Doug Obenshain

Client Executive @Lockton

San Diego County, CA, US
EMAILS
d••••••••@lockton.com
MOBILE NUMBERS
+16•••••••67

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WORK HISTORY

Jul 2009 — Present

Client Executive @Lockton

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San Diego, CA, US

I serve clients across the United States by assisting them in their risk management needs. My focus is on minimizing my clients\' Total Cost of Risk by analyzing and evaluating a business\'s risk profile, employing strategies to control the frequency and severity of claims, transferring risk via contractual arrangements or purchase of commercial insurance coverages as appropriate, and structuring the optimal strategy for financing of that risk.I have more than 40 years of business and risk management experience. Areas of expertise with Lockton include-Commercial Property & Casualty-Workers Compensation-Product and Professional Liability-Data Security & Privacy-Executive Risk (Directors\' and Officers, Employment)-Health & Welfare (Employee Medical Benefits and Retirement)I lead teams serving domestic and global clients in industries including: Healthcare and Life Sciences, Technology, Basic Research, Retail and Distribution, Restaurants/Brewing, Communications, and Renewable Energy and Environmental Services. I am one of approximately risk management professionals in my industry who have attained the Certified Risk Manager designation.Founded in 1966, Lockton is the world’s largest privately held insurance broker. More than 7,500 professionals in 80 Lockton offices around the globe generate nearly $2 billion in annual revenue while serving more than Clients. Lockton leads the brokerage industry in the three industry defining metrics - Retention of Clients, Retention of Associates, and Organic Growth. For 10+consecutive years, Business Insurance has recognized Lockton as a “Best Place to Work in Insurance.”I am very active and involved in the San Diego business community and serve on the Board of Directors of the San Diego Venture Group (since 2009) and the San Diego Regional Economic Development Corporation (since 2012).

EDUCATION

1976 — 1980

Miami University

Bachelor of Science in Business Administration:, Double Major in Accounting and Finance

SKILLS

Business StrategyDue DiligenceInvestor RelationsEntrepreneurshipAudit CommitteeTaxAuditingRestructuringStrategic PlanningEnterprise Risk ManagementFinancial ReportingManagement ConsultingRisk ManagementTeam LeadershipBusiness ValuationCommercial InsuranceVenture CapitalFinancial AccountingForecastingManagerial FinanceAccountingBiotechnologyStrategic Financial PlanningCorporate DevelopmentInternal AuditBudgetsFinanceAcquisitionsMergersSec FilingsStart-UpsEmployee BenefitsPublic CompaniesExecutive ManagementBusiness PlanningCash ManagementBig 4Business DevelopmentIpoSarbanes-Oxley Act

ABOUT DOUG OBENSHAIN

Seasoned Risk Management Consultant and Business Advisor with over 40 years of providing professional services to companies ranging from multi-billion dollar global enterprises to early stage venture capital-financed technology start-ups.

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