Isaac Stern
310.804.1962
Mr. Stern is a licensed agent at Saint Vincent, LLC, the managing general agent of SureBuild℠ Project Completion Insurance. He is a licensed producer and surplus lines broker in California. He also has his Series 7 and 63 securities licenses through FINRA. Mr. Stern is directly responsible for managing agency business as it applies to compliance issues, agent licensing and appointments, contracts, and records. He acts as a liaison between Saint Vincent underwriters and underwriters with Lloyd’s of London. Additionally, he is responsible for claims management and works directly with clients to ensure excellent service and product delivery. Mr. Stern has over 15 years of experience in the insurance industry and 5 years of experience in product development, distribution, and sales. Mr. Stern obtained his MBA from the University of Southern California.
REGISTRATIONS
California Resident Insurance Producer – License # 0I24494 FINRA Series 7 and 63 Licensed – CRD# 6036834
EDUCATION
MBA – University of Southern California BS, Business Administration – Finance, California State University – Northridge
Chelsy White
800.419.4923
Ms. White is a licensed agent at Saint Vincent, LLC, the managing general agent of SureBuild℠ Project Completion Insurance. She is a licensed producer and surplus lines broker in California, Arizona, New York, Texas, Florida, New Jersey, North Carolina, and Georgia. She is also a licensed CPA in California. Ms. White is directly responsible for managing agency business as it applies to compliance issues, agent licensing and appointments, contracts, and records. She acts as a liaison between SaintVincent underwriters and underwriters with Lloyd’s of London. Additionally, she is responsible for claims management and works directly with clients to ensure excellent service and product delivery. Furthermore, Ms. White has 10 years of experience in corporate accounting and 5 years of experience in internal audit of accounting policies and procedures, with an emphasis on financial reporting and compliance, internal control, and construction risk management/funds control audit oversight. Ms. White obtained her Bachelor of Science in Business Administration with a concentration in Accounting at California Polytechnic State University, San Luis Obispo.
REGISTRATIONS
Certified Public Accountant California Resident Insurance Producer – License #0M96321 Arizona Non-Resident Insurance Producer – License #19163138 New York Non-Resident Insurance Producer – License #1553215 Texas Non-Resident Insurance Producer – License#2421958 (General Lines) and #2424237 (Surplus Lines) Georgia Non-Resident Insurance Producer – License #3279458 Florida Non-Resident Insurance Producer – License # W579102 New Jersey Non-Resident Insurance Producer – License # 3000948945North Carolina Non-Resident Insurance Producer – License # 19163138
EDUCATION
BS, Business Administration-Accounting, California Polytechnic State University-San Luis Obispo