Name: SMP Consulting Group
Address: 4400 Veterans Memorial Highway, Holbrook, NY, 11741, US
Telephone: (631) 647-9210

Edward J. Kelly Jr.

CEO, Managing Partner

Direct: (631) 647-9210 ext. 304

Mr. Kelly founded SMP Consulting Group and the Working Partners Network. For over three decades SMP Consulting Group and its affiliates have engaged in the business of providing insurance consulting services, risk management, and loss control services along with marketing programs to businesses throughout the United States.

Through Ed’s leadership, SMP Consulting Group and the Working Partners Network have developed into a major provider of unique cost containment concepts for business and industry. Over the past twenty-five years, Ed has developed relationships with a number of fortune 1,000 companies throughout the US and the UK. He began his business career as Vice President for Program Development with one of the largest Unemployment Insurance consulting firms, Reed, Roberts in Garden City, NY. His responsibilities included developing cost containment programs for Federated Department Stores, Burger King, Union Carbide, and a number of other Fortune 500 companies. During the Clinton administration, Ed worked in Washington as a lobbyist for the healthcare giants Hospital Corporation of America, Humana, and Universal Healthcare. Mr. Kelly holds a BS degree from New York Institute of Technology in Engineering; and an MBA from New York University. In addition, to his responsibilities operating SMP Consulting Group, Ed serves on the board of directors of AMCOMP, an international organization dedicated to professional excellence in the field of workers’ compensation insurance. In 2011, he was appointed to the Suffolk County Economic Advisory Council. This council comprised of local business owners is charged with the responsibility of helping to develop a plan to create job and economic growth in Suffolk County, New York. Suffolk County is one of the largest counties in the United States with a population of over 1.5 million and an annual budget of over 2.5 billion dollars. In 2012, Ed was appointed to the Board of Directors of the Committee for Cost Effective Government. Married for 44 years, Ed and wife Diane share their time living in both New York and Florida. They have two sons, Edward and Brian.

Brian C. Kelly

Managing Partner

Direct: (631) 647-9210 ext. 305

Brian has been instrumental in the development and success of SMP Consulting Group for over two decades. His cost containment techniques and applications have saved clients millions of dollars during his leadership. In addition to his cost containment consulting responsibilities, Brian also focuses on SMP Consulting Group‘s Partner acquisition and Partner retention. Brian is an active and contributing member of The American Society of Workers’ Comp. Professionals (AMCOMP), a member of the Center for Cost Effective Government and holds a Property and Casualty Insurance license. Brian served as Chairman of Suffolk County’s jurisdiction of the New York State Reform Party, a leading moderate and centrist political party that fights for the American economy and middle class by supporting common-sense economic policies that bring jobs back to the United States. Brian’s responsibilities included candidate screening and candidate selection to run on the New York State Reform Party Line. Guardian Angels founder, Curtis Sliwa, served as New York State Reform Party Chair during Brian’s tenure. Brian graduated from Dowling College in 2004 with a BA Business Administration and resides on Long Island.

Gary Sandford

VP, Premium Auditing

Direct: (631) 647-9210 ext. 312

Mr. Sandford was the former Chief Auditor and Vice President of Administration and Finance of the New York State Compensation Insurance Rating Board (NYCIRB), where he ran a one hundred and twenty-person auditing department. His understanding of complex regulation, payroll, and modification codes will provide our clients greater visibility into their workers’ compensation premiums. During his 34 year career at the New York State Compensation Insurance Rating Board (NYCIRB), Gary rose to become Chief Auditor. All workers compensation insurers must provide workers compensation statistics to the NYCIRB, which compiles and evaluates data and proposes rate changes that are subject to approval.

Scott Priz

VP, Premium Auditing

Direct: (631) 647-9210

Scott has worked as an insurance consultant and expert in the field of Workers Compensation since 2003. Scott is an attorney specializing in Workers Comp Law and Regulation. He has worked for both policyholders and insurance carriers as a consultant in the field of workers’ compensation. He has worked a court-appointed damage calculator and has testified on the subject of Workers Compensation premium.

