Meet our leadership team.
Best of class products supported by 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, 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 contributes over 25 years of valuable operational management experience to Insurance Technologies and has been a significant team member since she joined us in 1996. As Chief Operating Officer Tammy's responsibilities expand across an array of areas, which are essential to the success of the everyday operations of Insurance Technologies. Areas under Tammy's management include Finance, Human Resources, Network Services and Facilities. Tammy is an influential member of the Executive Management Team and 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. 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.
Since joining Insurance Technologies in 1996, Ron has been a key Chief Architect in the design and development of ForeSight® and FireLight®. In his current role as Chief Technology Officer, Ron is responsible for technology decisions for FireLight development and deployment, product architecture and design, and client implementations. Ron provides leadership for the FireLight Product Development, Product Management and Client Services teams. Prior to joining Insurance Technologies, Ron worked for Computing Information Systems as a Sr. Software Development Engineer, designing, developing and implementing custom Order Entry, Accounting, Inventory, and Billing systems for the publishing sector. Ron personally managed the design, development and implementation of over 10 large-scale implementations, including Mitchell International, National Oceanic and Aeronautical Administration (NOAA), Maxwell McMillan, University of Chicago Press, and lastly Shepard's/McGraw-Hill. Ron holds a Bachelor of Science Degree in Computer Science from DeVry University and has completed several LOMA exams, including FLMI 371, 280, and 290 and has maintained a Microsoft MCPD certification or equivalent since 1999.
With over 30 years of software industry experience, Jim provides technology leadership and management to the ForeSight® Product Development, Product Management and Client Services teams. As Executive Vice President of Engineering, Jim is responsible for the overall technology vision and implementation of ForeSight®. In his role, Jim manages and directs all development changes and enhancements to the ForeSight base system. Jim has been with Insurance Technologies for over 15 years and was one of the original architects in creating the ForeSight system. Jim has worked extensively in the insurance and legal industries providing him industry and technology expertise to manage the complexities required within insurance illustration software. Jim holds a Bachelor of Science Degree in Engineering Mathematics from the Colorado School of Mines.
Andrea brings over 20 years of experience in developing, marketing and selling software solutions within the financial services and insurance industries. As Senior Vice President of Sales and Marketing, Andrea is the lead marketing and sales strategist; in charge of developing and executing the company's defined marketing and sales strategies to drive business growth, expand market awareness and infiltration, and support client product launch initiatives. Andrea is responsible for designing a compelling marketing vision, communication strategies, and product sales cycles and methodologies that align, build upon and strengthen Insurance Technologies short and long-term goals. Prior to joining Insurance Technologies, Andrea held strategic leadership positions at several life insurance software companies and most recent was VP of Distribution Digital Strategy at Transamerica. Andrea possesses strong strategic marketing knowledge and innovative and forward thinking methods needed to Insurance Technologies Marketing and Sales teams.
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 is now Senior Vice President of Client Services. 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. As Senior Vice President of Client Services, Mike is responsible for ForeSight client implementations and deliverable including project oversight and financial reporting. 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.
SVP, ForeSight Product Management, 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. Since joining Insurance Technologies, Tracy has been an influential member of the ForeSight® Client Services team and a key player in the success of many ForeSight implementations. As a Senior Vice President of ForeSight, Product Management, Tracy is responsible for the strategic direction of ForeSight, aligning the product with client needs and industry requirements. Tracy is a liaison for ForeSight related industry organizations and contacts. Prior to joining Insurance Technologies, Tracy 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, where she managed a team that provided case design support to a group of producers that specialize in the high net worth and COLI market. Tracy holds CLU and ChFC designations from the American College.
