Best Startup
At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based VP’ operating in the Insurance space. If you think a VP’ is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Darin McCarthy
Vice President, Claims of Hippo Insurance
Darin McCarthy serves as head of claims at Hippo Insurance.
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About Hippo Insurance: Hippo Insurance is an InsurTech company that uses technology to help homeowners maintain their properties.
Clara Kridler
VP of People of Root Insurance
Clara Kridler is VP of People at Root Insurance.
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About Root Insurance: Root Insurance is a property casualty insurtech that offers personalized, affordable coverage in an app.
Cynthia Powell
Sr Executive Vice President of External Affairs of Root Insurance
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About Root Insurance: Root Insurance is a property casualty insurtech that offers personalized, affordable coverage in an app.
John Downey
Vice President, Information Security of Root Insurance
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About Root Insurance: Root Insurance is a property casualty insurtech that offers personalized, affordable coverage in an app.
Barry Vandevier
Chief Information Officer, Senior Vice President of Asurion
Barry is responsible for Asurion’s expanding IT portfolio of support and services, including Business and Enterprise Architecture, Project Portfolio Management (PPM), Application Development, Front and Back Office Operations, and Asurion’s Mobile Applications (AMA) business. Barry began his career as an industrial engineer interning with American Airlines, where he was focused on business process optimization and staffing algorithms for most aspects of airport operations. He later joined Sabre as a software developer, supporting agency and hotel reservation products before moving to the company’s Travelocity division, as a lead software developer. During his tenure at Travelocity, Barry was instrumental in the creation of the online agency’s site functionality and was ultimately named Chief Technology Officer, responsible for all decisions about the site’s technical direction and architecture. Barry was later named CIO of Sabre, where was responsible for Sabre’s technology organization supporting its Software-as-a-Service businesses in agency distribution, airline products and reservation services, and hospitality services. Barry earned a bachelor of science in industrial engineering from Oklahoma State University and an MBA from Southern Methodist University.
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About Asurion, Asurion: Asurion helps people get the most out of their technology by providing expert help and product insurance and warranties.
Ramanujam Rao
Vice President of Asurion
Ram has been in the software industry for around 20 years, His current responsibilities includes, driving global enterprise cloud strategy and adoption, development of the data lake-based enterprise analytics platform to support traditional reporting, BI, predictive modeling and data science. He is also accountable for Asurion global technology strategy, R&D and technology innovation. Prior to Asurion, he was CTO at Nationwide Insurance. He is a published author and an active speaker. Ram has a B.S. in Electrical Engineering, M.S. in Computer Science and M.B.A. from Ohio State University. He has an Executive Certificate from MIT, Sloan
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About Asurion: Asurion helps people get the most out of their technology by providing expert help and product insurance and warranties.
Greg Newton
Vice President Product Engineering of Asurion
Greg leads the software engineering efforts for Asurion’s Soluto premium tech help business. Under his leadership, his team recently drove the next-generation upgrade of our internal customer engagement platform called “Soluto Connect,” which helps Asurion tech experts provide faster, more accurate technical support and technical problem resolution for our clients’ customers. This, in turn, has led to a better overall experience for customers. Greg joined Asurion’s Technology organization in 2013 as senior director of application development and delivery for Asurion’s Soluto premium tech help product. His team developed and maintained the technical product roadmap and work with project portfolio management to ensure quality control for all Soluto-related projects. Prior to joining Asurion, Greg led software development teams in the technology industry, including start-ups, mid-sized and Fortune 100 companies. Greg holds a Bachelor of Science and Master’s degrees in computer science from the Georgia Institute of Technology.
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About Asurion: Asurion helps people get the most out of their technology by providing expert help and product insurance and warranties.
James L. Chosy
EVP, General Counsel and Corporate Secretary of U.S. Bancorp
Mr. Chosy is Executive Vice President, General Counsel and Corporate Secretary of U.S. Bancorp. Mr. Chosy, 51, has served in this position since March 1, 2013. From 2001 to 2013, he served as the General Counsel and Secretary of Piper Jaffray Companies. From 1995 to 2001, Mr. Chosy was Vice President and Associate General Counsel of U.S. Bancorp, having also served as Assistant Secretary of U.S. Bancorp from 1995 through 2000 and as Secretary from 2000 until 2001.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Jennie P. Carlson
Executive Vice President, Human Resources of U.S. Bancorp
Ms. Carlson is Executive Vice President, Human Resources, of U.S. Bancorp. Ms. Carlson, 54, has served in this position since January 2002. Until that time, she served as Executive Vice President, Deputy General Counsel and Corporate Secretary of U.S. Bancorp since the merger of Firstar Corporation and U.S. Bancorp in February 2001. From 1995 until the merger, she was General Counsel and Secretary of Firstar Corporation and Star Banc Corporation.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Daniel Crozier
Senior Vice President Operations of U.S. Bancorp
Dan Crozier is Vice President and Head of Capital Markets Operations for US Bancorp Investments, Inc. and U.S. Bank, N.A. Municipal Securities Group. Dan’s responsibilities include all middle and back office areas supporting the firm’s underwriting and institutional business. In addition, Dan is responsible for securities control and plays a leadership role in the firm’s activities for Financial Responsibility Rule requirements and is a leader for the firm’s T+2 preparation effort. Dan has been with US Bancorp since 2011. He is based in New York, but also spends considerable time in the firm’s Minneapolis/St Paul and Charlotte offices. Dan started his career at Dean Witter Reynolds, Inc., and later worked at Banc of America Securities as Vice President of Fixed Income Middle Office in San Francisco and First Vice President and Head of Operations at WaMu Capital Corp. in Seattle. Dan is a member of the SIFMA’s Capital Markets Operations Committee, Regulatory Capital and Margin Committee and Municipal Operations Committee, as well as the SIFMA Think Tank and Red Group. Dan is also a member of the Federal Reserve Bank of New York Wholesale Advisory Group. Dan is a former President and board member of the Securities Operations Association of San Francisco. Dan holds licenses in Series 7, 24, 27, 52, 53, 63 and 99.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Katherine B. Quinn
EVP and Chief Strategy and Reputation Officer of U.S. Bancorp
Katherine Quinn is Executive Vice President and Chief Strategy and Reputation Officer of U.S. Bancorp. Katherine Quinn, 50, has served in this position since joining U.S. Bancorp in September 2013 and has served on U.S. Bancorp’s Managing Committee since January 2015. From September 2010 until January 2013 she served as Chief Marketing Officer of WellPoint, Inc. (now known as Anthem, Inc.), having served as Head of Corporate Marketing of WellPoint from July 2005 until September 2010. Prior to that time, she served as Chief Marketing and Strategy Officer at The Hartford from 2003 until 2005.
