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October 15
​Two Alliant Advisers Make Repeat Appearance on Financial Times FT 401 List

Jay Laschinger and Aaron Pottichen join the nation’s top financial advisers specializing in defined contribution (DC) plans on prestigious list

NEWPORT BEACH, CA — Alliant Retirement Consulting, a division of Alliant Insurance Services, has announced that two of its advisers have been named Financial Times 401 Top Retirement Plan Advisers. The 2019 honorees are Senior Vice Presidents Jay Laschinger and Aaron Pottichen, both of whom are making repeat appearances on the list. The FT401 recognizes the top financial advisers specializing in defined contribution (DC) retirement plans.

“Alliant’s continued presence on this elite list illuminates the excellence in service and market knowledge provided by our team of advisers,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits.

Financial advisers from across the U.S. applied for consideration, with applicants required to advise on at least $75 million in DC plan assets and have at least 20 percent of client assets in DC plans to be eligible. The applicants were then graded on six criteria: DC assets under management (AUM), growth rate in DC plan business, specialization in the DC business, experience advising on DC plans, industry certifications, and compliance record. Alliant advisers have now been featured on this prestigious list for several consecutive years. 

The FT 401 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on asset management.

October 14
Dallas’ Geoff Godsey Joins Alliant, Will Serve Diverse Regional Client Base

P&C insurance specialist joins growing Southwest team with regional strength and broad industry reach 
 
NEWPORT BEACH, CA — Dallas-based property and casualty insurance specialist Geoff Godsey has joined Alliant as Vice President. He will provide a full range of risk and insurance solutions to a growing regional client base as Alliant continues to strengthen its position in the Southwest region.

“Geoff joins us with a strong command of the Dallas market, understanding the unique trends and market dynamics that drive business decisions within the area,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His broad industry reach and proven track record of results will serve as a powerful asset to our growing team both in Dallas and throughout the Southwest region.”

Godsey is highly regarded among his clients for his ability to deploy an entrepreneurial approach to insurance that results in highly strategic and cost-effective solutions. He is an experienced commercial insurance specialist with a proven track record of success across a breadth of industries and disciplines, including finance, technology, staffing, and franchises.

Prior to joining Alliant, Godsey was a Commercial Producer with a large regional insurance brokerage firm. Godsey also had a 10-year career as a professional cyclist, competing at the highest levels of both domestic and international competition. This includes more than 25 career wins and three Texas state championship titles.

Godsey holds a bachelor’s degree in business administration and exercise science from Hardin-Simmons University.

He can be reached in the Dallas office of Alliant at (214) 414-1756 or at Geoff.Godsey@alliant.com.

October 04
Reshma Dalia Named 40 Under Forty by Emory University

Alliant Leader recognized for significant achievements in business

NEWPORT BEACH, CA — Alliant Insurance Services has announced that Reshma Dalia, Chief Financial Officer of Alliant Specialty, Alliant’s platform for industry verticals, has been selected by Emory University for its 2019 Class of 40 Under Forty. The Emory Office of Alumni and Constituent Engagement honors a multitalented and accomplished group of young professionals annually. The awards program spotlights selected alumni across a variety of vocations for having made a significant impact in business, research, leadership, public service, and/or philanthropic endeavors.

As CFO of Alliant Specialty, Dalia is responsible for leading operational, financial, and strategic growth initiatives across 11 industry verticals and more than 1,000 employees. Dalia prides herself on continuously developing the younger generation and being an advocate and champion for women in the insurance industry. Dalia earned a bachelor’s degree in finance from Emory University and an MBA from the Kellogg School of Management at Northwestern University. She has previously been named a Woman to Watch by Business Insurance, a leading national insurance industry publication, and was a Co-Chair on Alliant’s Diversity & Inclusion Committee.

“In its second year, the 40 Under Forty class is a multifaceted group,” says Laura Weekley, Executive Director of Alumni Engagement at the Office of Alumni and Constituent Engagement. “We culled through hundreds of nominees’ files, including journalists, technological innovators, social justice pioneers, and scientists, all to come up with this outstanding group of young professionals.”

The winners will be honored in a special section in the November 2019 edition of Emory Magazine. To see the full slate of awardees, please visit http://www.alumni.emory.edu/awards/40-under-forty.html.

October 03
​With Eye on Upstate New York, Alliant Hires David Guillaume

Longtime P&C insurance specialist to serve growing regional client base

NEWPORT BEACH, CA — Longtime Upstate New York insurance expert David Guillaume has joined Alliant as Senior Vice President. The move comes as Alliant continues to expand its reach and influence in the region amid continued growth. Guillaume will work with a diverse client base, providing a full range of risk management and property and casualty insurance solutions.

