Leadership

Our leadership team brings deep roots and understanding in life and annuity insurance that powers everything we do.

Michele Trogni

Chair and Chief Executive Officer

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Michele Trogni

Chair and Chief Executive Officer

Michele Trogni is Chairperson and Chief Executive Officer of SE2, an Eldridge business and leading life and annuity insurance and services company.

As a technology innovator and agent of change, Michele has operated as a global business leader in banking and financial services for more than 30 years. In addition to her roles at SE2, she is an Operating Partner at Eldridge, engaging in investing and advisory to the fintech and insurtech sectors. Michele is also a member of the Deutsche Bank Supervisory board.

Michele was previously Executive Vice President of Consolidated Markets and Solutions for IHS Markit, where she led a portfolio of data and analytics businesses. Prior to this, she spent 25 years with UBS, the global wealth management and banking firm, where her last role was Group CIO.

Rob Frederick

President and Chief Operating Officer

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Rob Frederick

President and Chief Operating Officer

As President and COO for SE2, Rob Frederick brings over 25 years of operations and technology leadership in the insurance industry, including life, annuities and long term care. His career experience encompasses both the insurance company perspective as well as outsourced services and administration.

Before joining SE2, Rob served as COO at LTCG, the leading long term care third-party administrator in the insurance industry with responsibilities over all service delivery as well as account and project management. Prior to that, Rob spent 16 years with Transamerica, one of the world’s leading financial services companies. His roles included President and COO of Transamerica Capital, Chief Operating Officer of Individual Savings & Retirement and most recently as President and CEO of Enterprise Business Services. He also worked for American General and Principal Financial Group before joining Transamerica.

Rob holds a B.B.A from the University of Iowa and a MBA from Drake University as well as insurance industry designations of CLU, FLMI and AAPA. He has also served on multiple local boards over his career including the United Way of East Central Iowa, YMCA and Cedar Rapids Art Museum.

Brad Medd

Chief Technology Officer

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Brad Medd

Chief Technology Officer

As Chief Technology Officer at SE2, Brad leads SE2’s technology innovation, product, and delivery transformation and partners on SE2’s go-to-market strategies. Brad has extensive experience across innovation, platform evolution, and product development and has held leadership positions over the last 25 years in the financial, healthcare, and technology industries.

Most recently, Brad was the Co-Head of Markit OnDemand at IHS Markit where he led technology transformation focused on cloud engagements and agile delivery transitions. Prior to IHS Markit, Brad was the Vice President of Product Development and Operations at FIS, a global financial services technology company. Brad received his Bachelor of Arts in Economics, with a Minor in Psychology, from Johns Hopkins University.

An avid outdoorsman, Brad lives with his wife and 2 boys in Morristown, NJ where they enjoy spending time together, skiing, biking, hiking, and fly fishing.

John McConnell

Chief Financial Officer and Senior Vice President of Corporate Development

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John McConnell

Chief Financial Officer and Senior Vice President of Corporate Development

John McConnell has over 16 years of experience in corporate finance, investments, and business development. Prior to joining SE2, John worked at Eldridge Industries since its formation in 2015, focusing on corporate finance activities, including the capitalization and financing of Eldridge and its subsidiaries such as Security Benefit, SE2, Cain International, Valence Media, and Stonebriar Commercial Finance, among other Eldridge businesses.

Previously, beginning in 2011, John worked at Guggenheim Partners where he focused on principal investing, private equity investment opportunities, business development, and strategic transactions. Prior to Guggenheim, John was an Associate with Chartwell Investments, a middle-market private equity firm. John began his career at JP Morgan’s Syndicated & Leveraged Finance Group in New York, where he worked with financial sponsors and corporate clients to raise debt capital for leveraged buyouts and corporate financings. John received his Bachelor of Science in Business Administration from Georgetown University in Washington, D.C.

Andrew Wallace

Head of Strategy and Planning

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Andrew Wallace

Head of Strategy and Planning

Andrew draws on his 30-year background in financial services and digital information in his role as Senior Vice President, Strategy and Planning at SE2. A skilled program and relationship manager, he is experienced in building multimillion dollar partnerships to acquire content and enable new product and revenue streams.

Before joining SE2, Andrew worked for eight years at IHS Markit (now S&P Global), most recently as the Executive Director of Strategic Partnerships for Engineer and Product Design. Prior to IHS Markit, he spent 14 years at UBS where he held various positions, most recently as Chief of Staff to Head of Operations.

Andrew holds an M.A. in politics from The University of Edinburgh. Originally from London, he has worked in Zurich, Hong Kong and New York, where he now lives with his husband, Alex. He enjoys the theater, yoga and cooking.

Ian Jeffrey

Head of People and Culture

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Ian Jeffrey

Head of People and Culture

Ian is an entrepreneur with more than 20 years of experience launching and scaling businesses in Montreal and Silicon Valley. With a father as an insurance advisor, Ian understood from an early age the power these products could bring to people’s lives. While he never thought he would get into insurance, now, as a father of two young boys, he is driven by having a positive impact in people’s lives.

