Matt Sweeney Email & Phone Number

Practice Leader at Lockton Companies, the world's largest privately-held insurance brokerage firm. Lockton specializes in complex risk management, insurance, and employee benefits. Specialize in the area of Credit Unions/Financial Services, Professional Services and Private Equity. Oversee client relationships, provide advice on strategic business issues, guide our teams of service experts, and develop new business relationships and opportunities. As leader of Lockton's Credit Union Practice, manage the service delivery to our Credit Union clients nationwide that total over $100 Billion in assets.Through our unique Credit Union (CU) Risk Review Methodology, we help multiple CUs each year better understand their risk exposure, insurance coverage requirements/goals and develop improved Bond and D&O (MPL), Benefits and Cyber programs. We provide objective insights and solutions to identify the "right" level of coverages, structure, support, and cost containment for your CU & culture. By not representing just one insurance company/option, we are able to incorporate what is currently available in the entire marketplace and more objectively advise on what is the right solution for the CU, and why. In over 90% of instances, we develop better programs for CUs.Specialist in the evolving Employee Benefits, Bond and Cyber risks, having been invited to speak at numerous conferences, groups and webinars on the subject. Co-founder of I-Care CUSO.Specialties: Credit Unions, including CUSOs, Corporates and Allied Providers. Private Equity, Mergers and Acquisitions, Bond, Management Liability (D&O), Privacy & Cyber Liability, Employee Benefits.

Listed skills include Risk Management Consulting, Executive Management, Mergers, Insurance, and 18 others.

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  Practice Leader

  Lockton Companies

  Apr 2002 - Present

  Global insurance broker and risk consultant. Practice Leader in Kansas City office, responsible for overseeing client relationships, service delivery and developing new business opportunities.Lockton is the world's largest privately held insurance broker and employee benefits consultant, with 85 offices across the globe . We represent over 50,000 clients from Fortune 100 companies to specialized private firms. Lockton has been named Business Insurance #1 place to work in Insurance for 10 years running and the highest Broker Service ranking by JD Power.