ONEAMERICA - Key Persons
Job Titles:
- Lead Independent Director
Job Titles:
- Chief Financial Officer
- Chief Financial Officer for OneAmerica Financial SM
Andrew Michie serves as the chief financial officer for OneAmerica Financial SM, with responsibilities that include overseeing Investments, Actuarial, Risk Management and Corporate Development. In addition, he has responsibility for Information Technology and for Data and Analytics. He is a member of the OneAmerica Financial Executive Council.
Prior to joining OneAmerica Financial in 2012, Andrew worked for several years at CUNA Mutual, a mutual life insurer based in Madison, Wis. While there, he ran the internal audit function, was controller and ultimately led their corporate finance team.
Andrew began his career working in London, England, and Philadelphia, Pa., for PricewaterhouseCoopers, eventually leaving to become CFO of two startup technology companies. He is a qualified UK chartered accountant. Andrew currently serves as the chair of the board of directors for the Indiana Repertory Theatre and a board member for United Way of Central Indiana.
Job Titles:
- Business Development Director
Job Titles:
- Chairman of Governance and Nominating Committee Former Utility Regulator and State Representative
Job Titles:
- Chief Human Resources Officer
- Senior Vice President
Chris Pohl serves as senior vice president and chief human resources officer, leading the design and execution of talent strategies that enable achievement of OneAmerica Financial SM enterprise objectives and priorities.
Job Titles:
- Chief Investment Officer
- Senior Vice President
- Senior Vice President and Chief Investment Officer of the Companies of OneAmerica Financial SM
David Weisenburger is the senior vice president and chief investment officer of the companies of OneAmerica Financial SM. He manages a staff responsible for more than $21 billion of investments for all the OneAmerica Financial affiliates.
Weisenburger has more than 33 years of experience in investments, including fixed-income research and portfolio management, equity research and portfolio management, as well as derivatives trading for replication and hedging.
Weisenburger's previous roles at OneAmerica Financial include vice president, Investment Strategy & Risk; vice president, Fixed Income Securities and vice president, Marketable Bonds where he helped manage and grow a credit portfolio of nearly $17 billion in high-grade and high-yield public and private corporate securities.
Before joining OneAmerica Financial in 2007, Weisenburger served as vice president and senior portfolio manager at Ohio Casualty Group and as managing director, Fixed Income and Derivatives, at Summit Investment Partners.
Weisenburger received his bachelor's degree in economics from the University of Cincinnati and is a Chartered Financial Analyst. Sharing his knowledge with the community, he serves on the investment committee for Shepherd Community Center, an organization working to break the cycle of poverty in Indianapolis. In his free time, Weisenburger enjoys golf, sports, traveling and spending time with his wife, Lori, and family.
Job Titles:
- President, Individual Life and Financial Services ( ILFS )
Dennis Martin has served in multiple leadership roles in Individual Life and Financial Services (ILFS) since joining OneAmerica Financial SM in 2009, most recently in his current ILFS leadership role he has held since January of 2018. Previously, he served as senior vice president of Product and Business Development for the companies of OneAmerica Financial, overseeing insurance operations and product development for life, annuity and asset-based long-term care solutions, as well as broker-dealer operations. He also provides leadership and vision for the current and future product portfolio and identifying opportunities for expansion.
Earlier in his career, Martin gained actuarial and marketing experience at Great-West Life in Canada and spent eight years with the Western & Southern Financial Group & Columbus Life building out their product development capabilities. Additionally, Martin has significant experience working directly with sales and distribution across multiple distribution channels.
Martin is an honors graduate of the University of Manitoba, with a bachelor's degree in Statistics and Actuarial Science. He is a Fellow in the Society of Actuaries and Canadian Institute of Actuaries and a Member of the American Academy of Actuaries. Martin and his wife, Sharon, have two daughters. In his spare time, he enjoys spending time with his family, playing hockey, curling and do-it-yourself projects.
Job Titles:
- President and CEO, the American College of Financial Services
Job Titles:
- CEO
- Chairman of the Board
- Chairman of the Executive Committee
- President
Scott leads the OneAmerica Financial SM nationwide network of companies and affiliates, which offer a wide variety of products, including retirement, individual life insurance, annuities, asset-based long-term care solutions and employee benefits. He was appointed president in 2013, CEO in 2014 and chairman of the board in 2017.
He began his 37-year career in the insurance industry at UNUM, where he served in a variety of financial roles, including chief financial officer (CFO) of UNUM's Duncanson & Holt reinsurance subsidiary. In 2000, Scott joined OneAmerica Financial as vice president of strategic planning and corporate development. In 2004, he was appointed CFO. The Indianapolis Business Journal named him CFO of the Year in 2008.
