Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Brian J. LaBarr

Omaha,NE

Summary

INSURANCE/FINANCIAL SERVICES A results-driven insurance sales leader with over 17 years of success spearheading brokerage sales growth through ingenious marketing strategies and action plans. Adept at analysis with proven success leading statistical reviews, fraud risk assessments, and system implementations resulting in significant cost-savings. Known for rebuilding fractured brokerage relationships, negotiating mutually beneficial marketing plans, and monitoring industry trends. Skilled at training and motivating teams to peak performance. Bringing substantial relevant expertise in sales, operations, and planning. Equipped with an arsenal of relevant expertise to excel as an Associate Sales Manager/Sales Manager(Brokerage) and drive brokerage success.

Overview

17
17
years of professional experience

Work History

Director, Financial Crimes Compliance

FIRST NATIONAL BANK OF OMAHA
10.2021 - Current
  • Led team through 87% increase in case volume while staying staff neutral at First National Bank of Omaha. Responsible for statistical review and validation of alert performance.
    Top Skills: Leadership, Analysis
  • Rebuilt key partner relationships between business units at Mutual of Omaha. Chaired cross-functional team meetings to jointly develop standards.
    Top Skills: Relationship Management, Collaboration
  • Led implementation of AML system $200K+ under budget at Mutual of Omaha. Managed vendor relationship and regression testing.
    Top Skills: Project Management, Cost Savings

Manager, Financial Crimes & Compliance

Mutual Of Omaha
09.2014 - 10.2021
  • Led efforts to re-establish and re-build key partner relationships between business units at Mutual of Omaha. Chaired cross-functional team meetings and facilitated joint standards.
  • Top Skills: Relationship Management, Collaboration
  • Led overall process improvement effort for anti-fraud/producer investigations team at Mutual of Omaha. Implemented workflow system to absorb 138% workload increase while staff neutral.
  • Top Skills: Process Improvement, Change Management
  • Led implementation of enterprise-wide OFAC Risk Assessment at Mutual of Omaha. Enhanced vulnerability assessment and provided clarity on risk exposure.
  • Top Skills: Risk Management, Analysis

SUPERVISOR, COMPLIANCE BUSINESS SYSTEMS

Mutual Of Omaha
04.2012 - 09.2014
  • Managed division’s migration away from Lotus Notes-based systems
  • On-boarded new technology to replace critical business systems
  • Top Skills: Change Management, Technology Implementation Managed overhaul and streamlining of annual and monthly budget processes
  • Automated data aggregation and simplified review cycles
  • Top Skills: Process Improvement, Automation Implemented real-time activity reporting system and daily standups
  • Increased team communication and collaboration
  • Top Skills: Communication, Team Building

PROJECT MANAGEMENT SPECIALIST

Mutual Of Omaha
04.2011 - 04.2012
  • Acted as Compliance liaison to Windows 7 Project team
  • Responsible for training employees and facilitating successful conversion
  • Top Skills: Change Management, Training
  • Led project replacing email storage system supporting corporate cost reductions
  • Defined optimal structure and oversaw implementation
  • Top Skills: Cost Savings, Project Management
  • Performed as Compliance liaison to Lotus Notes Replacement
  • Project
  • Enabled retirement of obsolete systems
  • Top Skills: Technology Transformation, Collaboration

Compliance Analyst

National Planning Holdings Inc

Manager

Gleaner Life Insurance Society

Special Projects Coordinator

Gleaner Life Insurance Society

Research Analyst

Zimmerman and Associates, LLC

Education

B.S - Financial Management & International Business

Clemson University
Clemson, South Carolina

Certified Anti-Money Laundering Specialist (CAMS) -

Bond University

Certified Fraud Examiner (CFE) -

Life Management Institute(FLMI

Skills

  • Relationship Management
  • Leadership
  • Industry Knowledge
  • Sales Growth
  • Negotiation
  • Analysis
  • Cost Savings
  • Strategy Development
  • Cross-Functional Coordination
  • Training & Mentorship

Accomplishments

  • Led team through 87% increase in case volume while staying staff neutralat First National Bank of Omaha
  • Rebuilt key partner relationships between business units at Mutual of
  • Omaha
  • Led implementation of AML system $200K+ under budget at Mutual of
  • Omaha
  • Implemented streamlined budget process with increased efficiency
  • Developed and launched enterprise fraud training program
  • Led comprehensive fraud risk assessment identifying over 800 risks
  • Managed migration away from legacy systems to onboard newtechnologies
  • Implemented daily activity reporting and standups to increase teamcommunication
  • Maintained 100% leadership engagement scores on employee surveys
  • Acted as liaison for major Windows 7 and Lotus Notes projects
  • Led email storage system overhaul to support corporate cost reductions

Timeline

Director, Financial Crimes Compliance

FIRST NATIONAL BANK OF OMAHA
10.2021 - Current

Manager, Financial Crimes & Compliance

Mutual Of Omaha
09.2014 - 10.2021

SUPERVISOR, COMPLIANCE BUSINESS SYSTEMS

Mutual Of Omaha
04.2012 - 09.2014

PROJECT MANAGEMENT SPECIALIST

Mutual Of Omaha
04.2011 - 04.2012

Compliance Analyst

National Planning Holdings Inc

Manager

Gleaner Life Insurance Society

Special Projects Coordinator

Gleaner Life Insurance Society

Research Analyst

Zimmerman and Associates, LLC

B.S - Financial Management & International Business

Clemson University

Certified Anti-Money Laundering Specialist (CAMS) -

Bond University

Certified Fraud Examiner (CFE) -

Life Management Institute(FLMI

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Brian J. LaBarr