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About U.S. Bancorp, U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Mark G. Runkel
Executive Vice President & Chief Credit Officer of U.S. Bancorp
Mr. Runkel is Executive Vice President and Chief Credit Officer of U.S. Bancorp. Mr. Runkel, 38, has served in this position since December 2013. From February 2011 until December 2013, he served as Senior Vice President and Credit Risk Group Manager of U.S. Bancorp Retail and Payment services credit risk management, having served as Senior Vice President and Risk Manager of U.S. Bancorp Retail and Small Business credit risk management from June 2009 until February 2011. From March 2005 until May 2009 served as Vice President and Risk Manager of U.S. Bancorp.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Tonya Peterson
Assistant Vice President of U.S. Bancorp
Tonya M. Peterson, PfMP, PMP, LSSGB, CSM is a Sr. Project Portfolio Manager for the enterprise technology team within US Bancorp responsible for strategic leadership, portfolio management, process improvement, methodology direction, resource management, and project management. Tonya is also a Mentor, Consultant, Coach, and Instructor. She has over 20-years of experience within the public and private sectors in the Information Systems area. Her expertise encompasses PMO operations, portfolio, program, and project management, continuous improvement, quality direction, productivity metrics, instruction, and organizational efficiency. She is proficient in capacity planning, technical guidance, strategic planning, and outsourcing. Tonya is writing her first two manuscripts on influencing project success and building a leadership organization
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Malik Nabulsi
Vice President of H.I.G. Capital
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Alex Caluza
Vice President of H.I.G. Capital
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Vice President of H.I.G. Capital
Navneet Alag is the vice president at H.I.G. Capital.
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Larry Godec
Senior Vice President & Chief Information Officer of First American
Larry Godec is Senior Vice President and Chief Information Officer of First American Financial. In that capacity, Godec oversees the strategic architecture, business process management, applications development, data center operations, infrastructure and core technologies that support the business. Godec started with First American in 1999 as the Chief Information Officer for First American Tax Service Company located in Dallas, Texas. In 2001, he moved to the corporate office in Santa Ana, California as the Chief Information Officer for First American Title Insurance Company. Godec has more than 25 years of experience in all facets of information technology. Prior to First American, Godec held senior technology management positions at Nissan North America and Dr Pepper/Seven-up. Godec has a B.S. in Mathematics from Colorado State University. He has been involved in numerous professional and community organizations including Southern CA CIO Forum, CIO Executive Governing Board, Society of Information Managers, Data Administration Management Association and Software AG International Users Group, where he served as president for two years.
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About Avasant, First American: First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.
Mark E. Rutherford
Senior Vice President, Human Resources of First American
Mark Rutherford joined First American in June 2008 as senior vice president of Human Resources. In this role, he leads a team of professionals who support more than 15,000 employees in the U.S. and abroad. A seasoned human resources leader, Rutherford has extensive experience in the functional components of HR, including organizational design, strategic planning, compensation, talent acquisition, benefits, executive coaching, and leadership development. Prior to joining First American, Rutherford was a principal of Baypoint Partners, a Southern California-based consulting firm, where he worked with a diverse set of clients from industries that include technology, software, manufacturing, consumer products, mortgage banking, and data information. His background also includes serving as vice president, Human Resources for global storage company Quantum Storage Solutions Group and as senior director, Human Resources at Western Digital Corporation. Rutherford holds a bachelor’s degree in journalism from the University of Georgia, as well as a master’s degree in organization development.
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About First American: First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.
Prahalad Thota
Senior Vice President, Head of Enterprise Analytics & Data Science of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Avid Modjtabai
Senior Executive Vice President & Head of Consumer Lending of Wells Fargo
Avid Modjtabai is a senior executive vice president and head of consumer lending for Wells Fargo & Company. In this role she is responsible for home lending, auto lending and consumer credit. Avid Modjtabai is a 21-year veteran of Wells Fargo where she has served in a number of diverse leadership roles. Prior to her current role she was the chief information officer and head of the technology and operations group with responsibility for the core technology functions of the company including data centers, enterprise architecture, application development, information security and technology governance. Avid Modjtabai has served as Wells Fargo’s director of human resources, led the Internet Services Group and held management positions in consumer deposits and the investment group. Before joining Wells Fargo, she was a consultant with McKinsey & Company where she focused on strategy initiatives in financial services. Avid Modjtabai was named one of the “Most Powerful Women in Banking” and the “Top 25 Women to Watch” by U.S. Banker and the American Banker. She received the “Ellis Island Medal of Honor,” for her outstanding personal and professional achievements and her commitment to preserving the richness of heritage. She serves on the board of trustees for The Branson School and is an advisory member of the Columbia Business School Social Enterprise Program and Stanford Center on Longevity. Avid Modjtabai holds a master’s degree from Columbia University and a bachelor’s degree from Stanford University. As a member of Avnet’s board of directors, Avid Modjtabai serves on the Audit Committee and Corporate Governance Committee.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Hope A. Hardison
Senior Executive Vice President, Chief Administrative Officer, and Human Resources Director of Wells Fargo
Hope A. Hardison, Senior Executive Vice President, Chief Administrative Officer (CAO), and Human Resources Director assumed her CAO role in September 2015. She has been HR Director since September 2010. As CAO, Hardison manages Human Resources, Corporate Communications, Marketing, Government & Community Relations, the Innovation Group, and Enterprise Data & Analytics, overseeing the company’s brand, communications, reputation management, and stakeholder engagement efforts. In her role as Human Resource Director, Hardison leads a team that develops and implements people strategies to support Wells Fargo’s business objectives, as well as the management of compensation and benefits, human resource service centers, systems and payroll, finance, team member relations and assistance, talent management, learning and development and diversity for more than 266,000 Wells Fargo team members. Hardison is a 22-year veteran of Wells Fargo. From 2008 to 2010, she served as the head of Compensation and Benefits and was responsible for managing benefits, executive and team member compensation and mergers and acquisitions. She also managed international team member compensation and benefit programs. She has held numerous finance, strategic planning and compensation roles since joining Wells Fargo in 1993. She holds a bachelor’s degree in economics from Swarthmore College and has done graduate work in applied economics and statistics at the University of California, Santa Cruz
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Steven Macko
Executive Vice President and Head of Technology, Media & Telecom of Wells Fargo
Steven Macko leads the Industries Group at Wells Fargo Capital Finance, which includes Technology Finance, Specialty Finance, Lender Finance, and Flatiron Capital. Macko joined Wells Fargo Capital Finance in 1998 and established its San Francisco office in 1999. Prior to joining Capital Finance, Macko spent several years at Ernst & Young, PWC, and Strome Investment Management, an alternative investment strategy hedge fund. He holds a bachelor’s degree in business economics from the University of California, Santa Barbara.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Arvind Radhakrishnen
SVP of Strategy and Transformation of Wells Fargo
Arvind Radhakrishnen is the SVP of Strategy and Transformation at Wells Fargo.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Laura Fontana
Vice President, Product Strategy, Distributed Ledger Technology Program of Wells Fargo
Laura Fontana is currently a vice president and product strategist for Wells Fargo’s Innovation Technology team. She is responsible for supporting the distributed ledger technology program, exploring promising commercial opportunities across Wells Fargo’s diversified businesses and with a variety of business partners and consortia in the larger financial services industry.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sharon Murphy
EVP, Team Member Infrastructure Services (TMIS) of Wells Fargo
Sharon Murphy is an executive vice president at Wells Fargo.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Puon Penn
EVP/Head of Technology Investments for Wells Fargo Strategic Capital of Wells Fargo
Puon Penn is Executive Vice President/Head of Technology Capital which provides expertise, financial services, and resources to help innovative companies focus on advancing new technologies and business models to solve some of the most complex problems facing humanity including global population growth, climate change and environmental impacts, and the ongoing fight against diseases. Puon started Wells Fargo’s Global CleanTech Group in 2009 to provide expertise, financial services, and resources to help companies focused on decreasing the use of fossil fuels, fertilizers, industrial chemicals, and other activities that cause greenhouse gas emissions or other harmful environmental effects. Wells Fargo financed over $70 billion for green business, renewable energy projects, green buildings, and clean energy customers from 2005 to 2012.
