Leo J. Shipman

Evaluator
DISC Type : dsc

Managing Director - Capital Markets; Insurance Risk, Treasury & Asset Management at FIS

Flossmoor, Illinois, United States

Overview

Leo J. Shipman is a Managing Director at FIS, specializing in risk, treasury, and capital markets solutions for the insurance industry. A graduate of Xavier University, he has a strong background in consulting from his time at Deloitte and KPMG, focusing on driving revenue and optimizing business performance for global clients.

His career includes leadership roles where he managed global client relationships and mentored teams focused on enterprise technology solutions for the insurance and risk management sectors.

He has a deep consulting background from both Deloitte and KPMG, providing a strategic foundation for his current FinTech role.

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Insurance Risk Tech
Actively promotes modernizing P&C actuarial workflows by replacing spreadsheets with centralized platforms to boost governance, transparency, and efficiency.
Capital Markets
His role centers on strategic relationships with insurance firms and asset managers, providing solutions for asset management, alternative investments, and corporate liquidity.
Fintech Innovation
Advocates for using AI, automation, and cloud solutions to streamline complex processes like asset servicing, reserving, and capital modeling for insurers.

Media Appearances

Leo has no verified media appearances

Work History

10-2016
Managing Director - Capital Markets; Insurance Risk, Treasury & Asset Management at FIS
12-2002 - 10-2016
Vice President, Sales - Strategic Accounts, Insurance Risk & Core Administration at SunGard - now part of FIS
Manager at Deloitte Consulting, LLP
Manager at KPMG US
Director at ADP - Claims Solutions Group

Education

BSBA Business Administration from Xavier University - Williams College of Business
Education details unavailable from Benton Central HS

More Information

Social Presence :

Prographics :

Exp : 22 Location : Flossmoor, Illinois, United States Job Level : Mid-senior Designation : Managing Director - Capital Markets; Insurance Risk, Treasury & Asset Management at FIS
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Insights For Selling To Leo J.

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leo J. is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Leo J.

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Leo J. move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Leo J. take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Leo J.

Personality Compatibility


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