MARSHBERRY 360

SPEAKERS

JOHN WEPLER, CHAIRMAN & CEO

John joined Marsh, Berry & Company, Inc. (MarshBerry) in 1991 and is a frequent keynote speaker on organic growth management, valuation enhancement solutions, mergers and acquisitions (M&A*), business planning, ownership perpetuation and financial management at national conferences, agent association meetings, insurance carrier elite meetings and executive leadership forums.


John has extensive knowledge in the area of merger & acquisition advisory, having personally advised on over 246 M&A transactions since joining the firm. He currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79, 99, 24 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc.

PHIL TREM, PRESIDENT FINANCIAL ADVISORY

Phil joined Marsh, Berry & Company, Inc. (MarshBerry) in 2010 and is a key contributor to MarshBerry’s M&A services division* and is responsible for deal execution on both buy side and sell side transactions. He has extensive knowledge in the areas of agency perpetuation, due diligence, deal negotiation and integration planning.


Aside from his responsibilities within the firm’s M&A division, Phil is a regular contributor to MarshBerry’s consulting practice. His consulting activities involve business planning, agency valuations, financial and organizational development, and compensation strategies. Phil currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc.

CURT VONDRASEK , SENIOR VICE PRESIDENT

Curt Vondrasek joined MarshBerry in 2016 and is the Senior Vice President of the Management Consulting Group. Curt is responsible for the strategy and direction of the Peer Exchange Networks, Talent Acquisition and Sales Performance business units.

 

Curt sits on MarshBerry’s Strategic Planning Committee, and he leads the Sales Board and the Networks Advisory Committee. He is also a frequent speaker at carrier, association, MarshBerry and industry events.

ERIC HALLINAN, VICE PRESIDENT

Eric Hallinan joined MarshBerry in 2011. His current consulting activities involve M&A* services, business planning, financial management consulting, due diligence, valuation services, compensation consulting and ownership perpetuation.

In addition, Eric is a public speaker focusing on topics within the insurance industry, and he has contributed to various insurance related articles and industry publications. Eric currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 62, 79 and 63 FINRA Registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Co., Inc.

BROOKE LUGONJIC, DIRECTOR OF ORGANIC GROWTH

Brooke Lugonjic joined the MarshBerry team in June 2016 with over four years of talent acquisition and project management experience, almost entirely in an insurance firm setting. At MarshBerry, Brooke is responsible for providing organic growth consultation to MarshBerry’s portfolio of insurance brokerage clients as well as semiannual facilitation
to the peer-to-peer exchanges with MarshBerry’s insurance Connect Network. Further, Brooke provides operational leadership, subject matter expertise, business development and product enhancement to MarshBerry’s Management Consulting Group solutions including: Talent Acquisition, Sales Performance and Connect Network and Platform.