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About Wells Fargo, Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Agus Sudjianto
Executive Vice President, Head of Corporate Model Risk of Wells Fargo
Agus Sudjianto is an executive vice president and head of Corporate Model Risk for Wells Fargo, where he is responsible for enterprise model risk management. His technical expertise and interests include quantitative risk, particularly credit risk modeling, machine learning and computational statistics.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Michelle Ziolkowski
SVP, Head of Global Payables of Wells Fargo
Michelle Ziolkowski is a Senior Vice President in the Treasury Management Product Management Group for Wells Fargo. As such, she is the Head of Payables, which includes domestic and international wires and ACH, check disbursements, Payment Manager and pre-paid card. She is also managing the Faster Payments initiatives at the bank. Previously, she was the ACH Group Product Manager and also managed the Electronic Commerce Services Emerging Products team focused on AP and AR automation. Michelle joined the Wells Fargo team from American Express, where she was a Senior Client Partner focused on Payables Automation. Michelle was responsible for managing existing client accounts as well as on-going support activities for sales and reseller organizations. Prior to American Express, Michelle was a Manager in the Enterprise Resource Planning Division of Deloitte Consulting for 5 years. She was responsible for financial system implementations and software integration. She also focused on the use of technology to improve service, product delivery, and business reporting capabilities. Michelle holds a degree in Economics from John Carroll University and an MBA in Finance from the Katz Graduate School of Business at the University of Pittsburgh. Michelle is a Certified Treasury Professional. She is a member of the NACHA Production Innovation Standing Rules Group as well as the NACHA Communications and Marketing Advisory Committee.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Balaji Gopalakrishnan
SVP, Head of Machine Learning of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Jeff Stapleton
VP Security Architect of Wells Fargo
Jeff Stapleton has over 30 years’ experience in the security, financial and healthcare industries with expertise in payment systems, PCI, cryptography, PKI, key management, biometrics and trusted time stamps. A former QSA and TG-3 assessor, Stapleton has instructed at several universities and is the Author of the Security without Obscurity book series: A Guide to Confidentiality, Integrity, and Authentication and A Guide to PKI Operations. He has participated in developing over four dozen ANSI and ISO security standards over the past 25 years, including being a US expert to ISO TC68 and Chair of the X9F4 Cryptographic Protocols and Application Security working group.
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About Accredited Standards Committee X9, Accredited Standards Committee X9, Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Ben Soccorsy
SVP, Head of Digital Payments of Wells Fargo
Ben Soccorsy is Head of Digital Payments in Wells Fargo Virtual Channels. Ben is responsible for consumer and small business payments products including Digital Wallets, Control Tower, and Zelle, among others. Ben also leads the Secure Data Exchange (SDE) API program. Prior to his current role, Ben led Strategy and Partner Management for the Digital Product Management team. Before joining Digital, Ben managed Consumer Lending products at Wells Fargo, including the relaunch of the unsecured personal loan product. Prior to his 12 years at Wells Fargo, Ben worked at Blue Shield of California in Performance Management, as a Management Consultant at Deloitte Consulting focusing on financial services/health care and in retirement benefits consulting. Ben began his career as a Senate Staffer on Capitol Hill. He received a BA in Economics from Northwestern University and a MBA from Berkeley’s Haas School of Business.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Nathan Susanj
Vice President, Head of NLP & Speech Capabilities Development of Wells Fargo
Nathan Susanj is the VP, Head of NLP & Speech Capabilities Development at Wells Fargo.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Thomas Malta
SVP, Head of EAM Access Controls of Wells Fargo
Tom Malta is the SVP and Head of EAM Access Controls at Wells Fargo where he oversees the delivery function of tools and services supporting the firm’s Identity and Access Management program. Tom’s extensive career in Financial Services Technology started long ago as a hands-on developer building and supporting front office trading systems for many of the top Wall St. Brokerages and Investment Banks. Shortly after moving to Goldman Sachs in 2000 to build out their Private Wealth platform, he landed in cyber security after 9/11, and has been there ever since focused on building and executing global identity and access management programs. Over the past 20 years he’s led many successful IAM Programs utilizing custom built as well as off the shelf technology supporting internal, external, and 3rd party/cloud identities alike. His recent passions include emerging technologies such as biometrics, AI, and next generation customer authentication solutions such as blockchain. Prior to Wells Fargo, Tom was at Synchrony Financial where he acted as the Global Head of IAM and Chief Identity Architect responsible for developing and executing the firm’s IAM program. Mr. Malta also held similar Managing Director / Executive IT roles at Goldman Sachs, Morgan Stanley, BNYMellon, Ally Financial, and Brown Brothers Harriman. Tom also participated as chair/co-chair of both Oracle and Computer Associates IAM Customer Advisory Board’s for many years and he is also an active customer advisory board member of the Identity Defined Security Alliance.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Kelli Carlson
SVP Voice of the Customer, Workplace Experience of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Brian Pearce
Senior Vice President, Enterprise Artificial Intelligence of Wells Fargo
Brian Pearce is senior vice president of enterprise artificial intelligence at Wells Fargo. During his time at Wells Fargo, he and his teams have led large, multichannel efforts such as mobile remote deposit, Apple Pay, P2P payments, transfers, bill pay, and the launch of an online brokerage platform, and he previously served as the head of the mobile banking function.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Marria Rhodriquez
VP, Innovation Strategy Consultant of Wells Fargo
Marria Rhodriquez is the Vice President and focuses on digital product strategy for the Wells Fargo Virtual Channel team. In her 15-year tenure at Wells Fargo Bank, Marria has worked in technology, marketing, strategy, and digital product management. She holds a degree in Technical Communication from the University of Washington and an MBA in Marketing from Golden Gate University.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Geanie Asante
Vice President, Value Stream Delivery Manager of Wells Fargo
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About OAACC, University of the Cumberlands, Wells Fargo, Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Michael J. Loughlin
Senior Executive Vice President and Chief Risk Officer of Wells Fargo
Senior Executive Vice President and Chief Risk Officer Michael J. Loughlin oversees all risk-taking activities at Wells Fargo, including credit, market, operational, compliance, information security (including cyber risk), and financial crimes risk management. He is also involved in issues such as liquidity, capital, profit planning, and compensation. As the leader of the Corporate Risk group, which includes 5,000 team members, he serves on the Wells Fargo Operating and Management Committees and is based in San Francisco. Mike assumed his role as chief risk officer in 2006. Previously, he was responsible for credit approval, policy, and reporting for Wholesale Banking. A banking professional with 36 years of experience, he joined the company in 1986 after Wells Fargo acquired Crocker Bank. Before serving as head of credit for Wells Fargo Wholesale Banking, he was responsible for the private banking business of Private Client Services, headed systems and operations for the Wholesale Banking unit, and held other positions within Commercial and Corporate Banking including head of U.S. Corporate Banking and Regional Vice President in the Santa Clara Valley Regional Commercial Banking Office. He received his bachelor’s degree from the University of California at Berkeley. Mike serves on the board of directors for Students Rising Above, an organization dedicated to helping low-income, first-generation college students realize their potential by guiding and supporting them through college graduation and into the workforce.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Corey Rudzinski
SVP – Chief Operating Officer for the Enterprise Framework Office of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Kimarie Matthews
Senior Vice President, Wells Fargo Virtual Channels Social Care & Capabilities of Wells Fargo
