Eric D. Sinclair Email and Phone Number
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As Vice President at IMA Financial Group, I lead the Financial Institutions specialty within the executive liability solutions team. Working with banks, investment managers, specialty lenders, and fintech companies nationwide to design and implement comprehensive D&O, E&O, and cyber programs.Over 15+ years in financial services risk management, including treasury operations oversight at TIAA, reviewing multi-billion dollar capital flows and developing automated control systems. Deep expertise in regulated industries, program design during challenging market conditions, and placement strategy during active claims scenarios.Core focus areas include:Executive liability program construction- Financial Institution D&O/E&O- IPO/De-SPAC transitions- Risk analytics and modeling- Regulatory compliance frameworksMS Finance, University of Colorado DenverBA International Relations, Lehigh University
Ima Financial Group, Inc.
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Vice President - Executive Risk SolutionsIma Financial Group, Inc. Dec 2018 - PresentDenver, Co, Us -
Assistant Vice President - Financial Services GroupAon Sep 2013 - Dec 2018London, GbAssistance Vice President | June 2016 - PresentSenior Broker | September 2013 - 2016Primarily responsible for representing public and pre-IPO companies in their program construction, marketing and syndication of executive liability insurance. Eric represents companies spanning the country and across many industry verticals including hospitality, healthcare, life sciences, retail, technology, and manufacturing among others.Eric has specialized in advising companies in the areas of Directors’ & Officers’ Liability, Fiduciary Liability, Employment Practices Liability and Errors & Omissions coverage. Eric has partnered with numerous companies to successfully place executive liability at time of financial impairment or while claims are outstanding -
Business AnalystTiaa-Cref Feb 2007 - Sep 2013New York, Ny, UsBusiness Analyst: February 2009 - September 2013Project Lead for development and implementation of process controls, performance reporting and improvement efforts to drive operational improvements throughout large; +1,000 employee, business units. Performed and developed analysis platforms to monitor and correct multi-billion dollar capital flows. - Developed SharePoint sites for the sharing, collection and dissemination of data; including the integration of SharePoint, InfoPath and Access for streamlined reporting.- Provided ad-hoc reporting on controls and exceptions in order to perform root cause and trending analysis. - Drove process improvement using Excel, Access, SharePoint, InfoPath, VBA and SQL to automated end to end workflows.- Performed account reconciliations; analyzed accounting data, performed research across a variety of systems and partnered with business units to ensure accurate ledgering of transactions.- Designed and maintained user interfaces and databases for data collection, storage, analysis, and reporting. - Served as subject-matter expert on technology-related issues, such as relational databases, VBA, SQL, and Microsoft Access.- Developed reporting requirements, methodologies, and systems to increase visibility and remediation of defects. Service Representative/Coordinator: February 2007 – February 2009Served in a client facing role focused on back-end transactional activity for major educational institutions; including a large cross-section of state universities and retirement plans. Key activities focused on addressing remittance, withdrawal and plan set-up transactions. Held lead role and drove performance on contribution processing team; administered training, monitored workload, and provided coaching in order to meet corporate performance standards. -
Office AdministratorHowson & Howson Llp Jun 2005 - Oct 2006Blue Bell, Pennsylvania, UsDrove initiative to fully overhaul technology and communication systems.
Eric D. Sinclair Skills
Eric D. Sinclair Education Details
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University Of Colorado DenverFinance -
Lehigh UniversityAsian Studies -
St. Joseph'S Preparatory SchoolHigh School
Frequently Asked Questions about Eric D. Sinclair
What company does Eric D. Sinclair work for?
Eric D. Sinclair works for Ima Financial Group, Inc.
What is Eric D. Sinclair's role at the current company?
Eric D. Sinclair's current role is Vice President - Executive Risk Solutions at IMA Financial Group, Inc..
What is Eric D. Sinclair's email address?
Eric D. Sinclair's email address is es****@****ail.com
What is Eric D. Sinclair's direct phone number?
Eric D. Sinclair's direct phone number is +161034*****
What schools did Eric D. Sinclair attend?
Eric D. Sinclair attended University Of Colorado Denver, Lehigh University, St. Joseph's Preparatory School.
What are some of Eric D. Sinclair's interests?
Eric D. Sinclair has interest in Sports, Electronics.
What skills is Eric D. Sinclair known for?
Eric D. Sinclair has skills like Analysis, Access, Sharepoint, Process Improvement, Business Analysis, Business Process Improvement, Financial Analysis, Risk Management, Accounting, Leadership, Financial Services, Financial Modeling.
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