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David Potts

David Potts

Broker

location of David PottsNew York City Metropolitan Area

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  • Timeline

  • About me

    Senior Vice President at Alliant Insurance Services, Inc.

  • Education

    • Bayley -Ellard Catholic High School

      -

    • Purdue University

      -
      Bachelor of Arts - BA Political Science and Government

  • Experience

    • Crystal & Company

      Jan 1996 - Jan 1998
      Broker

    • Marsh

      Jan 1998 - Jan 2004
      Vice President- Client Advisor

      Designed and recommended Property/Casualty Insurance programs to Middle Market clients that required complex insurance needs, with specific concentration in Financial Institutions.

    • Aon

      Jan 2007 - Jan 2018
      Senior Account Executive

      Managed complex multi-national client service teams while maintaining strong client satisfaction and retention. Consistently delivered value to clients through the introduction of new products and services to help mitigate risk.

    • Alliant Insurance Services

      Jan 2018 - now
      Senior Vice President

      Focused on program design and implementation of large complex multinational Property programs with a specific concentration in Hospitality and Real Estate. Dedicated to meeting the unique risk management and insurance needs of companies that invest in, manage and develop real estate assets.

  • Licenses & Certifications

    • Associate in Risk Management Designation (ARM)

    • New York State Property & Casualty Broker