As the senior vice president, social for Wells Fargo’s digital channels group, Kimarie Matthews is responsible for leveraging social technologies to extend Wells Fargo’s ability to support customers, including servicing customers in social channels, building customer community and testing concepts to bring bankers and customers together in social environments. Her programs deliver business benefits that include increased customer satisfaction and brand sentiment and increased website traffic through organic search results.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Marj Anzalone
AVP, Innovation Insights Manager of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sean Greenfield
VP, Consumer Lending UX of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Rob Gegenwarth
SVP, Strategy Wealth and Investment Management of Wells Fargo
Rob Gegenwarth is a Senior Vice President of Strategy within the Wealth and Investment Management group at Wells Fargo, a division that manages $1.8 trillion in client assets. At Wells Fargo, Rob has been focused on growth strategy addressing clients ranging from mass market to high net worth, with a focus on digital offerings.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Lisa Frazier
EVP and Head of Innovation of Wells Fargo
Lisa Frazier is the head of Wells Fargo’s Innovation Group, an enterprise-wide organization devoted to accelerating the company’s delivery of next-generation, customer-inspired technologies, products, and services. The Innovation Group leads programs in Artificial Intelligence (AI), Distributed Ledger Technology (DLT), research and development (R&D) in new technologies, the Wells Fargo Startup Accelerator, and Greenhouse by Wells Fargo, a mobile-first banking experience geared toward improving financial health and planning to customers who need it, like students or others who are new to banking, or those who are paid irregularly. Prior to Wells Fargo, Lisa led highly regarded digital programs as the Chief Digital Officer for Commonwealth Bank of Australia (CBA) and as a Partner at McKinsey & Company. Most recently, Frazier has focused on advising startup companies on growth, with examples including product development at Jacobi Inc., and scaling enterprise integrations of digital wealth management solutions at SigFig. In addition, Frazier has served as an advisor to the Australia & New Zealand Bank’s Board of Directors and Citibank’s FinTech division. Lisa has received four Canstar “Innovation in Financial Services” awards. She was recognized for her leadership in developing the CBA mobile app, which was named Money Magazine’s “Most Innovative Financial Services Product” in 2014 and ranked sixth globally in the Forrester rankings in its launch year. Lisa was also listed among the “Top 50 Australian Innovators in Silicon Valley” by the Advance Australia Organization in 2011. She has a B.S. in chemical engineering from the University of Melbourne, and an M.B.A. from Northwestern University’s Kellogg Graduate School of Management. Lisa also holds a Graduate Diploma in finance and investment from the Australian Securities Institute.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Daniel Ayala
Global Remittance Services Group Head, Executive Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
David Newman
SVP, Head of Enterprise Knowledge Graph Solutions, Data Management and Insights Group, Wells Fargo B of Wells Fargo
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About Wells Fargo, Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Albert Hwu
Vice President, International Treasury Consultant of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Steve Ellis
EVP, Head of the Innovation Group of Wells Fargo
Steve Ellis is an executive vice president and head of the Wells Fargo Innovation Group, an enterprise-wide organization devoted to accelerating the company’s delivery of next-generation, customer-inspired technologies, products, and services. Prior to this assignment, Steve was head of the Wholesale Services Group, which included Treasury Management, Wholesale Banking Technology and Operations, Wholesale Social Strategies, Innovation and Research and Development, Wholesale Marketing, and the Enterprise Payment Strategies Group. A 30-year company veteran, Steve’s previous responsibilities included starting up and running the Wholesale Internet Solutions group, which launched Wells Fargo’s award-winning Commercial Electronic Office® (CEO®) portal in 2000 and CEO Mobile® in 2007. The fast pace of Wells Fargo’s early move into online and mobile financial services was due in large part to his commitment to fostering workplace creativity. Prior to starting up Wholesale Internet Solutions, Steve held senior finance and operations roles in Wells Fargo Commercial Banking, Real Estate Group, and Wholesale Banking. He has a B.S. in economics from Pennsylvania State University and an M.B.A. from the University of Oregon. Steve served as chairman of the board for NACHA, The Electronic Payments Association, from 2005 to 2008 and was vice chairman from 2009 to 2010. He was also a board member of First Graduate, a nonprofit focused on helping young adults become the first members of their families to graduate from college, from 2010 to 2016.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Adrian Lane
SVP – Cloud Security of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Juan Carlos Alonso
AVP of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Bonnie Saunders
Vice President,National Client Service Manager of Wells Fargo
Bonnie Saunders serves as vice president of national client service manager at Wells Fargo.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Pascal Hoffmann
SVP, Wholesale and International Banking of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Jason G. Pollack
Vice President; Public Power Relationship Manager of Wells Fargo
Jason Pollack is a Vice President on the Public Power team within Wells Fargo’s Government and Institutional Banking group. As the west coast Relationship Manager, he is responsible for new business development and client management for western region municipal utilities.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
John Shrewsberry
Senior Executive Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Aaron Kraljev
VP of Employer Brand and Candidate Advocacy of Wells Fargo
Aaron Kraljev is the VP of employer brand and candidate advocacy at Wells Fargo.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Cristal Brawley
Vice President ,Senior Content Strategist, User Experience Design Lead of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sunil Pandya
Senior Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sunil Pandya
Senior Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
John Langowski
EVP, Chief Claims Officer of Swyfft
John Langowski serves as chief claims officer at Swyfft.
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About Swyfft: A simpler way to do home insurance.
Ellen Cooper
Chief Investment Officer & Executive Vice President of Lincoln Financial Group
Ellen Cooper is Executive Vice President and Chief Investment Officer for Lincoln Financial Group and is a member of the company’s Senior Management Committee. Cooper is responsible for setting, implementing and providing strategic oversight and management of Lincoln’s investment strategy. She serves as the primary investment officer on all investment related matters to the Board of Directors and senior management team. Cooper joined Lincoln Financial in 2012 from Goldman Sachs Asset Management, where she served as managing director and global head of the insurance strategy. Prior to Goldman Sachs, Cooper was the chief risk officer for AEGON Americas. She has also served in insurance consulting roles at Ernst & Young, LLP and Towers Perrin. Cooper holds a Bachelor of Business Administration in Actuarial Science from Temple University, as well as CERA, CFA and FSA designations.
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About Lincoln Financial Group: Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions.
Michelle DeCarlo
SVP, Technology Enterprise Delivery Practices of Lincoln Financial Group
Michelle DeCarlo is Senior Vice President, Technology Enterprise Delivery Practices for Lincoln Financial Group. She is responsible for transformational and delivery management functions within Technology including the Agile and DevOps, Digital Portfolio Management, Continuous Improvement, Quality Engineering and Release Management practices, Strategic Partners and the CIO’s Technology Management Office. Michelle has more than 25 years of Technology experience. In December 2017, CIO and CIO Executive Council named Michelle “One to Watch” – an industry award that signifies she is a “rising star in the technology field.” Michelle is known for her innovation, collaboration and being a respectful challenger to the status quo. Prior to joining Lincoln, Michelle was Vice President, Infrastructure Resiliency and Recoverability for Capital One. Before that she led their transformational efforts with Agile and Quality Engineering. She has also held Technology leadership roles with JP Morgan Chase and AT&T. Michelle holds an MBA and Bachelor’s degree from Temple University and has earned an Executive Leadership certification from the Wharton School of Business.