Scott is past board chair of Indiana University Health, American Council of Life Insurers and The American College. He serves on the board of Central Indiana Corporate Partnership. He previously served as a board member for Ascend Indiana, Camptown, Inc., LL Global, Indiana Sports Corporation, the Indiana Chamber of Commerce and the 2004 FINA World Swimming Championships. He is currently serving as co-chair of the 2024 U.S. Olympic Team Trials for Swimming.
He earned a Bachelor of Arts in economics and history from Middlebury College and a Master of Business Administration from the University of Southern Maine. He is an alumnus of Harvard Business School's advanced management program.
Job Titles:
- Founder and President of Cambridge Capital Management Corp
Job Titles:
- Senior Vice President / Head of Employee Benefits
- Senior Vice President and Head of Employee Benefits
- Senior Vice President and Head of Employee Benefits for OneAmerica Financial SM
As senior vice president and head of Employee Benefits for OneAmerica Financial SM, Joe Ingream is responsible for all aspects of the organization's group benefits business, including overseeing strategy, distribution, finance, underwriting, product development, operations, and service.
Ingream joined the companies of OneAmerica Financial in 2022, bringing more than 20 years of group-benefits leadership experience to the role. He was vice president and chief operating officer for Prudential's group insurance segment, among other executive positions there. He's a former board member of the Integrated Benefits Institute. He currently sits on LIMRA's and ACLI's Worksite Benefits councils. Before joining Prudential, Ingream was with Aetna, where he led the absence and disability benefit management organization, among other roles.
Prior to working in the insurance industry, Ingream spent 14 years as a corpsman in the U.S. Navy, specializing in clinical pathology. He earned a bachelor's degree in healthcare administration from Southern Illinois University, Carbondale, and an MBA from the University of Portland in Oregon.
Ingream lives in Scarborough, Maine, with his wife, Stacey, and three daughters. He has been active with the local education foundation and as a youth coach. He is a former board member for the Ronald McDonald House Charities of Maine, and currently serves on the Preble St. board.
Job Titles:
- Chief Information Officer
- Senior Vice President
José Martínez is accountable for all IT planning, program and support functions. He has over 20 years of experience in the IT sector and extensive experience in strategic sourcing, vendor management, relationship management, project management and IT engineering design and support. Prior to this position, he served at OneAmerica Financial SM as vice president, IT infrastructure and application support, and vice president, business relationship management and enterprise architecture.
Since joining OneAmerica Financial in 2014, Martínez has led multiple strategic initiatives to transform the IT support model. In 2014 he led the OneAmerica contract negotiations and transition of services from the prior infrastructure outsource service provider to the current provider. In 2016 he was part of an executive team that led an end-to end reorganization effort within IT to shift to a Plan-Build-Run delivery model, creating new IT functions, such as business relationship and service management. In 2020 he implemented DevOps and Agile modern frameworks into the IT operating model.
Prior to joining OneAmerica Financial, Martínez served as vice president, communications as a service (CaaS) for Interactive Intelligence, managing all data centers worldwide for the company's cloud product. In addition, he served as a senior global delivery executive at IBM, accountable for the delivery of a broad range of IT outsourced services for corporate clients.
Martínez holds bachelor's and master's degrees in mechanical engineering from the Georgia Institute of Technology. He also completed an advanced management executive program from the University of Chicago Booth School of Business.
Job Titles:
- Executive Vice President
- Vice Chair for the Indiana Sports Corp
Karin Sarratt serves as executive vice president, leading the Employee Benefits business, Enterprise Strategy, Enterprise Business Improvement, Enterprise Marketing and Communications, Diversity, Equity and Inclusion, and Community Affairs. A member of the OneAmerica Financial SM Executive Council, Sarratt joined OneAmerica Financial in fall 2016.
Sarratt has experience with large, complex, and highly regulated companies, and she has worked with multi-site, global executive teams to set strategy and achieve business outcomes while maintaining a highly engaged and top performing team culture.
Previously chief human resources officer for OneAmerica Financial Sarratt led organizational transformation initiatives that improved operating efficiencies and created business value, through the development and implementation of talent strategies to drive retention, engagement, and a culture of inclusivity.
Sarratt came to OneAmerica Financial from Anthem Healthcare, where she led several human resources functions, in addition to merger and acquisition initiatives. Sarratt served as vice president of human resources for several of Anthem's key businesses and shared services.
Before joining Anthem, she worked for International Paper Co. for more than 14 years, serving in her last role there as director of human resources in Europe, the Middle East and Africa.
