Tim Losie Email & Phone Number

Valhalla, NY, US

Oversee and coordinate Executive & Professional Risk Solutions (EPS) practice across three regions: Northwest (Washington, Oregon, Idaho, Montana & Alaska), Southwest (Nevada, Arizona, New Mexico, Texas, Oklahoma, Arkansas & Louisiana) and West (California & Hawai'i).

Valhalla, NY, US

• Lead the Executive & Professional Risk Solutions ("EPS") team in USI's largest region (Southwest, which spans Nevada to Louisiana). Our team is focused on winning new business and handling current clients' management.
• Directors & Officers Liability (D&O)
• Employment Practices Liability (EPL)
• Cyber and Breach Response
• Fiduciary Liability
• Crime (Commercial Crime & Financial Institution Bonds)

Valhalla, NY, US

USI is among the largest brokers in the world (and the 2nd largest privately-held insurance/employee benefits brokerage).

HOUSTON Magazine named Skindustry #3 of the "Top Five: Salon and Spa Exclusives" category in their 2015 The Best of the City issue: http://www.modernluxury.com/houston/story/the-best-of-the-city

Chicago, Illinois, US

• Most recently, spearheaded a senior management initiative to develop roles that will serve as national resources for the Management Liability organization.
• Entrusted with putting hundreds of millions of dollars of company capital at risk after evaluating financial and governance risks and subsequently negotiating coverage terms and adequate premium. During latest tenure.
• Zone Leader - Managed CNA's Management Liability (Public, Private & Not-for-Profit) team in the 12-state Central Zone, which included primarily Arkansas, Colorado, Minnesota, Oklahoma, and Texas.
• Insureds ranged in size from the 7th largest U.S. company to nano-cap public companies, as well as a wide range of private and not-for-profit entities.

Austin, TX, US

Concentrations: Finance, EntrepreneurshipGraduated: May 2010

Manhattan, NY, US

• Consulted on start-up marketing strategy for this online retailer.

New York, NY, US

• Dual Internship: -- Wealth Management -- Capital Strategies Group (middle market investment banking)
• Wealth management projects focused on marketing and portfolio management.
• Investment banking projects focused on developing pitch books for managing directors seeking to win new business.

London, GB

• Generated $5.4mm in revenue by broking risk management solutions tailored to each client's needs.
• Negotiated $2.2B in annual management and professional liability insurance limits.
• Client focus was primarily financial institutions, ranging in size from Fortune 50 public companies to small private entities. Client retention nearly 100%.

Chicago, Illinois, US

• Awards: "FOCUS Award" for leadership & teamwork (2006)
• Underwrote approximately $9mm annually in new and renewal premium. Increased written premium amounts each year, contributing to the growth of the capital markets team from the smallest to the largest FI underwriting.

New York, NY, US

• Highly-selective rotational program for recent college graduates.
• Recommended ideas on staff realignment and employee training programs as the only non-management employee selected to serve on the Reengineering and Staff Development committees.
• Worked directly with the COO of National Union Claims and performed ad hoc projects for the CEO.

Mba, Finance, Entrepreneurship

Ba, Economics

Programme Certificate Of Achievement, Management Liability

Investment Banking