Regional Vice President & Bond Specialist
As a leader in the risk management solutions profession and a featured speaker at national and regional events, Joette has developed an impressive list of achievements and accreditations in the financial industry:
~ Graduated from the University of Pittsburgh with a bachelor’s degree in Education and Accounting.
~ Holds several designations:
Certified Risk Manager (CRM)
Certified Insurance Counselor (CIC)
Certified Fraud Examiner (CFE)
Certified Financial Crimes Investigator (CFCI)
Certified Credit Union Executive (CCUE)
Credit Union Enterprise Risk Management Expert (CUERME).
~ Partnered with NCUA to provide risk management expertise; presenting a variety of risk management topics at NCUA workshops, regional meetings, webinars and videos.
~ Contributions to numerous articles in accredited financial publications
~ 32+ years of diverse experience in the financial industry, providing property and casualty insurance solutions to credit unions
~ Detailed knowledge of insurance products and loss prevention techniques for financial institutions
~ Expertise in ERM (Enterprise Risk Management) and Board of Director Risk Oversight
Joette’s Role at Allied Solutions
~ In her role at Allied, Joette will use her insurance and risk management expertise to help credit unions manage risk and transfer a portion of that risk to Allied’s insurance products.
~ Review policies and procedures of our clients to determine their efficiencies in risk control
~ Work directly with our clients to help them better control risk and reduce claims activity
~ Educate and lend expertise to our underwriters to help them to develop unique coverage
~ Organize educational programs on risk management in all regions for our clients to attend
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