|
|
 
|
| 
|
|
Management Team
|
|
Rebecca Wingate
President
Email: rwingate@highland.com
Rebecca G. Wingate serves as President of Highland Capital Brokerage. Becky has almost 30 years of experience in the insurance industry with an extensive background in building and successfully leading a brokerage distribution channel. Before joining Highland , from 1996 to 2007 she was President and CEO of LifeMark Partners which is a national marketing organization comprised of 48 brokerage agencies. Becky began her career in the insurance industry at United of Omaha in Omaha, NE where she rose through multiple managerial roles to hold leadership positions in policy owner service, claims and sales. Becky was responsible for moving United of Omaha into the life brokerage arena and managing this distribution channel from 1991 through 1996.
Back to Top
|
|
|
Chase Allen
Director of Key Accounts
Email: callen@highland.com
Chase Allen serves as Director of Key Accounts for Highland Capital Brokerage and shares responsibilities for relationship management and marketing initiatives within the institutional arena. Chase has over four years of experience in the insurance industry, and his focus is being a liaison between Highland’s institutional accounts and its field by maintaining ongoing communications, site visits, coordination of sales teams, and bridging the communication gap between all parties. He also serves as a resource for internal areas, bringing together Operations, Commissions, Licensing and Contracting, and Corporate Communications teams, in order to provide Highland’s Key Accounts with quality support. New institutional account profiling, setup, and rollout are also facets of Chase’s responsibilities.
Back to Top
|
|
|
Stefanie Dwyer
Vice President, Independent Producer Marketing
Email: sdwyer@highland.com
Stefanie Dwyer serves as Vice President, Independent Producer Marketing for Highland Capital Brokerage. Her responsibilities include handling of the HighCap Group, evaluating the program and looking for ways to strengthen and grow this piece of the Highland value proposition. Prior to joining Highland, Ms. Dwyer served as AVP of Operations for PartnersFinancial. Her responsibilities in this role included carrier relationship management, managing advisory council meetings for each core carrier, and evaluation and implementation of marketing initiatives in conjunction with the Business Development VPs to grow sales with each core carrier.
Back to Top
|
|
|
Meredith Gay
Controller
Email: mgay@highland.com
Meredith Gay serves as Controller for Highland Capital Brokerage. Meredith has been with Highland Capital for four years working in the positions of Accounting Manager, Assistant Controller, and Controller. She is responsible for managing the financial accounting functions of Highland Capital and the financial accounting team, which include cash management, financial reporting, and firm operations/relationships. She works closely with the NFP Corporate Accounting Department in the areas of financial reporting and financial analysis. Meredith is a Certified Public Accountant.
Back to Top
|
|
|
Anthony Lancaster
Assistant Vice President of Field Operations
Email: alancaster@highland.com
Anthony Lancaster serves as Assistant Vice President of Field Operations for Highland Capital Brokerage. He is responsible for maintaining and facilitating training on brokerage operations platform systems, carrier outreach initiatives, and he is the corporate liaison to operations and marketing back office staff in field offices. Prior to joining Highland , he was with New York Life, where he held the position of Director of Operations for New York Life's Chicago Life Insurance Operations.
Back to Top
|
|
|
W. Drew Lawrence
Senior Vice President and Chief Operations Officer
Email: dlawrence@highland.com
W. Drew Lawrence serves as Senior Vice President and Chief Operations Officer and is responsible for all operational and financial aspects for Highland Capital Brokerage offices. In his six years with Highland, Mr. Lawrence has served in various financial and leadership positions, most recently as Assistant Controller. Prior to joining Highland, Mr. Lawrence served as accounting manager with the publicly-traded Caremark, Inc., and Genus Aesthetic Medical and Dental Group. Mr. Lawrence is a Certified Public Accountant.
Back to Top
|
|
|
Kate Marshall
Director of Commissions
Email: kmarshall@highland.com
Kate Marshall serves as Director of Commissions for the Highland Capital Brokerage. She is responsible for overseeing the Commission Accounting Department. Kate first joined Highland Capital Brokerage during college as an intern in the Accounting Department. Prior to joining full-time, she worked for PricewaterhouseCooper for two years auditing Protective Life Corporation and its subsidiaries in Birmingham.
Back to Top
|
|
|
Bryan M. Schick, CPA
Vice President of Advanced Markets
Email: bschick@highland.com
Bryan M. Schick, CPA, serves as Vice President of Advanced Markets for Highland Capital Brokerage. He is responsible for the development and implementation of advanced sales concepts and resources, specifically the proprietary Life Concepts platform. Prior to joining Highland Capital Brokerage, Mr. Schick served in various positions within the merger and acquisition functions of two different publicly-traded health care companies. Mr. Schick, an energetic speaker, frequently conducts presentations and training sessions on advanced planning concepts, including Premium Financing and Life Concepts.
Back to Top
|
|
|
Julie A. Schneider, ACS, CSA
Vice President, Institutional Distribution
Email: jschneider@highland.com
Ms. Schneider serves as Vice President, Institutional Distribution. In this role, she has responsibility for managing our relationships with national accounts. Her key duties are developing and executing marketing plans, communicating initiatives to and between our field offices and continuously connecting with our Principals and Sales VPs to identify and share successful tactics. In addition, she collaborates with our Operations and Marketing teams to improve service and communication for our institutional customers.
Prior to joining the company in December of 2005, Ms. Schneider spent 10 years at Jefferson Pilot Financial in various roles including Distribution Operations Manager, Independent Sales Desk Manager and Institutional Marketing Specialist. Earlier in her career, she acted as a Sales Assistant in a brokerage environment at a Chicago-based LPL firm and in a career insurance office for Northwestern Mutual Life.
Back to Top
|
|
|
Wilma Morales Turner
Assistant Vice President of Corporate Communications
Email: wturner@highland.com
Wilma Morales Turner serves as Assistant Vice President of Corporate Communications and is responsible for communications, public relations, advertising, branding, event planning and promotion. Ms. Turner has twenty years of marketing communications experience in the financial services industry. Most recently, she was the Director of Marketing Communications and Advertising for Fortis Benefits. Prior to that, Ms. Turner worked at Protective Life Corporation for sixteen years and held several marketing management positions within the company. Her responsibilities at Protective included communications, advertising, product marketing, copywriting, graphic design, and conference planning.
Back to Top
|
|
|
Charles O. Warlick
Technology Director
Email: cwarlick@highland.com
Charles O. Warlick serves as Technology Director responsible for the design, implementation, and management of the Company’s network and the provision of technology services to its offices. From 1996 to 1998, Mr. Warlick served as Director of Network Engineering at MedPartners, Inc. His prior experience included four years in senior technology positions with both the Computer Sciences Corporation and Boeing Information Services as well as eight years at Auburn University as Manager of Network Support.
Back to Top
|
|
|
Tanya A. Williams, M.B.A
Director of Carrier Compensation
Email: twilliams@highland.com
Tanya A. Williams, M.B.A, serves as Director of Carrier Compensation and is responsible for the management of compensation involving Highland Capital’s independent and institutional producer relationships. In 2000, after earning her M.B.A., Ms. Williams joined Highland Capital Brokerage and was instrumental in launching and managing the centralized commissions processing team which created significant efficiencies throughout the brokerage platform. Ms. Williams has more than 15 years of proven financial leadership expertise and previously served as a key accounting team member for a national health care management company.
Back to Top
|
|
|
|
