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Sherman Oaks - Insurance |
Specialties: Property/Casualty - D&O / E&O - Commercial/Personal |
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William HoldenManaging Director - Wells Fargo Insurance Services
Insurance and risk management consulting, insurance brokerage services (P&C and Employee Benefits/Life) for businesses and individuals.
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(818)464-9417
(818)464-9397 Fax
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15303 Ventura Blvd
Sherman Oaks, CA 91403-3197 -
MAP
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| Profession |
Insurance |
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| Specialty |
Property/Casualty - D&O / E&O - Commercial/Personal |
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| Group |
CAL |
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| Business Name |
Wells Fargo Insurance Services |
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| Title |
Managing Director |
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| Address |
15303 Ventura Blvd
7th Floor
Sherman Oaks, CA 91403-3197
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| Work Phone |
(818)464-9417 |
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| Fax |
(818)464-9397 |
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| Web Site |
www.wellsfargo.com |
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| Member Since |
9/2009
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Multiple line insurance brokerage, serving Commercial and Personal Lines, as well as Employee Benefits. Clients are predominately middle market, but do include small and large risk management with domestic and international exposures. My specialty is Management Liability, includng D&O, E&O, Fiduciary Liability, EPLI and related products.
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Risk Management consulting, insurance placement, loss control consulting, claims advocacy, corporate governance analysis, risk analytics, workers compensation claims and risk analysis, personal lines placement, employee benefits consulting, life insurance and estate planning.
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Middle market publicly traded and privately held companies seeking risk management consulting and solutions. Clients typically have revenues between $10 million and $500 million, and at least 25 employees. Personal lines clients are typically high net work indviduals. Clients typically look for solutions in both property/casualty, personal lines, and employee benefits.
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Industries include property owners/management, high tech, biotech, retail, professional services (e.g. lawyers, accountants, architects and engineers), restaurants and hospitality, golf courses, wineries, and manufacturing.
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Offices that I manage are in Sherman Oaks, Ontario and Irvine. Other Southern California offices are in Torrance and Carlsbad. There are 14 offices in California, and over 250 offices throughtout the United States.
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| Social Clubs |
Sunset Hills Country Club; Browns-Backers
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| Charities |
SVEF; PTA associations; educational charities; Jeopardy
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| Graduate Degrees |
Wharton and Kellogg Business School Exec. Management programs
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| College Degrees |
B.A. English Literature from Colgate University, 1981
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Speaking/Teaching
Experience |
SCIP, BABC, CSUN, ASSE, Pepperdine, Claremont Colleges
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| Organizations |
Professional Liability Underwriters Society
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