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January 15
​Aaron Pottichen Named a “Young Gun” by the National Association of Plan Advisors

Retirement consultant named among the nation’s top plan advisors under 40

NEWPORT BEACH, CA — Alliant Retirement Consulting, a division of Alliant Insurance Services, has announced that Senior Vice President Aaron Pottichen has been named a 2019 “Young Gun” by the National Association of Plan Advisors (NAPA). The prestigious list recognizes the top plan advisors under 40 years of age and spans a national field of honorees. NAPA is an affiliate of the American Retirement Association.

“Aaron, with his continuous focus on service, accuracy, and results, is among the nation’s leading young retirement consultants,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Alliant Employee Benefits. “His inclusion on this list is indicative of Alliant’s continued focus on employing dynamic young professionals who always place their clients’ needs at the forefront.”

Established in 2014, the Young Guns list is based on applications received from nominees designated by NAPA broker-dealer/RIA firm partners. The applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review, and voted on by thousands in the retirement plan industry. The 2019 field included more than 500 nominations.

This is the second such honor for Pottichen in recent months. In October 2018, he was named to the Financial Times 401 Top Retirement Plan Advisers list along with Alliant Retirement Solutions colleagues Sean Waggoner, Jay Laschinger, and John Cunningham.

January 14
​ASQ Underwriting Launches to Provide Transactional Risk Insurance

Team of veteran M&A insurance professionals brings deep transactional risk expertise and strong carrier backing

NEWPORT BEACH, CA — ASQ Underwriting, a national transactional risk managing general underwriter, has launched a program to provide bespoke transactional risk insurance to broker trading partners across North America, combining focused customer service and strong carrier backing.

ASQ is led by a team of veteran insurance professionals and will underwrite three core transactional insurance products: representations and warranties insurance, tax liability insurance, and contingent risk insurance.

ASQ is led by Directors and Co-Founders Jeff Anderson and Wayne Datz, who are skilled and experienced underwriters with diverse backgrounds in mergers & acquisitions (M&A), law, and insurance. Most recently, both held leadership positions within the M&A insurance group for a global specialty insurance and reinsurance company.

According to Anderson and Datz, ASQ’s depth of expertise and strong carrier backing will provide organizations on both the buy and sell side of the transaction with greater deal certainty.

“We are dedicated to providing best-in-class customer service and customized risk transfer solutions that help organizations manage their capital effectively and efficiently, providing a powerful tool in the complex M&A process,” explains Datz.

“As experienced M&A attorneys, our underwriters have a keen understanding of the types of mistakes that can derail a transaction as well as the need for thorough and efficient underwriting. We pride ourselves on our underwriting execution to enable our clients to finalize their transactions successfully,” explains Anderson.

ASQ is part of Alliant Underwriting Solutions, a program administrator with a growing portfolio of underwriting platforms generating more than $1 billion in annual gross written premium.

“The launch of the ASQ M&A solution exemplifies, day one, ‘relevance amplified’ to our broker partners,” said Sean McConlogue, President of Alliant Underwriting Solutions. “It’s an incredible combination of talent, experience, and capacity.”

ASQ is headquartered in New York, with offices in New York and Atlanta. Ryan Anderson and Andrew Belisle, two experienced transactional risk underwriters, are also key team members. For additional information on ASQ, please visit www.asqinsure.com or email Jeff Anderson at Jeff@asqinsure.com or Wayne Datz at Wayne@asqinsure.com

January 10
​Alliant Names Jennifer Baumann General Counsel and Corporate Secretary

Longtime Alliant in-house counsel to oversee and implement growing insurance brokerage firm’s national legal strategy

NEWPORT BEACH, CA — Alliant Insurance Services, one of the nation’s largest independent insurance brokerage firms, has named longtime in-house counsel Jennifer Baumann General Counsel and Corporate Secretary. Baumann takes the reigns of the firm’s national legal strategy following a decade-long tenure as the firm’s Assistant General Counsel.

“Jennifer has a deep expertise and long track record of success in the insurance industry and has played a central role in providing the legal strategy and framework for Alliant during a period of extraordinary growth and expansion,” said Tom Corbett, Chairman and CEO of Alliant. “There is certainly no one more prepared and qualified to take the reins of our legal department.”

Baumann ascends to this new role as Alliant continues to engage in an active expansion campaign via organic growth, strategic hiring, and acquisitions. Her core responsibilities will include oversight of M&A, regulatory compliance, intellectual property, litigation, and equity.

Prior to joining Alliant, Baumann worked as an employment attorney with two prominent San Diego law firms. The University of San Diego School of Law graduate is also a recent recipient of the prestigious First Chair Award, which recognizes the nation’s most innovative and accomplished in-house counsel on the strength of professional achievements and contributions to the legal community.

Baumann assumes the role of General Counsel and Corporate Secretary from longtime Alliant legal head Ken Zak. Zak is retiring from his post following 11 years atop Alliant’s legal team and more than three decades in the field of law.

