Jonathan Wheat
Top Ranked National Insurance Advisor [ New Dad ]
- Role
- Senior Vice President - Principal at EPIC Insurance Brokers & Consultants
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Jonathan Wheat
As a Principal for EPIC Insurance Brokers & Consultants, I design, place, and manage property, casualty, and executive liability insurance programs for clients in various industries, such as commercial construction, transportation logistics, real estate, and educational institutions. I also provide risk management strategies and solutions that help them mitigate and transfer their risks effectively and efficiently.With over 12 years of risk management experience, I have worked with companies from the Fortune 500 to mid-market, across 3 of the 5 largest commercial insurers in the world. I hold the Chartered Property and Casualty Underwriter and the Construction Risk Insurance Specialist designations, as well as the Property & Casualty Insurance License issued by the California Department of Insurance. Additionally, I have a Bachelor of Science in Business Administration from St. Mary\'s College of California, and a Certificate in Real Estate Development from the University of Southern California. My goal is to reimagine business insurance and deliver innovative and customized solutions that meet the evolving needs of my clients.
Experience
Senior Vice President - Principal
EPIC Insurance Brokers & Consultants
May 2024 — Present · Los Angeles, CA, US
Responsible for advising medium and large corporate enterprises on the creation of custom insurance solutions.
Education
Saint Mary's College of California
Bachelor of Science (B.S.), Business Administration
2010 — 2013
University of California, Berkeley
Economics
2012 — 2012
University of Southern California
Certificate - Ross Program 2022, Real Estate Development Certificate, Real Estate Development
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