Kyle Omalley

Senior Account Executive

Role
Investment Advisory Committee at Worth Investment Group, Llc
Location
Detroit, MI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Investment Advisory Committee

    Worth Investment Group, Llc

    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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Kyle Omalley — Investment Advisory Committee at Worth Investment Group, Llc in Detroit, MI, US | Unifers