Tag Archive | "Dan Haugen"

Retail Expert Joseph Najar Joins Portfolio Sales Team


LAKE FOREST, Calif. – Portfolio, one of the nation’s leading reinsurance program managers for automotive dealers, has announced that Joseph F. Najar has taken a position as Reinsurance Specialist on the national sales team. The position requires working closely with dealer principals on business strategy and requires a thorough knowledge of all dealership operations. He will join with Ryan Hanlon, Managing Director, to expand the company’s national client footprint.

“I began my career in the technology sector serving both Fortune 500 and start-up companies. After the dotcom bust I migrated into retail automotive on my brother’s advice. I soon fell in love with the car business,” Najar explained. “I started on the sales floor, then was promoted over the years through F&I, used car and new car manager positions, and finally GSM. My background was very useful in leading my stores into today’s dealership technology strategies. I was successful all along the way, but when I learned about Portfolio from Ryan, I could see it offered me the best chance to combine my experience in retail management, finance, and strategic thinking in service to the goals of dealer-owners.”

Najar most recently was General Sales Manager with Rusnak Audi in Pasadena, CA. Prior to that he served with many franchises and dealer groups, including Van Nuys CDRJ, Audi Hawaii Jaguar Land Rover in Honolulu, Audi Auto Gallery in Woodland Hills, CA, and both the Galpin Automotive Group and First Automotive Group in Southern California. Earlier he was a top producer for BMW and Honda franchises.

His technology roots include co-founding SageMetrics, an enterprise-wide data-mining and reporting company; managing Earthlink Networks’ DSL deployment team; and wide-ranging technology roles with the Walt Disney Company.

“I am delighted that Joe agreed to sign on with us,” said Ryan Hanlon, Portfolio Managing Director. “I have known him for years and have witnessed his high performance in the stores. I was always impressed. I look forward to our mutual success in bringing the best reinsurance program and F&I support to dealers near and far. Working with a pro like Joe is going to be another reason to charge into each day to make dealers more successful.”

Dan Haugen, Chief Sales Officer, added, “Joe is an impressive industry executive. He embodies exactly the kind of retail veteran we want on our sales team to engage with both prospective and existing dealer clients. Ryan is a dynamo and I know he and Joe will make a great team. I look forward to great things from them.”

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John Luckett Joins Portfolio as Managing Director


LAKE FOREST, Calif. – Portfolio, one of the nation’s leading reinsurance program managers for automotive dealers, announced this month that John Luckett has joined Portfolio as a Managing Director for sales and agent development. Mr. Luckett was formerly Senior Vice-President for Sales and Marketing at First Extended Service Corp. (FESC) and Resource Agent Group, divisions of The Warranty Group.

“Portfolio has provided me an opportunity that I have always wanted- to start my own business providing top-tier profit solutions to dealers and agents,” Luckett said. “This Managing Director position, representing the industry’s reinsurance leader, is exactly what I was looking for at this point in my life. I am excited to be able to work with the other talented sales leaders at Portfolio.”

Mr. Luckett is a 33-year veteran of the automotive industry, starting with 14 successful years in the retail segment. There he gained extensive management experience in every phase of variable and fixed operations, within both single point family dealerships and multi-point mega dealerships. He joined First Extended in 1999, and has since won several sales awards, served on numerous industry advisory boards, and has been active in industry panel discussions.

“We at Portfolio have had a close relationship with John for many years, due to having FESC as a partner,” noted Dan Haugen, Chief Sales Officer of Portfolio. “We respect and trust his skills in managing both agent and dealer relationships. We could not be happier to see him come aboard. I anticipate great things from John.”

Portfolio’s President and CEO, Brent Griggs, added his thoughts on John Luckett. “John is just the kind of seasoned and proven sales executive we need to help us reach all of our underserved markets. Portfolio has grown tremendously over the past decade under the sales leadership our Managing Directors and John has all the qualities necessary to make a significant contribution to our team.

Mr. Luckett will be based in Southlake, Texas, just outside of Dallas-Fort Worth.

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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.

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