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About Lincoln Financial Group: Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions.
Kenneth Solon
Executive Vice President, Chief Information Officer, Head of Administrative Services of Lincoln Financial Group
Kenneth S. Solon is executive vice president and chief information officer for Lincoln Financial Group and is a member of the company’s senior management committee. Solon is responsible for enterprisewide Information Technology, Administrative Services and the Digital Business Group. Previously, Solon served as Head of Shared Services and was responsible for Customer Service for Lincoln’s Individual Life, Individual Annuity and Retirement Plan Services business lines, Licensing, Commissions and Claims. Solon joined Lincoln in 2008 with extensive experience in domestic and global strategy formulation, planning and implementation, information systems and customer service. He spent the first 13 years of his career with Chase Manhattan Banking Corporation and the subsequent nine years with Prudential Financial Inc. While at Chase, he managed Operations and Information Technology functions domestically, as well as in Europe and Asia. At Prudential, Solon led the company’s Operations and Information Technology areas for the public conversion from a mutually held insurance company to a publicly traded organization, as well as leading the customer service area for Individual Life Insurance. Solon received a bachelor’s degree from the University of Delaware. He holds FINRA Series 6 and 26 Registrations.
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About Lincoln Financial Group: Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions.
Vinod Mitta
Vice President – Pharmaceuticals of Oscar Health
Vinod Mitta is the Vice President at Oscar Health.
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About Oscar Health: Oscar is a health insurance company that offers individual and family plans, medicare advantages, and small group products.
Nick Kuntz
Vice President of Risk Management of Gallagher
Nick Kuntz is a Vice President with Construction Risk Solutions, LLC. Nick’s primary focus is helping construction and energy contractors optimize their risk management based opportunities for both operational and financial gain. Nick’s client relationship history includes an impressive list of nationally and internationally recognized names, most of which are recognized for their pursuit of the title of best-in-class. Before making the transition to the brokerage risk management world, Nick worked for large construction companies, first as a union laborer while obtaining his degree in safety, then as a safety manager quickly moving up the ladder within the fast paced metro New York City construction market.
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About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Scott Benton Parrish
Area Sr VP & Director of Loss Control Services of Gallagher
Scott Benton Parrish has for a few years now, found the time and has put major contributions to the success of programs in his local area. Parrish works well with youth leagues to support healthy, active children in his community. He recognizes the value in providing fun outdoor activities for youth in the community.
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About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Suren Gupta
EVP Technology, Strategic Ventures and International Operations of Allstate
Suren Gupta is executive vice president, Allstate Technology & Strategic Ventures for Allstate Insurance Company. In this role, he leads a global organization delivering innovative and transformational solutions for Allstate’s customers, agency owners and employees. He is responsible for the company’s information technology strategy, operations and processes. In addition, Gupta oversees Allstate’s strategic ventures with companies that advance its technology-driven, customer-focused strategy. He has been instrumental in enhancing information technology’s delivery capabilities, focusing on digital innovation, efficiency, information security and expanding global operations to enable 24/7 support and development capabilities. His organization has won numerous awards, including the United Kingdom’s highest honor for business success, the Queen’s Award for Enterprise. Gupta joined Allstate in 2011, bringing leadership, information technology, operations, product development and sales experience to Allstate. Previously, he was executive vice president and group chief information officer for consumer lending at Wells Fargo. Under his leadership, real estate lending was re-engineered with new delivery capabilities that enabled the field sales force to serve customers more effectively with just-in-time information. Earlier in his career, Gupta provided key leadership and vision as a founding member of the corporate executive team of Airclic Inc., a startup wireless Internet venture, and was senior vice president, informational technology and operations for GMAC Residential, a division of General Motors. Gupta also has held senior operations, sales, marketing and strategic development roles at INTELSAT, a groundbreaking satellite telecommunications company. Gupta is a graduate of the Advanced Management Program at Harvard Business School. He also received an MBA from George Mason University and a master’s degree in computer engineering from West Virginia University. In 2015, he was named to the board of directors of Zions Bancorporation. He also serves on the Chicago Public Library Foundation Board and on the board of Pratham U.S.A, the American chapter for Pratham, which was established in 1994 to provide pre-school education to children in India’s slums. It now is the country’s largest nongovernmental organization with activities in 21 states of India to provide education to millions of children who might otherwise work instead of attending school.
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About Allstate: Allstate offers a protection product through multiple brands & diverse distribution channels, including auto, home, life & other insurance.
Kenneth Rosen
Executive Vice President, Chief Claims Officer of Allstate
Kenneth Rosen serves as executive vice president and chief claims officer at Allstate Insurance.
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About Allstate: Allstate offers a protection product through multiple brands & diverse distribution channels, including auto, home, life & other insurance.
John Rhodes
Executive Vice President and Chief Risk Officer of Allstate
John Rhodes is chief risk officer for Allstate Insurance Company. In this role, he is responsible for coordinating enterprise risk and return management practices and decisions throughout the company. This includes leading the Enterprise Risk and Return Management Committee, which determines economic capital requirements, establishes risk guidelines and monitors actual performance. Rhodes and his team work to enhance risk and return management by further embedding the use of economic capital in decision-making, enhancing model governance and expanding operational risk management. Before joining Allstate in 2015, Rhodes was senior vice president and chief risk officer for Lincoln Financial Group, a provider of retirement planning and life insurance products to individuals and employers. He provided strategic direction and oversight of Lincoln’s enterprise risk management, equity risk management, corporate actuarial and business resilience functions. From 2009 to 2012, he was Lincoln’s head of equity risk management. Earlier in his career, Rhodes served in a range of risk management roles with ING U.S. Financial Services (now Voya), JPMorgan Chase and GE Capital. After graduating from the United States Naval Academy, Rhodes served as an officer in the U.S. Navy. He earned his MBA from New York University’s Leonard Stern School of Business.
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About Allstate: Allstate offers a protection product through multiple brands & diverse distribution channels, including auto, home, life & other insurance.
John T. Riley
Vice President of Major Accounts of ISCS
John Riley brings more than 30 years’ experience in the insurance business to his support of effective communication between ISCS and its clients. Having founded and served as president/CEO of two multi-line insurance carriers, John brings an understanding of the challenges and demands of the insurance executive’s role. Prior to ISCS, John served as vice president of Tata Consultancy Services (TCS), a division of the TATA group, where he specialized in the insurance business and was responsible for TCS’s Insurance Development Center. He also has served in senior management for a major health insurer. John received his bachelor’s degree in business administration, with majors in insurance and economics, from University of Iowa. He is a Chartered Property and Casualty Underwriter (CPCU). ISCS tenure: Since 2007
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About ISCS: ISCS provides software and services to the P&C insurance industry.
Brett Little
EVP, Finance & Admin of The Zebra
Brett Little is the EVP of finance and admin at The Zebra.
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About The Zebra: The Zebra operates as an online insurance comparison marketplace.
Neeraj Sahni
Senior Vice President, Cyber Risk of Willis Towers Watson
Neeraj is a national cyber resource for Willis Tower Watson’s efforts on Network Security, Privacy and emerging Technology risks using Blockchain and Crypto assets. With broad understanding of enterprise security and knowledge of evolving regulatory laws pertaining to data privacy, he aligns very closely with the insurance markets who understand the complexities within Cyber and Tech E&O risk providing optimal risk transfer solutions for his clients. He was formally Director of Insurance at Kroll and Cyber Underwriter at AIG. Named a 2015 Power Broker by Risk and Insurance Magazine, Neeraj is a frequent speaker at cyber conferences and contributes on data security issues via social media and publications. He holds a Bachelor degree in Civil Engineering and received his Masters in Business Administration from Loyola University Chicago.
