Brian J.
Resiliency Ninja, Intrepid Initiator; ARM CPCU ChFC CLU ITILv3 Foundations
- Role
- Independent Associate at PPLSI
- Location
- Bloomington, IL, US
- LinkedIn followers
- 500 followers
About Brian J.
Passionate professional with 20+ years in banking and financial services at a Fortune 50 company. Including among other things, tenures in investment accounting/cash management/liquidity; risk management & 3rd Party management; mutual fund governance; privacy & enterprise risk management; and 8 years as a servant leader in the availability, access management, and business resiliency domains. DRII certified since 2002.
Experience
Independent Associate
Apr 2005 — Present
As an Independent Associate for LegalShield, I offer the IdentityTheft Shield plan to protect people from Identity Theft and assist in their
Education
Eastern Illinois University
BSB, Finance
1996 — 1999
The American College of Financial Services
ChFC, Chartered Financial Consultant
2000 — 2002
IIA/AICPCU
CPCU, Chartered Property Casualty Underwriter
2004 — 2006
EHS
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
1989 — 1993
The American College of Financial Services
CLU, Chartered Life Underwriter
2007 — 2008
DRII
CBCP, Certified Business Continuity Planner
2001 — 2006
Skills
- Program Management
- Vendor Management
- Strategic Planning
- Management
- Team Building
- Disaster Recovery
- Microsoft Excel
- Business Analysis
- Business Continuity
- Project Management
- Coaching
- Information Technology
- Process Improvement
- Non-Profits
- Budgets
- Microsoft Office
- Banking
- Risk Management
- Financial Risk
- Crisis Management
- Leadership
- Training
- Public Speaking
- Insurance
- Business Process Improvement
- Customer Service
- Itil
- Leadership Development
- Budget
- Risk Assessment
- Team Leadership
- Auditing
- Analysis
- Change Management
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