Partner, Underwriting & Analytics Practice Leader
Joe has over 12 years of experience in the insurance field, specializing in medical insurance underwriting. He has a passion for helping employers manage their benefit plans and merging the needs of both the employer to the employee to develop a successful program.
As a partner in Consiliarium Group, Joe is focused on the medical insurance needs and costs of his clients. This entails extensive data analysis, reporting, trend forecasting, and strategic planning. In addition, Joe will oversee the financial operations of the firm.
Joe started his insurance career at Excellus BCBS where he was responsible for underwriting some of the largest and most critical cases. In 2008, Joe joined Gallagher Benefit Services, formerly Providium Consulting Group, and he quickly rose to the position of Director of Underwriting. This position not only entailed handling some of the most critical and complex cases, but also overseeing a staff of three underwriters.
Joe has an MBA in Finance from Saunders College of Business at RIT, and has an undergraduate degree in Accounting from Niagara University.
Joe holds his NYS Life, Accident and Health license and is a Registered Investment Advisor.