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February 12
​Public Entity Specialist Carleen Patterson Joins Alliant

Dallas-based professional brings specialized public entity and higher education focus

NEWPORT BEACH, CA — Carleen Patterson, one of the nation’s foremost authorities on public entity risk management, has joined Alliant as First Vice President, Practice Leader within the company’s Public Entity Group. Based in Alliant’s Dallas office, Carleen will provide innovative insurance and risk management solutions to large governmental and higher education clients.

“We are thrilled to welcome Carleen to Alliant,” said Daniel J. Howell, Sr. Executive Vice President, Alliant Specialty. “While she is strategically located in Texas, her expertise and knowledge are national in scope and will help further our offerings across the country.”

Patterson is regarded for her property and casualty expertise for large governmental and higher education clients. Additionally, she has experience working with city, county, and state governments, as well as school districts, from coast-to-coast. In her new role, Patterson will serve as a national resource to existing clients and prospects.

Prior to joining Alliant, Patterson was a Managing Director with a global insurance brokerage firm. Patterson earned a bachelor’s degree in education from The University of South Dakota and holds Associate in Risk Management (ARM), Associate in Risk Management for Public Entities (ARM-P), Certified Risk Manager (CRM), and Certified Insurance Counselor (CIC) designations. Additionally, she has been named a Power Broker® in the public entity and education sector by Risk & Insurance magazine.

Patterson can be reached at (214) 973-9811 or at Carleen.Patterson@alliant.com.

February 10
Portland’s Casey Parvey Joins Alliant Amid Continued Pacific Northwest Growth

Parvey to provide integrated risk and insurance solutions to a diverse regional client base

NEWPORT BEACH, CA — Alliant continues to grow its footprint in the Pacific Northwest, hiring Casey Parvey as Vice President. The Portland-based property and casualty insurance expert will provide integrated risk and insurance solutions to a growing client base throughout the region.

“Casey’s broad skill set and strong regional expertise will play an instrumental role in our continued growth and expansion throughout the Pacific Northwest,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “He is a proven regional expert and innovative risk specialist who will bring tremendous value to our client base.”

Parvey is highly regarded for his ability to design and deploy strategic insurance solutions that meet the unique requirements of companies across a range of sizes and industries. He has an extensive background in workers' compensation, property, liability, and numerous other lines of coverage.

Prior to joining Alliant, Parvey was a Sales Executive with a national insurance brokerage and consulting firm. He earned a bachelor’s degree in personal psychology and human resource management from Washington State University.

Parvey can be reached in the Portland office of Alliant at (971) 222-3216 or at Casey.Parvey@alliant.com.

February 06
​San Jose’s Marianne Chow Joins Alliant

Bay Area property and casualty expert joins Alliant with a multifaceted background in insurance, risk management, and consulting

NEWPORT BEACH, CA — Alliant continues to add top Bay Area talent to its property and casualty team, adding San Jose’s Marianne Chow. As Vice President, Chow will service a diverse portfolio of regional clients, deploying her longstanding reputation of innovation and customization in the delivery of cutting-edge insurance programs.

“Marianne has a proven track record of results in one of the nation’s most fast-moving and competitive markets,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “She brings additional strength to our Bay Area P&C team, adding a diverse set of skills and perspectives to the service mix.”

Chow joins Alliant with a multifaceted background that spans the worlds of insurance, risk management, and consulting. She is highly regarded among clients across a range of industries for her ability to protect their assets and safeguard their profitability through the delivery of customized solutions that address industry-specific risks.

Prior to joining Alliant, Chow was Vice President with a national insurance and consulting firm. She also has experience as a risk manager and as a corporate executive in the technology industry.

Chow can be reached in the San Jose, CA office of Alliant at (408) 352-6704 or at Marianne.Chow@alliant.com.

January 30
New York’s CJ Hessel Joins Growing Alliant Northeast Team

Property and casualty expert has diverse background in insurance and finance

NEWPORT BEACH, CA — Alliant continues to add top talent to its growing Northeast team, hiring New York’s CJ Hessel. As Senior Vice President, Hessel will provide customized risk and insurance solutions engineered to address industry-specific risks for clients across the region.

“CJ joins us with strong regional expertise and a proven track record for navigating his clients through a range of risks and exposures,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His ability to combine customization, service, and relationships will be a tremendous asset to us as we continue to grow our team in New York and across the Northeast.”

Hessel joins Alliant with a diverse background that includes experience as a property and casualty insurance specialist and a financial services representative. He has worked with clients across a broad range of industries and disciplines and is highly regarded for his high-touch, consultative approach to the business.

