William J Jolicoeur III (Bill), B.S. Detailed Bio
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
Anita L Torres, M.S., CPLP Detailed Bio
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
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.
Keith Nelson, FSA, MAAA
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.
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.
Karen Kollath, B.S.
Karen brings over 20 years’ experience serving the financial and insurance industry
Expertise: Actuarial, General Finance, Product Design, Pricing, Product Management, Financial Modeling, Analysis, Reserves/Valuations, Business and Domain Knowledge, Strong Communication, Advanced Analytics.
Product Expertise: Auto, Home, Life, Disability Including Credit /Debt Protection
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
Rachel Dresser
Rachel Dresser brings years of experience in social media management, branding,
marketing creative, website design and management.
Expertise: social media management, branding, marketing collateral design and
development, social media analytics, planning and project collaboration.
