EIP Board Members

President
Shane Sullivan, is a Casualty Producer/Broker at CRC Insurance Services, an E&S brokerage. Prior to a career in insurance Shane attended John Jay College in New York City, and upon graduation served the State of Maine as a member of the State Police. When the opportunity to work at CRC presented itself, Shane along with his wife and two children re-located to the Bay Area to enjoy all this area has to offer. Outside of insurance Shane is an avid skier, golfer and coaches youth sports in the East Bay.​
Vice President
​Jack Richardson, is currently a Property Associate Broker at CRC Insurance Services, a wholesale brokerage firm in San Francisco. Jack graduated from Oregon State University in 2018 with a degree in Finance and a minor in Economics. In college, he was introduced the insurance world and started his career as a CRC intern in Houston, Texas before coming to San Francisco as an Associate Broker. Outside of the office, Jack enjoys golfing with his friends, watching college football, and trying new IPAs. 
Treasurer
​Shadi Jalali, is currently an Assistant Vice President with G2 Insurance Services. She graduated from San Francisco State University with a Bachelor’s of Science in Business Administration in May of 2012. Shadi is a second-generation insurance professional who started her career at Alliant Insurance working with large public entities, municipalities, and higher education institutions. She now focuses on emerging risks specifically around cyber and management liability. Outside of the office, Shadi enjoys hiking, playing & watching soccer, and trying new restaurants.
Secretary
​​Alex Robles, Currently an Account Executive at Crum & Forster Insurance, Brokers Inc. specializing in Excess & Surplus Property placement. Originally from Oakland, CA, Alex ended up graduating from U.C. Irvine in 2013 with a degree in Political Science. Returning back to the bay area after college, Alex spent time at the Insurtech start-up Risk Radius before a stint at the retail brokerage Equity Risk Partners. After teaching English in Thailand, Alex has enjoyed his return to Insurance at CFIBI and living in San Francisco. Outside of the office Alex enjoys running, Oakland sports, traveling and spending time with friends & family. Currently working on an Master of Business Administration from Santa Clara University.
Sponsorship Chair
​Peter Lacovara, is a Market Relationship Manager at Swiss Re Corporate Solutions.  Following his graduation from the University of Pennsylvania in 2012, Pete joined Swiss Re in a Reinsurance Business Development Function.  He then joined the commercial insurance division of Swiss Re in late 2013 in an M&A and corporate strategy capacity before moving into a hybrid strategy and sales role in 2017.  In his free time, Pete enjoys traveling, mountaineering, and spending time with his wife and dog outdoors.
Sponsorship Chair
​Spencer Briare, is currently an Underwriter at Travelers Indemnity Company in their Commercial Accounts Group. Before entering the insurance industry, Spencer was in technology sales for a company based out of Hong Kong. Originally from Northern California, he was a student athlete at San Diego State University where he earned a degree in Economics. Spencer is motivated by building relationships and solving complex insurance problems for his clients. In his free time he enjoys Skiing, Boating and Golfing.
Technology Chair
​Jon Tatlock, is currently a Senior Account Representative at Aon where he brokers reinsurance treaties including Property Catastrophe, Workers Compensation, and Casualty Programs.  Originally from Chicago, Jon began his career at Aon in their Chicago office as a Catastrophe Risk Analyst where he worked with both small and large nationwide property insurance writers to manage their risk against catastrophic events.  Jon graduated from the University of Illinois at Urbana – Champaign in 2015 with a degree in Actuarial Science and minor in Atmospheric Science where he also was introduced to the insurance industry interning as an Actuarial Analyst at State Farm.  In his free time, Jon enjoys frequent trips to Tahoe to ski and hike, trying new restaurants, photography, and following Chicago sports. 
Event Committee 
Andrew Gaspari, is a broker at DHW Insurance Services in Walnut Creek, specializing in professional firms. A native San Franciscan, he graduated from the University of Colorado at Boulder in 2008 with a B.S. in Business and earned a J.D. from University of San Francisco School of Law in 2014. After working in the San Francisco District Attorney’s Office in Homicide and the San Francisco City Attorney’s Office in Child Protective Services, he decided law was not the career he wanted, and pivoted to commercial insurance. He was with Alliant for nearly three years, working in their Public Entity department, focusing on higher education and air/seaport clients. Away from the office, he is involved with the Olympic Club, and is often golfing.
