MEET STEPHANIE
Trusted advisor to CEO’s, Entrepreneurs, Partners,
and successful individuals and families
Stephanie O'Day
Years of experience as an insurance advisor have led Stephanie to believe that relationships and service are the keys to a successful partnership. Sound advice has earned Stephanie her client's loyalty and respect. Staying ahead of the competition, meeting and exceeding the demands of her clients, and staying abreast of the ever-changing insurance environment is second nature to her.
Stephanie is approachable, extremely hard-working, and always has creative solutions. Her upbeat personality is contagious. As testimony to her reputation, reliability, professionalism, and discretion, her current clients continue to refer her business all over the country.
Stephanie was born and raised on Las Olas in Ft. Lauderdale and has 25 years of experience in the insurance industry. Due to her experience working on the carrier and retail side of the business, she brings a unique skill set when identifying exposures, implementing insurance plans that fit the individual needs of each client.
Stephanie's Professional Experiences
January 2003 - June 2019; December 2002 - current
President, CFI Risk Services, Inc. – Risk Management Partners
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Owns and operates Corporate Financial Risk Services, an independent Property & Casualty Insurance agency. CFI Risk Services is a subsidiary of Corporate Financial, Inc.
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Responsible for Sales, Marketing, company appointments, and all facets of running an agency.
June 2019 - current
Insurance Advisor, Brown & Brown Insurance
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Commercial Lines Insurance advisor specializing in Home Health Care, Condo Associations, Lawyers, Architects, and Non-Profit organizations.
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Worked closely with the Private Client Division, which specializes in personal insurance for high-net-worth individuals with unique and complex exposures.
September 2002 - November 2016
President/Producer, Resource Management Partners, Inc.
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Owned and operated an independent agency specializing in Employee Benefits and Professional Liability Products targeting attorneys, physicians, accountants, and miscellaneous lines of errors and omissions.
Vice President/Insurance Broker, Gabor Insurance Company & American Professional Liability Underwriters, Inc.
September 1997 - January 2003
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Marketed to agents and identified markets to place the business for a firm specializing in all lines of professional liability insurance including architects, engineers, attorneys, accountants, real estate, directors and officers, and employment practices insurance.
Stephanie's Community Involvement
Junior League of Miami
Vendor Engagement Chair
Children for Children
Advisory Board Member
United Way:
Women United
Member
Ocean Reef Club
Member
Fairchild Tropical Garden
Member
Deering Estate
Member
Vizcaya Museum & Gardens
Member
Let's Get To Work
Want to partner with Stephanie on a community service project or philanthropic venture? Contact her to get started.
STEPHANIE O'DAY
Trusted advisor to CEO’s, Entrepreneurs, and Partners, as well as successful individuals and families, helping them maintain generational wealth.
HOURS
Monday - Friday: 9am - 5pm EST
Saturday: Closed
Sunday: Closed
©2022 by Stephanie O'Day for Corporate Financial Risk Services, a subsidiary of Corporate Financial, Inc.