
Roy Davis, MBA, CLU, ChFC, FALU, FLMI, ACS
Senior Director, Producer Group - Brokerage Underwriting

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About me
Senior Director, Brokerage Underwriting - Nationwide Financial
Education

The City University of New York (CUNY) - Herbert H Lehman College
1979 - 1983Bachelor of Business Administration - BBA Economics and Statistics
Franklin University
-Master of Business Administration - MBA Finance and Strategic Leadership
Experience

Nationwide Financial
Mar 2015 - nowSenior Director, Producer Group - Brokerage UnderwritingEffectively lead a highly successful team of 16 (experienced, talented, gifted) underwriters in the brokerage underwriting space specializing in the affluent market (large premium finance, split-dollar estate planning cases) serving high end distributions, including Lion Street, First Financial Resources (FFR), M Financial, Partners Financial (NFP) and Elite Producer Group ( EPG). Result-Oriented with a long and proven track record of success. Visionary leadership, innovative, energetic, empathetic and customer-centric. I have unique background / experiences in the reinsurance industry with a profound set of negotiation skills coupled with strong social capital within the reinsurance, brokerage and financial services industry.A combined 31 years experience in the brokerage and financial services field along with the industry understanding, technical acuity, passion, confidence and communication skills necessary to be successful in this highly competitive and ever-changing marketplace. Show less
Licenses & Certifications

CLU
The American College
Fellow of the Academy of Life Underwriting (FALU)
The Academy of Life Underwriting
Chartered Financial Consultant (ChFC)
THE AMERICAN COLLEGE
Chartered Life Underwriter (CLU)
THE AMERICAN COLLEGE- View certificate

Digital Body Language
LinkedInJan 2024 - View certificate

Generative AI: The Evolution of Thoughtful Online Search
LinkedInJan 2024 - View certificate

Generative AI: Working with Large Language Models
LinkedInJan 2024 - View certificate

Ethics in the Age of Generative AI
LinkedInJan 2024 - View certificate

Leading as a Highly Sensitive Person
LinkedInJan 2024 - View certificate

Leading Yourself
LinkedInJan 2024 - View certificate

Becoming an Impactful and Influential Leader
LinkedInJan 2024 - View certificate

Productive Leadership
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Learning to Be Approachable
LinkedInJan 2024 - View certificate

Prompt Engineering: How to Talk to the AIs
LinkedInJan 2024 - View certificate

Asserting Yourself, an Empowered Choice
LinkedInJan 2024 - View certificate

Don't Take Yes for an Answer (Blinkist Summary)
LinkedInJan 2024 - View certificate

Agile Foundations
LinkedInFeb 2022 - View certificate

Leading with Fearless Mindfulness
LinkedInFeb 2022 - View certificate

Streamlining Your Work with Copilot (formerly Bing Chat/Bing Chat Enterprise)
LinkedInJan 2024 - View certificate

Developing Credibility as a Leader
LinkedInFeb 2022 - View certificate

Getting Your Ideas Approved
LinkedInFeb 2021 - View certificate

Lifelong Learning as a Tool for Building Your Career
LinkedInFeb 2022 - View certificate

Video Editing Fundamentals
LinkedInFeb 2021 - View certificate

Overcoming Obstacles to Leading with Confidence
LinkedInFeb 2022 - View certificate

Microsoft Teams Quick Tips
LinkedInFeb 2022 - View certificate

What Is Web3?
LinkedInJan 2024 - View certificate

Skills to Build Stronger Work Relationships
LinkedInJan 2024 - View certificate

Communicating with Empathy
LinkedInFeb 2021 - View certificate

Guy Kawasaki on Turning Life Wisdom into Business Success
LinkedInFeb 2022 - View certificate

Artificial Intelligence Foundations: Machine Learning
LinkedInMay 2020 - View certificate

Using Microsoft Teams and Outlook Together: Maximizing Productivity
LinkedInFeb 2022 - View certificate

Microsoft Collaboration: SharePoint, Teams, Groups, and Yammer
LinkedInFeb 2022 - View certificate

Learning Amazon Web Services (AWS) for Developers
LinkedInFeb 2021 - View certificate

Avoiding Burnout
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Creative Collaboration
LinkedInFeb 2021 - View certificate

Using Emotions to Leverage and Accelerate Change: A Guide for Leaders
LinkedInFeb 2021 - View certificate

Managing Stress for Positive Change
LinkedInApr 2020 - View certificate

Being Influential at Work on Video
LinkedInFeb 2022 - View certificate

Building Resilience
LinkedInApr 2020 - View certificate

Introduction to AWS for Non-Engineers: 1 Cloud Concepts (2019)
LinkedInMay 2020 - View certificate

Developing Adaptable Employees
LinkedInApr 2020 - View certificate

Design Thinking: Understanding the Process
LinkedInFeb 2021 - View certificate

Introduction to AWS for Non-Engineers: 1 Cloud Concepts
LinkedInFeb 2021 - View certificate

Being Positive at Work
LinkedInApr 2020 - View certificate

IoT Foundations: Fundamentals
LinkedInApr 2020 - View certificate

Smart Cities: Solving Urban Problems Using Technology
LinkedInApr 2020 - View certificate

Introduction to Web APIs
LinkedInFeb 2021 - View certificate

Executive Presence on Video Conference Calls
LinkedInFeb 2021 - View certificate

Key Mental Shifts for Servant Leadership
LinkedInFeb 2022
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