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November 14
​Trey Lowack Joins Alliant to Service Growing Southwest Client Base

Dallas-based P&C expert brings multifaceted risk and insurance background to Alliant middle market platform

NEWPORT BEACH, CA — Dallas property and casualty insurance expert Trey Lowack has joined Alliant’s Dallas team as Vice President. Lowack will employ his multifaceted expertise in risk and insurance solutions to serve Alliant’s diverse and growing Southwest client base.

“Dallas remains a high priority for growth and expansion for the Alliant middle market platform,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “Trey’s diverse industry expertise and strong command of the regional risk climate will be essential to our ongoing expansion throughout the region.”

As one of Dallas’ most multifaceted insurance experts, Lowack is highly regarded among organizations for his ability to combine deep industry expertise and proven market relationships to deliver top-tier risk management and insurance solutions. He has serviced clients from a diverse array of industries, always employing a customized approach to building solutions that address core industry risks and exposures.

Prior to joining Alliant, Lowack was Vice President with a Dallas-based regional insurance brokerage firm. Lowack also has experience working with several large national agencies. He earned his bachelor’s degree in biochemistry from Texas Wesleyan University. He holds a Certified Insurance Counselor (CIC) designation.  

Lowack can be reached in the Dallas office of Alliant at (214) 414-1743 or at Trey.Lowack@alliant.com.

November 12
​Amanda Posey Joins Alliant

Orange County-based property and casualty insurance expert to service growing regional client base

NEWPORT BEACH, CA — Amanda Posey, one of Orange County’s top property and casualty insurance experts, has joined Alliant. Serving as Vice President, Posey will provide targeted risk management and insurance solutions to a diverse regional client base.

“Amanda’s expertise spans a broad range of industries and disciplines, and she has the ability to provide a level of service that sets her apart in the industry,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “Her proven strength and experience will be a tremendous asset to us as we continue to solidify our West Coast presence.”

Posey joins Alliant with extensive experience designing and deploying strategic programs that are custom-built to address industry-specific risks and exposures. She is highly regarded throughout the region for her ability to combine proactive service, creative thinking, and critical analysis to deliver significant long-term results.

Prior to joining Alliant, Posey was Director within the Orange County office of a global insurance brokerage firm where she serviced a diverse portfolio of clients spanning various industry verticals. Posey earned her bachelor’s degree from the University of California, Los Angeles.

She can be reached in the Newport Beach, California office of Alliant at (949) 681-9041 or at Amanda.Posey@alliant.com.

November 11
​Peter Arkley, President, Alliant Specialty, Speaks with Business Insurance on the Current State of the Construction Market

Read the Business Insurance Q&A with Peter Arkley, President, Alliant Specialty, on the current state of the construction market.

October 25
​Bay Area Innovator Brendan Quinlan Joins Alliant

San Francisco-based risk expert brings strength in technology, software, and risk analysis to growing Alliant team

NEWPORT BEACH, CA — Brendan Quinlan, one of the Bay Area’s most innovative risk and insurance professionals, has joined Alliant’s growing San Francisco team as Senior Vice President. Quinlan will leverage his diverse expertise in technology, software, and risk analysis to grow Alliant’s presence within this key strategic region.

“Brendan is highly regarded for delivering forward-thinking risk solutions to some of the world’s most innovative companies,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His breadth of expertise, strong relationships, and analytical approach to risk will be instrumental to our continued growth across a range of established and emerging industry sectors.”

Quinlan joins Alliant with a proven reputation for building powerful relationships and innovative solutions across a broad array of verticals. He has targeted expertise working with clients in the technology industry and has developed a variety of leading edge insurance quantification models and risk transfer products.

Prior to joining Alliant, Quinlan was Area Senior Vice President within the San Francisco office of an international risk management and insurance brokerage firm. Quinlan is also founder and board member with RiskRadius, a company developing proprietary software that helps brokers and carriers navigate the commercial insurance marketplace.

Quinlan earned his bachelor’s degree in economics from Santa Clara University. He can be reached in the San Francisco office of Alliant at (415) 946-7528 or at Brendan.Quinlan@alliant.com.

October 23
​Financial Times Names Four Alliant Advisers to Prestigious FT 401 List

Sean Waggoner, Jay Laschinger, John Cunningham, and Aaron Pottichen among the nation’s top financial advisers specializing in defined contribution (DC) plans

NEWPORT BEACH, CA — Alliant Retirement Consulting*, a division of Alliant Insurance Services, has announced that four of its advisers have been named Financial Times 401 Top Retirement Plan Advisers. The list recognizes the top financial advisers specializing in defined contribution (DC) retirement plans. Alliant honorees included Executive Vice President Sean Waggoner, Senior Vice President Jay Laschinger, Senior Vice President John Cunningham, and Senior Vice President Aaron Pottichen.