Scott has an undergraduate degree from the University of Chicago in political science and law. He graduated Magna Cum Laude from the John Marshall Law School of Chicago. In Law School, he received Cali Awards (highest grade honors) in Contracts I, Contracts II, Civil Procedure II, Constitutional Law I, and Constitutional Law II. He also served on the John Marshall Law Review as the Managing Editor from 2016-2017.

Edward Ragan

Executive VP, Specialty Markets Plus

Direct: (631) 647-9210 ext. 301

Mr. Ragan has over thirty-five years’ experience in the insurance and reinsurance industry. Most of his career has been involved with insuring major corporations and the development of specialized insurance/reinsurance products and programs in the United States marketplace. He has worked in underwriting management positions for major insurance companies including The Home, AIG, Investors (IIG) and more recently an underwriting executive of Multiline & Professional Programs at Clarendon/Praetorian. He also has functioned as a program/reinsurance intermediary and wholesaler broker/GA. He is a seasoned Expert Witness for complex coverage litigation and insurance/reinsurance industry custom and practice. Current focus is on specialty program development in areas including GL/Professional Liability, EPLI, Cyber Liability, Transportation and Workers’ Compensation.

Georgette Caddle

VP, Customer Relations

Direct: (631) 647-9210 ext. 310

Mark Serri

VP, Business Development

Direct: (631) 647-9210 ext. 303

Mark attended Stony Brook University and went on to a 30-year career as a Gold Futures Trader, starting out as a clerk and eventually became a seat owner. While at the exchange he served on the Business Conduct Committee as well as the Floor Committee and Settlement committee. He has a passion for finance and economics and he also obtained his Life and Health license in 2014. Mark has traveled extensively throughout the United States and in his spare time enjoys cycling, playing the drums as well as cooking. He has two daughters and currently resides on Long Island.

Rebecca Clark

Controller

Direct: (631) 647-9210

Tara Kelly

Creative Director

Direct: (631) 647-9210

Edward M. Kelly

VP, Communications

Direct: (631) 647-9210

Rick Morris

VP, Auditing Operations

Direct: (631) 647-9210 ext. 307

Richard “Rick” Morris is a seasoned financial services executive with over 35 years of experience in collection and data management. After graduating from Adelphi University in New York with a BA degree in Business Administration, he joined the United States Air Force. Designated as an administrative specialist, he served for four years leaving the military to pursue a career in the business community. Early on, Mr. Morris joined Payco Financial Systems as a regional manager rapidly growing within the ranks. After 12 years, he moved on to become the Executive Director-Collections for The Suffolk County Medical Society of New York. With a nine-year tenure, he moved on to become Chief Operations Officer for Ram Investigations of New York.

In 2016, Rick joined the team at SMP CompWize to supervise the management and security of data in addition to overseeing the day-to-day operations of the audit/recovery departments. An avid golfer, Rick enjoys splitting his leisure time between golf and fishing on Long Island where he currently resides.

Greg Walker

Senior Advisor

Direct: (631) 647-9210

Greg’s background includes over twenty years of experience in banking and investing including The CIT Group, Wells Fargo, and Silver Point Capital. His focus is on business planning, resource management, and corporate direction. Mr. Walker is a New York member of the Association for Corporate Growth, a member and a past speaker at the Turnaround Management Association annual panel discussion, an invited guest at the American Bankruptcy Institute Conference discussion table, and various board memberships. He is a graduate of The Bernard Baruch College and resides on Long Island with his wife of twenty-five years and two children.

David Patterson

Senior Advisor

Direct: (631) 647-9210

David has spent the majority of his 35-year career as a senior insurance company executive, developing and expanding specialty underwriting and distribution businesses. He was one of three principals in the 1986-leveraged acquisition of the Providence Washington Insurance Group, where he developed a successful specialty underwriting business in a unique joint venture format with specialty program managers. He subsequently led the restructuring of the employee benefits and specialty property-casualty business at Allmerica (now the Hanover Group) and for the last five years has been responsible for one of the operating businesses at Alliant Insurance Services, a top US broker. David is a member of the Casualty Actuarial Society and the American Academy of Actuaries.

Leadership Team