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Joe Cafferelli

Executive Vice President @Alliant Insurance Services

Scottsdale, AZ, US
EMAILS
j••••••••@alliant.com
MOBILE NUMBERS
+12•••••••88

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WORK HISTORY

Jan 2018 — Present

Executive Vice President @Alliant Insurance Services

Phoenix, AZ, US

Identify risk management needs and address client concerns- Provide targeted insurance solutions that protect clients and their bottom line- In depth experience in all lines of coverage including Directors and Officers Liability, Cyber, Property & Casualty, and Environmental

EDUCATION

1996 — 1999

Fordham Gabelli School of Business

MBA, Finance

1989 — 1991

Arizona State University

Business

SKILLS

InvestmentsBusiness DevelopmentLegal LiabilityBudgetsFinanceDirectors & Officers LiabilityPortfolio ManagementMergersContract NegotiationExecutive ManagementProperty & Casualty InsuranceBusiness PlanningCommercial InsuranceStrategic Financial PlanningGeneral InsuranceNew Business DevelopmentProfessional LiabilityFinancial ModelingBusiness StrategyBikram YogaFinancial AnalysisAromatherapyLiabilityFinancial RiskReinsuranceMergers & AcquisitionsBankingRisk ManagementCorporate FinanceCasualtyDue DiligenceStrategyEmployment Practices LiabilityForecastingLeadershipPrivate EquitySales ManagementManagementTeam BuildingInsurance

ABOUT JOE CAFFERELLI

I work with my clients to identify and find solutions for their risk management needs. I have twenty plus years of experience navigating all lines of insurance coverage for a broad spectrum of local, national and global enterprises.

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