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James A Ward Jr., LIC
James A. Ward, Jr. is President & CEO of Ingenuity Group, LLC (Clarkston, MI), an Independent Commercial & Personal Insurance Agency, Employee Benefits, and Risk Management Services firm serving Small and Middle Market companies, Non-Profits, Families / Individuals and Associations.
Ingenuity Group provides Commercial & Personal Insurance Services as an Agent / Broker compensated by commissions and /or fee based Insurance Consulting Services for Property, Casualty, Accident & Health. Call us today for a free Consultation or Request for Quotation.
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Ingenuity Group LLC (Insurance Consulting Fee Based Services)
- Risk Management Services
- Disaster Recovery Plans
- Self Insurance Feasibility Studies
- Merger & Acquisition - Commercial Insurance & Employee Benefits Integration Modeling
- Property & Casualty & Employee Benefits Benchmarking with Request for Proposal
- Human Resource - Generalist via HR 360 Platform (3rd Party Subscription Services)
- Third Party Administrators - Cafeteria Plans, HSAs & HRAs, (SPDs) Wrap Summary Plans
- PPACA - Health Reform Act Compliance Review & Employee Benefits Plan Restructuring
- Board of Directors & Advisory Council Member Training
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Insurance Consulting and Third Party Research Services
James A. Ward, Jr. is a recognized Insurance Consulting Services Expert through affiliated company Ingenuity Group Advisors, LLC . The Gerson Lehrman Group - "The Expert Network"ranked him a "Top 5% Leader" of Financial & Business Services Consultants as voted by leading USA & International Institutional Research Firms, Investment Banks, and Consulting Firm client companies.
Insurance LicensesState of Michigan (Resident Agency/Agent Insurance Licenses)Property, Casualty, Life, and Accident & Health, Variable(LIC) Licensed Insurance Counselor (Property & Casualty)with permission for Accident & Health Insurance Consulting - Fee Based ServicesNon-Resident Agency / Agent Insurance Licenses:Florida, New Jersey
Specialty Insurance Certifications
Flood Insurance (NFIP) Commercial, Condominium & Dwelling
2019 PPACA - Federal Marketplace Exchange Certification
for Individuals, Families, and SHOP - Small Businesses
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Insurance Industry Association & Community Membership
National Associaiton of Health Underwriters - "NAHU"
Metro Detroit Association of Health Underwriters - "MDAHU"
Independent Insurance Agents & Brokers of America, Inc - "BIG I"
Michigan Association of Insurance Agents - "MAIA"
Clarkston Area Chamber of Commerce
Clays For Kids Foundation
Financial ExaminationsMr. Ward successfully passed General Securities (Series 7) & Registered Investment Advisor & Multi State (Series 66) No Broker Dealer Affiliate________________________________________________________________________________
Employment History
James A. Ward, Jr. professional experience includes (35+ Yrs) Wall Street Financial & Research Services, Senior Management for Fortune 500 Manufacturers, Controls Systems Integrator & Facility Safety Systems Mfgs., Fluid Power, and Process & Electro-Mechanical Controls Wholesale Distribution:
- Greenwich & Associates: (Institutional Executive Interviewer) Corporate Finance & Insurance Best Practices bench marking for the Fortune 500, Investment Management, Private Equity, Hedge Funds, Insurance Companies, Universities and Foundations. C-Suite interview topics included Equity & Fixed Income Markets, Merger & Acquisitions, Derivatives, Foreign Currency, Trading Operations, and Commercial Insurance / Employee Benefits Services.
- Analytical Process Systems, Inc: (V.P. Sales & Marketing / Co-Owner / Director) Controls System Integrator & Facility Safety Systems Mfg Global Automotive OEM Test Equipment Supplier
- Kundinger Controls, Inc: (V.P. Sales & Marketing) Process / Fluid Power Controls & Instrumentation OEM Distributor Valves, Filtration, Heat Transfer, Level, Temp, Sensors, Flow Meters
- Honeywell Skinner Valve Division & Parker Hannifin Fluid Control Division: (National Distribution Sales Mgr) General Purpose, Explosion Proof & Intrinsically Safe Solenoid Valves, Valve Automation, Sub-System Manaufacturing via 300+ North America Distributors.
- NuAir Fluid Power, Inc: (Sales Engineer) Parker Hannifin Fluid Power Distibutor for OEM
- Merrill Lynch: (Financial Consultant) Investment Management Consulting Services) Performance Measurement & Risk Analysis, Portfolio Management - Equities / Fixed Income
- Kidder Peabody & Co: (Financial Consultant) Investment Management Consulting Services) Performance Measurement & Risk Analysis, Portfolio Management - Equities / Fixed Income
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Education
Florida Institute of Technology, Applied Behavior Analysis - Post Graduate Certificate Program for (BCaBA) Board Certified Assistant Behavior Analyst Certification - Candidate (2019)
University of Michigan Dearborn, State of Michigan - Behavior Technician Licensing (2017); BACB - (RBT) Registered Behavior Technician Certified (2017)Wayne State University, Graduate School of Business Administration for postgraduate work (MBA Program - Finance Concentration) (1988)
Central Michigan University, College of Business Administration, Bachelor of Science in Business Administration, Double Major: Management & Marketing (1984)
University of Michigan, College of Literature, Science, & Arts, General Studies (1981)