Event Committee ​
​Taylor Forst, is currently a Senior Underwriter for Excess Casualty Major Accounts at Chubb. She graduated from Boston College with a Bachelor’s of Science in Finance in May of 2015. Just after graduation, Taylor joined the insurance industry through Chubb’s underwriting training program in excess casualty and has been in this line of business ever since.  In her free time, Taylor enjoys traveling, exploring the city, and cooking. 
Event Committee ​
​Patrick Sweeney is a Transportation Broker at Crouse & Associates in San Francisco.  He graduated from the University of California Santa Barbara in April of 2018 with a degree in Mathematics/Economics.  Immediately after graduation he joined the insurance industry via Crouse’s mentee training program.  Patrick spends his weekends snowboarding at Squaw Valley, golfing, and skateboarding. 
EIP Advisory Board
Chief Advisory
Marty Toth , former EIP President, began his career in insurance in July 2011 with ACE USA as a professional liability (E&O) underwriter in San Francisco. Originally from St. Louis, Missouri, Marty moved to Los Angeles and received his undergraduate degree from USC’s Marshall School of Business in Business Administration in 2007. Today, Marty is a professional liability underwriter with Aspen Insurance and in addition to helping manage the SF chapter of EIP with his fellow board members, he is also actively involved with the Insurance Industry Charitable Foundation (IICF) as its Vice Chair of the Western Region’s Associate Board. When Marty isn’t working, he enjoys traveling back to his alma mater to tailgate at USC football games, exploring new things to do in San Francisco, and going on day trips to wine country with friends.
Senior Advisor
Zohreh “Z” Mortensen , former EIP President, has been with EPIC Insurance Brokers & Consultants for over ten years. She is currently a Producer/Risk Consultant at the San Francisco branch, where she is responsible for assessing the risk profile of new and existing clients. Zohreh works to evaluate her clients’ risk exposures in order to stabilize costs and strengthen their brand. Zohreh also runs the EPIC San Francisco Internship Program, grooming college graduates for their future and the future of EPIC. In 2016, Zohreh was awarded "Business America Young Guns 2016" by Insurance Business Magazine.  She joined the EIP board in March 2015 and IICF board in 2017 in an effort to give back to the insurance community. 
Advisor, Founding Member
​Allen Kwan is the Head Customer Management North America for Swiss Re Corporate Solutions. As one of the Chapter's founders his primary role is to advise the board of directors, and serves as the liaison to Golden Gate RIMS Chapter. Allen is a graduate of California State University East Bay, and has a Master of Business Administration with honors from Saint Mary's College of California. 
Senior Advisor
Phil April is currently a Assistant Vice President with Crum & Forster Insurance Brokers Inc, specializing in Excess & Surplus Property placement.  Originally from Philadelphia, PA, he graduated from Saint Joseph’s University in 2009 and started his career at United States Liability Insurance.  Phil joined Seneca Insurance Company in 2012 and took a leap of faith by moving to San Francisco in early 2015 to help expand the company’s footprint.  In his free time, he enjoys cooking, discovering new scotches and wines, and following Philadelphia sports.
​Senior Advisor
​Ken Lorber is currently a Senior Account Representative at Aon Benfield where he brokers reinsurance treaties including Property Catastrophe, Workers Compensation, and Multi-Line Programs. Prior to joining the Aon Benfield team in San Francisco, Ken started his career at Aon Risk Solutions in San Francisco as an Account Specialist for large commercial accounts. Ken graduated from San Luis Obispo in 2011. From 2011-12, he was part of Aon's Early Career Development Program and completed Aon Benfield's reinsurance Training in 2015. Outside of the office, Ken enjoys spending time traveling, golfing, snowboarding, and watching the Giants.

Former Board Members

Chris Falvey (2016-2020, President 2019-2020)
Erica Smith (2017-2020)
Brandon Aasen (2016-2020)
​Jerry Hsien (2017-2018)
Maeve Heneghan (2016-2018)
Doug Glenn (2015-2018)
Gabe Limbe (2015-2017)
Loran McBride (2015-2017)
Brian Platter (2013-2017)
​Chris Clarkson (2013-2017)
Lindsay (Sklarski) Rey ( 2010-2014)
Kevin Thomas (2013 - 2015)
Patrick Sklarski (2013 - 2015)
Jaelle Maureen  (2013 - 2015)
Ivory Western (2013-2016)
Melissa Belgrave (2007-2015)
Jordan McCarthy (2007-2015)
Christian Haucke (2007-2012, President 2008-2012)
Susan Beresford (2009-2011)
Jake Danhof (2007-2011)
Jenny Soubra (2007-2011)
Michelle Levine (President 2007-2008)
Jennifer Long (2007-2008)