Paul Friedmann
Insurance Agent at Appreciation Financial- Claim this Profile
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Bio
Credentials
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Kentucky Life Agent
DEPARTMENT OF INSURANCE FOR STATE OF KENTUCKYMay, 2020- Nov, 2024 -
Ohio Life Agent
Ohio Department of InsuranceNov, 2019- Nov, 2024
Experience
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Insurance Agent
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Dec 2019 - Present
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Chief Data Strategist
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Jan 2019 - Oct 2019
Involved with supporting strategy and administration of Insuretech startup
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IT Audit Director
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Sep 2016 - Dec 2018
Performed Audits to support IT Audit focused on Sarbanes Oxley. Developed analytic capabilities for department including routine audit tests specific to insurance operations.
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Divisional Senior Vice President IT Services Division
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Mar 2006 - Sep 2016
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Adjunct Professor
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Jan 2016 - Mar 2016
Provided graduate level instruction to 30 MBA students. Course number IS7011. Prepared syllabus. Obtained commitment from guest lecturers. Led discussion weekly on strategy of IT within the business. Grading dependent on quizzes, participation and final exam.
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Divisional AVP & Assistant Treasurer
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Mar 1998 - Mar 2006
Provided leadership on key organizational change projects including:+Transition and disposition of personal ($250M revenue) and commercial lines ($320M revenue). +Integration activities/due diligence for acquisition of personal lines direct company ($150M).+PeopleSoft/Oracle Financials implementation and 2 upgrades.+Program to deliver key reports and metrics for financial reporting through a data warehousing environment.+Program to evaluate business processes for the… Provided leadership on key organizational change projects including:+Transition and disposition of personal ($250M revenue) and commercial lines ($320M revenue). +Integration activities/due diligence for acquisition of personal lines direct company ($150M).+PeopleSoft/Oracle Financials implementation and 2 upgrades.+Program to deliver key reports and metrics for financial reporting through a data warehousing environment.+Program to evaluate business processes for the Finance department that led to personnel reductions in the department and a 50% reduction of FTE support from IT ($2M+ annual savings).+Companywide program to automate travel expense reporting for over 1000 regular travelers. +Complete transformation of process from manual paper to integrated straight through process.+Consolidation activities for transition of subsidiary accounting functions to existing corporate departments. +Initiated various programs to support employee development strategies of the CFO. Show more Show less
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Education
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Xavier University
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Miami University