December 18
​P&C Veteran William Callahan Joins Alliant

New York-based insurance leader to deliver customized risk solutions to diverse client base

NEWPORT BEACH, CA — Longtime property and casualty insurance leader William (Bill) Callahan has joined Alliant as Senior Vice President. The New York-based insurance veteran will provide a full range of insurance and risk management solutions to a diverse portfolio of clients.

“Bill is regarded for his ability to listen closely to his clients’ needs and respond with highly customized risk and insurance solutions across a range of verticals,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His breadth of expertise and longstanding relationships will play a key role in our ongoing growth within the key strategic Northeast region.”

Callahan is a 30-year insurance veteran known for designing and delivering customized risk and insurance solutions that reduce liability, cut costs, and provide long-term strategic advantages to organizations. Throughout his distinguished career, he has worked with a diverse range of clients with regional, national, and global operations.

Prior to joining Alliant, Callahan was Senior Vice President within the New York office of an international insurance brokerage firm. He earned his bachelor’s degree in business from Ithaca College.

Callahan can be reached in the New York office of Alliant at (212) 603-0303 or at Bill.Callahan@alliant.com.

December 17
​Philadelphia’s Martin Hayden, Jr. Joins Alliant’s Growing Philadelphia Team

Innovative property and casualty insurance expert to service diverse client base

NEWPORT BEACH, CA — Innovative insurance expert Martin (Marty) Hayden, Jr. has joined Alliant’s growing Philadelphia team as Vice President. The property and casualty insurance expert will provide customized risk and insurance and consulting solutions to a diverse client base.

“Philadelphia remains an area with tremendous growth potential, and adding top talent like Marty is essential to our continued growth within the region,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “Marty is a proven insurance expert who always brings unique ideas and solutions to his broad base of clients.”

Hayden is an innovative risk and insurance professional regarded throughout the region for his focus on understanding an organization’s total cost of risk. He has a multifaceted expertise that includes the utilization of alternative financing tools, including captive insurance programs.

Prior to joining Alliant, Hayden was an Insurance Broker and Risk Manager with a nationally recognized insurance and risk management firm based in Philadelphia. He also has financial expertise, recently serving as a credit analyst with WSFS Bank in Delaware.

Hayden can be reached in the Philadelphia office of Alliant at (215) 531-8311 or at Marty.Hayden@alliant.com.

December 12
​Real Estate Specialist Megan Davidson Joins Alliant

Seattle-based industry expert brings specialized focus on affordable housing and nonprofit organizations

NEWPORT BEACH, CA — Megan Davidson, one of the Northwest’s foremost experts on real estate and affordable housing risk, has joined Alliant as Vice President within the company’s Real Estate Group. Based in Alliant’s Seattle office, Davidson will provide cutting-edge insurance and risk management solutions to a diverse portfolio of real estate clients with a focus on affordable housing and nonprofit organizations.

“Megan’s extensive industry expertise and depth of experience within the affordable housing sector will serve as a significant asset to our clients,” said Michael Heid, Executive Vice President and Managing Director, Alliant Specialty. “She joins us with a proven track record of designing and delivering customized insurance solutions that provide extraordinary value to real estate organizations.”

Davidson is regarded throughout the real estate industry for her ability to collaborate closely with clients and respond with highly specialized insurance solutions that minimize risk. She has experience working with a diverse array of clients with operations both in the Northwest and across the U.S.

Prior to joining Alliant, Davidson was a Sales Executive with one of the Northwest’s largest independent insurance brokerage firms. She is also a member of the National Affordable Housing Management Association (NAHMA), serving on the organization’s Educational Foundation Board and as Annual Auction Chair.

Davidson earned a bachelor’s degree in economics from Seattle University and holds Associate in Risk Management (ARM) and Construction Risk Insurance Specialist (CRIS) certifications. She can be reached in the Seattle office of Alliant at (206) 454-8040 or at Megan.Davidson@alliant.com.

December 05
​Joe Clifton Joins Alliant

New Jersey-based employee benefits specialist to service growing Northeast client base

NEWPORT BEACH, CA — Joe Clifton, a New Jersey-based employee benefits specialist with an extensive health and wellness background, has joined the Employee Benefits Group of Alliant as Vice President. Based in the company’s Fair Haven office, Clifton will work with clients across the region to deliver customized benefits solutions that reduce operating costs and provide a sound competitive advantage for the organization.

“Joe is highly regarded among his diverse client base for his ability to deliver long-term strategic benefits to both the organization and its employees,” said Kevin Overbey, Senior Executive Vice President and Senior Managing Director, Employee Benefits Group. “He joins a high-impact team of benefits professionals in the Northeast and will play a key role in our continued growth throughout the region.”

Clifton joins Alliant with broad-based expertise in the world of benefits and specialized experience working in the health and wellness industry. He is a multi-tool player who has a diverse background in negotiation, strategic planning, operations, and management that he deploys to the benefit of his clients.

