James O. Email and Phone Number
Historically, the life insurance industry has been seen as slow to adapt, and the processes are paper heavy and time consuming. Nowadays, financial professionals are looking for ways to adapt in an evolving marketplace while meetings a consumer's needs and timelines. Currently, many financial professionals are not in a place where they can meet these conditions.As the market evolves, are you looking for:* Technology that enables 100% end-to-end policy issuance in as little as 24 hours?* Industry-leading insurance products that work well for both wealth accumulation and protection?* A regional-based structure with dedicated local market support that helps you to bring your message more efficiently to both prospective and current clients?* A company that has strong financial ratings, with a strong balance sheet and a focus on risk management and product diversity and distribution?As your trusted partner, Penn Mutual will work hard to make sure you’re successful and getting stronger, too. That’s why we continue to innovate and explore new ways to differentiate ourselves in the industry. You want a partner that checks all the boxes, and we’re happy to deliver.If you would like to explore your options in your insurance offerings, then let's talk. Whether or not we decide to partner together, I am confident that our call will be full of insights and actionable steps that can help you grow your business.Contact info:omalley.james@pennmutual.comLinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 16 E. Washington St. Suite 206 N. Attleboro, MA 02760 P: 508-699-7366 HTK is a wholly-owned subsidiary of the Penn Mutual Life Insurance Company.
Penn Mutual
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Northeast Regional Internal Sales And Marketing RepresentativePenn Mutual Aug 2019 - PresentNorth Attleboro, MaAs an Internal Marketing Representative, I partner with my Regional Marketing Director to help financial professionals increase their revenue and strengthen relationships by leveraging technology, providing innovative ideas, and promoting advanced life insurance solutions to further enhance their practice and create more value for their clients.In our partnerships with financial professionals, we put their needs first. With Penn Mutual, you have a direct path to success, and you can be confident in knowing you have immediate access to all the tools and resources you need to succeed, including Our Accelerated Client Experience (ACE), a breakthrough, all-digital way to issue policies from one place, allowing you to go from application to issue in as little as a few hours in some instances. Other ways we help to ensure your success include:* Regional and national support teams* A team of advanced sales specialists* A series of illustrated sales concepts* Marketing programs and tools to grow your businessAt Penn Mutual we believe that life insurance is a core component of a sound financial plan — and that it can make an enduring impact for generations to come. That's why I supply my financial professionals with the resources and support they need to help their clients confidently secure a future for the people they care about most.
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Senior Underwriting Research AnalystJohn Hancock Sep 2009 - Jul 2018Greater Boston Area-Independently conducted in-depth due diligence on individuals, affluent and international clients, large segments of business, and daily account activities to identify fraudulent and undesirable portfolio assets and transactions with the goal of mitigating risk and documenting potential fraud trends. - Managed documentation storage, drafted investigative reports, and performed the initial on-boarding review and risk and financial needs analyses on more than 275,000 life insurance applicants; and oversaw on-going ad hoc account reviews with the goal of abating detrimental risk. - Identified and consulted on more than $500M of declined adverse risk through review and interpreting of legal dockets, state law statutes, court documents, and other financial reports in anticipation of underwriting requirements. Led to earning de facto researcher title from key stakeholders; Subject Matter Expert. - Collaborated on the drafting of the Politically Exposed Foreign Persons (PEP) procedures with multiple divisions, which most recently resulted in the decline of a $25,000,000 international case. - Participated with the Compliance Division on OFAC/OFSI cases requiring high level research acumen. - Consulted on the integration of KYC functionalities into Artificial Intelligence Underwriting algorithms and Direct-To-Client online platforms. -
Senior Case ManagerJohn Hancock May 2006 - Sep 2009Greater Boston AreaRecruited for the role to enhance workflow matrices between the corporate office and multiple agencies. Created and implemented organizational methodologies to ensure agency sales goals were achieved. Moreover, excelled at coordinating efforts to facilitate final underwriting risk assessments. -Key member in assisting a sales branch in earning the second highest YoY sales growth for all agencies. -Developed and maintained a database used for trend analysis and metrics reporting with the benefit of increasing team members’ quality and decreasing cycle times. -Served as a pivotal component managing the life insurance front-end operation process; confirmed receipt of vital client documentation and orchestrated efforts to facilitate a final underwriting risk assessment.
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Global Services Senior Tax AdministratorState Street Jun 2004 - May 2006Quincy, Ma-Assessed correct global tax treaty entitlements on various types of international securities/derivatives to abate tax-related exposure on clients’ accounts. -Collaborated with management to increase efficiencies and decrease expenses by isolating trends in the daily workflow. -Established and maintained clients’ accounts used to monitor dividend and interest tax reclaims at international sub-custodian banks to facilitate currency and securities trading. -Consulted for StateStreet to institute the omnibus account at BNP Paribus Bank in Paris, France. -
Fund LiaisonBoston Financial Data Services Feb 2004 - May 2004Quincy, Ma -
Fund Account Specialist IiBoston Financial Data Services Dec 2002 - Jan 2004Quincy, Ma
James O. Education Details
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Economics -
Emergency Medical Technician (Emt) -
Lincoln-Sudbury Regional High SchoolHigh School Dipolma
Frequently Asked Questions about James O.
What company does James O. work for?
James O. works for Penn Mutual
What is James O.'s role at the current company?
James O.'s current role is Partnering With Financial Professionals to Increase Their Insurance Offerings to Help Their Clients to Exceed Their Financial Goals.
What schools did James O. attend?
James O. attended University Of Connecticut, Northeastern University, Lincoln-Sudbury Regional High School.
Who are James O.'s colleagues?
James O.'s colleagues are Rick Nolan, Palmieri Ed, Rusty Miller, Linda Locker, Emilie Mcelwee, Acs, Almi, Matthew Clark, Natalie Rodriguez.
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James Preston
Fundraising Consultant | Substack Writer: No Particular Place To GoJefferson City, Mo1missouri.edu
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