Prior to joining Alliant, Hessel was a Sales Professional with an international insurance brokerage and consulting firm. He attended the University of Connecticut and was captain of UConn’s 2001 varsity football team.

He can be reached in the New York office of Alliant at (212) 603-0215 or at CJ.Hessel@alliant.com.

January 29
Travis Webb Joins Alliant, Will Provide Benefits Solutions to Growing Inland Northwest Client Base

​Spokane-based benefits consultant will provide strategic solutions aimed at cost reduction and increased organizational efficiencies
NEWPORT BEACH, CA — Spokane, WA-based Travis Webb has joined Alliant’s Employee Benefits Group, where he will service a diverse and growing portfolio of Inland Northwest clients. The proven benefits consultant will focus on designing and delivering strategic solutions aimed at reducing healthcare costs and increasing organizational efficiencies.
“Travis has a longstanding reputation for results in the Inland Northwest,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His ability to craft highly customized benefits solutions will provide extensive value to our growing client base in the region.”
Webb has an extensive track record of results as a trusted advisor to businesses throughout the Inland Northwest and is highly regarded for his ability to design and deploy benefits solutions that are built around the unique needs of clients and their employees. 
Prior to joining Alliant, Webb was a Benefits Advisor with a regional, Spokane-based employee benefits consulting firm. He also played seven seasons of professional baseball as a relief pitcher within the Cincinnati Reds and Milwaukee Brewers organizations. He earned his bachelor’s degree from Eastern Washington University.
Webb can be reached in the Spokane office of Alliant at (509) 343-9291 or at Travis.Webb@alliant.com.

January 22
​Steven Bubes Joins Alliant’s West Coast Benefits Team

Orange County consultant has experience with employee benefit plans, HR information systems, talent management, and payroll systems

NEWPORT BEACH, CA — Alliant continues to add top talent to its West Coast Employee Benefits team, hiring Steven Bubes as Vice President. The Orange County, CA-based benefits consultant will leverage his diverse background to deliver integrated employee benefits solutions that reduce healthcare costs, increase organizational efficiency, and strengthen the bottom line.

“Steven has the ability to provide innovative strategies that strengthen his clients’ organizational and financial foundation,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His deep understanding of the Southern California market and comprehensive approach will provide additional strength to our benefits team on the West Coast.”

Bubes is highly regarded for his ability to form strategic partnerships with clients, helping them reduce spending and improve business outcomes through the transformation of their employee benefit plans, HR information systems, talent management, and payroll systems.

Prior to joining Alliant, Bubes was Senior Vice President with a full-service insurance and employee benefits consulting firm serving a diverse base of California clients. He also has extensive experience in the payroll industry working with two of the industry’s largest organizations.

Bubes earned his bachelor’s degree in history from the University of Colorado at Boulder. He can be reached in the Newport Beach office of Alliant at (949) 527-9843 or at Steven.Bubes@alliant.com.

December 23
Energy & Marine Advisor Joins Alliant in Houston

​Alliant Insurance Services names Karey Vaught Executive Vice President

NEWPORT BEACH, CA — Alliant Insurance Services has announced that Karey Vaught has joined Alliant as Executive Vice President, Managing Director. Vaught will provide insurance and risk advisory services to energy and marine clients across the United States.
“Karey brings with him an impressive track record and strong leadership skillset,” said John Ludwig, Co-COO, Alliant Specialty. “We will work closely, leading the efforts of the Energy & Marine team nationwide. I look forward to his contributions to the growth and management of Alliant Energy & Marine.”

Vaught joins Alliant with expertise in midstream, domestic E&P, and oilfield service companies. In addition to his focus on the energy and marine industry, Vaught will work alongside the 11 Alliant Specialty industry verticals. With nearly 25 years of experience, Vaught previously was a Managing Director at a global insurance brokerage firm.

Vaught holds a bachelor’s degree in finance from Sam Houston State University. Vaught will be based in the Houston office of Alliant and can be reached at (713) 470-4349 or at Karey.Vaught@alliant.com.

December 19
​Alliant Stands Up to Cancer, Raising $75,000 to Support Mission Hospital’s Leonard Cancer Institute

Fundraising effort part of year-long effort to raise awareness and funding for the fight against all types of cancers

NEWPORT BEACH, CA — Employees at Alliant’s Newport Beach, CA corporate headquarters joined forces to stand up to cancer and raise more than $75,000 in support of Mission Hospital. The funds generated from this effort will sponsor a wellness room at the hospital’s new Judi and Bill Leonard Institute for Cancer Prevention, Treatment and Wellness, the only comprehensive cancer center in South Orange County.

