Meet our leadership team.
Best of class innovative products, advanced technology and dependable delivery can only be built by collaboration from our knowledgeable team members, led by our experienced management team, which includes:
David holds over 27 years of software development, financial services and management experience. As Chief Executive Officer, David leads the technology direction, product strategy, business development goals, sales and marketing initiatives and growth strategies for Insurance Technologies and its products, ForeSight® and FireLight®. Since becoming an originating team member of Insurance Technologies in 1996, David progressed his areas of responsibilities and has provided essential leadership to Product Development, Product Management, Client Services and Sales teams. Participating in the growth of Insurance Technologies from the ground up provides David the necessary experience to deliver cohesive software products and services tailored to world leading financial services companies. David's understanding of the internal complexities of life, annuity and other financial services products along with his steadily increased responsibilities and influential leadership, provide David the tools to lead Insurance Technologies and orchestrate the ongoing development of innovative sales automation solutions with partnership oriented customer service.
Tammy brings over 25 years of valuable operational management experience to Insurance Technologies and has been a significant team member since she joined us in 1996. Her responsibilities at IT cover an array of areas, which are essential to the success of the everyday operations of the organization. Areas under Tammy’s management include Finance, Human Resources, Network Services and Facilities. Her experience and management direction are instrumental in ensuring that the organizational and professional growth of Insurance Technologies' goals and corporate vision are fundamentally present. She is an influential member of the Executive Management Team and a Member of the Board. Tammy graduated with honors from the University of Colorado with a Bachelor’s Degree in Psychology and holds a Master’s Degree in Organizational Management. Tammy is an essential component of the day to day operations workflow allowing our team members to focus on Insurance Technologies' products and customers.
Susan holds 29 years of experience in the financial services and technology sectors. As Senior Vice President of Corporate Development, Susan is responsible for helping define strategy for expansion of Insurance Technologies’ solutions footprint as well as contracting and licensing of Insurance Technologies’ products. In her tenure at Insurance Technologies, Susan has managed the Client Services organization ensuring the smooth transition of customers from the sales process to delivery of customized software solutions. Prior to joining our team, Susan worked for MCI, McGraw-Hill and the Equitable of Colorado in various management, system analyst, and development roles. Included in her list of credentials is a Bachelor of Science degree in Business Administration from the University of Phoenix. Susan is a dynamic key player in the success of Insurance Technologies’ partnerships, client contract relationships and the development of our presence in the financial services industry.
Since joining Insurance Technologies, Mike has continued to advance his career and has been a contributor to many successful ForeSight® implementations. Mike has held the positions of Senior Software Engineer, Team Lead, Project Manager, Product Manager, Vice President of Client Services and now he is Senior Vice President of Client Services and part of the Executive Management team. Prior to joining Insurance Technologies, Mike gained hands on distribution and industry experience selling various forms of insurance and investment vehicles while working as an Agent, Sales Manager, Broker, Independent Agent and Wholesaler for companies such as Prudential Insurance and CNA Insurance. Mike saw significant growth in the hardware/software illustrations systems in the industry and decided after 11 years it was time to make a transition from selling the products to being a part of the creation of the illustrations systems. As Senior Vice President of Client Services, Mike is responsible for ForeSight client implementations including project oversight and financial reporting. He is in charge of leading the Development and Client Services teams that implement client deliverables. With over 28 years of overall industry experience, Mike provides Insurance Technologies solid domain expertise. Mike holds a Bachelor's Degree in Mathematics with a Computer Science Option from Fort Lewis College.
SVP, Actuarial Services, FSA, MAAA, CFA, ChFC, CLU
Joined Team - 2010
With more than 30 years of experience in the financial services industry, Bill provides Insurance Technologies with solid actuarial expertise of life and annuity products. As Senior Vice President of Actuarial Services, his responsibilities include calculation integrity, inforce ledgers and advanced financial planning concepts, as well as being involved in client facing projects. Before joining Insurance Technologies, Bill worked for two years as an independent contractor and was heavily involved with illustration software calculation development. Prior to his actuarial consulting tenure, Bill worked at Sagicor Life Insurance Company for four years as SVP and Chief Actuary and before that he spent ten years in the AEGON organization as VP and Managing Actuary. As well as being a Fellow of the Society of Actuaries since 1990 and a Member of the American Academy of Actuaries since 1989, Bill is an active member of the Society of Actuaries Taxation Group and the American Academy of Actuaries Tax Work Group. Bill graduated with honors from the University of California at Los Angeles with a Bachelor of Arts Degree and holds advanced financial planning and financial analyst designations including CFA, ChFC, and CLU.
VP, Client Services, CLU, ChFC
Joined Team - 1998
Tracy brings more than 30 years of experience in the life insurance and annuity industry and has expertise in the areas of project management, product functionality, business analysis and design of illustration software. As a Vice President of Client Services, Tracy manages one of our Client Services delivery teams. She also acts as the functional leader for our Business Analysts. Prior to joining Insurance Technologies, she was a Senior Marketing Consultant for New York Life Brokerage where she was responsible for both system support and design for a number of different illustration systems and worked directly with producers providing advanced case design and marketing support. Tracy also worked for Security Life of Denver (ING) in Marketing Systems and Marketing. Her experience at Security Life included management of the team that provided case design support to a group of producers that specialize in the high net worth and COLI market as well as project management, system testing and producer support. Additionally Tracy has earned her CLU and ChFC designations from the American College.
