James Riviezzo Email & Phone Number

New York, NY, US

San Francisco, CA, US

❏ Establish and cultivate strong relationships with national brokerages, ensuring the effective distribution of At-Bay’s specialized insurance products❏ Create and execute national growth initiatives with At-Bay’s distribution partners ❏ Develop and deploy initiatives with key distribution partners which deliver significant growth opportunities in-line.

❏ Founder and principal consultant at bespoke advisory firm for founders, startups, VCs, insurtechs and industry-adjacent finance, operations, and technology vendors❏ Provided growth strategies via project and retainer-based advisory services❏ Leveraged understanding and professional relationships and experience within the complex, highly-regulated, US.

Toronto, ON, CA

❏ National responsibility for building and leading the ground-up revenue function at an early-stage insurtech software company❏ Full reporting line and P&L responsibility for Briza’s sales, marketing, customer success, and client analytics teams - orchestrating a cohesive strategy across all revenue-bearing functions❏ Grew number of enterprise customers by.

Toronto, ON, CA

❏ Focused effort on expanding relationships with insurance carriers, MGAs, aggregators, SaaS platforms, and select brokerage partners seeking to develop or augment digital distribution solutions within the small business commercial insurance segment❏ Supported Briza's Executive Leadership team in establishing and maintaining visibility within targeted.

New York, NY, US

❏ History of success in an institutionally visible role, executing the outcomes of improved customer experience, revenue retention, and targeted growth within AIG’s $1.4B major account segment❏ Supported the Head of U.S. Field Operations in maintaining visibility within the leadership suites of national brokerage partners - driving campaigns, cross sell.

New York, NY, US

❏ Served as liaison between external broker partners and internal underwriting leadership, advocating the position of each, in the identification and development of recurring revenue opportunities within AIG’s largest national market territory❏ Oversaw broker portfolio of over $900M in annual revenue, with responsibility toward sales forecasting, strategic.

St Louis, MO, US

❏ Served as external, market-facing relationship manager for a diverse broker portfolio across a seven state territory❏ Forecasted renewal strategies and new business targets valued in excess of $60M of annual revenue❏ Coordinated regular, periodic, engagements with production sources including brokers, wholesalers, and TPA partners❏ Developed.

New York, New York, US

❏ Researched, developed and delivered cross-operating company revenue opportunities and strategic partnerships encompassing the disciplines of risk management, reinsurance, employee benefits and human capital❏ Leveraged industry contacts and executive relationships in the identification of over 200 new potential growth targets representing over $10M in.

Glen Allen, Virginia, US

❏ Conducted national field sales for $3B private wealth management division❏ Leveraged third-party affinity relationships and strategic partners to generate qualified investor candidates❏ Channelled new affinity group opportunities to management partners for merger and acquisition review❏ Leveraged industry contacts and executive relationships in the.

US

❏ Initial hire in a new business unit seeking to develop off-line wealth management platform for corporate executive clients❏ Supported National Sales Manager in recruitment efforts lifting target candidates out of bulge bracket wealth management and brokerage platforms❏ Managed vendor relations with third-party data services, including Thomson Financial.

Zurich, CH

❏ Provided analytical guidance in investments, retirement, mortgage and business credit solutions to retail and institutional clients

New York, NY, US

❏ Accepted into selective Path of Achievement professional development program, graduating in top quartile of class❏ Raised in excess of $40M in net new retail and institutional client assets❏ Provided analytical guidance in investments, retirement, mortgage and business credit solutions❏ Obtained Series 7 & 63 Securities licenses

Boston, Massachusetts, US

❏ Provided data entry, broker correspondence, and marketing support to financial advisor sales channel❏ Answered in-bound broker phone calls and provided timely market quotations and investment hypothetical reports❏ Obtained Series 6 Securities licence

Ba, Economics

Certificate, Performance Leadership