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Jim Steiner CPCU CFA PRM has worked in the financial services industry since 2003. Jim began their career at Morgan Stanley as a Senior Registered Associate - Rule 144 Specialist. In 2012, they joined C1 Bank & C1 Financial, Inc. as Executive Vice President & Chief Risk Officer, Senior Vice President, Director of Risk Management & Chief Administrative Officer, and Chief Project Management Officer, Vice President. In 2016, they became Director, Risk Strategy & Innovation at Bank OZK, and in 2018 they were appointed Chief Operating Officer at Neptune Flood Insurance.

Jim Steiner CPCU CFA PRM has a diverse educational background. Jim obtained a Bachelor of Business Administration in Finance from The George Washington University in 2003. In 2010, they completed a Master of Public Policy (M.P.P.) in Management from Georgetown University. In 2011, they attended a Graduate Program in International Management at the University of Oxford. In 2016, they obtained a Master of Science (M.S.) in Risk Management from NYU Stern School of Business. Additionally, Jim Steiner CPCU CFA PRM holds a variety of certifications, including Chartered Property Casualty Underwriter (CPCU) from The Institutes in 2018, Professional Risk Manager (PRM) from PRMIA - Professional Risk Managers' International Association in 2015, Certified Compliance & Ethics Professional (CCEP) from Society of Corporate Compliance and Ethics (SCCE) in 2015, Chartered Financial Analyst (CFA) Charterholder from CFA Institute in 2015, Anti-Money Laundering Certified Associate (AMLCA) from Florida International University in 2013, Certified Regulatory Compliance Manager (CRCM) from American Bankers Association in 2013, Certified Anti-Money Laundering Specialist (CAMS) from ACAMS in 2013, Life Insurance, Variable Life, and Variable Annuity Producer from District of Columbia Department of Insurance, Securities, and Banking in 2008, Futures Managed Funds Examination (Series 31) from FINRA in 2005, General Securities Representative (Series 7) from Financial Industry Regulatory Authority in 2005, General Security Sales Supervisor - General Module (Series 10) from FINRA in 2006, General Security Sales Supervisor - Options Module (Series 9) from FINRA in 2006, Investment Advisor Representative from US Securities and Exchange Commission in 2005, and Uniform Combined State Law Examination (Series 66) from FINRA in 2005.