Prior to joining Alliant, Clifton was Vice President of Business Development for a nationwide healthcare management firm. He also has experience on the client side of the business, serving as Director of Benefits for Jet Aviation, a General Dynamics Company.

Clifton holds a bachelor’s degree in history from the College of New Jersey. He can be reached in the Fair Haven, New Jersey office of Alliant at (732) 588-1101 or at Joe.Clifton@alliant.com.

December 04
​Karen Chanin Joins Alliant

Palm Beach private client specialist joins Alliant as private client growth strategy continues

NEWPORT BEACH, CA — Alliant continues to add top talent to its growing private client team with the addition of Vice President Karen Chanin. One of South Florida’s leading private client specialists, the longtime industry veteran joins Alliant as part of the company’s private client growth strategy, which has been enhanced by its recent acquisition of Crystal & Company.

“Karen adds significant sales and client service expertise to our private client team as we continue to focus on growing our presence within South Florida and the greater Southeast region,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “Her ability to combine deep industry knowledge and top-shelf service will be instrumental to our ongoing growth.”

Chanin has more than 30 years of personal insurance experience in both the Southern California and South Florida markets. Serving as a critical component of her clients’ wealth management team, Chanin plays an integral role in the design and delivery of customized solutions that safeguard her clients’ assets and provide long-term peace of mind that their personal wealth is shielded from a wide array of liability risks.

Prior to joining Alliant, Chanin was Vice President and Client Advisor Manager within the Private Client Services group of an international insurance brokerage firm.

Chanin can be reached in the West Palm Beach office of Alliant at (561) 273-2304 or at Karen.Chanin@alliant.com.

December 03
​Alliant’s Kelley Bernal is a Business Insurance Woman to Watch

Earthquake insurance expert named among the industry’s leading women on the strength of her leadership of SIU division

NEWPORT BEACH, CA — Kelley Bernal, Senior Vice President within Alliant’s SIU division, has been honored as one of 2018’s Women to Watch by Business Insurance. A proven underwriter and earthquake insurance expert, Bernal was honored on the strength of her visionary leadership both as the Director of SIU and among young and emerging insurance professionals.

“Kelley has the remarkable ability to motivate, teach, and inspire people to greater heights,” said Sean McConlogue, President, Alliant Underwriting Solutions. “Her unwavering commitment to achieving excellent results and passion for making a positive impact on those around her make Kelley one of the most effective leaders in earthquake insurance and in the industry at large.”

Bernal oversees a 17-member team at SIU that provides difference in conditions (DIC) and earthquake solutions to wholesale brokers nationwide while managing her own large book of business. Since joining the team this year, Bernal has already made a significant impact on the business via an increase in new business, improved renewal retention, and an uptick in the team’s hit ratio.

Over a rewarding 17-year career in underwriting, Bernal has emerged as one of California’s most informed and innovative earthquake insurance experts, with strong ties to the wholesale brokerage and carrier communities.

Bernal has also made a significant impact on the next generation of insurance leaders as a founding member of Emerging Insurance Professionals, an organization that brings together professionals with less than 10 years of industry experience for networking and career advancement. Additionally, she is a current advisor to the Latina Global Executive Leadership Program hosted by the USC Marshall School of Business, a program that prepares Latina professionals to become leaders of organizations and to embark on paths of personal leadership development.

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

Business Insurance’s Women to Watch program spotlights 25 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.

December 03
​Melinda Meissner Barham Joins Alliant Amid Private Client Growth Strategy

Private client expert to provide personal insurance and risk consulting services to a growing portfolio of high-net-worth clients throughout the Southeast

NEWPORT BEACH, CA — Melinda Meissner Barham, one of South Florida’s top private client experts, has joined Alliant as Senior Vice President. The longtime private client growth leader will provide customized insurance and consulting solutions to high-net-worth individuals throughout the Southeast. Barham will also play a prominent business development role, facilitating Alliant’s continued growth within this key strategic region. Barham joins Alliant as part of its private client growth strategy, which has been enhanced by the recent acquisition of Crystal & Company.

“Melinda’s arrival adds strength and experience to our private client team as we continue to expand our reach and influence within this key strategic vertical,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “Melinda is highly regarded among clients and the high-net-worth advisor community throughout the Southeast for her advice and ability to deliver high-value risk and insurance solutions.”

Barham has more than 20 years of personal insurance experience and is highly regarded throughout the region for helping affluent individuals and families safeguard their assets via the delivery of highly strategic long-term risk mitigation solutions.

Prior to joining Alliant, Barham was Senior Vice President and the Southeast U.S. Sales Leader within the Private Client Services group of an international insurance brokerage firm.

Barham earned her bachelor’s degree in international business and MBA from Florida Atlantic University. She has also served as an adjunct professor at her alma mater. She can be reached in the West Palm Beach office of Alliant at (561) 273-2303 or at Melinda.Barham@alliant.com.

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