Steve Martindale

Steve Martindale Insurance Executive, Board Advisor, Independent Board Director Greater Tampa Bay Area Summary Accomplished executive with solid history of success as consultant, board member, and on-staff expert in insurance, financial services, and non-profit environments. Extensive background in governance, financial analysis and reporting, external and internal audits, project management and regulatory affairs. Strong ability to build and lead teams that equal and beat established goals and expectations. Demonstrated skills in developing and executing programs and initiatives that improve operational efficiencies. Well-versed in working with investors, analysts, board directors, executive management, government leaders, regulators, reinsurers, brokers, attorneys, actuaries, information technology professionals, vendors, banks, agents, and staff. Financial and Management Competencies • Team Building and Leadership • Staff Training and Development • Cost Analysis and Reduction • Strategic Planning and Analysis • Statutory Accounting • Profit and Revenue Optimization • Process Improvements/Change Management • Regulatory Compliance • Program and Project Management • Cash Flow Optimization Experience Allied Trust Insurance Company Chief Financial Officer October 2021 – Present (1 year 9 months) Tampa, Florida, United States Smartinsure Board Advisor August 2018 – Present (4 years 11 months) Greater Denver Area Nperspective CFO & Strategic Services Principal October 2018 – December 2022 (4 years 3 months) Tampa/St. Petersburg, Florida Area Heritage Insurance 6 years 4 months Member Board Of Directors January 2018 – August 2022 (4 years 8 months) Clearwater FL Independent director, participated in all board meetings and provided guidance and support to management as subject matter expert. Chief Financial Officer May 2016 – April 2018 (2 years) Clearwater, Florida People’s Trust Insurance Company Chief Financial Officer September 2013 – May 2016 (2 years 9 months) Deerfield Beach, FL Responsible for implementing an innovative and disruptive business model in compliance with applicable state and federal laws and regulations. Ohio Department of Insurance Chief Regulatory Officer April 2011 – September 2013 (2 years 6 months) Columbus, Ohio Lead Risk Assessment, Financial Regulation, Market Regulation, Product Regulation, Actuarial Services, Fraud, Enforcement, and Agent Licensing functions (150 people). FocusCFO CFO, Partner 2008 – 2013 (5 years) Blacklick, Ohio Helped business owners understand cash flow, operations, accounting and revenue generation and take action to improve the health of their companies. Century Surety Company Vice President, Corporate Governance January 2005 – September 2008 (3 years 9 months) Westerville, OH Led Sarbanes-Oxley implementation for publicly-traded excess & surplus lines company, saved company $1.5 million in implementation costs. Reduced compliance costs by 60% in year 2 and additional 50% in year 3. Implemented risk assessment and risk focused internal audit function. Improved corporate governance rating. Ohio Department of Insurance Chief Financial Analyst 2001 – 2005 (4 years) Columbus, Ohio Area Led analysis of all insurance companies licensed in the state of Ohio. Participated in the NAIC Risk Focused Working Group. Nationwide Insurance Investment Accounting Manager 1997 – 2001 (4 years) Directed accounting, analysis, and reporting for an international insurance holding company, several investment portfolios, a large non-profit foundation, real estate development and holding companies, a cash management company and several other non-insurance companies. Successfully implemented a new commercial mortgage loan accounting and management system. Developed internal controls, procedures, and financial statements for newly formed and acquired companies. Researched GAAP and statutory accounting and back-office requirements for new investment types and ventures (securities lending and derivatives). KPMG Manager 1995 – 1997 (2 years) Managed audits of GAAP and statutory financial statements of insurance companies. Directed operational consulting engagements. Education Otterbein University BA, Accounting & Business Administration