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About Willis Towers Watson: Willis Towers Watson is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.
Ryan Lessard
VP, Marketing and Growth of Ease
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About Ease: Ease is a benefits administration software designed for small businesses, insurance brokers, and insurance carriers.
Andy Nelson
Executive Vice President of TRANZACT
Since 2003, Andy has been the co-manager of TRANZACT’s Insurance Division, focusing on the division’s marketing efforts. He has spent his entire career in direct marketing and has deep expertise in both digital and offline channels. Previously, Andy worked as Senior VP of Cross Media, an integrated direct marketing company, where he ran the company’s publishing vertical and managed its strategic relationships with leading online companies, ad networks and publishers. Previously, Andy held various leadership positions in the direct marketing industry, including President of RMS, a multi-channel marketing services company.
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About TRANZACT: MG LLC, a provider of sales and marketing services to insurance companies that does business as Tranzact
Karyn Furstman
Vice President Customer Experience of Safeco Insurance
Karyn Furstman a results-oriented, operationally focused Customer Experience Executive managing complex, high-profile strategies, business initiatives and solutions in order to achieve profitability and long term customer loyalty. I am energetic, passionate, and hard working, excel at solving problems, while being resourceful and a connector of people. I am consistently chosen to drive high priority, cross-functional strategic businesses that leverage my unique skill set of customer experience, operational efficiency, and learning solutions that drive results. I have diverse and exceptional leadership skills that are authentic, which engage and inspire employees. I am a Certified Customer Experience Professional (CCXP) and past Chair of the Customer Experience Professionals Association (CXPA) which further demonstrates my passion for the customer. I am Lean certified and a Six Sigma Master Black Belt. I have led direct to consumer and business to business to consumer (B2B2C) transformations.
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About Designit, Safeco Insurance: At Safeco Insurance, we understand your time is precious – and so is the life you’ve worked hard to build.
Rand Harbert
Senior Vice President of State Farm Insurance
Rand Harbert is Senior Vice President at State Farm.
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About State Farm Insurance: State Farm is a insurance company that offers insurance and financial services.
Michael Sewell
Chief Financial Officer, Senior Vice President and Treasurer of Cincinnati Financial
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About Cincinnati Financial: Cincinnati Financial Corporation offers property and casualty insurance, its main business, through The Cincinnati Insurance Company.
Jim Streicher
Vice President Operations, Personal Lines of Cincinnati Financial
Jim Streicher is a Vice President Operations, Personal Lines at The Cincinnati Insurance Companies.
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About Cincinnati Financial: Cincinnati Financial Corporation offers property and casualty insurance, its main business, through The Cincinnati Insurance Company.
Martha Gallo
Executive Vice President and Chief Auditor of American International Group
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About American International Group: American International Group operates as a global insurance company.
Katie Meyers
SVP, Chief Data Officer of Farmers Insurance Group
Katie serves as Chief Data Officer for Farmers Insurance, responsible for Analytic, Financial, Customer, and Operational Staging Data. She drives enterprise data strategy, innovation, and burgeoning capability discovery while being accountable for all data delivery and operations at enterprise and local levels. Over 10 years, she has shepherded the organization through creation and orchestrated management of traditional, structured data assets to activation of emergent customer master/intelligence and big data capabilities. Prior to Farmers, Katie’s background includes data-focused management consulting and engineering.
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About Farmers Insurance Group: Farmers Insurance Group is an insurer group of automobiles, homes, and small businesses.
Frank Carni
Senior Vice President and Head of Auto Claims of Farmers Insurance Group
Frank Carni serves as senior vice president and head of auto claims at Farmers Insurance.
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About Farmers Insurance Group: Farmers Insurance Group is an insurer group of automobiles, homes, and small businesses.
Tim Murray
SVP and Head of Claims Shared Services of Farmers Insurance Group
Tim Murray is the SVP and Head of Claims Shared Services at Farmers Insurance.
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About Farmers Insurance Group: Farmers Insurance Group is an insurer group of automobiles, homes, and small businesses.
Abder Boukour
Vice President & Chief Architect of Farmers Insurance Group
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About Farmers Insurance Group: Farmers Insurance Group is an insurer group of automobiles, homes, and small businesses.
Philip A. Teeter
Senior Vice President & Chief Technology Officer of Pacific Life
Mr. Teeter joined Pacific Life as a technology consultant for the Annuities & Mutual Funds Division in 1995. In 1998, he accepted a position as assistant vice president, Technology for policy administration systems. He was promoted to vice president, Technology in 2000. In April 2010, Mr. Teeter was promoted to senior vice president and chief technology officer in the Retirement Solutions Division, the successor of the Annuities & Mutual Funds Division. He is responsible for the division’s Technology and Operations departments, overseeing the development of custom software/installation, customization and support of packaged software, desktop computing support, hardware and software, as well as, the maintenance and infrastructure of all application systems required to support the business requirements for contract administration, sales, and marketing. Prior to joining Pacific Life, Mr. Teeter worked in banking operations and management with Union Bank from 1978 to 1980. He worked for Executive Life Insurance Company from 1981 to 1993 in various management positions including vice president, Information Services and Technology.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Tony Premer
Senior Vice President of Real Estate Investments of Pacific Life
Mr. Premer serves as senior vice president, Real Estate Investments with responsibility for the company’s debt and equity investments in commercial real estate. In this role, Mr. Premer directs strategy for investments in mortgage loans, real estate securities, and wholly owned or joint venture investments in commercial real estate properties and funds. He also oversees the asset management function in Real Estate Investments that administers assets for Pacific Life, its affiliates, and third parties. Before he joined Pacific Life in 1993, Mr. Premer held positions with a private REIT in Southern California and as a senior real estate consultant for the firm now known as Deloitte & Touche.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Andrew Oleksiw
Senior Vice President of Corporate Development of Pacific Life
Mr. Oleksiw joined Pacific Life in 2007 as senior vice president, Business Development. In this role, he led the Corporate Business Development Unit which was established to pursue new business opportunities for Pacific Life. Over the past several years, his role has been expanded to include responsibility for the management and development of Pacific Asset Management and Pacific Asset Advisors LLC. With these responsibilities, his title changed to senior vice president, Corporate Development. Mr. Oleksiw began his business career at NationsBank and First Union. At both institutions, he held a number of senior level management positions in capital markets, international banking, private banking, and credit and risk management. After 15 years in the banking industry, Mr. Oleksiw joined MassMutual Financial Group where he became an executive vice president in charge of International, Large Corporate Markets, and Mergers and Acquisitions/Corporate Development. He was also president and CEO of MassMutual International, Inc. Just prior to joining Pacific Life, he headed MetLife’s Asia Pacific operations.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Edward R. Byrd
Senior Vice President & Chief Accounting Officer of Pacific Life
Mr. Byrd currently serves as the senior vice president and chief accounting officer to Pacific Life and several of Pacific Life’s other companies. He is also the chief financial officer of the Pacific Life Foundation. In his current role, Mr. Byrd oversees accounting and financial reporting for the entire enterprise, as well as Corporate Financial accounting operations, financial reporting systems and strategic initiatives. He is also chair of the company’s disclosure committee and a principal contact for accounting and financial reporting matters with independent auditors, rating agencies, and regulators. In 1990, Mr. Byrd joined Pacific Life as assistant vice president, Audit, following several years of management experience in audit, internal control, and general accounting. Mr. Byrd was promoted to vice president, Corporate Audit and Financial Planning in 1991 and he was promoted to vice president and controller in 1992. In 2003, he added the title of chief accounting officer and was promoted to senior vice president in 2006. Mr. Byrd joined Deloitte in 1978 serving as a staff auditor and audit manager. He joined Boeing in 1984, serving as manager of General and Cost Accounting and manager of Internal Audit. During that time he had international assignments in Rome, Italy, and Sydney, Australia.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Adrian S. Griggs
Executive Vice President & Chief Financial Officer of Pacific Life