“Upstate New York continues to be a key growth area for Alliant as we seek to provide top-tier risk solutions for organizations across the region,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “David adds strong regional knowledge and a proven track record of powerful results to our growing team.”

With more than 30 years of experience in insurance and risk management, Guillaume is highly regarded among his clients for his ability to design and develop customized solutions that provide long-term organizational strength and stability. Throughout his career, he has serviced clients across a broad range of industries with a focus on the Syracuse, Buffalo, and Rochester markets.

Guillaume previously served as Senior Vice President with a global insurance brokerage and consulting firm and has extensive experience on the carrier side of the business. He is a graduate of State University of New York at Geneseo and holds the Associate in Risk Management (ARM) designation.

Based in Syracuse, NY, Guillaume can be reached at (315) 480-7351or at David.Guillaume@alliant.com.

October 01
​Allen Madden Joins Alliant’s Southeast P&C Team

Atlanta-based Madden brings diverse background in commercial insurance and financial services

NEWPORT BEACH, CA — Atlanta’s Allen Madden has joined Alliant, bringing his diverse background in commercial insurance and financial services to the company’s Southeast property and casualty team. As Vice President, the longtime industry expert will provide integrated risk and insurance solutions to clients throughout the region.

“Allen’s ability to blend his strength in insurance and finance is a significant asset to clients across a broad range of industries and disciplines,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “With our Southeast P&C presence continuing to grow, Allen’s arrival will further strengthen our team.”

Madden joins Alliant with more than two decades of experience in commercial insurance and financial services and is highly regarded for his ability to combine cutting-edge, cost efficient insurance solutions with dynamic and ongoing support and advocacy. His vast experience includes work with growing midsized organizations and large multinational corporations. He also has targeted experience managing the diverse risks of the financial sector.

Prior to joining Alliant, Madden was Senior Vice President with a national insurance brokerage and consulting firm. He received his bachelor’s degree in business administration from Southern Methodist University.

He can be reached in the Atlanta office of Alliant at (470) 237-3074 or at Allen.Madden@alliant.com.

September 17
​Alliant Adds John Riley to Northeast P&C Team

White Plains, NY-based insurance veteran bring strength in manufacturing, supply chain management to growing practice

NEWPORT BEACH, CA — John Riley has joined Alliant as Vice President within the firm’s White Plains, NY office. As part of the firm’s growing Northeast P&C team, Riley will service a diverse portfolio of clients with operations in the Northeast and across the globe.

“John is highly regarded for his breadth of expertise and depth of service,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His targeted experience in manufacturing combined with his ability to identify and mitigate international exposures will serve as a significant asset to clients across a range of industries.”

Over two decades in the industry, Riley has emerged as one of the manufacturing sector’s foremost risk and insurance experts, specializing in risk management for temperature sensitive goods. His deep experience managing risks across the global supply chain has served as an asset for clients with domestic and international exposures.

Prior to joining Alliant, Riley was Regional Director (Northeast) with a global insurance brokerage and consulting firm. He received his bachelor’s degree in finance and financial management services from Johnson & Wales University. Riley is also a recipient of the 2019 Power Broker® designation from Risk & Insurance.

Riley can be reached in the White Plains office of Alliant at (914) 220-5841 or via email at John.Riley@alliant.com.

September 16
​American Benefits Consulting’s Jay Koppisety Named Technology Adviser of the Year by Employee Benefit Adviser

Koppisety recognized for innovation in platform development, system efficiencies, analytics, and client communication

NEWPORT BEACH, CA — Jay Koppisety of Alliant’s American Benefits Consulting (ABC) division has received one of the benefits world’s most prestigious awards from Employee Benefit Adviser: Technology Adviser of the Year. As ABC’s Chief Information Officer and Director of Technology for Alliant Employee Benefits’ Voluntary Benefits Practice, Koppisety has unleashed a wave of innovations that have moved the organization forward in the areas of platform development, system efficiencies, analytics, and client communications.

“Jay’s strong technical background and critical thinking is guided by a unique vision that has enabled him to deliver some truly game-changing solutions,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “It is this ability to understand complex issues, develop solutions that meet multiple levels of expectation, and then deliver real answers that makes him a high-value player both for our team and the diverse clients we service.”

