Brian Ross

Brian Ross Email and Phone Number

Vice President of Business Development @ Profit Hawks
Tulsa, OK, US
Brian Ross's Location
Tulsa, Oklahoma, United States, United States
Brian Ross's Contact Details
About Brian Ross

As Vice President of Business Development at Profit Hawks, I help Independent Property and Casualty Agencies unlock their full potential with innovative solutions that drive efficiency and growth. In today’s insurance landscape, time is money, and as you know, account managers spend countless hours meticulously reviewing policies and ensuring accuracy. In addition, mistakes can happen, putting both agencies and their clients at risk. That’s why Profit Hawks is excited to introduce Risk Validator- a cloud-based, AI-powered application that’s transforming the policy review process. With Risk Validator, Agencies Can: ▪️ Reduce Policy Review Times by 75% or More ▪️ Eliminate Manual Calculations ▪️ Instantly Validate Info from the Carrier and the Client ▪️ Reduce Risk to Carriers and Agencies How Risk Validator Works Risk Validator quickly compares policies, quotes, endorsements, and audits with your agency’s data, instantly identifying discrepancies and calculating exposure changes. It’s like having an extra set of eyes, ensuring nothing slips through the cracks. With Risk Validator, you also say goodbye to manual calculations and hello to efficiency. Our tool isn’t just about saving time—it’s about quality assurance, reducing coverage errors, and protecting your agency from errors and omissions while your team stays focused on acquiring new clients and deepening client relationships. And, because Risk Validator integrates seamlessly with any agency system, it’s a versatile solution for any insurance organization looking to work smarter, not harder. Here's a quick 2-minute video on Risk Validator: https://riskvalidator.com/brianLike to learn more about Risk Validator? Let’s connect! Brian (918) 928-7677brianross.tulsa@gmail.com

Brian Ross's Current Company Details
Profit Hawks

Profit Hawks

View
Vice President of Business Development
Tulsa, OK, US
Brian Ross Work Experience Details
  • Profit Hawks
    Vice President Of Business Development
    Profit Hawks
    Tulsa, Ok, Us
  • Profit Hawks
    Vice President Of Business Development
    Profit Hawks 2024 - Present
    I lead Profit Hawks in identifying and seizing growth opportunities for our Risk Validator tool, an AI-powered application that helps Property and Casualty Agencies reduce policy review times by 75% or more.Our Risk Validator application compares policies, quotes, endorsements, and audits to instantly identify any discrepancies, reducing errors in coverage and protecting our clients’ agencies from errors and omissions.In turn, Risk Validator frees up valuable time for agencies, allowing their teams to focus more effectively on acquiring new business and better serving their current clientele.As VP, my role combines strategic vision with hands-on leadership, spearheading initiatives to expand market presence, foster high-value partnerships, and develop new revenue streams.From nurturing client relationships to mentoring teams and overseeing deal pipelines, I thrive on creating sustainable growth and ensuring every initiative aligns with our company’s vision for innovation and success.This dynamic role keeps me engaged in a blend of high-level strategy and practical execution, ensuring opportunities translate into tangible outcomes.
  • Outbound Consulting
    Consultant
    Outbound Consulting Jan 2024 - Present
    100% Remote, With Staff Residing Across The United States, Us
  • Self Employed
    Financial Educator / Consultant
    Self Employed May 2023 - Present
    Satellite Beach, Florida, Us
  • Oaktree Agency Llc
    Company Owner
    Oaktree Agency Llc Jul 2015 - Present
    CEO & Co-owner of a Life & Health Insurance agencyAnnuities / IULs / Medicare Supplement
  • Guidehouse
    Managing Consultant
    Guidehouse Jul 2021 - Jun 2023
    Mclean, Virginia, Us
    Managing ConsultantServed as Project Manager over the U.S. Department of Interior's $1.9B Land Buy Back Program for Tribal Nations.SME for Financial Literacy and Indian Affairs
  • Arvest Wealth Management
    Vice President / Trust Officer
    Arvest Wealth Management Mar 2019 - Dec 2021
    As Vice President and Trust Officer at Arvest, I engage in duties including:New Business Development, Portfolio Management, Community RelationsInvestment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Insurance products made available through Arvest Insurance, Inc., which is registered as an insurance agency. Insurance products are marketed through Arvest Insurance, Inc., but are underwritten by unaffiliated insurance companies. Trust services provided by Arvest Bank.
  • The Society For Financial Awareness
    Presenter / Erisa 404(C) Specialist
    The Society For Financial Awareness Apr 2017 - Dec 2021
    San Diego, Ca, Us
    The Society for Financial Awareness is a 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. We are comprised of professionals, throughout the nation, with varying specialties. These professionals provide valuable services to their communities. One of the ways they do that is through informational workshops that are presented to individuals, companies, and organizations. These events are designed to educate and help attendees understand and address a variety of financial topics and concerns.SOFA has had the opportunity and privilege to work with various prominent companies and organizations across America. Our educational and informational financial outreach, and years of continued success, has provided us name recognition and a reputation of excellence.http://www.sofausa.org/
  • U.S. Department Of The Interior
    Director Of Financial Education
    U.S. Department Of The Interior Mar 2011 - Apr 2017
    Washington, Dc, Us
    In the US Department of Interior, I served in several roles including:▪️ Director of Financial Education within the Office of The Special Trustee for American Indians (OST) / Department of Interior. Currently based in Tulsa, OK.▪️ Prior to being named Director of Financial Education, served as Acting Chief of Staff to the Special Trustee, Main Interior Building in Washington, D.C. from May - October 2014.▪️ Began career with OST in March 2011 as a Fiduciary Trust Officer for both the OST Osage Agency in Pawhuska, OK and the Eastern Region serving over 25 tribes from Maine to Florida.
  • Travelers
    Sr. Claims Representative
    Travelers Sep 2008 - Mar 2011
    New York, Ny, Us
    Commercial and residential property insurance adjuster for the Tulsa Metro area. Deployed for multiple Catastrophe assignments across the Region. Maintain Fraud Claims Law Specialist (FCLS) professional designation and Multi-Line P&C license.

Brian Ross Skills

Policy Public Speaking Community Outreach Government Public Policy Leadership Nonprofits Organizational Development Research Microsoft Office Public Relations Training Government Relations Team Leadership Policy Analysis Financial Education Cultural Awareness Program Management Strategic Planning Fundraising Adult Education Higher Education Educational Leadership Customer Service Leadership Development Management Team Building Event Planning Budgets Nonprofit Organizations

Brian Ross Education Details

  • Northeastern State University
    Northeastern State University
    Public Administration
  • University Of Oklahoma
    University Of Oklahoma
    Political Science And Government

Frequently Asked Questions about Brian Ross

What company does Brian Ross work for?

Brian Ross works for Profit Hawks

What is Brian Ross's role at the current company?

Brian Ross's current role is Vice President of Business Development.

What is Brian Ross's email address?

Brian Ross's email address is br****@****cox.net

What is Brian Ross's direct phone number?

Brian Ross's direct phone number is +191862*****

What schools did Brian Ross attend?

Brian Ross attended Northeastern State University, University Of Oklahoma.

What are some of Brian Ross's interests?

Brian Ross has interest in Poverty Alleviation, Education, Economic Empowerment.

What skills is Brian Ross known for?

Brian Ross has skills like Policy, Public Speaking, Community Outreach, Government, Public Policy, Leadership, Nonprofits, Organizational Development, Research, Microsoft Office, Public Relations, Training.

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