Robert (Rob) M Bowen Jr Email & Phone Number

Dewitt, Ny, Us

Board Member of BigI Board

Treasurer of HUG Board

WHO I HELP: I specialize in working with Tri-State New York Real Estate Investors.> Single-Family Rental Homes> Multi-Unit Residential and Apartment Buildings> Mixed-Use Residential/Commercial Properties> Commercial Properties- Office, Retail, Warehouse> Rehab Properties- Fix and Flips> AirBnB and Short Term RentalsReal Estate Investment Risk Management and Insurance Services> Comprehensive Property Damage and Fire Insurance> Flood Insurance> Sewer and Water Line Backup> Loss of Rental Income> Partnership Insurance> Builders Risk> General Contractor Liability Insurance> Premises General Liability Insurance> Workers Compensation> Umbrella LiabilityIn addition, I work with a variety of small businesses- restaurants, trade contractors, retail, and trucking. Financial and retirement services are provided through True North Financial Solutions.In my role as Agency Principal and Owner, I lead a team of three insurance professionals, and I spearhead the development of the agency in target market areas- Trucking, Micro-Breweries, and Wedding Insurance.YOUR SOLUTION? You’re looking to work with a responsive, proactive advisor you can trust to protect you and your real estate investment.You want a savvy, experienced Real Estate Investor Insurance Specialist who listens, who understands your business and operations... an advisor who does more than simply placing your coverage with an insurance carrier. You want a trusted advisor who will roll up his sleeves, and work with you to make sure you’re protected at a competitive price.YOUR NEXT STEP: Schedule Your FREE Real Estate Investment Risk AssessmentOffice: 845-610-5700Mobile: 845-205-7011Email: rob@insuranceleadership.comVisit: https://insuranceleadership.com/contact-2/

Bloomington, Illinois, Us

This was my initial transition into operating my own insurance agency from my days in corporate finance.I developed an understanding and appreciation of serving clients.

Puteaux, Île-De-France, Fr

Managed over $2 million in targeted sales and renewals in the strategic insurance vertical.Built strong relationships at senior levels and identified opportunities with insurance customers. Identify opportunities by providing value-added solutions in the areas of Risk, Supply, Sales & Marketing. Leveraging knowledge of Insurance industry challenges and opportunities to build trust and respect with both internal and external customers.Led quarterly account planning process with team members.Remained current in industry and application best practices and trends, providing value-added solutions.Acted as industry subject matter expert to senior management.

Buffalo, New York, Us

Managed employee benefits sales process including 401K, Defined Benefit, Group Benefits and Non-Qualified deferred compensation arrangements. Also responsible for Custody and Institutional Investment Management sales including enhanced cash, equity, fixed income, and balanced account strategies. Developed internal and external referral sources working with established guidelines. Interacted with regional employee benefits relationship manager and product management to deliver a cohesive strategy. Extensive interaction with M&T Bank Investment Advisors, advisory services, consulting groups, and sales support to deliver cohesive solutions.

New York, Ny, Us

Negotiated all pricing and managed all relationship issues for 140 clients including Tyco International and General Electric Corp.

New York, Ny, Us

Responsible for credit analysis and assignment of ratings to fourteen mid-tier Life Insurance companies. Provide back-up credit analysis for 10 large public life insurance companies.

New York, Ny, Us

Created the business model for custody ratings product in a joint venture and executed the business model. This model was used as a template across the company for other new products.Developed new earnings analysis for the Life Insurance sector. This analysis has been adopted by five other areas at Standard & Poor’s.

New York, Ny, Us

Assistant Vice President, Investment Management Services.Responsible for sales of investment management products worldwide.Managed the integration of Financial Models Corp, which became a subsidiary of The Bank of New York.Assistant Vice President, Global Clearance Product ManagerManaged long-term product direction and marketing.Directed Sales and Marketing of the Global Clearance Product to large Broker-Dealers.Managed SWIFT and ISITC file interfaces for Broker-Dealer clients.Provided system expertise between various departments.Product Manager of various system projects for Global Clearing customers.Provided on-site expertise on the Bank of New York's back-end systems and training for customers on the Bank of New York's proprietary PC products.

Washington, Dc, Us

JOINT WARFARE ANALYSIS CENTER, Dahlgren, VA 1992-1995Naval Officer AnalystProvided analysis and integration of engineering, scientific, and intelligence data for development of both deliberate and crisis action plans. Built multiple computer information systems and managed the user acceptance testing of these systems.Primary presenter of these systems to Flag Officers and senior government employees.NAS MIRAMAR, San Diego, CA 1989-1992LieutenantE-2C Hawkeye Combat Information Control Officer deployed aboard USS Independence for Combat operations in Desert Shield. Avionics Division Officer Directly managed 30 personnel in the maintenance of the sophisticated radar systems in the E-2C.Training Officer Trained 30 aircrew in the new radar systems of the upgraded E-2C.

Mba, Finance And Investments

Bachelor Of Arts - Ba, Economics

Bachelors, Economics

Education record