Active in community service in Indianapolis, Sarratt serves as vice chair for the Indiana Sports Corp board and as co-chair for the USA Swimming Olympic Trials Local Organizing Committee. She also serves on the boards of the Indy Chamber, Shiel Sexton and the Center for Leadership Development. She is an active member of Sigma Gamma Rho Sorority.
Sarratt earned her Master of Science degree in human resources development from Clemson University and her Bachelor of Science degree in telecommunications from Ball State University
Job Titles:
- Chief Marketing Officer
- Senior Vice President
- Head of Enterprise Marketing and Communications
- Senior Vice President and Chief Marketing Officer ( CMO ) for OneAmerica Financial SM
As senior vice president and chief marketing officer (CMO) for OneAmerica Financial SM, Kelley Gay leads the company's overall marketing, communications and stakeholder experience strategy, driving exceptional brand experiences and business results across the enterprise.
With nearly 25 years of experience in the financial services industry, Gay has served OneAmerica Financial in various leadership capacities for more than a decade. Currently as CMO, Gay oversees marketing, executive, internal and external communications, digital experiences, market visibility, brand management, customer relationship management, reputation management, custom marketing and financial wellness programming, marketing operations and portfolio strategy, and customer experience management.
As head of enterprise marketing and communications, Gay has played a key role in shifting OneAmerica to a customer-centric organization enabling the enterprise to meet and exceed the expectations of its stakeholders. In addition, her leadership has helped raise the company's and business lines' market visibility by aligning marketing, digital, communications and brand experiences to core strategic objectives - ultimately aiding in the growth of new business and retention. In previous appointments at OneAmerica, Gay held multiple marketing leadership positions for the enterprise as well as for the Individual Life and Financial Services and Retirement Services business lines.
Before joining OneAmerica, Gay held several marketing leadership roles at MassMutual Financial Group, focusing on building customer relationships with emerging consumer segments, career agency and independent brokerage marketing and product and services marketing. Gay began her career in financial services as a brand promotion consultant and Phoenix Home Life communications professional and was a licensed financial advisor with Smith Barney.
Gay received her bachelor's degree in English from the University of Connecticut, where she also earned Big East All-Academic Team awards as a member of the basketball team from 1994-1998. Playing on the 1995 NCAA Women's Basketball Champion 35-0 team was among her college career highlights. These days, youth charities, women's issues, diversity and inclusion advocacy, as well as business and leadership coaching, are her passion. She and her husband, David, have three children. In her spare time, she is engaged in community and nonprofit activities, enjoys spending time with her family and friends, running and public speaking.
Job Titles:
- Chairman of Audit Committee Retired Senior Vice President and Managing Director, Life Insurance, Wells Fargo
Job Titles:
- Senior Vice President / Head of Distribution, ILFS
Job Titles:
- Senior Vice President, Head of Distribution, ILFS
In his role with the company's Individual Life and Financial Services (ILFS) line of business at OneAmerica Financial SM, Mark Scalercio leads ILFS sales and distribution across all channels, aligning sales teams and distribution partners with innovative growth strategies. His focus is on leveraging digital operating platforms to promote advice-driven customer value and cultivating a diverse distribution network.
Prior to joining OneAmerica Financial in 2020, Scalercio served as the national head of sales at RiverSource Life Insurance Company, which manages the insurance and annuities business for Ameriprise Financial. Before that, he worked in retirement services as a senior vice president at AXA Equitable and The Hartford. Scalercio had previously served as the national head of sales for Sun Life of Canada/MFS Retirement Services before the company merged with The Hartford. He and his colleagues also founded a distribution company, LifeSource, which was later acquired by BYSIS/Crump.
Scalercio received his bachelor's degree from Northern Arizona University in Flagstaff, Arizona. As a sales leader, his passion is finding new market opportunities, growing and diversifying distribution channels and leveraging data. Scalercio lives in Denver, Colorado, where he enjoys spending time with his family, cycling, skiing, fishing and golf.
Job Titles:
- Chairman of the Compensation Committee
Richard Ellery leads Legal, Audit, AUL Reinsurance Management Services, Compliance and Government Affairs. He is a member of the OneAmerica Financial SM Executive Council.
Ellery began his career as an intern at American United Life Insurance Company® (AUL) in 1996, acting as counsel to the Employee Benefits line of business. At that time, he also worked in the mortgage lending group, advising the investments area in relation to its real estate and private placement portfolios. He was exposed to securities law practice early in his career and became chief compliance officer of OneAmerica Funds, Inc., as well as chief counsel and secretary for OneAmerica Securities, Inc., in 2007. From 2012 to 2015, Ellery served as president of OneAmerica Securities. He has also led legislative affairs efforts for the enterprise since 2005.
His promotion to senior vice president and general counsel came in 2017, shortly after completing the Harvard University Advanced Management Program 189 in Cambridge, Massachusetts.
