Insurance - It's Not Just For Your Clients! artwork
The RIA Compliance Collective

Insurance - It's Not Just For Your Clients!

  • S2E4
  • 20:41
  • May 14th 2019

Show Notes: Jessica Thayer Bio:

Jessica Thayer is the Senior Vice President and Practice Leader of Starkweather Financial Institutions Risk Solutions, an industry specific practice group focused solely on assisting and guiding Investment Advisors, Mutual Funds, Private Funds, Broker Dealers and Private Equity Firms towards successful and efficient risk transfer solutions. Thayer and the Starkweather Financial Institutions Risk Solutions team are specialists in Directors & Offices Liability, Errors & Omissions, Fidelity, Cyber Security, Employment Practices Liability, and Fiduciary Liability.

Topic I – Introduction Topic II – What is E&O and the common claims? Topic III – What is covered by a Cyber Security Policy? Topic IV - Your Super Power and Why? Topic – Closing Remarks

Guest Speaker Information:

Jessica Thayer, Senior Vice President LinkedIn: https://www.linkedin.com/in/jessica-thayer-198764/

Company Info:

Company Information: Starkweather & Shepley Website: https://loom.ly/oUUZfxk Company LinkedIn: https://loom.ly/1XcQztk Facebook: https://loom.ly/ughjJpk Twitter: https://loom.ly/EfRdmWA

RIA Compliance Concepts Toll Free: 1-833-RIACCIO Email: [email protected] Website: www.riacc.io LinkedIn: https://www.linkedin.com/company/25040493/admin/updates/ Twitter: https://twitter.com/RIAComplyCEP Facebook: https://www.facebook.com/RIAComplianceConcepts/ Instagram: https://www.instagram.com/riacomplianceconcepts/ Google+: https://aboutme.google.com/b/118267280728866485410/

Host Information Ivan Barretto, Managing Director LinkedIn: https://www.linkedin.com/in/ivanbarretto30/

Megan Campbell, Managing Director LinkedIn: https://www.linkedin.com/in/megan-campbell-5016a442/

Collin O’Bryant, Senior Consultant LinkedIn: https://www.linkedin.com/in/collin-o-bryant-485416a1/

The RIA Compliance Collective

We discuss compliance topics that effect RIA firms from a former regulator's perspective.

Hosted by: Ivan Barretto