Dan Girardi
Chief Strategy Officer at Keystone Agency Partners
- Role
- Chief Strategy Officer (CSO) at Keystone
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Dan Girardi
Chief Strategy Officer at Keystone Agency Partners. Experienced M&A executive. Completed MBA at Emory University\'s Goizueta Business School, as well as a Master of Science in Risk Management/Insurance, and Bachelor of Science in Finance and Risk Management/Insurance at The Florida State University. Professional licenses and designations include: Certified Valuation Analyst (CVA); Chartered Property Casualty Underwriter (CPCU); Associate in Reinsurance (ARe); Certified Six Sigma Green Belt (CSSGB); Series 62, 79, and 63 FINRA registrations (expired).
Experience
Chief Strategy Officer (CSO)
Nov 2024 — Present · Columbus, OH, US
Keystone Agency Partners is a fast-growing independent insurance agency partnership platform providing strategic, technological, financial and operational support to reignite an entrepreneurial spirit and support profitable growth within our agency partners. Responsible for execution of the key tenets of the organization’s strategy, including M&A, Organic Growth, Agency Performance, and Marketing. Built a top 30 broker with over 115 transactions closed representing more than $400M in acquired revenue and industry leading organic growth since formation in 2020. Fastest growing Top 100 Broker 2023. A Warburg-Pincus portfolio company focused on building a premier network of retail insurance brokers through strategic acquisitions.
Education
Florida State University - Herbert Wertheim College of Business
Bachelor of Science, Finance and Risk Management/Insurance
2003 — 2007
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.), Finance, Management Consulting, Accounting
2012 — 2014
Florida State University - Herbert Wertheim College of Business
Master of Science in Management, Risk Management/Insurance
2010 — 2012
Skills
- Liability
- Financial Risk
- Reinsurance
- Brokers
- Valuation Modeling
- Commercial Insurance
- Strategy
- Underwriting
- Sales Presentations
- Leadership
- Commercial Risk Management
- Six Sigma
- Insurance
- Enterprise Risk Management
- Workers Compensation
- Cpcu
- Sales Management
- Sales
- Loss Prevention
- Risk Management
- New Business Development
- Financial Analysis
- Mergers & Acquisitions
- Property & Casualty Insurance
- Excess & Surplus Lines
- Sales Process
- Professional Liability
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