Speaker

Daniel Grayzel

Grayzel – Managing Director, Insurance Strategy & Transactions, Grant Thornton LLP

Mr. Grayzel has over 15 years of experience in the insurance sector. He currently oversees a portfolio that spans all sectors of the insurance industry. Prior to joining Grant Thornton, he spent 12 years in various M&A, strategy and consulting roles in the financial services sector – commercial insurance, banking & capital markets, and alternative

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Brandon Kaplan

Kaplan – Chief Innovation Officer, Co-Founder, Journey, CEO, Skilled Creative

Mr. Kaplan is the founder of Skilled Creative and co-founder of Journey, an innovation and design consultancy, headquartered in NYC. Obsessed with technology throughout his entire life, Brandon founded SKILLED with the mission to bend emerging technologies creatively. SKILLED develops best-in-class VOICE experiences for Fortune 500 brands like PepsiCo, HBO, the NBA, Warner Music Group.

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Rory Rose

Rose – SVP, Global Financial Controller, Odyssey Group

Rory Rose has over 15 years of experience in finance and accounting. He is an accomplished financial executive with a proven track record of strategic leadership and financial stewardship.  Before joining Odyssey Group, Rory held key financial leadership roles within the P&C industry including Chief Financial Officer of Hudson Insurance Group, and at QBE, where

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Peter Chuang

Chuang – AVP & Assistant Treasurer, Greater New York Insurance Companies

Peter Chuang is a finance professional with over 11 years of experience in the insurance industry, working across various finance functions, where he specializes in financial reporting and financial planning and analysis. He currently manages treasury functions for GNY in the areas of revenue forecasting, expense budgeting, financial analysis, and strategic planning. Peter earned a

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Jon Serafino

Serafino – Director, Wipfli LLP

Mr. Serafino has over 30 years of experience in marketing and business development. He currently helps clients realize their operational and financial goals by successfully implementing business analytics solutions. Jon’s focus industries are financial services and nonprofit. In this capacity he helps his clients convert to a data-driven culture, ultimately leading to improved outcomes and

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Ray Soriano

Soriano – Director, EisnerAmper LLP

Mr. Soriano has over 30 years of experience in internal audit, technology, and information security. He is currently responsible for technology risk services, cybersecurity, and risk management solutions for small, medium, and large-scale Fortune 100 companies. Ray predominately focuses on addressing various regulatory and compliance matters affecting organizations within financial services, health care, manufacturing, energy,

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Paul Mallen

Mallen – President & CEO, Amalgamated Life Insurance Company

Paul Mallen has over 30 years of experience across a wide range of industries and in various corporate finance activities, including transaction advisory services, capital structuring, and credit and financial analysis. His expertise and experience also encompass operations, accounting and auditing, as well as SEC regulatory compliance and reporting. Paul joined Amalgamated Life in 2005

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