Edgewood Partners Insurance Center has acquired Sorci Insurance Brokerage Inc., a specialist in providing comprehensive workers’ compensation insurance services to new car auto dealers in California. Sorci Insurance Brokerage is based in Los Gatos, Calif. Since The Carlyle Group became …
EPIC (Edgewood Partners Insurance Center), a retail property/casualty insurance brokerage and employee benefits consulting firm based in San Francisco, hired Timothy C. Woodhull as a principal.
Edgewood Partners Insurance Center has named Christopher R. Mitchell senior vice president of sales in the firm’s Northern California Bay Area property/casualty insurance division. Mitchell will be based in Concord, Calif. and report to Curt Perata, managing principal and director …
Protector Holdings, a joint venture of Edgewood Partners Insurance Center and Dowling Capital Partners, has acquired Oasis South Insurance Services in California. With eight locations across California’s San Diego County, Oasis South specializes in providing insurance services to Hispanic consumers, …
Shelley Dawson, Jon Greenstein and John Gaffney have joined Edgewood Partners Insurance Center in San Francisco. All will assume leadership roles in EPIC’s employer services platform, which provides a wide range of leading benefits consulting products and services to EPIC …
Edgewood Partners Insurance Center has named Karman Chan chief financial officer in the firm’s San Francisco, Calif. headquarters. EPIC’s current CFO, Michael Gonthier, will transition to a new position as chief administrative officer, assuming corporate responsibility nationally for agency operations, …
Surety executive Sharon Rusconi and her team have joined Edgewood Partners Insurance Center in the Sacramento, Calif. office Rusconi’s book of business and other assets were purchased by EPIC from Lesron Insurance Agency Inc., where Rusconi has worked for 25 …
Retail insurance broker EPIC (Edgewood Partners Insurance Center) has hired John Walsh as principal of Executive Liability and Financial Lines insurance. Walsh will be based in Stamford, Connecticut, and will report to Steve Levene, managing principal of EPIC Risk Solutions. …
Edgewood Partners Insurance Center has named Christopher Walker director of healthcare compliance and associate general counsel in employee benefits. Walker will be based in EPIC’s San Francisco, Calif. headquarters and will report to Dan Crawford, executive vice president and general …
San Francisco, Calif.-based Edgewood Partners Insurance Center Co-founder and Executive Chairman Dan Francis is leaving, the firm announced on Tuesday. His departure is effective Nov. 1, according to EPIC. “In leaving EPIC, I’ve decided to begin a new journey outside …
