Heffernan Group, a San Francisco-based brokerage, has appointed Blake Thibault as vice president in its San Francisco office and David Sandin as assistant vice president focusing on new business development for commercial insurance in its Portland, Ore., office.
Thibault will be charged with business development and management for retirement and wealth management products and services for businesses and individuals in the Bay Area. His expertise include comprehensive retirement plan management, investment due diligence, vendor benchmarking and education programs for corporate retirement plans. Additionally Thibault will assist high net worth individuals with portfolio management and asset allocation.
Thibault joins Heffernan after a successful wealth advisor career, most recently at Morgan Stanley, where he managed corporate retirement plans and assets for businesses and individuals. Prior to that, he worked at Maxim Group in the Bay Area as a sales manager, also overseeing day-to-day operations. There, he built a team of 18 salespeople and 50 technical consultants.
Sandin joins Heffernan with an emphasis in technology, hospitality and construction risks, after a successful career at two other Portland area insurance brokers. He worked for a decade, early in his career, in the high tech industry.
For more information, please visit the Heffernan web site at www.heffgroup.com or call (800) 234.6787.
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