RISKMATCH - Key Persons
Job Titles:
- Chief Executive Officer
- Software and Data Solutions Executive
"I believe in a culture of talented people working hard to solve real problems for our customers."
As CEO, Amy has a strong passion for providing an exceptional experience and products that deliver real value and performance for Vertafore's customers. Her approach drives Vertafore's commitment to continuous improvement through a vibrant company culture that inspires employees to innovate and be creative to solve customers' ever-changing needs.
Amy is a veteran software and data solutions executive, having spent two decades in senior leadership roles in the B2B software industry. After beginning her career as a senior consultant at Deloitte, she spent nearly 10 years as a partner at The Structure Group, an IT services consultancy acquired by Accenture in 2015. At Ventyx, an ABB Enterprise Software company, Amy served as EVP, Global Client Services and SVP and General Manager of enterprise solutions. Prior to joining Vertafore, she spent four years in the C-suite at P2 Energy Solutions, the largest software and technology provider to the upstream oil and gas industry, first as CTO, then COO and finally as CEO.
"We want our customers to love us. Even if we make mistakes-and we will-the way we treat our customers from start to finish shows them they are valued and that's a mission that everyone in the company can rally behind."
Having spent her entire career in the software business, Cassidy knows the vital importance of leveraging the customer's voice to drive innovation and exceptional service delivery. With a proven track record of improving customer retention and enabling teams to provide best-in-class customer experiences, Cassidy's passion is around building customer-first cultures that transform businesses.
Prior to joining Vertafore, she spent five years at Four Winds Interactive as VP and Senior VP of Operations and Chief Customer Officer. Previously, she served 10 years at ACS, a Xerox Company, as VP of Business Development and IT and Finance. She earned a BS in Geology from James Madison University.
Job Titles:
- Vice President of Carrier
- VP, Carrier and MGA Markets
"There is always something we can be doing better, and constant change is constant evolution."
Danny Redruello is Vice President of Carrier and MGA Markets at Vertafore, where he has worked for the last 14 years.
Danny began his career in insurance at his father's agency before transitioning to the carrier market. He joined Vertafore after working with carrier technology and has focused his career on marrying technology and insurance processes across industry stakeholders.
His management philosophy is to put people first, and he believes that when you put team and people first, they will do great things.
James joined Vertafore in 2017 to lead Corporate Development and Strategy, shepherding the company through major acquisitions and a transition in ownership to Roper Technologies. After 3+ years of steering our growth in that role, he now oversees the Product Management organization as Chief Product Officer. With extensive experience in strategy, technology, and insurance, James and his team are driving Vertafore's leadership position in Insurance Technology.
Previously, James was a strategy consultant at McKinsey & Company in its Seattle, New York, and San Francisco offices, supporting companies in developing their strategic visions and executing commercial strategies, with a focus on financial services. James also served in a variety of finance and strategy roles in the telecommunications industry with Telus Communications, a leading Canadian telecommunications company.
Job Titles:
- SVP & General Manager, Distribution and Compliance
"As the insurance industry continues to evolve in disruptive and evolutionary ways, the opportunity to be working with customers at the forefront of these changes couldn't be more energizing-and being part of Vertafore, a leading firm constantly looking for new and innovative ways to solve customer needs, is the best way to deliver on the promises of InsurTech."
Having been a General Manager in various analytics businesses for over twenty years, Jon revels in using data driven approaches to developing strategic and associated operational execution plans that align and focus team priorities to drive customer value and market leading business positions.
Prior to joining Vertafore, Jon served in several senior executive positions with Thomson Reuters, Truven Health Analytics, and IBM leading business segments in those organizations that supported insurers, government agencies and large employers with a wide variety of decision support, payment integrity, and operational management software products and services.
Jon graduated from the University of Georgia with a business degree in Risk Management and Insurance, from The College of William & Mary with an MBA, and from Emory University with an MPH degree in Health Policy and Management. Early in his career, Jon helped start and lead several managed care plans with The Prudential. He was also a senior health care and employee benefit consultant with legacy firms now part of both Mercer and Aon.
Kristin Nease leads the HR function for Vertafore. After graduating from Montana State University with a BS in Applied Psychology, she joined the automotive industry in a Human Resources function. While working there, she earned her MSA in Human Resources Administration from Central Michigan.
She moved to Denver in 2009 to work for DISH Network's Human Resources team and there focused on many functions of HR including employee relations, total rewards, and performance management.
She joined Vertafore in October of 2017 as Vice President, Human Resources. In her role at Vertafore, she is responsible for all things people, including talent acquisition, employee development, engagement programs, culture, belonging, diversity & inclusion, internal communications, and total rewards.
Maggie Warren - Chief Legal Officer, SVP
"Our legal team supports every area of the business from contract negotiations to IP creation through to regulatory compliance - our goal is keep the company, products and people on the cutting edge of insurance technology."
As a dynamic leader in the in-house community, Maggie has brought enthusiasm and vigor to the office of General Counsel. She was named a Top 10 30-Something by the Association of Corporate Counsel in 2020 for her accomplishments throughout her career.
She has an extensive background working in the technology industry as in-house counsel. Previously, she was VP, Assistant General Counsel for Vertafore. Prior to joining the team, she was Associate General Counsel with Clarivate Analytics and Thomson Reuters, where she was responsible for privacy and data security compliance, complex commercial transactions, labor and employment, business strategy and product development.
Maggie earned her juris doctorate cum laude from Western Michigan University and her undergraduate bachelor of the arts from the University of Colorado. She is licensed and a member of the bar association in Colorado, Michigan, and formerly Virginia.
Job Titles:
- Vice President and Head of Agency Sales
- VP, Head of Agency Sales
"Insurance is in the midst of a digital revolution, and it's never been more exciting to be a part of this industry. I believe in doing everything I can to accelerate that revolution through education, advocacy, and partnership."
Rick is Vice President and Head of Agency Sales at Vertafore, where he leads a national team of sales professionals and plays an integral role in building connections with independent agencies and the technology solutions that drive their success. Rick also hosts the Vertafore Insurance Podcast.
Prior to joining Vertafore, Rick served as senior vice president of sales and marketing and chief revenue officer at Agency Revolution before being named president in 2017. He was also a successful independent agency owner, having built this brokerage from scratch and through acquisitions before exiting the business in 2009.
Rick is a graduate of the University of Washington and spends his free time with his wife and three teenagers.
Job Titles:
- Vice President of Corporate Development and Strategy
"Driving industry-wide transformation and creating lasting value is a team sport. Vertafore has created a highly collaborative culture where everyone is focused on partnering with our customers and partners to achieve that ambitious goal. We're going for it! "
Steven brings more than 20 years of business experience in strategy, operations, acquisitions and large-scale business transformations. His expertise spans a broad range of web-based and enterprise technology, professional services and business processes outsourcing.
As Vice President of Corporate Development and Strategy, Steven is responsible for shaping Vertafore's overall growth strategy, identifying synergies within the insurance ecosystem, and directing M&A and partnership activities.
Prior to joining Vertafore, Steven held senior executive positions at MedAssets and Zelis Healthcare, where he was focused on the development and delivery of products and services that served both the healthcare insurance and provider markets. Earlier in his career, Steven held a variety of positions spanning finance, marketing and product development for early-stage technology companies and private equity-backed services organizations.