Date: August 17, 2017 Time: 2:00 pm - 3:00 pm (ET)
Prior to joining BFB Gallagher, Kraig served as manager of the bank-owned insurance portfolio for a large regional bank where he was responsible for the oversight of insurance investments exceeding $5 billion. In this role, he was also responsible for budgets, forecasted revenue/expenses, cash flow management, P&L impact, Sarbanes-Oxley/GAAP compliance and financial account procedures.
Kraig earned his Master of Science in Financial Analysis and Bachelor of Science in Finance-Law from Portland State University in Oregon. He holds an insurance license as well as FINRA series 7, 63, and 65 licenses. Kraig lives outside of Portland, Oregon, where he and his family enjoy exploring the coastline and new local restaurants.
Jennifer Jackson, Area Vice President, Relationship Management, BFB GallagherJennifer has more than 15 years of experience in the financial services industry, specializing in the design and implementation of executive benefit plans. Throughout her career, she has held several roles related to executive benefit plans for banks and credit unions which gives her a unique perspective in overseeing her client plans. Her expertise includes regulatory compliance, financial analysis, and retention strategies. In her current role, Jennifer is responsible for the design and servicing of nonqualified retirement programs for BFB Gallagher clients throughout the Northeast and Mid- Atlantic states.
Jennifer’s commitment to the credit union mission of people helping people is reflected in her work as a board member of the BFB Foundation, an organization that provides educational opportunities to women in developing countries. Jennifer earned her Bachelor of Arts in Mathematics from Converse College in Spartanburg, South Carolina. She also holds a life insurance license.
BFB Gallagher is the NAFCU Services Preferred Partner for Executive Benefits and Compensation Consulting. To learn more about BFB Gallagher visit www.nafcu.org/bfb