Chief among Koppisety’s recent achievements is development of an innovative new platform for the delivery of voluntary benefits in the middle market. While leveraging ABC's existing platform for the large market, the new design delivers a full range of functionalities critical for firms with fewer employees but no fewer needs. In addition to overseeing voluntary benefits platforms for multiple market segments, Koppisety has developed several benefits technologies that have contributed significant revenue and operational and marketing efficiencies.

Employee Benefit Adviser’s Adviser of the Year awards recognize outstanding service to group benefit plan sponsors by their brokers or advisers. They seek to honor not just sales performance but other factors that determine advisers’ true value to their clients as trusted advisers across five categories: Employee Benefit Adviser of the Year, Retirement Plan Adviser of the Year, Voluntary Benefits Adviser of the Year, Wellness Adviser of the Year, and Technology Adviser of the Year.

September 12
​Alliant Formalizes Mergers & Acquisitions Group

Jonathan Gilbert, Senior Vice President, tapped to lead newly established Alliant Specialty vertical

NEWPORT BEACH, CA — Alliant Insurance Services has announced the formation of a new brokerage service vertical, Alliant Mergers & Acquisitions. Falling under the Alliant Specialty retail umbrella, Alliant Mergers & Acquisitions will provide expertise to private equity firms and alternative asset investors to ensure transactions are executed properly and with the right risk management techniques.

“In the last decade, there has been considerable investment by private equity firms in specialty industries, especially within aviation, energy, healthcare, and life sciences,” said Peter Arkley, President, Alliant Specialty. “By combining our talented M&A team with our presence as the largest specialty broker, Alliant truly sets the bar at a level higher than our competition can jump.”

Headquartered in New York City with team members across the country, the Alliant Mergers & Acquisitions group has collectively worked on over 10,000 transactions and serves over 150 private equity firms. Alliant services include comprehensive pre-close due diligence, transactional risk placements, brokerage services to portfolio companies, and development of procurement initiatives.

“I am excited to be leading the charge for Alliant,” said Jonathan Gilbert, Senior Vice President. “Our team understands and is committed to the M&A community and Alliant provides an excellent place for us to continue to thrive under this formalized department and provide exceptional service to our clients.”

September 06
Portland’s Peter Seeley Joins Alliant’s Growing Northwest Benefits Team

Benefits consultant to provide unique perspective, in-depth analysis to a diverse client base

NEWPORT BEACH, CA — Peter Seeley has joined Alliant as Vice President within its Employee Benefits Group. The Portland, OR-based benefits consultant will design and deploy a full range of customized benefits solutions to a diverse client base as Alliant continues to add top talent to its growing Northwest benefits team.

“Peter brings a unique perspective to Alliant that enables him to serve as a powerful intermediary between the employer and the carrier,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His strong local knowledge and long tenure in the healthcare space will provide a powerful advantage to our team and the broad base of clients we serve.”

Seeley joins Alliant with a robust base of skills and expertise that includes experience with some of the nation’s largest healthcare providers. He leverages this unique background to perform in-depth analyses and deliver health and wellness solutions that position employers for a healthy and profitable future.

Prior to joining Alliant, Seeley was a Senior Business Planner and Business Development Manager within the Portland branch of a national health plan. He received his bachelor’s degree from the University of Oregon’s School of Journalism and Communication.

He can be reached in the Portland office of Alliant at (503) 542-1122 or at Peter.Seeley@alliant.com.

August 21
​Alliant Adds Beltway Insurance Expert John Shaffer, III

Property and casualty specialist will service a diverse and growing portfolio of Mid-Atlantic clients

NEWPORT BEACH, CA — Alliant has added Beltway insurance expert John Shaffer, III to its growing Mid-Atlantic team. The Bethesda, MD-based property and casualty specialist will serve as Senior Vice President, designing and delivering a full range of insurance and risk management solutions to clients throughout the region as Alliant continues to expand its presence.

“John joins Alliant with a deep and intimate knowledge of the unique market dynamics of the region and is highly adept at identifying and mitigating industry-specific risks,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His combination of proactive service and strategic thinking will be a tremendous asset to our team going forward as we continue to grow our reach and capabilities in the Mid-Atlantic region.”

Shaffer is a dynamic and innovative insurance expert who is highly regarded for delivering strategic solutions that address an organization’s total risk picture. He has experience servicing a breadth of industries, consistently delivering highly customized and results-driven solutions.

Prior to joining Alliant, Shaffer was Vice President with a national commercial insurance and financial services company. He attended Towson University and is a longtime resident of the D.C. Metro area.

He can be reached in the Bethesda, MD office of Alliant at (301) 263-6617 or at John.Shaffer@alliant.com.

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