Insurance Career: 1973 Great Southern Life Ins. Co. , 1979 to present Employee Plans Management Co., John Ridings Lee ETAL.
Bookkeeping and accounting for Lee Family and all Company and Corporate accounting. Development, administration and accounting (Allocations and IRS Filings) for Pension & Profit Sharing Plans, Specialty Group Life & Health programs as well as COLI programs for large to midsize corporate clients. Sales and service for Individual and Corporate Clients.
Licensing: Texas Life Agent License
Business affiliations: 1979 - Present: John Ridings Lee ETAL, Employee Plans Mgmt Co., Management Compensation Group, John Ridings Lee Company Inc., North American National Life, North American National Corp. 2015 - North American National Risk Services, Akuratus, Lee Construction Company.
Education: SMU Cox Business School, Business and Math degrees, Stanford University Business School, Insurance Degree.
Military: "Special Forces Sniper and Munitions Specialist."
Insurance Career: 1965 contracted by Blackwell and Green, Lloyds of London Syndicate as Life Cover and Reinsurance specialist. Currently holds 22 US insurance company brokerage contracts, licensed in 34 states. Three US patents for financial instruments: Salaryguard, Option65 and ICEP.
Specialties: All forms of Cyber coverage, Jumbo life cover, annuities, ICAP and ICEP Programs, Bonding, Keyman and Corporate Cost Recovery Insurance Programs.
Boards: Dedman School SMU, North American National Life, Southwestern Medical Foundation, Akuratus Co., Worksoft Ltd., North American National Risk Services
Business Affiliations: Employee Plans Mgmt Co., President 1963 - 2015, Management Compensation Group CEO, 1977 - 2015, John Ridings Lee Company Inc. CEO, 1970-2015, North American National Re CEO, 1980-2015, North American National Life CEO, 1989 - 2001. North American National Risk Services CEO, 2015 - Present.
Professional Affiliations: AALU, MDRT, TALU, DALU, Dallas Estate Council as well as other insurance related professional organizations. Frequent speaker on insurance matters nationally.
Education: Bachelor of Business degree in business with emphasis in marketing and Insurance, University of North Texas. He also attended the Banking School at Rutgers University and graduate work in Management, at George Washington University in DC.
Military: 1963 - 1966 - Honorably Discharged from US Army.
Financial Services: Donovan held senior positions with MBank Dallas, Credit Suisse-First Boston, Smith-Barney/CitiBank. In 2000 Donovan joined Clover Partners, GP as a Partner of this Registered Investment Advisor in Dallas. He holds Property & Casualty License, Series 7 and 66 FINRA registrations.
Boards: Directions, Inc. (predecessor to Sterling Software) Dallas, North American National Risk Services
Charitable Affiliation: John Paul II High School Plano, Ursuline Academy Dallas, St. Paul Medical Foundation, Pines Camp, Dallas Services for Visually Impaired Children, American Ireland Fund.