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DirectoryAllison Gerwick
Work history
Kuorum Partners
VP, Premium FinanceCurrentKuorum Partners
VP, Premium FinanceConsultant
VP, Premium Finance & Capital MarketsApr 2022 - Aug 2022 (4 months)Miami Life
EVP, Premium Finance & Advanced MarketingJul 2019 - May 2022 (almost 3 years)ESS NexTier Insurance Group
AVP, Business Development of Premium FinanceFeb 2018 - Jul 2019 (over 1 year)Rohe Levy Financial and Insurance Services, Inc.
Business Development, Premium FinanceJan 2017 - Feb 2018 (about 1 year)WCP Insurance Services, LLC
VP Business DevelopmentSep 2012 - Aug 2017 (almost 5 years)SterlingBridge - A Division of SBIA
Director - BrokerageOct 2010 - Aug 2012 (almost 2 years)SterlingBridge Insurance Partners, LLC
VP, Marketing & OperationsNov 2008 - Oct 2010 (almost 2 years)NFP Insurance Services
Director, Sales & Marekting - Special Case UnitOct 2006 - Apr 2008 (over 1 year)NFP Insurance Services
Director, Product ManagementJun 2003 - Oct 2006 (over 3 years)NFP Insurance Services
AVP, Life BrokerageMar 2003 - Nov 2008 (over 5 years)
Contact Information
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Description
We help support high-net-worth individuals in preserving liquidity with custom coverage solutions that optimize tax liabilities, estate planning, and wealth transfer, safeguarding their legacies for generations.



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