Staff Directory

As an account manager, Charity places new business policies and handles general policy maintenance on existing accounts.  Formerly with Anderton Insurance Agency, Charity has more than 10 years of insurance experience.

Robin is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.   She holds the CIC and ACSR designations and has more than 10 years of insurance experience.

David joined the firm in 1990.  Now the firm’s president, he is responsible for the successful operation and financial soundness of the agency.  David handles commercial sales and sales management for the company.  He is a CPCU candidate, and a member of several carrier advisory councils.

Victor began his career in his father’s insurance agency and has more than 50 years of insurance experience.  He opened what is now Carey, Richmond & Viking Insurance in 1961.  Victor serves as the trustee of the firm’s 401k and profit-sharing plan, and handles all acquisitions.  Acquisitions since 1961 have included Gula Insurance Agency in New Bedford, Stone Mill Agency in Newport, Cain & Divver Insurance Agency in Pawtucket, and Anderton Insurance Agency in East Providence. 

Jennifer is responsible for general account maintenance which includes coverage knowledge, sustaining client relationships, and coordinating policy changes, invoicing, and billing inquiries.  She holds the ACSR designation and has more than 10 years of insurance service experience.

Jeff develops and implements the agenda for the commercial insurance department at CRV. He holds the CPCU, CIC, CRM and ALCM designations. Jeff has a strong working knowledge of the insurance industry with more than 20 years of experience with three major insurance carriers.

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Pat is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing. She has more than 40 years of insurance experience.

Lynne is responsible for all claims activities and processing and is a carrier/client liaison.  As an account manager she is also responsible for general account maintenance, coordination of policy changes, invoicing and billing inquiries for commercial account clients.  Lynne has more than 20 years of insurance experience and holds a CISR designation.                       

As an account executive, Lou is responsible for new commercial business development and commercial account relationships.  He has more than 30 years of experience in commercial insurance sales. 

As Human Resources Manager, Terri is responsible for staffing functions to include employee training and education, retention, and performance evaluation as well as benefits management and policy development and implementation.  She has more than 10 years of experience in the human resources field.

Rosie is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.  She has more than 10 years of insurance experience and holds an ACSR designation.

Carol manages all aspects of the bookkeeping function including payroll, accounts receivable, accounts payable, benefits accounting, and financial reporting.  She has more than 20 years of experience in the accounting field.

Margie has more than 25 years of commercial insurance carrier experience in auditing and management processes.  Margie is responsible for general account maintenance which includes coverage knowledge, sustaining client relationships, and coordinating policy changes, invoicing, and billing inquiries.  She holds the AIS and CIPA designations.

Autumn manages the day-to-day operations of the East Providence office, formerly Anderton Insurance Agency.  The two firms merged in 2008.  She is responsible for commercial sales and servicing for new and existing accounts.  Autumn holds the CIC and CISR designations and has more than 30 years of experience in the insurance industry.

Grace is responsible for general account maintenance which includes coverage knowledge, sustaining client relationships, and coordinating policy changes, invoicing, and billing inquiries.  She holds the ACSR designation and has more than 10 years of insurance service experience.

RoseMarie is responsible for new business development in personal insurance.  She holds the CIC designation and has more than 20 years of insurance sales and service experience.

Susan has more than 30 years of insurance experience including commercial marketing and account management.  As the operations manager, Susan oversees work flow and procedures and manages all information technology issues.  Susan holds an AAI designation.

As an account executive, Lorne is responsible for new commercial business development and commercial account relationships.  He has more than 10 years of professional sales and insurance sales experience.

Irene has more than 30 years of experience in the insurance industry.  Her background is in risk management for global and middle-market organizations.  She has earned the CPCU, AU, and CRIS designations.

Lori has more than 30 years of insurance experience in commercial service, specialized markets, claims and risk management. She has client relationship and account management responsibilities for specific agency accounts. Lori has earned the CIC and AAI designations.

Dawn's responsibilities include clerical support and carrier download processing for account managers in the personal insurance department.   Dawn has more than 5 years of insurance experience.

Stephanie is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.   She holds the CIC and ACSR designations and has more than 10 years of insurance experience.

As an account executive, Larry is responsible for new commercial business development and commercial account relationships.  He has extensive experience in professional liability coverages and general commercial insurance sales.  Larry holds a CIC designation.  He is an attorney and has been a member of the RI Bar Association since 1987.

As an Account Executive, Peter is responsible for new commercial business development and commercial account relationships.  He has more than 5 years of management experience in sales and operations.

LeeAnn is responsible for new business development in personal insurance.  She holds the CPIA and ACSR designations and has more than 20 years of insurance sales and service experience.

Helen is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.   She has more than 25 years of insurance experience and holds the CISR designation.  Helen speaks fluent Portuguese.

Phoebe manages the day-to-day operations of the New Bedford office, formerly Gula Insurance Agency.  The two firms merged in 1994.  She is responsible for commercial and personal sales and servicing for new and existing client accounts.  Phoebe holds a CIC designation and has more than 25 years of experience in the insurance industry.  She speaks fluent Portuguese.

Jo Ann provides administrative support services in the Middletown office.  She has more than 15 years of experience in sales support and office management.

Barbara provides administrative support services in the New Bedford office.  She has more than 20 years of insurance support experience.

Joe manages all personal insurance operations for the agency including carrier relationships and policy marketing.  He oversees branch operations in East Providence and New Bedford.  Joe has a strong working knowledge of the insurance industry and more than 40 years of insurance experience.

Dianne has more than 35 years of insurance experience.  She is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing for commercial insurance accounts.  Dianne holds the CISR designation. 

June has more than 20 years of insurance experience including insurance marketing and management.  She is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.  June holds the AAI, AIS, and the AU designations.

Leslie is responsible for general account maintenance including policy changes, invoicing, billing inquiries and endorsement processing.   She has more than 25 years of insurance service experience.

As an account executive, Ray is responsible for new commercial business development and commercial account relationships.  He has more than 25 years of experience in commercial insurance sales and holds a CRIS designation.