Kyle Omalley
Senior Account Executive
- Role
- Investment Advisory Committee at Worth Investment Group, Llc
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Kyle Omalley
Welcome to my profile and 38+ year career focused on exceeding client expectations.Success in business is based upon reputation, relationships and trust. I treat my client\'s businesses as if they were my own. I take care of all the details, allowing my clients to do what they do best.run their business. I educate anyone I work with, in any capacity, to help them make the most informed business decisions and I manage their total cost of risk. This is a fulfilling experience, and why I love what I do for others every day.My business acumen is supported by education in economics and business supported by formal financial training with Deloitte & Touche and work experiences ranging from distribution and logistics, mega account management, risk management and insurance, private equity, investment banking, M&A advisory and business consulting services.Specialty areas of professional expertise are - M&A insurance due diligence, private equity funds and combining portfolio company risk protection, not for profit and community foundations, human services risk, private/public elementary and higher education risk, captive insurance solutions, business succession planning with key person and buy/sell insurance funding structures.With Focus on: General Liability Property Coverage Business Income & Extra Expense Modeling Boiler & Machinery Inland Marine Auto Liability Workers Compensation Umbrella/Excess Professional Liability Executive Risk Directors & Officers Employment Practices Liability Crime and Employee Dishonesty Fiduciary Liability Kidnap & Ransom Cyber Liability Environmental Liability Pollution Liability Finite Liability Transfer Large Deductible Programs Loss Sensitive Programs Errors & Omissions Product Recall Force Majeure Coverage Insurance Contract Review Loss Control Claims Handling Client Advocacy Sporting Events Student Athletic Accident Programs Student Health Programs
Experience
Investment Advisory Committee
Sep 2009 — Present · Hillsdale, MI, US
Worth Investment Group is engaged in making controlling investments in profitable operating companies primarily located in Michigan and the Midwest.
Education
National Alliance for Insurance Education & Research
CIC, Insurance Counseling and Risk Management
2006
Accident Fund Group & Olivet College
Certified Authority on Workers Compensation, Risk Management
2018
Wilfrid Laurier University
Graduate Business Diploma, Business, Marketing & Finance
1988 — 1990
The Ontario School of Accountancy
n/a, Accounting
1992 — 1993
St. Jerome's in Kitchener
High School Degree, General Studies
1980 — 1985
Wilfrid Laurier University
BA, Economics
1985 — 1988
Skills
- Strategic Planning
- Business Development
- Business Strategy
- Account Management
- Executive Management
- Property & Casualty Insurance
- Business Planning
- Insurance
- Leadership
- Management Consulting
- Mergers
- Contract Negotiation
- Selling
- Sales Management
- Marketing
- Team Building
- Management
- Process Improvement
- Strategy
- Nonprofits
- Sales
- Customer Retention
- Customer Service
- Consulting
- Employee Benefits
- New Business Development
- Financial Analysis
- Workers Compensation
- Risk Management
- Mergers & Acquisitions
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