- Risk Management Consulting: Oil & Gas, Marine, Construction, Commercial and Public Entity sectors- Letters of Credits, Trusts and other collateral instruments assessment based on clients' financial health and outstanding liabilities- Collateral review and negotiations with the various legacy and incumbent carriers- Data analyses and pattern recognition on numerous data sets in order to build products that satisfy clients’ business safety needs- Due diligence on merger and acquisitions exposure and loss data to promote economies of scale- Risk retention analyses and program structure testing, loss projections, loss development and triangulation- Developed liabilities analyses through statistical processes to negotiate collateral with various legacy and incumbent carriers.- Experience Modifier audits, projections and corrections with carrier(s) / NCCI- Cost of Risk structuring and analyses- Implementation of loss portfolio transfers and alternative financing- Working with state guaranty funds to resolve insolvent carrier issues- Insolvent / liquidated carrier program reviews and negotiations for monies due clients- Benchmarking via internal and external databases such as Advisen, Risk 66, OSHA, NHTSA, BLS

Research and analyses of Stocks, Exchange-Traded Funds, Mutual Funds and Annuities