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We are pleased to announce the following additions to our Advisory Board, effective immediately:
Michael Brady
Founding Principal
Brady Financial Group, LLC
Mike Brady has over seventeen years of experience in consulting, executive financial management, and public accounting.
Prior to starting Brady Financial Group LLC, Mike was a Senior Manager at Smart & Associates, a premier business consulting and accounting firm. Mike provided consulting services in various operating areas including financial reporting, internal control compliance, risk management assessment and worked with several start up companies on business plan development and financing alternatives.
Prior to Smart Mike spent 13 years with The Graham Company, a leading full service insurance brokerage and consulting company headquartered in Philadelphia . At Graham, Mike progressed from Controller to CFO. His responsibilities included the overall strategic planning and development of the accounting and MIS areas, the coordination and development of treasury functions, financial/tax reporting, compensation and benefit planning, budgeting, and key financial and legal relationships for organization with billed premium volumes exceeding $400 million. In addition to his daily responsibilities Mike helped to develop a new employee benefits sales unit for Graham, held a position on both the leadership and compensation committees and was a member of the company Board of Directors and Executive Management team.
Mike started his career in the audit practice of Ernst & Young LLP, serving a diverse client base including private, public, and Fortune 500 clients. Mike is a Certified Public Accountant in Pennsylvania . Mike received his Bachelor of Science in Accounting from Drexel University .
Terence Brown
Partner
Egan, Amato & O'Connor
For over twenty years, Terry Brown has been building an impressive array of credentials in the industry and, specifically, in the challenging area of Employee Benefits. The first eight years of his career were spent working as a claims specialist and underwriter for a national benefits carrier where he learned first-hand the importance of matching the right clients with the right programs and managing them both proactively - a theme that would soon become Terry's mantra within the marketplace.
In 1992, Terry accepted an Account Executive position with the Meeker Sharkey Financial Group in Cranford , NJ . Soon after joining the agency, Terry participated in one of the first-ever Polestar Performance Programs where he developed and refined his value-driven, referral-based, client-centric approach to sales and service. Terry's strategy quickly paid dividends, earning him numerous awards including Rookie of the Year, MVP, and Top Cross Seller for the agency.
Terry then moved into a Sales Management position with Fleet Insurance Services and Bank of America Corporate Insurance Agency. In addition to overseeing and coaching the sales and service practices of twenty-five employee benefits professionals, Terry successfully managed the expansion of the organization into the Connecticut and New York markets, and eventually headed the entire New England market.
Terry is a member of the Council of Insurance Agents and Brokers (CIAB), has served on numerous carrier/broker advisory councils and is a popular speaker at business and industry tradeshows. He currently is a partner at Egan, Amato & O'Connor (EAO), an Employee Benefits Consulting Firm in Manasquan, New Jersey, where his focus is on the sale and service of employee benefit plans to middle-market and large corporate accounts.
Steve Thompson, ARM
President
Aspen Risk Management Group
Steve Thompson is the President and co-founder of Aspen Risk Management Group (Aspen RMG), an employee-owned consulting company providing business improvement strategies to commercial, government, and non-profit organizations. He has a long track record of working to improve the insurance industry through his founding of the Workers' Compensation Training Consortium, and the creation of an Employee Culture and Ideas Survey. He joined the Polestar team in 2005.
As a former Director with one of Southern California 's fastest growing insurance agencies, and working with numerous insurance and agency clients, he is an innovator and leader in risk management, performance management, and business improvement.
He is a published author of articles such as: The Non Profit Guide to Commercial Insurance , and A Shareholder Solution to Workers' Compensation . He is also the co-author of Workplace Safety: A Guide for Small and Midsized Companies (published by John Wiley and Sons), and is a presenter on industry-specific topics such as Increasing Sales through Value Added Services .
Steve is involved with numerous industry-related associations, and has served on numerous non-profit organizations as a board member and volunteer. He is a speaker and consultant to various industry groups, and has been instrumental in assisting numerous non-profit organizations increase their revenue through various technology strategies. He is former Air Force, a licensed agent, and lives in San Diego , CA .
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