“Alliant Retirement Consulting is proud to have a growing team of advisers comprised of the nation’s elite retirement professionals,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “Our four honorees are emblematic of Alliant’s reach, sophistication, and above all, dedication to delivering best-in-class consulting services.”

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

Financial advisers from across the U.S. applied for consideration, with applicants required to advise on at least $75 million in DC plan assets (an increase from last year’s $50 million requirement) 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.

This represents the third consecutive year that Alliant advisers have made the FT 401, with Laschinger and Cunningham as repeat honorees. Pottichen and Waggoner are making their first appearance on the list.

The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).

 

*Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Alliant Retirement Consulting. Cetera is under separate ownership from any other named entity. Branch address: 320 W 57TH ST. New York, NY 10019
 
Aaron Pottichen is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Aaron is in no way related to Cetera Advisor Networks LLC or its registered representatives.
 
The Financial Times Top 401 Investment Advisors is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in seven primary areas, including DC assets under management, DC asset growth rate, and specialization in DC business, years of experience advising DC plans, industry certifications, and participation rate in DC plans and compliance records as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.

October 09
​Daniel J. Guth Joins Alliant in Orange County

Expert risk and insurance professional to provide strategic workers’ compensation, risk management, and property and casualty solutions

NEWPORT BEACH, CA — Expert risk and insurance professional Daniel J. Guth, ARM, has joined Alliant. The Orange County, CA-based Vice President will provide strategic workers’ compensation, risk management, and property and casualty solutions to a diverse portfolio of clients.

“Over more than 23 years in the business, Dan has built a far-reaching expertise that will play a vital role in our growth and expansion,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His ability to serve as a trusted risk management advisor has helped clients across a range of industries improve their coverage while strengthening their bottom line.”

Guth joins Alliant with diverse experience spanning a breadth of disciplines. He has extensive expertise in the design and implementation of workers’ compensation strategies including the delivery of captive and loss sensitive programs that reduce insurance costs and drive revenue generation. He also has expertise in workers’ compensation fraud detection and prevention, claims and reserve consulting, in-depth experience modification analysis, and creative solutions to reduce the cost of risk.

Prior to joining Alliant, Guth was Area Vice President within the Orange County office of a global insurance brokerage firm. There, he provided integrated insurance and risk management solutions for clients while consulting on complex transactions and claims management across multiple industries.

Guth earned his bachelor’s degree in operations management from California State Polytechnic University, Pomona and holds an Associate in Risk Management (ARM) designation.

He can be reached in the Newport Beach, CA office of Alliant at (714) 402-4314 or at Daniel.Guth@alliant.com. 

October 08
​Alliant’s Patrick Muldowney Elected President of Independent Insurance Agents of Illinois

25-year law and insurance veteran to assume leadership role of influential industry association

NEWPORT BEACH, CA — Patrick Muldowney, First Vice President and Assistant General Counsel with  Alliant Insurance Services, has been elected President of Independent Insurance Agents of Illinois (IIA of IL). As President, the Chicago-based Muldowney will be responsible for the general leadership functions of the organization, which represents more than 10,000 Trusted Choice® independent agents throughout the state. He will also serve as a member of the six-person Executive Committee of the IIA of IL Board of Directors and will act as an official delegate at state and national functions.

“Throughout his career, Patrick has displayed the utmost leadership, knowledge, and integrity as an insurance professional,” said John Harney, Executive Vice President and Managing Director with Alliant. “His depth of expertise and extensive legal background will play an essential role in helping him advance the mission of IIA of IL in his role as President.”

Muldowney is a 25-year veteran in the fields of law and insurance. Prior to his current role, Muldowney spent 13 years at Mesirow Financial serving as Assistant General Counsel and then Deputy General Counsel and Managing Director prior to Alliant’s acquisition of Mesirow’s insurance division in 2016.

“On behalf of the IIA of Illinois Board of Directors, we are excited to begin Patrick’s tenure as President of the association,” said Phil Lackman, IIA of IL CEO. “Patrick brings a unique perspective to our leadership as both a licensed producer and attorney. One of our primary missions is advocacy before state and federal legislators, constitutional officers, regulators, and our company partners, and Patrick’s professional background makes him uniquely suited for the position. We appreciate the team at Alliant for sharing Patrick’s time and talent to lead IIA of Illinois during the upcoming year.”

