Geoff B.

Geoff B. has a diverse range of work experience in the legal and insurance industries. Geoff most recently worked as an Assistant Counsel at AAIS (American Association of Insurance Services) starting in 2022. Prior to that, they served as the General Counsel at the National Association of Mutual Insurance Companies (NAMIC) from 2017 to 2022. In this role, they provided legal services and support in various areas such as corporate legal affairs, intellectual property, data security and privacy, transactions, insurance holding company compliance, and litigation oversight. Geoff also held the positions of Assistant Vice President, Corporate Affairs and Associate General Counsel, and Director of Compliance at NAMIC, where they were responsible for overseeing corporate and regulatory compliance communications, education, research, and services for member companies. Before joining NAMIC, Geoff B. was the Senior Vice President, General Counsel, and Chief Compliance Officer at United Heritage Financial Group from 2000 to 2017. In this role, they had extensive responsibilities including legal, transactional, litigation, regulatory compliance, corporate governance, intellectual property, and political affairs activities for the United Heritage group of companies. Geoff B. began their legal career as an Associate Attorney at ELAM & BURKE, P.A. from 1997 to 2000. Overall, Geoff B. has demonstrated expertise in legal, regulatory, and compliance issues within the insurance industry throughout their career.

Geoff B. attended William & Mary from 1988 to 1992. During this time, they did not obtain a specific degree or field of study. After completing their undergraduate studies, Geoff enrolled at the University of Idaho College of Law from 1993 to 1996, although the details of their degree and field of study are not known.

In terms of certifications, Geoff obtained the following certifications:

- Certified Compliance Professional from the Association of Insurance Compliance Professionals in July 2019.

- Chartered Property Casualty Underwriter (CPCU) from The Institutes in June 2019.

- Market Conduct Management (MCM) from the Insurance Regulatory Examiners Society in May 2019.

- Associate, Insurance Regulatory Compliance (AIRC) from LOMA in May 2003.

- Fellow, Life Management Institute (FLMI) from LOMA in November 2002.

Additionally, Geoff holds Series 7 and 66 licenses, although they are currently inactive. The details of when they obtained these licenses are unknown.