About Us

My company, along with several of my clients, has used Walsh Carter and Associates numerous times for different types of commercial property and business insurance. In many cases they were able to provide more coverage for less cost. Walsh Carter and Associates has access to many different insurance companies and products which gives them an unique ability to come up with right solution for any given situation.

Rick O’Neill President Hancock Properties, Inc.

Our Team

The Associates at Walsh Carter bring with them decades of experience in the commercial, residential and SolarShield industries. We are a cohesive group comprised of educated and experienced individuals who innovate solutions for industry trends and client needs.

 

Brendan Walsh
Principal

Brendan brings over two decades of experience in life insurance, retirement and estate planning. He spent 13 years at Northwestern Mutual where he was consistently a member of the Million Dollar Round Table and the Northwestern Forum.

Brendan received his undergraduate degree from University of San Francisco. He was a former President of the Irish Cultural Center and sat on the board of the Juvenile Diabetes Research Fund. Brendan lives in Marin with his wife, Lisa and has two children, Sophia and Aidan.

 

Greg Yu
Principal

Greg brings about two decades of experience in the insurance industry. His career started at Northwestern Mutual where he became a key contributor to his team’s continual qualification to the Million Dollar Round Table and the Northwestern Forum.

Greg’s current role at Walsh Carter includes the duties of acting COO. Greg has an undergraduate degree from California State University, Chico and holds a Life and Property Casualty license. He lives in Marin with his wife, Jennifer.

 

Alexander L. Shkolnikov
VP of Business Development

Alex has an extensive background with over two decades experience in Property & Casualty Commercial and Personal Lines of insurance. He has wide-ranging experience in creating specialty programs for various industries. He has consulted some of the Major Insurance Automation Companies to optimize their product offering. Alex also developed, owned and operated one of the first fully virtual insurance brokerages online. His innovative insurance approach is a great asset to our company.

 

Emily I. Sugars
Director of Benefits

Emily comes to Walsh Carter & Associates with over a decade experience in the group benefits industry. She began her career in the employee benefits department of a Fortune 500 Company. She has since worked in the brokerage arena as an Account Manager and Account Executive, responsible for the introduction, marketing, strategic planning, sales and service of all types of group health coverage. Her extensive hands-on experience of benefit designs, market competition, and health insurance legislation enables her to leverage her knowledge and problem solving skills to develop creative and custom benefit solutions. Emily’s focus is to help employers design and implement benefits programs appropriate to their specific needs.

Emily has an undergraduate degree from Washington State University and holds a California Life Agent license.

 

Christina L. Bowman-Jones, ARM
Director, Renewable Energy Practice

Christina has a diverse background of more than 20 years in the insurance industry, focused primarily in commercial property and casualty insurance. Prior to joining WCA, Christina was a senior account executive, servicing accounts for Fortune 100 companies and large Public Entity Pools for a number of the Alpha insurance houses in San Francisco. She was also responsible for negotiating policy coverage for the largest mining company in the world and has experience is the Loss Control aspect of the industry through the Hartford and AIG.

Christina received her undergraduate degree from Marymount Manhattan College in New York City. She holds an Associate in Risk Management (ARM) and is a CPCU candidate. In addition to being seated on the Board of Directors of the American Institute of Ethics, she is an active member of the Risk and Insurance Management Society, the Northern California Solar Association, the Solar Energy Industries Association and the American Solar Energy Association. Christina lives in Pacifica.

 

David Saisi, MBA

Dave is a licensed property and casualty agent and received an MBA from Golden Gate University and an undergraduate degree from Cal State East Bay. With 20 years of accounting and finance experience, Dave brings a strong analytical and customer service approach to Walsh Carter and our customers. Dave is a Bay Area native and currently lives in San Carlos with his wife, Connie, and their two children, Matteo and Olivia.