Mr. Griggs was promoted to executive vice president and chief financial officer for Pacific Life in April 2012. As chief financial officer, he has responsibility for Pacific Life’s accounting, audit, tax, and treasury functions, and he also serves on Pacific Life’s management committee. As of January 2016, Mr. Griggs assumed responsibility for Pacific Asset Advisors LLC, Pacific Asset Management, and corporate development. Mr. Griggs joined Pacific Life in 1994 as an assistant vice president in the former Institutional Products Division where he was responsible for the coordination of financial reporting and planning. In 1999, he was promoted to vice president in the Retirement Solutions Division, where he assumed responsibility for developing, directing, and managing the division’s financial, budgeting, planning, and compliance operations. Mr. Griggs was promoted to senior vice president, Finance and Compliance in 2008, and in 2009 assumed responsibility for the oversight of the division’s two newly-formed departments: Institutional and Structured Products and Risk Management. In this capacity, he oversaw and was responsible for the development and presentation of financial results, business planning and risk management strategies. Mr. Griggs is also chief executive officer of Pacific Select Distributors, LLC (“PSD”). PSD is a member of the Financial Industry Regulatory Authority, and a registered broker/dealer with the Securities and Exchange Commission. Prior to joining Pacific Life, Mr. Griggs worked as a certified public accountant with Deloitte & Touche specializing in the insurance and financial services industry.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Chris van Mierlo
Chief Marketing Officer & Senior Vice President of Sales of Pacific Life
Mr. van Mierlo serves as chief marketing officer and senior vice president of Sales in the Retirement Solutions Division. In this role, he provides oversight, strategic direction, and leadership to the Sales and Marketing departments of the Retirement Solutions Division. Mr. van Mierlo began his career at Pacific Life in 1995 as assistant vice president and national sales manager for the Life Insurance Division in the variable product area. In 2000, Mr. van Mierlo was promoted to vice president, National Accounts for the Annuities & Mutual Funds Division. He was responsible for managing all aspects of new and existing relationships across the division’s distribution channels and regional lines. Prior to joining Pacific Life, Mr. van Mierlo served as national sales manager, Variable Life for Nationwide Life Company. He began his career in the financial services industry in 1986 with Mutual Service Corporation in Detroit, Michigan.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Dewey P. Bushaw
Executive Vice President of Retirement Solutions Division of Pacific Life
Mr. Bushaw joined Pacific Life’s Annuities Division in 1994 as national sales manager with responsibility for the field wholesaling area. Prior to joining Pacific Life, Mr. Bushaw had 12 years of experience in sales and marketing of variable annuities and mutual funds. In 1997, he was promoted to vice president with oversight of the internal and field sales management, broker/dealer national account relations, product development, strategic planning, and conference planning. In 1999, Mr. Bushaw was further promoted to senior vice president, National Sales. In July 2005, Mr. Bushaw was promoted to a new position as chief marketing officer. In this role, Mr. Bushaw oversees all sales and marketing functions for Pacific Life’s Retirement Solutions Division. Mr. Bushaw was promoted to executive vice president of the Retirement Solutions Division in January 2009. He is accountable for the development, distribution, marketing, administration, and profitability of Pacific Life’s annuity and mutual fund product lines.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Richard Vrieling
Senior Vice President of Corporate Information Technology of Pacific Life
Mr. Vrieling currently leads the Corporate Information Technology department. He is responsible for directing all aspects of the division and enterprise shared services technology strategies and operations, including business applications services and solutions, infrastructure and data centers. Additionally, Mr. Vrieling is responsible for desktop and open systems functions for the Life Insurance Division as well as supporting Pacific Life’s remote subsidiaries, including Aviation Capital Group and Pacific Life Re. Mr. Vrieling is a member of the Information Technology Management Committee, which is responsible for enterprise IT strategy and governance. Prior to his current position, Mr. Vrieling was vice president, Information Technology for the Investment Management Division from 2008 – 2011. He was responsible for the division’s information technology strategy, operations, and systems used to manage and support the companies’ investment portfolios. Mr. Vrieling assumed additional responsibilities in June 2009 as vice president, Investment and Product Operations. He was responsible for all middle and back office operational functions, including post trade fixed income and derivatives activities, cash processing, and cash and asset reconciliations. Mr. Vrieling began his career at Pacific Life in 1986 as a programmer/analyst in the Investment Systems area of the Management Information Systems department. He transferred to the Securities Division in 1987. Mr. Vrieling progressed through a number of promotions with increasing responsibilities, and in 1995 was named director, assuming responsibility for Securities Systems. Under his leadership, Mr. Vrieling began a modernization of the Securities Division computing and technology solutions, and was named assistant vice president, Securities Systems in 1997.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Mary Ann Brown
Executive Vice President, Corporate of Pacific Life
Ms. Brown currently serves as executive vice president, Corporate, and is chief executive officer of both Pacific Select Fund and Pacific Funds. Her responsibilities include overseeing Pacific Life’s general account investment teams, Enterprise Risk Management, Pacific Life Fund Advisors, and Pacific Life Re, headquartered in London. Ms. Brown joined Pacific Life’s Life Insurance Division in 2005 as senior vice president, Finance and Product Development and joined the Corporate Division of Pacific Life in 2006. Ms. Brown’s actuarial career began at Canada Life Assurance in Atlanta in 1980. She was then employed with Tillinghast/Towers Perrin from 1983 to 1996, consulting in most areas of life, annuity, and health insurance industry products, strategy, and actuarial appraisals. She was the lead principal for variable products and managing principal of the New York and Washington offices. In 1996, she joined Swiss Re New Markets as director of Worldwide Life Reinsurance and CEO of Atlantic International Reinsurance Company. In 1998, Ms. Brown joined MetLife, Inc. as president of New England Products and Services, heading Product Management for individual life, annuity, and small group products for all MetLife companies. She also chaired Security First Group and MetLife’s reinsurance companies, serving on the boards of RGA and separate account funds. In 2002, she was appointed chief actuary of MetLife, heading Risk Management and Valuation of over $250 billion of liabilities worldwide. From 2000 to 2007, she served on the board of the National Association of Variable Annuities and was its chairman in 2004 and 2005. In 2015, she was inducted into the Insured Retirement Institute’s Hall of Fame for leadership and vision to advance the retirement income industry.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Richard J. Schindler
Executive Vice President of Life Insurance Division of Pacific Life
Mr. Schindler is responsible for and oversees all aspects of the Life Insurance Division. He was promoted to executive vice president of the Life Insurance Division in 2014. Mr. Schindler began his career at Pacific Life in 1990 after working for several insurance carriers over a 20 year period. He served as branch manager for ten years in Pacific Life’s Kansas City branch office. In 2000, Mr. Schindler was promoted to vice president, Branch Offices. He oversaw the successful merger of the FINRA and branch office channels into the regional life insurance office distribution channel in 2002. During this merger he assumed the role of vice president, Independent Producer Channel. In 2006, Mr. Schindler was promoted to senior vice president and chief marketing officer of the Life Insurance Division. In this role, he was responsible for all life insurance sales and marketing functions.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Dawn M. Trautman
Senior Vice President of Product & Strategy Management of Pacific Life
Ms. Trautman serves as senior vice president of the Life Insurance Division. In this role, she is responsible for the Life Insurance Division’s product, marketing, underwriting, information technology, and strategic planning functions. Ms. Trautman joined Pacific Life as a program manager in 2001, overseeing the new business improvement program and the merger of the two primary go-to-market distribution channels. In 2003, she was promoted to director and in 2004 was promoted to assistant vice president, Sales and Marketing Operations. She launched the first field productivity program across 22 regional offices and facilitated efficiency initiatives across the Life Insurance Division’s distribution channels. In October 2006, Ms. Trautman was promoted to vice president and in April 2010, was promoted to senior vice president. Ms. Trautman began her career with Prudential Insurance Company in 1987 and held various positions in the IT and marketing research departments. Her responsibilities included managing policy administration, member services, and direct marketing information systems for a large group health insurance account. After nine years, Ms. Trautman assisted with the transition of the group health insurance systems to the Hartford Insurance Group. In 1997, Ms Trautman joined the consulting firm, Accenture, managing large systems integration and business improvement projects for New York Life and Pacific Life.
