Lisa Doherty, Capi

Lisa Doherty, Capi Email and Phone Number

Partner, Director of Sales, Private Risk Management @ The Baldwin Group
Tustin, CA, US
Lisa Doherty, Capi's Location
Tustin, California, United States, United States
Lisa Doherty, Capi's Contact Details

Lisa Doherty, Capi work email

Lisa Doherty, Capi personal email

n/a
About Lisa Doherty, Capi

As a Certified Advisor of Personal Insurance at Burnham WGB (formerly Wood Gutmann & Bogart), I am fortunate to have a fascinating clientele that includes many executives, celebrities and politicians throughout Southern California. I have earned my clients’ trust by living up to a guiding principle that now drives the entire personal lines division at WGB: “Always deliver what you’ve promised.”I enjoy building relationships and solving problems for my clients through a collaborative working style. I help high net-worth clients complete their financial picture by protecting their assets, while working alongside their other advisors – including wealth managers, financial advisors, private bankers, trust and estate planning attorneys, and luxury realtors. My goal is to ensure that our clients have no coverage gaps in their insurance programs.I have insured everything from multi-million dollar jewelry collections to luxury estates and sports cars. Of course, I also secure traditional coverage for my clients – such as excess liability – but I can also help them prepare for modern day challenges with specialty policies such as identity fraud protection and reputation defense coverage. I have more than 20 years of experience in the insurance industry and have been with WGB since 1998.In 2019 I was honored to have been recognized as an outstanding businesswoman in Orange County by the community of business and the @OCBizJournal

Lisa Doherty, Capi's Current Company Details
The Baldwin Group

The Baldwin Group

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Partner, Director of Sales, Private Risk Management
Tustin, CA, US
Lisa Doherty, Capi Work Experience Details
  • The Baldwin Group
    Partner, Director Of Sales, Private Risk Management
    The Baldwin Group
    Tustin, Ca, Us
  • Burnham Wgb Insurance Solutions
    Partner/ Director Of Sales Private Risk
    Burnham Wgb Insurance Solutions Aug 2022 - Present
    Tustin, Ca, Us
  • Burnham Wgb Insurance Solutions
    Executive Director, Private Client Services
    Burnham Wgb Insurance Solutions Mar 1998 - Present
    Tustin, Ca, Us
  • Burnham Wgb Insurance Solutions
    Private Client Risk Advisor
    Burnham Wgb Insurance Solutions Mar 1998 - Present
    Tustin, Ca, Us
  • Burnham Wgb Insurance Solutions
    Executive Director Of Private Client Services
    Burnham Wgb Insurance Solutions Dec 2021 - Aug 2022
    Tustin, Ca, Us

Lisa Doherty, Capi Skills

Insurance Property And Casualty Insurance Liability Umbrella Insurance General Insurance Commercial Insurance Legal Liability Employment Practices Liability Casualty Watercraft Brokers Account Management Casualty Insurance Professional Liability Claims Management Underwriting Workers Compensation Commercial Lines High Net Worth Personal Insurance And Risk Management

Frequently Asked Questions about Lisa Doherty, Capi

What company does Lisa Doherty, Capi work for?

Lisa Doherty, Capi works for The Baldwin Group

What is Lisa Doherty, Capi's role at the current company?

Lisa Doherty, Capi's current role is Partner, Director of Sales, Private Risk Management.

What is Lisa Doherty, Capi's email address?

Lisa Doherty, Capi's email address is li****@****bib.com

What are some of Lisa Doherty, Capi's interests?

Lisa Doherty, Capi has interest in Children, Health.

What skills is Lisa Doherty, Capi known for?

Lisa Doherty, Capi has skills like Insurance, Property And Casualty Insurance, Liability, Umbrella Insurance, General Insurance, Commercial Insurance, Legal Liability, Employment Practices Liability, Casualty, Watercraft, Brokers, Account Management.

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