Beyond striving to improve the world through software, Ian aspires to create work environments where people are excited to contribute to the company’s purpose, are empowered to make decisions, and enjoy themselves daily. He cares deeply about every individual on the team and wants to ensure they all feel a sense of accomplishment in what they do.

Ian was formerly VP Product Marketing at PasswordBox and took on the role of General Manager after the acquisition by Intel. He has played a key role in the launch of several startups and Co-Founded FounderFuel, Canada’s leading startup accelerator, as well as MTLinTech, Montreal’s voice of the startup community.

George Esposito

General Counsel

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George Esposito

General Counsel

As the General Counsel for SE2, George Esposito draws on his extensive experience in corporate law, technology and financial services, having led initiatives that drive transformation, innovation and culture in organizations.

He previously served as Vice President and Deputy General Counsel of Nassau Financial Group, a financial services company, where he was responsible for M&A, corporate and regulatory matters in insurance, reinsurance, distribution and asset management. Before that, George was a senior associate in the Corporate and Securities Group at Pepper Hamilton LLP following his role as a senior associate in the Global Corporate Group at Milbank, Tweed, Hadley and McCloy.

George holds a B.A. from Boston College and a J.D. from New York Law School where he was a Comments Editor on the Law Review. He served on the Board of American Parkinson Disease Association for 15 years. He is actively involved in his community and coaching youth sports.

Mary Anne Durall

Chief of Operations

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Mary Anne Durall

Chief of Operations

As a key architect of SE2, Mary Anne has been instrumental in making SE2 the company it is today. Combining over 30 years of deep industry knowledge with creativity and passion, she tackles some of the firm’s most intricate challenges to deliver and execute operational excellence for our global insurance partners. As head of our US Operations, she leads the Call Centers, Processing Centers, and Shared Services organizations supporting the administration of more than 2 million annuity and life policies.

During her distinguished career, she has been instrumental in finding ways to transform insurance companies through effective business solutions. Her career began at Sovereign Life of Canada, and she’s lived all over Canada and the US, accumulating vast experience ranging from customer service to large-scale conversions and mergers.

Josh Everett

Chief Executive Officer, SE2 India

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Josh Everett

Chief Executive Officer, SE2 India

As Chief Executive Officer of SE2 India, Josh leads SE2’s offshore technology and operations delivery. Josh has extensive experience across insurance including life and annuities, project portfolio execution, business process outsourcing, strategy and governance. His experience encompasses both the insurance company perspective as well as outsourced services and administration.

As an industry expert with over 20 years in technology and business leadership, Josh intuitively sees opportunities and delivers them in a coherent and compelling method that helps teams understand the cost, risk, and value that drive business success. Josh brings a clear voice in decision-making, operational excellence through the use of technology, and establishing governance operating models to ensure successful execution.

Josh holds a Bachelor of Science in Information Systems Management from Doane University. He has also served on multiple local boards over his career including Friends of the Nebraska State Museum. Born and raised in Nebraska and an avid outdoorsman, Josh enjoys traveling and spending time with his family skiing, boating, camping, and fishing.

Tom Spencer

Senior Vice President of Business Development

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Tom Spencer

Senior Vice President of Business Development

Tom has been with SE2 since its inception – and has been a dynamic engine in SE2’s rapid growth. With 25 years of experience in the financial services and insurance industry, he takes a consultative approach, bringing leading-edge technology to the nation’s largest insurance companies, transforming their business and improving profits.

Prior to SE2, Tom has worked with and consulted to several financial services companies including DST, GE Insurance Solutions, UnitedHealthcare and TIAA, helping them embrace disruptive technology and innovate to gain efficiencies.

Tom’s positive attitude and sincere approach make him easy to work with. When he isn’t traveling, hiking and fly-fishing with his wife and four children, he’s on the golf course – or on a tractor mowing his enormous lawn.

Michael Celi

Chief Product Officer

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Michael Celi

Chief Product Officer

As Chief Product Officer, Michael brings more than 20 years of experience innovating and delivering complex products in the financial services industry. As a product leader, he excels at building product organizations, getting products live and to market, and establishing a product design framework that scales with the business goals.

Prior to joining SE2, Michael held roles at Deloitte, Prudential, Deutsche Bank, IHS Markit and ComplyAdvantage. He holds a Bachelor of Science degree in Finance and Management Information Systems from University at Albany, SUNY. In his free time, Michael enjoys cooking, skiing, golfing and most of all, hiking with his wife and their two rottweilers.

Emma Williams

Head of Marketing & Communications

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Emma Williams

Head of Marketing & Communications

As Head of Marketing and Communications, Emma draws on her diverse experience in all aspects of scaling a business – from operations to finance, customer support, and marketing – to help craft the right message.

Prior to joining SE2, Emma was actively involved in the tech and start-up space from being one of the first employees at an early-stage startup to working on the support side as the Program Manager of an Accelerator and then as Director of Montreal’s Premier Tech Hub. Emma began her career as a government employee before finding her passion in the business world. In her free time, Emma enjoys spending time outdoors running through the forest, hiking up a mountain or swimming in the ocean.