Liam Dennis Email & Phone Number

Indianapolis, In, Us

Indianapolis, Indiana, United States

3rd party co-fiduciary services are not for everyone. Suppose Executives are comfortable with their current insurance process and results. In that case, it is probably not appropriate to collaborate with a 3rd party fiduciary like KBIC.Alternatively, suppose business leaders are burdened by their insurance process and frustrated by their current methods, time, and costs. They might be uneasy about the vagueness of their insurance results or concerned about their ability to navigate the shifting insurance landscape objectively. In that case, a 3rd party co-fiduciary might be the right fit.Large organizations often have robust Human Resource (HR) and Finance teams. These teams frequently employ a "Director of Benefits" (i.e., ERISA Navigator) or a "Director of Risk Management" (i.e., Property and Casualty Navigator). These professionals represent their employer to the insurance industry while managing internal insurance processes. KBIC provides these specialized HR & Finance functions on a fractional basis for employers who do not have this expertise internally. Since KBIC holds an HR/Finance function within our client's organization, it is not appropriate for us to sell insurance products or share in any revenue with insurance service providers (e.g., brokers, consultants, advisors, insurers, PBM (s), tpa(s), etc.) who serve our clients. Every KBIC client has an insurance broker, advisor, or PEO with whom we collaborate and oversee. Our clients understand that they, The Company, play a vital role in their insurance risk management and cost control process. Our clients also understand the opportunity costs of focusing their talents on insurance endeavors and away from core competencies. Our clients utilize our objective focus on important internal insurance tasks so they can stay focused on their business.

Carmel, Indiana, United States

• Specialize in serving family offices, hedge funds, and private equity funds• Perform monthly and quarterly closing processes including: cash and asset reconciliations, financial statement auditing, and variance analysis

Mount Gilead, Ohio, United States

• Managed all operations of the business• Monitored the financial needs and profitability of the business• Marketed the business locally and acquired a consistent clientele

Mount Gilead, Ohio, United States

• Paid bills / balanced checkbook with Intuit QuickBooks• Collaborated with Erie Insurance Marketing Specialist• Completed quarterly taxes

Ohio, United States

• Offer hospitable greetings to guests and took orders• Manage cash register operations• Supervise food cleanliness and distribution.

Indianapolis, Indiana, United States

• CEO within a team of six who created/launched a promotional product business• Achieved a gross profit margin of 88% along with generating sales surpassing $1000 in a 3-week proof of concept period• Executed managerial role of the business through delegation of roles and organization

Bachelor'S Degree, Finance And Risk Management & Insurance, 3.95 Gpa

Activities and Societies: • Cross Country • Track & Field • Indoor Track & Field• Dean's List • Student Advisory Board (2022-2024) • Randy.

Education record

• Broad-based training in asset and wealth management with an emphasis on managed solutions • Learned the essential language of investment.

High School Diploma, Honors Diploma, 4.4 Gpa

Activities and Societies: • National Honors Society (Treasurer) • Jobs for Ohio's Graduates (Treasurer) • Senior Class Treasurer • Cross.

College/University Preparatory And Advanced High School/Secondary Diploma Program, 4.0 Gpa