San Francisco — Lockton Cos., an independently owned insurance broker, has appointed Harpreet Ubhi to the post of account executive for the company’s financial services practice. Ubhi will be based in Lockton’s San Francisco office.
Ubhi has worked in the risk management and financial services industry for more than five years. Most recently, he was AVP, and led the financial products operations on the West Coast for Marsh’s private equity and mergers & acquisitions practice, where he consulted clients on financial and risk management solutions relative to a variety of M&A transactions.
In his new position, Ubhi will assume a similar role in the Lockton Financial Services group, as well as Lockton’s private equity and corporate acquisitions practices.
"Harpreet brings extensive knowledge of the financial service and private equity community," says Adam McDonough, president and CEO of Lockton's San Francisco operations. "He is outstanding at structuring solutions to mitigate the exposures inherent with mergers and acquisitions, and developing portfolio programs to maximize investment returns. We are excited to have him as part of the Lockton team."
Source: Business Wire
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