Provides insurance solutions covering specialty risk exposures.
Carlos comes to Specialty Insurance Partners Group with twenty-five years finance and accounting experience.
Develops and implements the compliance function as well as coordinating with underwriting and placing operations.
Reviews portfolio risk for high net worth individuals and financial institutions. Leads our lender financial products desk.
Advisor support for our new online resource platforms.
Bill started his own company as a College Planning Professional and is uniquely qualified to guide people through the college financial aid process.
Provides support to advisors in development of estate planning, succession planning and implementing tax efficient strategies to preserve wealth and deliver related products and services.
Works in our finance department managing accounts. She has 10+ yrs experience in sales and customer service.
Has more than 10 years experience providing financial & accident risk transfer solutions.
National Sports League
Position, Company name