SRS East

h_patrick_m

Managing Director

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Current Responsibility

Patrick is responsible for the firm’s eastern United States captive management activities. In this role, he oversees the operations of our offices in South Carolina, Tennessee, Vermont and Washington D.C.  In addition, Patrick provides assistance to the SRS consulting group with captive implementation and feasibility projects.

Experience

Patrick joined SRS in 2011 having previously been with the company for five years until 2005. He has over fifteen years of experience in captive management, insurance accounting, and consulting services. Patrick most recently managed the operations of Wilmington Trust Captive Management Services managing the delivery of captive management services to clients in several US domiciles. He was formerly Director of Finance and Operations for SRS Vermont.

Patrick has experience with captive programs for single parent firms, risk retention groups, and publicly held admitted insurance carriers. His captive domicile experience includes Arizona, Barbados, Bermuda, Cayman, Delaware, Nevada, South Carolina, Tennessee, Vermont, and Washington D.C.

Affiliations

  • Member and former Director, Vermont Captive Insurance Association
  • Member, Captive Insurance Companies Association Conference Committee

Education and Professional Designations

  • Certified Public Accountant
  • Chartered Property Casualty Underwriter
  • Associate in Insurance Accounting and Finance
  • Clarkson University, B.A. Accounting and Finance
h_melissa_hancock_m

Director, SRS East

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Current Responsibility

Melissa is responsible for the oversight of SRS’s clients and staff in Washington DC and Delaware, and actively supports the Vermont office and clients.

Experience

Melissa joined SRS in September 2010, and has been in captive management since 2000. Prior to joining SRS, Melissa was the operations manager of the Vermont office for one of the largest independent captive management firms in the world. She was responsible for overseeing the development and ongoing management of Vermont and Washington DC-domiciled captives and RRGs. She has extensive experience with a wide variety of captive companies, including single parent, group, special purpose, sponsored, association and industrial insured captives. She is currently an insurance accounting instructor for the International Center for Captive Insurance Education (“ICCIE”), and is currently the President of the District of Columbia captive insurance association.

Affiliations

  • President of the Captive Insurance Council – District of Columbia
  • Member of the Vermont Captive Insurance Association

Education and Professional Designations

  • Certified Public Accountant
  • Associate in Captive Insurance
  • Associate in Risk Management
  • Champlain College, B.S. Accounting
laura_rodrigo_m

Regional Manager, South Carolina

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Current Responsibility

Laura is responsible for the day-to-day management of our South Carolina captive insurance company clients, providing accounting, regulatory compliance and general management services.

Experience

Laura joined SRS in 2007 and has over nine years of captive management experience. She has experience in managing risk retention groups, pure captives and segregated cell captives. Her industry experience includes physician groups, transportation, construction and banking owned captives. Prior to SRS, Laura was with Crusader International Group managing captives for both Meeting Street Management Company in South Carolina and Potomac Captive Managers in the District of Columbia.

Affiliations

  • Chair, The Friendly Society Restored
  • Membership Committee, South Carolina Captive Insurance Association

Education and Professional Designations

  • Elon University, double major in Accounting and Business Administration with a minor in Management Information Systems.
H_Jennifer_Meranda_m

Regional Manager, Tennessee

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Current Responsibility

Jennifer is the Regional Manager for SRS’s captive management business in Tennessee and the firm’s primary representative in Tennessee. She is responsible for the oversight of SRS’s clients in the domicile and the management of our relationships with the Tennessee Department of Insurance and the local captive community.

Experience

Jennifer has over fifteen years of experience in captive management and insurance accounting and auditing. She joined SRS in 2015 from Crowe Horwath LLC where she was a Senior Manager in the Nashville assurance practice with a primary focus in the insurance industry. Jennifer’s experience in insurance consists of both GAAP and statutory audits of traditional property and casualty companies, captives, risk retention groups, self-insured pools, managing general agents, reinsurance intermediaries and warranty companies.  Prior to joining Crowe Horwath LLP, she was with Kruse and Associates, P.C., a regional accounting firm based out of Nashville, Tennessee.

