Experience

Patriotic Insurance Group -Rob Bowen

• Real Estate Investment Insurance Advisor | Insurance Agency Principal & Owner

  • Oct 2014 - Present

  Chester, NY 10918 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 Rentals Real Estate Investment Risk Management and Insurance Services > Comprehensive Property Damage and Fire… Show more 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 Rentals Real 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 Liability In 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 Assessment Office: 845-610-5700 Mobile: 845-205-7011 Email: rob@insuranceleadership.com Visit: https://insuranceleadership.com/contact-2/ Show less



State Farm

• United States
• Insurance
• 700 & Above Employee

• Agent/Owner

  • Mar 2013 - Sep 2014

  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.



Dun and Bradstreet

• Global Relationship Manager

  • Oct 2010 - Oct 2012

  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… Show more 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. Show less



M&T Bank

• United States
• Financial Services
• 700 & Above Employee

• Senior Institutional Asset Management and Employee Benefit Sales

  • Sep 2008 - Oct 2010

  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… Show more 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. Show less



Standard & Poor's

• Spain

• Director-Client Business Development

  • Jul 2007 - Sep 2008

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

• Director-Insurance Ratings

  • Sep 2002 - Jul 2007

  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.

• Director-Product Management

  • Sep 2000 - Sep 2002

  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.



The Bank Of New York

• United Kingdom
• Banking

• Vice President

  • 1995 - 2000

  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 Manager Managed long-term product direction and marketing. Directed Sales and Marketing of the Global Clearance Product to large Broker-Dealers. Managed SWIFT and ISITC file… Show more 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 Manager Managed 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. Show less



United States Navy

• United States
• Armed Forces
• 1 - 100 Employee

• Lieutenant

  • 1987 - 1995

  JOINT WARFARE ANALYSIS CENTER, Dahlgren, VA 1992-1995 Naval Officer Analyst Provided 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 1989-1992 Lieutenant E-2C… Show more JOINT WARFARE ANALYSIS CENTER, Dahlgren, VA 1992-1995 Naval Officer Analyst Provided 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 1989-1992 Lieutenant E-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. Show less