People

Barney & Barney appointed Arlene Lieberman, a principal of the firm, to the board of directors. This governing board is made up of senior leadership and has responsibility for overall governance matters and setting strategic direction for the 100-year-old firm.

Lieberman is a principal of Barney & Barney and serves as a practice group leader in the Employee Benefits Department. In this position, she manages 17 insurance sales and service professionals.

She has dedicated more than 27 years to the insurance industry and is responsible for the development and design of employee benefit packages for large national and international employer groups. Lieberman also is a member of the Sharp Speaking of Women’s Health Advisory Board.

Carl Morello, assistant vice president for loss control at Sequoia Insurance Co., took over responsibility for the internal underwriting staff while continuing to lead loss control efforts. He replaces Aaron Kuluk, who moves to Sequoia’s Personal Express Insurance operation in Bakersfield, Calif., as vice president and chief operating officer.

Morello spent much of his career working on loss control strategies at The Hartford. He joined Sequoia in 2006.

Kate Westover, vice president of Alternative Risk Financing at Innovative Captive Strategies, received the 2009 Distinguished Service Award from the Captive Insurance Companies Association (CICA). Based in Colchester, Vt., Westover has 20 years of experience in the captive insurance industry and has published two books on the subject. At ICS, she consults on captive structuring for clients, brokers and reinsurers.

Manhattan Beach, Calif.-based Apollo Agencies Inc., a subsidiary of Kinecta Federal Credit Union, hired John Greenlee as director of sales.

Greenlee joins Apollo from Washington Mutual Insurance Services Inc. in Irvine, Calif., where he most recently served as first vice president and national sales manager. Prior to WaMu, Greenlee was senior vice president at Western Insurance Services Inc. in Denver.

Elizabeth Demaret, managing director of Arthur J. Gallagher, is chairwoman of the World Federation of Insurance Intermediaries (WFII), an international association representing intermediaries from around the world. Based in Chicago, Demaret is one of six WFII World Council members from North America and a member of The Council of Insurance Agents & Brokers. She will serve a one-year term as chairwoman, and another year as outgoing chair.

Demaret follows David Harari, director of IFEBO in France, as chair of the WFII.

Risk Management Solutions named Philippe Stephan chief technology officer (CTO). Stephan has more than 20 years of experience in software development and will apply his technology and leadership skills to the field of advanced analytic applications, driving the architectural design and development of RMS’ next generation of software.

Before joining RMS, Stephan was the CTO and head of product development at Moody’s KMV, where he was responsible for the development of a suite of enterprise-class portfolio credit risk modeling and risk management products. Prior to that, he was head of systems for Credit Agricole Lazard Financial Products Bank, where he designed and built front-to-back trading systems, and was a software architect at Societe Generale Bank, where he redesigned an option pricing system that led to the opening of a new structured product desk. Stephan will be based in RMS’ headquarters in Newark, Calif.

Phoenix, Ariz.-based MiniCo Inc. promoted Dan Sommer and David Good. Sommer is vice president, publishing, marketing and communications, as well as chief marketing officer. Good is vice president, information technology, and chief information officer.

Sommer joined MiniCo in 2007 as director of marketing and communications. In June 2008, he assumed leadership of MiniCo Publishing. His responsibilities include corporate communications, marketing strategies and executive management of MiniCo Publishing including e-commerce, Webinar programs and other Internet activities.

Good joined MiniCo in 2005 as director of information technology. In his new position, he will develop and implement next-generation front-end systems for MiniCo’s IT department to include hardware, software and online application development.

Invensure Insurance Brokers of Irvine, Calif., added Trent T. Julian, David M. Peters and David R. Bloodgood to its professional staff.

Julian joins as vice president of the Dealer Protection Division. His responsibilities include marketing and servicing all types of insurance to automotive and equipment companies. He previously was with G.S. Levine Insurance in San Diego, and Sentry Insurance in Port Stevens, Wis., where he was a top producer for four years.

Peters has become a consultant in the Employee Benefits Division and will work with mid-market employers. He brings experience in benefit programs, and financial and estate planning.

Bloodgood has joined as a business insurance specialist, where his responsibilities include new business development and acquisitions. He has extensive experience dealing with workers’ compensation and employee benefits issues. He was formerly with Sentry Insurance in Los Angeles, where he consistently ranked among the top producers.

Topics Agencies Employee Benefits