William J Jolicoeur III (Bill), B.S.
Bill Jolicoeur brings over forty years of experience serving the Financial Service Industries, thirty four were serving the Corporate and Consumer needs of Credit Unions and insurance industries.
Expertise: Strategy Development, Product Development, Integrated Distribution Channels, Strategic Alliance Management and Negotiations, Contracting, Financial Analysis and Planning, Marketing Segmentation and Leadership Development
Karen Kollath, B.S.
Experienced insurance leader with 25+ years in P&C, A&H, and Life, with deep expertise in data analysis, product development, and cross-functional leadership. Skilled in driving data-driven decision-making and managing teams across actuarial, analytics, and operations functions. Passionate about innovation, efficiency, and delivering value in dynamic environments.
Expertise: Insurance start-up experience, Data Analysis and Problem Solving, Financial Modeling, Product Design, Product Management, Actuarial Pricing and Reserves/Valuations, General Finance, Business and Domain Knowledge, Strong Leadership, Collaboration and Communication skills.
Product Expertise: Personal Lines (Auto, Home, Wage Protector®), Credit Insurance (Life, Disability), Business Insurance.
Judy Ring, M.B.A.
Judy Ring brings over thirty-one years of experience serving the Financial Services Industry.
Expertise: Project Management, Strategic Planning and Business Plan Development, Technical Help Desk Management and Support, System Testing and Training, Executive Support and Reporting, and Event Planning.
Steven T Mintz, M.B.A.
Steve Mintz brings over twenty-five years of experience in Marketing in a variety of industries (financial services, insurance, consumer packaged goods, apparel, appliances, and hospitality/entertainment), including twelve years in Financial Services, serving the consumer needs of Credit Unions and Insurance Companies.
Expertise: Strategy, Direct Marketing, CRM, Marketing Automation, Affinity Marketing, Integrated Marketing Campaigns, Product Management, Project Management, Digital Marketing (Email, SEO and SEM), Marketing Research, Brand Management, Field Marketing, Customer Satisfaction, New Customer Acquisition, Product Cross-Sale and Policyholder Retention Strategies. Manage day-to-day operations of Cross Functional Teams.
Product Expertise: Auto, Home, Commercial, Health, Life, Disability Including Debt Protection and Mortgage Payment Protection, SALARYGAP® and Wage Protection® products which include critical period Disability, Involuntary Unemployment and SALARYGAP® protection on re-employment.
Andree Ring
Andree Ring brings over seven years of experience in Marketing creative, website design and management.
Expertise: graphic design, branding, marketing collateral design and development, WordPress website design and development, videography, photography, staff training and project collaboration
Amy R Whitehead
Amy brings almost 30 years of experience serving the insurance industry in program, project, and product management as well as actuarial roles.
Expertise: Cross Functional Team Leadership, Project Management, Program and Product Management, Partner Relationship Management, Actuarial, Critical Thinking, Problem Solving, Streamlining Processes, and Data Analysis.
Carrie Lory, M.B.A.
Carrie brings over 25 years’ experience serving the Financial Services Industries and consumer needs of Credit Unions and Insurance Companies
Expertise: Strategy, Direct Marketing, Affinity Marketing, Benchmarking & Direct Response Testing Strategy, Campaign Development & Optimization, Go-To-Market Strategy Development, Growth Forecasting & Execution, Team Leadership & Development, Data Driven Decision Making, Marketing Operations Campaign Execution, Marketing Research, New Customer Acquisition, Cross Functional Team Leadership, Partner Relationship Management, Email Marketing, Project Management, Brand Management, Critical Thinking and Problem Solving
Anita L Torres, M.S., CPLP
Anita brings over 25 years of experience serving a variety of financial, insurance and business service organizations.
Expertise: Certified Professional in Learning and Performance, Emotional Intelligence Coaching, Designing and Developing Affinity Selling Curriculum, Designing and Developing Virtual Selling and Management Development Programs, Business Development, and Project Management
Lois A Zajac, M.S.M , Emeritus
Detailed Bio
Lois Zajac brings over thirty-six years of experience serving the Financial Services Industries and consumer needs of Credit Unions and Insurance Companies.
Expertise: Product Management, Business Planning, Multichannel Marketing and Distribution,
Sales and Customer Service Call Center Management, Agency Management. Creating a Consistent, Superior Customer Experience, Account Development Management, Product Cross-sale and Policyholder Retention Strategies, Strategic Alliance and Partner Relationship Management, Develop and Negotiate Partnership Service Level and Operational Agreements, Manage day-to-day operations of Strategic Alliances and Cross Functional Teams
Keith Nelson, FSA, MAAA, Emeritus
Keith Nelson brings over forty years of experience serving the Financial Services Industry including services to credit unions, community/regional banks, other lenders, insurance companies, reinsurance companies, government entities and more.
Expertise: Actuarial, General Finance, Product Design, Pricing, Product Management, Underwriting, Financial Modeling, Analysis and Planning, Reserves/Valuations, Operations/Administration, Relationship
Management, Personnel Management, Executive Management, Information Technology, and Compliance/Regulatory Advocacy.
David W Marold (Dave), M.B.A., Emeritus
Dave brings over 30 years of experience in serving the automotive, financial services and educator.
Expertise: Direct / Inactive Marketing / CRM, Integrated Marketing, Marketing Management, Executive Leadership/Management, Turnaround/Change Management, and Sales / Relationship Management