“Mission Hospital has long been a beacon of innovation and hope for our community, and we are proud to support its efforts in the fight against cancer,” said Diana Kiehl, Chief Administrative Officer of Alliant and head of the company’s Philanthropy Program. “Since everyone has a connection to cancer, it is a top priority for us to make every effort possible to promote innovation and care across our organization. This is central to #Alliant4Others, our call to infuse compassion and vital resources into all of the communities we call home.” 

The funding will support Leonard Cancer Institute’s mission of offering:

  • Personalized cancer care
  • Advanced multidisciplinary treatments
  • Innovative technology and diagnostics
  • Dedicated nurse navigators
  • Clinical trials
  • Integrative therapies and psychosocial programs

The fundraising efforts are a foundational component of #AlliantStandsUp, a year-long, organization-wide effort to raise awareness and funding for the fight against all types of cancers. Alliant tipped off this effort with its first-ever March Madness bracket challenge, which raised $21,000 for various cancer charities and initiatives. Alliant also actively supports fundraising and volunteer efforts by its employees with cancer-related charities and organizations nationwide and created a dedicated Employee Resource Group to provide support and services for employees dealing with cancer, either themselves or with a loved one.

December 16
Alliant Expands Texas Presence with Addition of Established Energy Broker TCOR Management

​Acquisition expands Alliant Energy & Marine talent base

NEWPORT BEACH, CA — Alliant Insurance Services has announced the acquisition of TCOR Management, a Texas-based risk management firm. The acquisition will expand the Alliant Energy & Marine talent base by 50 specialists and broaden the surety footprint across Texas.

“The TCOR core values are aligned with ours,” said Tom Corbett, Chairman and CEO of Alliant. “Together we will remain highly committed to selflessly serving our clients, team members, and communities, all while building a more powerful  presence in Texas.”

Founded in 1972, TCOR has offices in New Braunfels, Beeville, and Tyler, Texas. TCOR provides commercial insurance to the energy and construction industries as well as surety, loss control services, and employee benefits.

“Much like Alliant, TCOR’s success lies in our entrepreneurial, highly focused, and team-oriented culture. Our vision is, and always will be, based in superior servicing,” said Rick Dudney, Managing Partner of TCOR. “Joining forces with Alliant provides powerful access to resources and people who will help us continue on this mission.”

Dudney, along with the entire TCOR team, will join the Alliant Energy & Marine group and continue serving clients from its Texas office locations. Terms of the agreement were not disclosed.

December 12
Chris Chang Dumortier Named a Business Insurance Woman to Watch

Alliant executive recognized for significant achievements in real estate and hospitality

NEWPORT BEACH, CA — Chris Chang Dumortier, Executive Vice President with Alliant Insurance Services, has been named one of 2019’s Women to Watch by Business Insurance. An established real estate and hospitality broker, Chang was honored for her vast industry expertise, masterful contract negotiations, and development of risk mitigation strategies in a niche practice.

“Chris’ talent and expertise truly set her apart in the real estate and hospitality sector,” said Peter Arkley, President, Alliant Specialty. “Her ability to perfect the art and nuance of negotiations, combined with her commitment to achieving excellent results for her clients, makes her an innovative broker and a standout leader.”

Chang leads a team of hospitality specialists charged with expanding the Alliant brand across the country. A native of Taiwan, Chang has strong cultural ties throughout Asia and a tremendous influence in the world of hotel franchisees. Chang is a graduate of the National Taiwan University and earned her master’s degree in public policy from The University of California, Los Angeles. She is fluent in Taiwanese, Mandarin, French, and English.

Chang joins a growing contingency of Women to Watch honorees at Alliant that includes Kelley Bernal, Reshma Dalia, Donna Hodges, Diana Kiehl, Brenna Melvin, and Susanne Murray.

Profiles of the 2019 Women to Watch appear in the December edition of Business Insurance. The New York Women to Watch Awards and Leadership Conference takes place Dec. 11-12 at the Grand Hyatt New York.

Business Insurance’s Women to Watch program spotlights women who have demonstrated outstanding work in commercial insurance, reinsurance, risk management, employee benefits, and related fields. Winners are selected by a panel of senior editors at the publication according to various criteria, including recent professional achievements, influence on the marketplace, and contributions in the advancement of women in business.

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