Muldowney earned his bachelor’s degree in history and speech communications from the University of Illinois at Urbana-Champaign and holds a law degree from the Illinois Institute of Technology’s Kent College of Law, where he graduated with honors. Muldowney is a member of the Bar of the State of Illinois and holds both his Property & Casualty and Surplus Lines Producer licenses.

Muldowney, who has been a board member of IIA of IL since 2013, will serve a one-year term as President ending September 30, 2019.

October 02
​Alliant Acquires Zande Group

Alliant continues to strengthen its Midwest presence with acquisition of the Illinois-based property and casualty insurance leader

NEWPORT BEACH, CA — Alliant continues to strengthen its presence in the Midwest region with its acquisition of Zande Group. The Des Plaines, IL-based property and casualty insurance leader joins Alliant with a proven track record of success delivering customized risk and insurance solutions to businesses and individuals throughout the region.

“Zande Group has a strong reputation throughout Northern Illinois as an insurance partner that understands the unique dynamics that drive the local economy,” said John Harney, Executive Vice President and Managing Director with Alliant. “The Zande team will play an integral role in Alliant’s continuing commitment to providing clients throughout the Midwest with the highest standard of risk management and insurance expertise.”

Zande Group delivers premium, tailored commercial and personal insurance solutions to clients both in Illinois and throughout the United States. The firm has relationships with some of the world’s most established carriers and provides a broad array of products and solutions, including risk management, workers’ compensation, fiduciary liability, directors and officers liability (D&O), inland marine, and cyber insurance.

“Joining forces with a national power like Alliant will add significant resources to our arsenal that will enable us to provide an even higher level of service and sophistication to our client base,” said Zande Group Founder Richard Zande. “This means greater reach and more options unified by our team’s unparalleled regional knowledge and personal service.”

Zande Group will maintain its current leadership and will continue to service its diverse portfolio of clients. Terms of the agreement were not disclosed.

September 24
​Arlene Potts Joins Alliant Employee Benefits

Virginia-based consultant to focus on cost containment, organizational optimization

NEWPORT BEACH, CA — Alliant continues to add proven benefits talent to its team in Virginia with the arrival of Arlene Potts. As Vice President within Alliant’s Employee Benefits Group, the Suffolk-based Potts will work with a diverse portfolio of clients to provide strategic employee benefits solutions that reduce healthcare costs and optimize organizational performance.

“Known for her exceptional client service, Arlene has built and maintained strong and enduring relationships with organizations throughout the region, delivering customized benefits solutions that improve output and strengthen the bottom line,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “She will be a strong addition to our team as we continue to grow our presence both in Virginia and throughout the Mid Atlantic region.”

Potts joins Alliant with a multifaceted background that spans all aspects of the healthcare process. Prior to joining Alliant, she was a Senior Associate with a large, national employee benefits and insurance brokerage firm. There, Potts serviced a diverse base of clients with both regional and national operations consulting on a broad array of health, wellness, and employee retention initiatives.

Potts obtained a bachelor’s degree in public administration from Christopher Newport University. She can be reached at (757) 375-9282 or at Arlene.Potts@alliant.com.

September 19
​Brady Ayala Joins Alliant Employee Benefits

Oklahoma City-based benefits consultant strengthens regional presence with diverse background in benefits, human resources, and cost containment

NEWPORT BEACH, CA — Alliant has added one of Oklahoma City’s most multifaceted benefits professionals to its growing Employee Benefits Group in Brady Ayala. As Senior Vice President, Ayala will service a growing portfolio of regional clients, deploying a full range of benefits consulting solutions focused on strengthening operations and reducing costs.

“Brady has built a strong reputation throughout the region for designing and delivering employee benefits solutions that touch all facets of his clients’ operations,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Employee Benefits Group. “Adding him to our team will play a key role in establishing a strong base for Alliant in Oklahoma as we continue to grow our presence both in the Southwest and nationally.”

Ayala is well versed across a broad array of disciplines spanning the worlds of employee benefits, human resources, and cost containment. Specializing in both fully-insured and self-funded plans, Ayala deploys his expertise in plan design, consumer-driven healthcare, and wellness to craft customized plans that provide optimum coverage at highly competitive rates.

Prior to joining Alliant, Ayala was an Employee Benefits Consultant with a global insurance and employee benefits firm serving a diverse portfolio of clients with both regional and national operations. He also has hands-on experience as a human resources professional within the energy industry and as a financial advisor with Merrill Lynch.

Ayala attended Oklahoma State University and sits on the Boards of Directors of the Oklahoma State Council for Human Resource Management and the Oklahoma City Human Resources Society. He can be reached within the Oklahoma City office of Alliant at (405) 627-5583 or at Brady.Ayala@alliant.com.

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