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Rachel is one of the premier leading insurance professionals with over ten years of experience in the industry. After launching her career as a management liability underwriter at AIG, she spent several years as a client advisor for the Financial Institution Group at Marsh. Rachel advised on risk management for the world's largest banks, insurance companies, asset managers & funds. Since joining the Founder Shield as a Senior Account Executive in 2017, she now leads the Customer Success team. Rachel focuses on client advising, improving policy language for venture-backed companies, including financial institutions, ecommerce, and SaaS companies, and developing new tech to continue driving innovation in the insurance industry.
May 17
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Katka is an Associate Partner with McKinsey & Company, based in Boston. She serves private equity clients with expertise in financial technology, including insurance, wealth management and banking. She has conducted more than 20 diligences in the space and has served financial technology companies on growth, pricing, and go-to-market strategies as well as M&A. Katka holds an MBA with distinction from Harvard Business School, an MSc. in financial economics from the Saïd Business School at Oxford University, and a BSc. in mathematics from University College London.
May 17
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When it comes to time off, policy and practice don't always align.
May 17
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Aaron Toops is co-founder and CEO of
Aerify.io , a managed services IT business whose clients include approximately a dozen CPA firms in central Indiana.May 17
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EWA solutions are still relatively new, and as such, understanding how to evaluate an EWA provider can be tricky. Here’s what to consider when evaluating EWA solutions.
May 17
Financial Health Network -
Samuel Luna is the Senior Director of Single-Family Affordable Lending. He leads the affordable lender engagement team for Client and Community Engagement.
May 16
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