Captive Resources
Katelyn Wiley, CPA has worked in various financial roles throughout their career. Katelyn started in 2012 as a Portfolio Accountant at Heitman and later became a Senior Portfolio Accountant. From 2016 to 2018, they served as a Senior Associate in Client Service and Marketing at Heitman. In 2018, they joined Riverside Investment & Development Company as a Senior Accountant and was later promoted to Controller. Most recently, in 2023, they joined Captive Resources, LLC as an Assistant Vice President in Finance.
Katelyn Wiley, CPA, obtained their Bachelor of Arts degree in Accounting from North Central College in 2011. Prior to that, they attended the University of Colorado Boulder from 2009 to 2010 and studied Finance as a major at the School of Business. Before transferring to the University of Colorado Boulder, Katelyn completed their Associate in Arts degree in General Studies from Joliet Junior College in 2008. In addition to their education, they hold certifications as a CPA and a Series 7, although further information regarding the institution and the year of obtaining these certifications is not available.
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.