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About Pacific Life, Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Tod Nasser
Senior Vice President of Investment Management of Pacific Life
Mr. Nassar serves as senior vice president, Investment Management. In his current role he oversees the general account and advises Pacific Life’s product divisions and subsidiaries on product design, investment opportunities, and hedging strategies. Mr. Nasser joined Pacific Life in 1991 as assistant vice president, Asset/Liability Management in the Pension Investments area. He was promoted to vice president, Asset/Liability Strategies in 1995, and in 2004 he was named chief derivatives officer with responsibility for managing and coordinating all aspects of the use of derivatives at Pacific Life. In 2005, Mr. Nasser joined Investment Management as vice president, Portfolio Management with responsibility over Pacific Life’s general account portfolios. Mr. Nasser was promoted to senior vice president, Investment Management in 2008. In 2010 the Investment Management Division was integrated into the Corporate Division. Prior to working for Pacific Life, Mr. Nasser was employed by First Boston Corporation as vice president in charge of strategy for municipal bond sales and trading. He was also head strategist for Financial Futures and Options.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Carol R. Sudbeck
Senior Vice President of Corporate of Pacific Life
Ms. Sudbeck serves as senior vice president, Corporate, with oversight of Human Resources, Corporate Information Technology, Facilities, and Public Affairs. In this role, she has overall responsibility for all HR areas, including talent management, HR business partners, total rewards and facilities. Ms. Sudbeck also oversees the brand management and public affairs functions for Pacific Life, including the brand advertising program. Effective January 2016, she assumed responsibility of Corporate Information Technology. Ms. Sudbeck serves on Pacific Life’s Management Committee and is Vice Chairman of the Pacific Life Foundation. Ms. Sudbeck joined Pacific Life in 1994 and became director of finance in the Annuities & Mutual Funds Division in 1995. In 1996, she was promoted to assistant vice president, Finance and Training, with responsibilities for financial reporting and accounting functions, as well as the design and development of training programs for the division. Ms. Sudbeck was promoted to vice president of Operations in 1999 and then joined the Corporate Division as vice president, Corporate Audit, in 2002. In 2007, Ms. Sudbeck joined the Human Resources Department as vice president, Talent Acquisition and Development, with responsibility for overseeing the company’s recruiting and onboarding services, executive and management development, training and educational programs, and custom solutions to support the company’s workforce requirements. She was promoted to senior vice president in 2010. Prior to joining Pacific Life, Ms. Sudbeck worked as an auditor with Price Waterhouse specializing in the insurance and financial services industry.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Thomas Gibbons
Senior Vice President of Tax of Pacific Life
Mr. Gibbons serves as senior vice president, Corporate Treasury, Tax, and Enterprise Consulting. In this role, he oversees the company’s corporate treasury, tax, information security, and business continuity operations as well as other strategic corporate initiatives. Mr. Gibbons joined Pacific Life as vice president, Tax in 2004. Prior to joining Pacific Life, he served as a tax partner for Deloitte & Touche from 1998-2004 and was responsible for the Western Region’s Insurance Tax Practice. From 1995 to 1998, Mr. Gibbons served as a tax director for an insurance unit of General Electric Capital Corporation. Mr. Gibbons’ experience includes managing various aspects of insurance company corporate operations including cash and liability management, capital transactions, investment products, corporate taxation, information security, business continuity, and enterprise risk management.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Lorene Gordon
Senior Vice President of Operations & Program Management Office of Pacific Life
Ms. Gordon joined Pacific Life in 1995 and was promoted to vice president of Operations and Program Management Office for Pacific Life’s Retirement Solutions Division (RSD) in 2004 and to senior vice president on April 1, 2015. In this role she has overall responsibility for the service and administration of all RSD lines of business, ensuring exceptional service to financial advisors, brokers and contract owners. Ms. Gordon is also responsible for the oversight and direction of the Program Management Office which drives the division’s strategic initiatives. She oversees two Third-Party Administrator outsourcing relationships for Mutual Funds and Institutional & Structured Settlement products. Under her direction, RSD’s call center has been the recipient of several DALBAR Awards for service excellence. Ms. Gordon began her career with E.F. Hutton & Company, Inc. and later joined Eden Financial. With over 25 years of experience in insurance and financial services, she has extensive knowledge in sales and marketing, product development, operational compliance, and administration. She is an active member and former chair of the Insured Retirement Institute (IRI) Operations and Technology Senior Steering Committee, which seeks to shape industry change and automation.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Kathy Melgar
Assistant Vice President, Product Delivery of Pacific Life
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Howard Hirakawa
Senior Vice President of Investment Advisor Operations of Pacific Life
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Joseph E. Celentano
Senior Vice President & Chief Risk Officer of Pacific Life
Mr. Celentano was named Chief Risk Officer in 2012 and serves as senior vice president, Enterprise Risk Management. In this role Mr. Celentano oversees the development and implementation of the company’s risk strategy and risk appetite across all business lines and is responsible for identifying, assessing and prioritizing risks across the organization and chairs the Enterprise Risk Committee. He also oversees the maintenance and use of the company’s economic capital model. Mr. Celentano joined Pacific Life in 1992 as assistant vice president, Product Management, in the Institutional Products Division. In 1999, he was promoted to vice president, Structured Products, and was named senior vice president, Product Management, for the Investment Management Division in 2006. Prior to joining Pacific Life, Mr. Celentano held positions at Travelers Insurance Company and CIGNA in Hartford, CT. Mr. Celentano also has served as an adjunct professor at the University of California, Irvine in the areas of accounting and investments.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Gina Kosta
VP of Sales of MediaAlpha
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About MediaAlpha: MediaAlpha is an advertising technology company that develops programmatic advertising platforms.
