Wendy Flanagan

Mr. Ferrer has over 20 years of experience in public and private accounting.  Martin has extensive experience assisting clients with finance transformation, technical accounting, financial accounting & operations, and regulatory compliance. Prior to joining Grant Thornton, Martin was the controller for a multinational insurance company.   In this role, he was responsible for the controllership functions, […]

Thomas Gallagher covers the US life insurance sector. Previously, he was the US financial and the global insurance sector head covering the US life insurance sector at Credit Suisse. He also covered the life insurance industry as a research analyst at Legg Mason, Dresdner Kleinwort Wasserstein, and KBW. Earlier in his career, he was a

John Romano has 20 years of experience in the financial services industry. John leads the insurance regulatory practice and internal audit risk advisory services for insurance organizations. In his role, he and his team help insurance industry clients and state regulators successfully address a variety of ongoing challenges and requirements by assessing and improving risk

Mr. Cornell has over 20 years of experience in financial services.  Formerly with AIG, he oversaw the asset management team and portfolio construction teams that invested assets backing life and retirement liabilities and surplus.  His responsibilities included asset origination and portfolio management, risk and capital management, liability driven investment strategies, strategic and tactical asset allocation,

Ms. Schatzle has over 12 years of experience. Currently she is responsible for the day-to-day management of the tax compliance and consulting engagements of many of the firm’s insurance tax clients. She has experience in the taxation of traditional property & casualty insurance companies, financial guaranty, life insurance, and captive insurance. Erin’s specific areas of

Ms. McQueeney has over 12 years of public accounting experience. Leah has spent a majority of her career serving property and casualty, accident and health, life insurance companies and other types of insurance entities. She has expertise in the taxation of various types of insurance companies, and provides tax compliance and consulting services to various

Mr. Cummings has over 20 years of experience providing services to global property/casualty, life and health insurance industry clients. Bob is a consulting professional focusing on business process management and performance optimization, finance transformation, enterprise risk management, and internal control remediation within the (re)insurance industry. With a strong focus on the finance function within the

Ms. Sellman has over 25 years of experience specializing in tax issues. Prior to her current role, Angela was  the tax director for AIG’s global tax research and modeling team and senior tax counsel, where she participated in AIG’s recovery from the 2008 financial crisis, including the repayment of bailout funds and the sell-down of

Mr. Burke has more than 18 years of experience providing audit, accounting internal audit and consulting services.  Andrew is a core member of KPMG’s NYFS Insurance Accounting and Audit Services team providing leadership and technical skills to all aspects of complex insurance and reinsurance projects and initiatives. He has performed audits and accounting services for

Mr. Motemaden has more than 13 years of experience.  He currently covers the US Property & Casualty insurance and Canadian Life insurance sectors. Prior to joining Evercore ISI, Dave was an investment analyst at Viking Global Investors in London covering global insurance equities. He was also an Equity Research Associate at Credit Suisse covering the