Frank Arcara Email & Phone Number

Irvine, Ca, Us

I partner with owners and executives to develop, implement and manage risk management strategies, leading to sustainable growth.With a history dating back to 1925, Alliant Insurance Services is one of the nation’s leading distributors of diversified insurance products and services. Our solution-focused commitment to meeting the unique needs of our clients assures the delivery of the most innovative insurance products, services, and thinking in the industry.Alliant ranks among the 15 largest insurance brokerage firms in the United States

Global, Us

I bring a consultative and strategic approach to the development and implementation of risk management programs that help my clients. I collaborate across the organizational structure (C-Suite, board members, and employee groups) to deliver solutions based upon client needs.

Served as Vice Chairman for RMCLC, an organization dedicated to transforming the lives of abused, neglected and at-risk children

Colorado Springs, Colorado, Us

• Managed investment portfolio and asset allocation models for firm’s clients - $300+mm AUM• Conducted due diligence for new products, solutions and providers for all 22 advisers in our agency Investment vehicles included ETF, Mutual fund, separate accounts, annuities; cash value life insurance, private placements, non-traded REITs, BDC, and equipment leasing funds• Advised clients in financial planning including investments, insurance, estate planning and tax planning.• Assisted business owners/companies with retirement plan and employee benefit plans• Ultimately merged firm with Lockton Companies in June 2009

• Provided sales support to facilitate acquisition of new business for Midwest, Rocky Mountain and Southwest territories (26 states). • Focused on client service and retention while working proactively to develop new relationships within Brinker’s network of advisers. • Conducted conference calls between financial advisers and their clients discussing proposed allocation and implementation strategies. • Educated financial advisers on topics including manager selection, due diligence, asset class and style consistency, and return goals based on their clients’ needs.

Valley Forge, Pa, Us

Bs, Business Administration

Education record