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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.

November 27
​Alliant Adds More Texas Talent, Hires Jeff Langley

Houston-based property and casualty insurance expert to serve diverse client base

NEWPORT BEACH, CA — Alliant continues to add top talent in Texas with the arrival of Jeff Langley. The Houston-based Vice President will provide a full range of risk management and insurance solutions to a diverse client base, further expanding Alliant’s reach and capabilities both in the Lone Star State and the greater Southwest region.

“Texas continues to be a center of growth for Alliant, and Jeff’s arrival will add additional breadth and strength to our growing team,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant. “His strong client relationships, strong technical ability, and deep understanding of the economic variables driving the region will play an essential role in our continued expansion.”

Langley joins Alliant with a proven background advising large-to-midsized property and casualty clients across a broad array of industries. He is highly regarded throughout the industry for his ability to design and deploy customized solutions for large, complex casualty risks.

Prior to joining Alliant, Langley was a Senior Advisor at a large, Texas-based insurance brokerage firm, where he engaged in risk management and insurance placements for clients with regional, national, and international operations. Langley attended the University of Oklahoma and spent a significant portion of his insurance career in the state. He holds a Certified Insurance Counselor (CIC) designation.

Langley can be reached in the Houston office of Alliant at (713) 624-6330 or at Jeff.Langley@alliant.com.

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.

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