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An accomplished executive leader with over 25 years of diversified (financial services, insurance, manufacturing, non-profit/tax exempt organizations, consulting and governmental) experience in risk management, internal control, regulatory affairs, operations and systems, law, compliance and taxation/accounting. Many successes achieved in managing the creation of new or changing/evolving functions and managing projects/programs in resolution of significant issues. Strong project/program management skills, using an inherent logical thought process honed by many years of technical training, were germane to these successes. Possess the ability to manage human resources in a changing environment with passion, creativity, results-orientation and self-motivation. Resilient, acts with decisiveness and acts to foster/adapt to change and new environments.An accomplished writer, editor, poet and featured columnist. See Jim's Web Page for links to numerous articles and publications.Computer Savvy - Proficient in Windows, Microsoft Word, PowerPoint and Excel, Adobe Photoshop, Web design.Specialties: Governance, Risk Management, Compliance, Regulatory Affairs, Legal, Project Management, Program Administration, Problem Solving, Corporate Taxation and Accounting, Operational Review/Management, Systems Development, Writing, Leadership Development, Mentoring and Coaching.
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ConsultantCompliancequest Partners, LlcChatham, Nj, Us
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Board Member & Chair, Governance And Finance Committee, Board Of DirectorsHomeland Security Foundation Of America Jun 2009 - PresentAs Chairman, establishes governance principles and policies, monitors compliance, and assists the Board in the oversight of financial affairs. The Homeland Security Foundation of America is a non-profit, non-Federal public entity for public safety, energy security and health and human services, incorporated in Georgia in 2002, and reorganized under Internal Revenue Code 501(c)(3) with 170(b)(1)(A)(vi) status. HSFA works to help EDUCATE, SERVE and PROTECT the public. -
ConsultantCompliancequest Partners, Llc Feb 2009 - PresentProviding compliance and related management consulting and services to the insurance and securities industry. Specializing in helping clients identify and mitigate compliance and ethics risk, and build top quality compliance and ethics programs and processes.
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Professional Mentor/CoachMentorworks Feb 2009 - PresentProviding expert advice and consultation on the array of issues impacting career development and progression.
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Freelance Writer/Featured Columnist/Managing EditorTp Publications Jul 2004 - PresentProviding thought provoking writings on business and life's experiences through published articles, organizational newsletters (LIMRA, WCW Consulting, ETP Networking; published poetry and virtual media outlets.Serves as Managing Editor of Awareness Journal, HSFA's journal of public safety studies in Amercia.
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Advisory Board MemberConnective Research May 2009 - Sep 2009Advisory Board Member providing legal and compliance expertise to Connective Research which is a research based marketing consulting firm for the insurance and investment industries that provides and helps drive profitable growth by improving client results in advisor and consumer acquisition, retention and cross-selling. -
Compliance/Risk Management Officer, Retail DivisionPrudential Financial May 2002 - Jul 2003Served as Vice President of the newly merged functions of risk management, regulatory affairs and compliance for Prudential's agency system. -
Chief Compliance And Risk Management Officer, Individual Insurance GroupPrudential Insurance Dec 2000 - May 2002With emphasis on cost control of risk management, regulatory affairs, and compliance, selected to oversee the merger of these functions within Prudential's individual insurance and annuities businesses. -
Management Internal Control Officer, Individual Insurance GroupPrudential Insurance Jun 1997 - Nov 2000Due to the successful completion of the Tax Program, chosen to build a risk management/internal control function for the individual insurance and annuities lines of business. The function was needed due to the significant risk Prudential faced with regulators and customers from past actions. Included managing a staff of 60 located in 9 offices throughout the U.S. -
Program Manger, Tax Program, Corporate Operations & SystemsPrudential Insurance Dec 1995 - Jun 1997Selected as Program Manager for a a series of projects to fully automate federal and state tax withholding and reporting on Prudential's life and annuity products. -
Assistant General Counsel, Law Department, Tax SectionPrudential Insurance May 1990 - Dec 1995Recruited to create and implement a state tax program as Prudential expanded into non-insurance business and activities. Also responsible for the insurance operation's state premium taxes. Eventually promoted to lead Prudential's company tax unit with overall responsibility for federal and state taxes. Additionally, lead a special project, under the direction of the General Counsel, to revamp the Prudential Political Action Committee's finance, accounting and fundraising efforts including the research, determination and implementation of a program to monitor compliance with all federal and state lobbying laws. -
Manager, State And Local TaxesMeadwestvaco Jan 1987 - Apr 1990Promoted to consolidate all Mead's state taxes into one centralized function. Included responsibility for all aspects (return preparation, accounting, appeals, legislative, planning and valuation) for income/franchise, sales/use, real estate and personal property taxes. -
Tax Attorney, State And Local TaxesMeadwestvaco Jan 1983 - Dec 1986Promoted with responsibilities expanded to include all state income/franchise tax appeals and legislation; had overall responsibility for the entire sales/use tax function. -
Tax SpecialistMeadwestvaco Aug 1981 - Dec 1982First job following graduation from Law School working for a Fortune 100 company (paper, forest products and packaging). Learned the "nuts and bolts" of state income and franchise tax return preparation and accounting for operations and multiple companies in all 50 states. Also responsible for planning, appeals and legislation for state income and franchise taxes. -
Legal Intern, Ohio Department Of TaxationState Of Ohio Jun 1979 - Jul 1981Recruited as the first legal intern for the Ohio Department of Taxation - Legal Division. Worked full time during the summers and part time during Law School. Served as a hearing officer processing state tax appeals. -
Legal/Summer Intern, Ohio Board Of TaxappealsState Of Ohio May 1977 - Aug 1977Summer employment serving as a project manager as part of a program to automate the real estate valuation records for Ohio's eight largest counties.
James Yoakum Skills
James Yoakum Education Details
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Accounting/Finance -
Political Science/American History
Frequently Asked Questions about James Yoakum
What company does James Yoakum work for?
James Yoakum works for Compliancequest Partners, Llc
What is James Yoakum's role at the current company?
James Yoakum's current role is Consultant.
What is James Yoakum's email address?
James Yoakum's email address is yo****@****ail.com
What is James Yoakum's direct phone number?
James Yoakum's direct phone number is +120160*****
What schools did James Yoakum attend?
James Yoakum attended Sinclair Community College, Capital University Law School, The Ohio State University.
What are some of James Yoakum's interests?
James Yoakum has interest in Wcw Insight, Featured Columnist At, Publications At, Governance, Twin Musings (Published 2005) Blogs At, Articles Database, Jim's Business Blog, Etp Network Lamplighter Newsletter, Spiritual Now Featured Columnist At, Blogs At.
What skills is James Yoakum known for?
James Yoakum has skills like Financial Services, Services, Packaging, Forest Products.
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James Yoakum
Philadelphia, Pa -
james yoakum
United States1amentum.com -
3ambitech.com, henneman.com, zachrygroup.com
4 +121722XXXXX
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