Brent Griggs
President and CEO
Brent Griggs has experience in dealer finance and insurance services, including the vehicle service contract, GAP and credit insurance markets. He leads Portfolio with high-level expertise in the insurance industry combined with the requisite leadership skills to create a successful company culture. Prior to joining Portfolio, Brent served as chairman and CEO for Lyndon Property Insurance Co. and led the asset protection division for Protective Life. He also was the co-founder of AutoQuest Administration Services, a national VSC marketer and administrator.
Dan Haugen
CSO
Dan Haugen has been responsible for leading Portfolio’s technology, compliance and product administration teams as well as overseeing the company’s daily operations. As chief sales officer, he now supports all aspects of product sales, development and operations. Dan earned an MBA from the University of San Diego and brings with him hundreds of hours spent in management, leadership and technology training to support Portfolio’s sales and management teams.
Lori Hallissey
COO
As chief operating officer, Lori Hallissey helps ensure the Portfolio experience is truly best-in-industry for dealers, independent agents and consumers. Her prior experience includes Allstate Dealer Services, where she served as vice president of operations and customer experience and led a large team that managed all aspects of VSC, GAP and ancillary product administration. Lori also served as senior vice president of administration for the asset protection division of Protective Life, responsible for managing new and in-force business and all claims activities.
Casey Van Schoyck
CRO
Casey Van Schoyck joined Portfolio as chief risk officer to establish a robust risk management function and lead the compliance department. She has developed respected professional expertise in both the insurance and financial industries with experience in product development and insurance as well as risk management and compliance. Casey formerly managed multiple lender, OEM and third-party administrator accounts as a product manager for Great American Insurance Co. She earned a BS in business management and speech communications from Baldwin Wallace University.
Robert Dickey
CFO
As chief financial officer, Robert Dickey leads Portfolio’s investor relations efforts and financial reporting, forecasting and analysis operations while also overseeing all accounting department functions. His prior experience at Protective Life involved improving risk management, increasing transparency and compliance and streamlining reinsurance and accounting procedures. Robert is a licensed Certified Public Accountant and Chartered Global Management Accountant. He holds a BS in accounting from the University of Florida and an MBA from Maryville University.
Sora Kim
General Counsel
Sora Kim brings a legal and business background to her role as general counsel for Portfolio. Her areas of expertise include commercial transactions, collaboration with and management of outside counsel and executive management, and underwriter and stakeholder relations. Sora earned a JD with a concentration in business law from Temple University, an MBA with a concentration in risk management and insurance from California State University, Fullerton, and a BA in political science from The George Washington University. She is licensed to practice law in California, Pennsylvania and New Jersey.
Mark Barnes
SVP of Revenue and Sales
Mark Barnes has more than 30 years of automotive industry experience, including roles in dealership sales, sales management and F&I. He also held positions as reinsurance account and lead cession manager at one of the nation’s largest warranty companies. As senior vice president of revenue and sales, Mark has proven instrumental to the company’s growth over the past two decades, applying his hands-on dealership expertise, operations background and reinsurance knowledge to continuously support all efforts to solidify Portfolio as the nation’s leading reinsurance provider.
Tanya Stevenson
VP of Sales and Marketing
As vice president of sales and marketing, Tanya Stevenson built and continues to lead Portfolio’s product development and product marketing teams. Together they have launched dozens of new products at the leading edge of innovation, all with diverse input from the field and within strict compliance standards. She has negotiated and secured key vendor relationships and led the larger part of the company’s underwriting initiatives. Tanya also oversees all support functions for Portfolio’s agent representatives and regularly joins them for F&I and dealership training nationwide.
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Company information
Portfolio Services Limited Inc., Express Systems Inc. and Portfolio SE Inc. are wholly owned subsidiaries of Portfolio Holding Inc. They serve as the administrator and/or obligor for a variety of aftermarket products.
Portfolio Services Limited Inc.
Calif. DBA Portfolio Insurance Services Inc. No. OI81316
Portfolio SE Inc., Fla. License No. 31865
14651 Dallas Parkway Suite 502
Dallas TX 75254
Express Systems Inc.
California DBA Express Systems Insurance Services No. OF84414
25541 Commercentre Drive Suite 100
Lake Forest CA 92630