As Senior Vice President and Regional Leader of our Financial Institutions and Management & Professional Liability Solutions teams at Alliant Insurance Services, I provide specialized placement and advisory services for our clients. I serve as the primary advisor for our team of experts specializing in management and professional liability insurance placements. I have >20 years of experience in developing an understanding of my clients' unique insurance needs and delivering creative solutions for those exposures. I consistently seek to cultivate strong, active relationships with clients through proactive risk management and consultation. My long-standing relationships with the industry’s most respected insurance carriers help me provide creative, cost-effective insurance and risk management programs for clients.Within Alliant Insurance Services, we provide customized solutions that help prevent and respond to liability exposures. Specifically, we procure and negotiate the most favorably priced programs for the following products:- Directors and officers liability insurance (D&O)- Employment practices liability insurance (EPLI)- Fiduciary liability insurance- Fidelity, ERISA bonding, crime- Professional liability insurance/errors and omissions (E&O)- Privacy and network security (cyber liability insurance)- Employed lawyers liability insurance- Kidnap and ransom- General partnership liability insurance (GPL)- Representation & Warranties and other Transactional Liability insurance programs (Reps & Warranties)Our Practice has specialized industry experience in working with financial institutions, including:- Registered investment advisors- Hedge fund and private fund managers- Investment consultants- Banks and depository institutions- Private/publicly-traded REITs/REIFs and other real estate funds- Venture capital and private equity funds and managers- Fund-of-fund managers- Pension fund managers (Taft-Hartley, municipal, etc.)- Investment Banks and broker/dealers
Listed skills include Insurance, Underwriting, Directors And Officers Liability, Fiduciary, and 23 others.