VP, Client Services
Joined Team - 1999
Carla brings over 13 years of project management, information technology, and insurance and financial services
experience, working in the Client Services area. She possesses advanced skills in project planning and management, the Software Development Life Cycle (SDLC) and the Testing Life Cycle (TLC). As a Vice President of Client Services, Carla manages all aspects of the project, planning through initial design, deployment and production. Her responsibilities include:
client account management, as well as driving the release, delivery, and
resource cycles to meet client needs. Prior to joining Insurance Technologies, Carla
was in the information technology industry for 7 years in various roles and responsibilities including: systems analyst, network analyst, software tester, and project manager.
VP, Client Services
Joined Team - 2007
Steve brings over 15 years of project management experience combined with 8 years of experience in a Fortune 100 financial services company to Insurance Technologies. As a Vice President of Client Services his responsibilities include: client account management, overseeing the program/project management function within Client Services, as well as driving the release, delivery, and resource cycles to meet client needs. Prior to joining Insurance Technologies, Steve was in the information technology industry for 20 years in various roles and responsibilities including: programmer analyst, systems analyst, and program manager. Steve graduated with honors from the DeVry University with a Bachelor’s Degree in Business Operations.
VP, FireLight Product Management
Joined Team - 2011
Jim brings over 14 years of professional experience in the financial services industry specializing in product management and strategic planning for technology implementations. As VP, FireLight Product Management, Jim is in charge of defining marketplace entry and compliance necessary to ensure product alignment with the industry (client business needs). Jim manages communications between Insurance Technologies and industry organizations to maintain industry standards support. Along with his extensive industry experience, Jim remains actively engaged within top industry organizations including IRI, DTCC and ACORD. Jim’s innovative business development, solution design and product management experience provide him with the prominent knowledge needed to successfully drive the strategic direction and roadmap execution of Insurance Technologies’ FireLight® product.
VP, Product Development
Joined Team - 1998
Since joining Insurance Technologies in 1998, Del has played a pivotal role in client implementations and was instrumental in the design of the ForeSight® 5.0 platform. As VP, Product Development, Del’s focus is on the development and implementation of the FireLight system. As leader of one of the Client Services teams, Del is responsible for driving client implementation support, internal forms development, and administration training and demo support. He brings 27 years of industry expertise in personal production, sales training and support, and sales tool development giving him the knowledge to also provide Business Analyst support. Prior to joining Insurance Technologies, Del worked as a Senior Business Analyst at Insurance Sales Illustration Systems, Inc., as a Training Supervisor for New York Life Insurance Company, and as an Agent for New York Life. Del holds Degrees in Economics and Business Administration.
VP, Sales – FireLight®
Joined Team - 2010
Travis has spent the last 15 years working in financial services focusing almost entirely on distribution technology both from a product management and sales management perspective. As a veteran of both the United States Navy and the financial services industry, Travis brings exceptional leadership and experience to his role as Vice President of Sales for the FireLight® product. Travis has a proven track record of results and high performance in business development and sales roles. He has built solid, trusting, long-standing relationships across multiple segments within the industry through a deep and consultative understanding of his clients’ business needs. Prior to joining our team, Travis worked for Thomson Reuters managing a portion of their Thomson ONE Wealth Management platform focusing on Broker Dealer sales of Annuities and Mutual funds. He has worked as the Vice President of Sales for two other technology companies selling distribution technology focused on the advisor and insurance markets. Before that Travis worked for Bank of America and Wells Fargo (formerly Wachovia) as a financial analyst. Travis holds degrees in Banking and Finance from Appalachian State University.
VP, ForeSight Product Management and Sales, CLU
Joined Team - 2011
Jane brings 30 years of life industry experience in a variety of roles to Insurance Technologies. As VP, ForeSight Product Management and Sales, her responsibilities include communication with industry leaders, clients and new relationships about capabilities and future development ideas for ForeSight®. She works with our internal Product Development team and is a ForeSight product specialist for our industry contacts. Jane also has responsibility for the sale of ForeSight. Prior to joining Insurance Technologies, Jane worked at a leading executive benefits firm in corporate-owned life insurance sales and case design, and before that she worked as a consultant providing marketing and systems support in the areas of wealth transfer, deferred compensation, and competitive life insurance product analysis. Jane holds the designation of Chartered Life Underwriter and has her Series 6 and Series 63 securities licenses. Jane holds a Bachelor of Science Degree in Business Administration from Colorado State University.
Joined Team - 2002
Kristin has held key roles and responsibilities since joining Insurance Technologies in 2002 where she gained deep domain and company knowledge that are essential to the success of communicating Insurance Technologies’ message. As Vice President of Marketing, Kristin is responsible for developing and maintaining marketing strategies that meet Insurance Technologies’ objectives. She formulates and drives all marketing plans and advertising activities including email, online and event marketing, as well as managing
the overall Marketing department budget. Kristin works closely with the Executive
team and Product Management team to maintain product enhancement and company communications in order to manage product and company visibility while ensuring a consistent marketing message. She is the primary liaison between Insurance Technologies and industry media, public relation firm, advertising, partners and industry organizations. Kristin holds a Bachelor of Arts Degree in Business Marketing from Western State Colorado University.