurance carrier partners and the BSMG team to ensure exceptional sales support, efficient new business processing, and data analysis.
Prior to joining BSMG, Trish was the Head of Insurance Operations for the largest MassMutual agency, Fifth Avenue Financial/Lenox Advisors in NYC. She also held positions at MassMutual where she was the VP of New Business and at Merrill Lynch Insurance Group where she was the Assistant Vice President of Operations. Trish provides a skill set of employee development, project management, strategic thinking and operations.