BOCA RATON, Fla., Oct. 31, 2017 /PRNewswire/ -- Universal Insurance Services LLC, a subsidiary of Vanbridge LLC, an innovative life insurance and financial advisory distribution firm, announced today that Jamie Lorentz has joined the firm as an Analyst for Corporate and Institutional Insurance.
Mr. Lorentz joins Universal from HilltopBancSystems where he served as Vice President of portfolio strategy and business development for depository institutions. In that role, he consulted across all aspects of the asset and liability management process, often acting as an intermediary and advisor for management staffs and boards of directors. He has extensive experience working with financial institutions to maximize long-term performance while helping to address and mitigate any existing or potential risks.
"The breadth of Jamie's knowledge and his experience working with financial institutions as a "surrogate CFO" makes him not only a tremendous asset to Universal Insurance Services, but more, an asset to our industry. Jamie views and evaluates the financial solutions we bring to market through the same perspective our clients do. The diversity of his experience is highly complementary to our existing team, which means our partners and clients can be even more confident in our ability to deliver world class results and service," said Mitchell K. Smith, Managing Principal of Universal.
Throughout the course of his career, Mr. Lorentz has utilized a broad set of products to provide the optimal solutions for customers across several industries including; Banks, Insurance Companies, Asset Managers, Manufacturers, Real Estate Investment Trusts, Hedge Funds and more.
Mr. Lorentz began his career as an Associate for PNC Capital Markets, where he spent time as part of the Financial Institutions Group, Fixed Income, Derivatives, and Foreign Exchange Sales and Trading functions. Jamie earned a Masters of Business Administration with a concentration in Finance from the Pennsylvania State University and a Bachelor of Science Degree in Finance from the University of Findlay (OH). In addition, he is currently a CFA Level 3 Candidate.
About Universal Insurance Services
Universal Insurance Services is a life insurance and financial advisory distribution firm, which consults, advises and coaches professionals around the country. Universal serves high net worth individuals, corporate, private equity, executive benefit, RIAs, insurance agents, attorneys, CPA's, investment organizations, broker dealers and general agencies, as an objective specialist. Universal provides sophisticated consulting services that create a strategic foundation for estate planning, executive benefits and business planning. Universal attains the best possible solutions for their clients, through advanced planning techniques, underwriting, carrier and product support, sales assistance and more. For more information, please visit uiservices.com
Vanbridge is an insurance intermediary, insurance administration & management and advisory services firm that provides products and services at the intersection of the (re)insurance, private equity and hedge fund industries. Vanbridge and its subsidiaries focus on alternative asset management, (re)insurance and corporate clients with solutions that mitigate risk through insurance, reinsurance, capital markets and M&A advisory services. Vanbridge also provides advisory and liability management services to assist clients in evaluating and executing their options in managing risk and maximizing the enterprise value of their businesses. Vanbridge is a privately held company and is headquartered in New York, NY. vanbridge.com
Julie F. Smith
SOURCE Universal Insurance Services