A graduate of Purdue University in West Lafayette, Indiana, and of the Indiana University McKinney School of Law in Indianapolis, Ellery holds the FINRA Series 7 and 24 designations. He was a graduate of Class XXXIII of the Stanley K. Lacy Executive Leadership Series and was named one of the Indianapolis Business Journal's Forty Under 40 in 2011. He was a finalist for Indianapolis' Best and Brightest by Junior Achievement in 2011 and 2012.
Ellery is active in his church and coaches youth baseball, basketball and soccer. He has served in leadership roles for numerous nonprofits, and he currently serves on the board for the Indianapolis Public Safety Foundation.
Job Titles:
- Chairman of Investment Committee Former Executive Vice President, CAO and CFO, Indiana University Health
Job Titles:
- President of Retirement Services
Sandy McCarthy is president of Retirement Services, and since joining OneAmerica Financial℠ in 2018 has led all Retirement Services business for the company. In addition, she's responsible for enterprise operations and overseeing the enterprise service strategy. Under her leadership, OneAmerica Financial offers defined contribution and defined benefits services with a strong focus on customized retirement plans through highly personalized administration, recordkeeping and institutional services. A member of the OneAmerica Financial Executive Council, Sandy brings more than 30 years of industry experience, including executive leadership roles at Mercer, ING (now Voya), CitiStreet and Fidelity Investments.
Before joining OneAmerica Financial, Sandy was a senior partner at Mercer for seven years, where she served as North America Region Benefits Administration Business Leader. In addition, she previously served as Mercer's CEO and board member of its Asia-Pacific Outsourcing Business, living in Melbourne, Australia. Prior to these roles, Sandy was a 21-year contributor at ING and its legacy companies, as president of ING Institutional Plan Services and previously, as president and board member of CitiStreet, LLC, (prior to its acquisition by ING in 2008). She's also held leadership positions with Bank of America and State Street. Sandy graduated with honors from Tufts University, earning both her bachelor's degree in sociology/education and Master of Arts in education. She then completed a Master of Business Administration from the Fuqua School of Business at Duke University. Sandy was also an adjunct professor at the Curtis L. Gerrish School of Business at Endicott College in Beverly, Massachusetts.
Sandy is active in the retirement and financial services industry, and she has served on the board of directors of the American Benefits Council and the Spark Institute. Currently, she is vice chair of the executive committee and board member with the Employee Benefit Research Institute (EBRI). In addition, Sandy is vice chair and board member of LIMRA/LOMA Secure Retirement Institute. Sandy was a founding member of the Superannuation Industry Leadership Group in Australia. Sandy is passionate about advancing the communities where she lives and works. She has served on the boards of the Boys and Girls Club of Middlesex County, Massachusetts, and the Beverly School for the Deaf. Currently, she serves on the board of trustees for the American Red Cross of Indiana and Junior Achievement of Central Indiana, where she is also a member of the investment committee. In 2020, Sandy received the Indianapolis Business Journal's Women of Influence Award, which recognizes women leaders who've risen to the highest levels of business, the arts, and community and public service in central Indiana.
Job Titles:
- Retired Global Executive, Dell Technologies
Job Titles:
- President, Ivy Tech Community College
Job Titles:
- Senior Vice President / Chief Actuary
- Senior Vice President and Chief Actuary
Tim Bischof's responsibilities include managing the valuation, modeling and corporate actuarial teams at OneAmerica Financial SM. The teams are responsible for overseeing actuarial controls, assumption and model governance, and inforce management and reinsurance. In addition, these teams partner to oversee the company's assets and liability management (ALM) program and overall actuarial program. Bischof's responsibilities have recently been expanded to encompass the financial planning and analysis, expense management and treasury teams. This includes corporate development and the planning and analysis for mergers, acquisitions and reinsurance transactions.
Before joining OneAmerica Financial, Bischof worked for CNO Financial. Responsibilities there included leading the enterprise risk functions, corporate development activities, overseeing pricing standards and ALM, managing financial analysis, modeling and valuation, managing reinsurance and maintaining onshore and offshore IT professionals dedicated to actuarial work. Bischof previously worked as pricing and valuation actuary for annuity products at Indianapolis Life, and held various actuarial positions in CIGNA's Actuarial Executive Development Program.
Bischof earned a Bachelor of Science degree in mathematics and education from Rockhurst University, and a Master of Science in statistics from the University of Iowa. He is a Fellow of the Society of Actuaries (FSA) and a Member of the American Academy of Actuaries (MAAA).
Job Titles:
- Chairman of Information Technology Committee / Retired Executive Vice President Distribution, Northwestern Mutual