Portfolio Announces Chief Compliance Officer

LAKE FOREST, Calif. — Portfolio, one of the nation’s leading reinsurance program managers for automotive dealers, has named Casey Van Schoyck to the new position of Chief Compliance Officer. She will report to Dan Haugen, Chief Operations Officer.

Mr. Haugen observes, “To say Casey has earned this promotion is an understatement. She has been and continues to be our ‘watchdog’ for industry and governmental compliance guidelines, as well as data security advances. Casey is also respected as an important expert through her participation in several industry-wide legal and compliance initiatives.”

Adds Brent Griggs, Portfolio’s CEO, “One of Casey’s many strengths is that she sees the big picture in product development. She has a strong background as a product manager as well as compliance and regulatory matters, so she knows how to balance marketing and compliance goals. We permit a great deal of flexibility to meeting our agents’ and dealers’ product needs. Casey is extremely thorough and effective in our fast paced environment.”

Ms. Van Schoyck comments further on her responsibilities. “Compliance continues to evolve in our industry so we must address the increased scrutiny at all levels. As Chief Compliance Officer of Portfolio, I’ll continue to lead our efforts to keep our processes and products compliant while also focusing on strategic initiatives that this fast growing company must develop. Portfolio takes seriously its mission to serve as a trusted partner while delivering superior products and services to our agents and dealers, so I will guide my department’s efforts toward maintaining that trust.”

A graduate of Baldwin Wallace University in northern Ohio, Ms. Van Schoyck has a strong professional background in the insurance and financial industries. She has served as a product manager for both Great American Insurance Group and PNC Bank (formerly Provident Bank) and as a benefit advisor for Guardian Life in addition to her six years with Portfolio. She holds an active license in Ohio for Accident and Health, Life and Variable Insurance.