Affiliations

  • Member of the Tennessee Captive Insurance Association
  • Member of the American Institute of Certified Public Accountants
  • Member of the Tennessee Society of Certified Public Accountants
  • Member of the Society of Insurance Financial Management

Education and Professional Designations

  • Certified Public Accountant, Tennessee
  • Middle Tennessee State University, Bachelor of Business Administration, Accounting
h_pattie_m

Director, SRS East

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Current Responsibility

Pattie is a team leader in our Burlington, Vermont office. She manages a team of client accountants and account managers. Her client responsibilities include management and supervision of client accounts, including financial and regulatory reporting and special assignments related to captive insurance programs.

Experience

Pattie joined SRS in 2002. She has over 20 years experience of captive insurance accounting and consulting services experience to Strategic Risk Solutions. She has overseen captive programs for single parent and group captives, reciprocals and risk retention groups operating in all fifty states. Prior to joining SRS, Pattie served as President and CFO of SINSER Management Services/Aon in Vermont. She has also worked as the Supervising Accountant of the Financial Statements Unit of General Accounting for Liberty Mutual’s home office in Boston

Affiliations

  • Member and Director of the Vermont Captive Insurance Association

Education and Professional Designations

  • Associate in Insurance Accounting & Finance (“AIAF”)
  • Keuka College, Upstate New York, (Valedictorian)
h_Dave_Tatlock_m sm

Director, SRS East

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Current Responsibility

Dave is responsible for the management and supervision of a portfolio of single parent and group captive insurance companies managed from our Vermont office and also serves as the CFO of the global firm. His captive management activities include leading a team of account managers and assistants, and preparing and reviewing financial statements, regulatory filings and co-ordinating other related regulatory activities.  As CFO, Dave coordinates internal financial reporting and consolidation, and oversees other finance-related activities of the firm.

Experience

Dave joined SRS in 2014. He has over 30 years of accounting experience with more than 25 years in the insurance industry as a chief financial officer or auditor. Dave has extensive experience with commercial insurance companies, including NAIC regulatory filings and statutory accounting. He also has a background in captive insurance having audited many Vermont domiciled captives including single parent and group captives including risk retention groups.

Prior to joining SRS, Dave was Chief Financial Officer with Co-operative Insurance Companies, a position he held for 14 years. He was responsible for all aspects of financial management and reporting for the $70 million property-casualty insurance company based in Middlebury, Vermont. He was also a member of the company’s Executive Management Team, responsible for strategic and operational planning. Dave started his career in auditing and spent 13 years as an auditor in Vermont, including leading the Vermont office of Johnson Lambert.

Education and Professional Designations

  • Certified Public Accountant, Vermont
  • Chartered Property Casualty Underwriter
  • State University of New York, College at Geneseo, Bachelor of Science, Accounting & Computer Science
h_david_littlehale_m

Director, SRS East

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Current Responsibility

David is a team leader in our Burlington, Vermont office. He manages a team of client accountants and account managers in the Vermont and South Carolina offices. His client responsibilities include management and supervision of client accounts, including financial and regulatory reporting.

Experience

David joined SRS in 2000. He has 14 years of captive insurance accounting experience. He has audited, examined and managed captive programs ranging from single parent captives to association captives to risk retention groups, as well as experience in the “traditional insurance” market. Prior to joining SRS, David was an examiner for the Captive Division of the Department of Banking, Insurance, Securities and Health Care Administration. The division oversees, monitors and
regulates the largest on-shore domicile for captive programs. David has also worked as a senior auditor with KPMG LLP.

Affiliations

  • Member Vermont Captive Insurance Association
  • Member of the AICPA
  • Member of the Vermont Society of CPAs.

Education and Professional Designations

  • Certified Public Accountant, Vermont (1994) and Massachusetts (1992)
  • Certified Financial Examiner
  • Massachusetts College of Liberal Arts

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