Bradley D. Matuloni
Consultant/Independent Director
24 Corduroy Road
Essex Jct., VT 05452
Phone: 802-879-9401
Cell: 802-881-1152
Email:
bmatulonis@live.com
Brad has 38 years of experience in the insurance industry including 21 years as Vice President, Chief Financial Officer (CFO) and Principal of Smith, Bell & Thompson, Inc. a Managing General Underwriting Agency doing business in all 50 states and SB&T Captive Management Company, Inc. As CFO he was responsible for budgets, forecasts, financial statement preparation and analysis, internal and external audits, corporate taxation and regulatory compliance of the consolidated entities. He was also a Vermont licensed Property/Casualty Insurance Agent until 2009. As a Captive Insurance Company Manager he served as a board member and/or professional consultant to the Board of Directors of all types of Captives including Risk Retention Groups, Pure Captives and Industrial Insureds providing strategic advice, ensuring regulatory compliance and managing changes to business plans. Captive Insurance Company clients included university hospitals, the mutual fund industry, regional telephone companies, and an international appliance manufacturer.
Smith, Bell & Thompson, Inc. and SB&T Captive Management Company, Inc. were acquired by Hilb, Rogal and Hobbs (HRH) in 2005 and Brad became Vice President and Branch Controller with responsibility for financial operations of the Vermont office and oversight of three offices in the Hartford Connecticut region. Smith Bell & Thompson, Inc. consistently achieved performance within the top 10 of 140 HRH locations.
Following acquisition of HRH by Willis in 2008 Brad was Manager of Business Valuation and Litigation Support Services for Gallagher, Flynn and Company, LLP, a regional CPA firm, through 2010. He is currently Director on a pure captive company in the financial services industry. He is also active with several local charities benefiting Vermonters such as Cochran’s Ski Area where he assists in teaching children in kindergarten through fourth grade to ski, Invest 2 Impact, a local grant funding charity, Jay’s Christmas Party for Kids, a holiday party for approximately 1500 children sponsored by the Pomerleau Family Foundation and Sleep in Heavenly Peace an organization that builds and provides beds free of charge for children who otherwise sleep on the floor.