Captive Resources
Joe Falato is a seasoned financial analyst with extensive experience in financial management and investment banking. Currently serving as a Senior Financial Analyst at Captive Resources, LLC since August 2024, Joe has previously held similar roles at CURO Financial Technologies Corp from February 2023 to May 2024. Joe's background includes a tenure at JLL, where the positions ranged from Financial Analyst to Finance Manager between 2019 and 2023. Earlier experience includes an Investment Banking Analyst role at BMO Capital Markets, along with internships focused on audit and investment analysis. Joe graduated from the University of Illinois Urbana-Champaign in 2017.
Captive Resources
Our mission is to help companies control their insurance costs through the member-owned group captive model. Our industry-leading insurance professionals support every aspect of the group captives they advise, from claims advocacy to operational oversight, risk management, financial services, investment services and more. Applying its time-tested and proven strategies, Captive Resources brings the highest quality insurance protection to each individual captive member, while increasing members' buying power, bringing greater stability and predictability to their insurance costs, and driving profitability to their bottom lines. For over 35 years, CRI has helped create more than 45 group captives with 6,000 member companies that serve businesses and organizations located across the United States. Today, CRI proudly administers some of the largest member-owned group captive insurance companies in the world. And it's no small task. The company oversees combined premiums of $3.8 billion with assets of $10 billion. Statement on Diversity, Equity, and Inclusion: At Captive Resources, we believe that our colleagues deserve fairness, respect, inclusivity, and belonging. We encourage different perspectives, unique ways of thinking, fearless collaboration, and positive communication. Our differences have made us strong and successful, and we embrace diversity, equity, and inclusion. We celebrate our people every day because they are the heart of our company. Captive Resources is proud to be an Equal Opportunity Employer. We prohibit discrimination in employment with respect to any term or condition of employment, including hiring, compensation, advancement, discipline, or termination for our applicants and colleagues.