In line with our strategy to build an unparalleled professional staff that can effectively consult with annuity customers, Claremont Group has assembled a growing team of experienced representatives. They average more than 15 years of industry experience, often in both banking and insurance. They have a personal perspective on the typical customer’s experiences -- and the people skills to help the customer reach a comfortable decision on future directions to take.

These representatives have the expertise and licenses to counsel customers. They know the products, they have worked directly with customers in the past and they all have outstanding track records. Some have even been managers and mentors for other professionals, and, as a result, they easily and efficiently work together to help solve even the most difficult challenges for customers.

Christopher Warden
President

Claremont Group's founder, Christopher Warden, is a pioneer in the business of assisting insurance companies in their efforts to retain policyholders. A graduate of Pomona College, Warden's rich professional history includes senior level positions in a financial institution and a national third party marketing company. He founded Claremont Group in 1989 to serve a niche market of insurance companies that had been early participants in bank annuity marketing through third party marketing companies. Since that time, Warden has built Claremont Group into the nation's premiere resource for insurance companies in asset retention.

Patricia Cole
VP, National Marketing Director

Patti Cole has been associated with Claremont since 1993 and has been a strong voice in the development of Claremont in recent years. Prior to Claremont Group, Cole was office manager of a general agency for 6 years and her experience includes management duties with a third party marketing company that had more than 150 financial institution clients nationwide.

 

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