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 FireLight. 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 26 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, 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, Business Development
Joined Team - 2011
Jim brings over 15 years of professional experience in the financial services industry specializing in product management and strategic planning for technology implementations. Since joining Insurance Technologies in 2011, Jim has been an influential member in the management, market alignment and direction of the FireLight® product, as VP, Product Management. In his current role as VP, Business Development, Jim works collaboratively with FireLight Sales and Client Services teams to evaluate and define the unique business and workflow requirements for each FireLight implementation to facilitate successful onboarding and administration. Jim serves as the new client liaison providing a continually supported transition from sales prospect to active client. Providing ongoing client relationship management support Jim assess and identifies opportunities to drive adoption and achieve overall client satisfaction. Jim actively participates in key industry working groups and is engaged within top industry organizations including IRI, DTCC and ACORD. Jim's innovative business development and product management experience along with his deep understanding of the inner workings of the industry's architecture provide him with the prominent knowledge to successfully deliver strategic support to new and existing FireLight clients.
VP, Product Management
Joined Team - 2016
With more than 14 years of product development, product management and business development experience within the financial services industry, Katherine provides Insurance Technologies the expertise needed to identify and implement innovative solutions that align with industry requirements. As VP, Product Management, Katherine is responsible for the overall strategy, direction and roadmap implementation of the FireLight e-application platform. Katherine works cross-functionally with the Product development, Sales and Marketing, and Senior Management to determine the long-term business and technical strategy for the FireLight product. As the intermediary between Insurance Technologies and FireLight clients, Katherine proactively manages key product communications including releases and maintenance updates, keeping clients abreast to promote client system success. Katherine is a key liaison between Insurance Technologies and top industry organizations including ACORD, IRI, and DTCC and actively participates on numerous industry working groups. Prior to her current role at Insurance Technologies, Katherine held key positions as Chief Compliance Officer, VP, Product Management & Integrations and Senior Director of Product Development, Manager within the financials services technology sector. Katherine graduated with honors and holds a Bachelor's Degree from Birmingham Southern College.
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.
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.
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.
VP, Sales – FireLight® for Distributors
Joined Team - 2015
Steven holds over 19 years of experience in the financial services sector, with a heavy focus on the Distribution side of the business. As a Vice President of Sales, Steven is responsible for the sale and management of the FireLight® product for Distributors. Steven brings to Insurance Technologies unique wire house, broker dealer, and bank technology and operations infrastructure knowledge that will assist him in meeting client and prospect needs. Prior to joining Insurance Technologies, Steven held positions at industry leading organizations including Sales Director within the Financial Services Global Business Unit at Oracle Corporation, Vice President of Sales at Insurance Technologies and Senior Relationship Manager at the Depository Trust & Clearing Corporation (DTCC). While at Oracle, he was responsible for the sale of Oracle's Insurance Analytical Applications across North America. At DTCC Steven played a critical role in establishing DTCC's Insurance & Retirement Services Group. He managed several Broker Dealer, Bank, and Clearing firm accounts and headed a team responsible for cross-selling DTCC products. Steven spearheaded the acquisition of new business partners and fostered alliances with existing partners. He has been a regular presenter at various industry and user conferences. Steven graduated from the University at Albany with dual Bachelor of Arts Degrees in Communication and Spanish and has his Securities Industry Institute certification from the Wharton School of Business at the University of Pennsylvania.
VP, Sales – ForeSight®
Joined Team - 2015
Lloyd Chumbley holds 20 years of business, technology and product leadership experience delivering innovative solutions to the global insurance industry. Lloyd brings both unique product expertise and a rich understanding of insurance needs to his role as Vice President of Sales for the ForeSight® product. Lloyd has developed, marketed, and launched game-changing products that advance the work of insurance agents and carriers both in the U.S. and globally. He began his career in the insurance industry in 1995 when he joined Insurance Technologies as the company's first employee and quickly became Chief Technology Officer. Lloyd was part of building, deploying and marketing Insurance Technologies solutions to the life and annuity insurance companies including the ForeSight® illustration product. In 2001, Lloyd joined the global nonprofit standards developer, ACORD, where he worked most recently as the organization's Vice President, Global Development. Lloyd defined, developed and implemented a broad range of best-practice standards for the insurance industry on a global scale that streamlined business processes, improved flexibility and adaptability, ensured compliance with changing mandates, and strengthened communication among disparate data and information systems. He also played a lead role in the development of the acclaimed XML standards. Lloyd holds a Bachelor of Science Degree in Computer Science from Baylor University.