126 College Street, Suite 400 Burlington, VT 05401
Allan is responsible for the day-to-day management of a portfolio of our captive insurance company clients in the mid-Atlantic region, providing accounting, regulatory compliance and general management services. He also manages our medical stop loss trust business which provides accounting services to the trustees on these accounts.
Allan joined SRS in 2015. He has over 20 years’ experience in the captive and insurance industries working for Vermont based captive management companies and Vermont captives directly. Prior to joining SRS, Allan was Assistant Vice President and Account Manager III at Wilmington Trust. His captive management experience includes working with all types of captives including single parent, group, risk retention groups and cells. At Champlain Captive Management, Allan created the accounting reporting structure for the first fully operating sponsored captive in Vermont. His accounting experience includes both GAAP accounting and statutory accounting. Allan started his captive insurance career as an Accountant at MEDMARC Insurance Company where his work included the preparation of annual and quarterly NAIC statements.