Our board oversees Wellabe's ongoing excellent financial strength, strategic business execution, solid operating performance, and unwavering commitment to innovation and helping our customers be well.
Front row, left to right: Dave Keith, Sue Harnett, Donna Blank, and Jim Whisler. Back row, left to right: Kathy Collins, Tom Swank, Gary Scholten, Terry Lillis, and Kathy Redgate.
Tom Swank is CEO and President of Wellabe and will retire from that role on Jan. 1, 2024. He has served as a director since April 2015 and will remain the Chairman after leaving the CEO position. Prior to joining Wellabe, Swank served as President and CEO at Aegon Asset Management U.S., an asset management company with approximately $250 billion under management. Swank also served as President and CEO of Aegon’s Individual Savings and Retirement division, which markets mutual fund and annuity products nationally under the Transamerica brand. There, Swank led a business with $9 billion in revenue, 80 billion under management, and a team of 1,400 associates.
Dave Keith joined Wellabe in 2016 as Chief Operations Officer. In his most recent role as President of Insurance Solutions, Keith has overseen the sales, product solutions, customer service, technology and innovation teams, and AE Ventures. Prior to joining Wellabe, Keith was the CEO and founder of se2, an industry-leading, third-party technology solutions provider and administrator for life and annuity companies. Keith will step into Wellabe's CEO role on Jan. 1, 2024, when Tom Swank retires.
Elected to Wellabe's board in March 2018, most recently Donna Blank served as CFO at ZAIS Group, an alternative asset manager. Previously, she served as CFO and Executive Vice President at a publicly traded insurance brokerage, National Financial Partners Corp. She has also served as CFO at Financial Guaranty Insurance Company, both before and subsequent to its sale by GE Capital to an investor group in late 2003. Earlier in her career, she held several management positions at FGIC, GE Capital Insurance Services, and a smaller private insurance company.
Kathy Collins was elected to Wellabe's Board in March 2018. She serves as Senior Vice President, Chief Marketing Officer of Frontdoor, Inc. Previously, she served as Chief Sales and Marketing Officer of Government Employees Health Association, Inc. (GEHA). She also served as Chief Marketing Officer of Massage Envy and spent 12 years at H&R Block in the role of Vice President of Marketing Communications and Brand Management. Prior to H&R Block, Collins spent nearly 15 years at Lee Jeans, a division of VF Corporation.
Elected to Wellabe's Board in March 2022, Sue Harnett most recently was Chief Operating Officer, North America of QBE Insurance Group Limited. She was responsible for oversight of the company’s claims, information technology, corporate legal teams, board activities, and management of strategic information that expanded the company’s global footprint. Since 2015, Harnett has been a senior advisor to digital startups and mentor at the FinTech Innovation Lab. She co-founded two start-ups, Juntos and EqualFuture Corp. She has served on several boards, and currently serves as a director of Life Storage, Inc. and OFG Bancorp.
Elected to Wellabe's Board in March 2020, Terry Lillis retired in 2017 as Executive Vice President and CFO of Des Moines, Iowa-based Principal Financial Group, which offers insurance solutions as well as retirement and asset management services. He joined Principal in 1982 as an actuarial student and proceeded to hold several senior actuarial, risk management, and product pricing roles before being named CFO in 2008. In 2014, Lillis was named the Deloitte CFO of the Year. He currently serves on several boards, including Citizens Financial Group and MercyOne Des Moines Medical Center, as well as the Simpson College Board of Trustees.
Kathy Redgate was elected to the board in March 2020. She serves as Chief Operations Officer of Prosperity Life Insurance Group. Previously, she was Executive Vice President, Advisor to the CEO for Global Atlantic Financial Group LLC, a leading retirement and life insurance company. She joined Global Atlantic in 2006 and held the positions of Chief Operating Officer, Chief Administrative Officer, and was a member of the Executive Committee. During her tenure she worked on several large acquisitions and helped significantly increase the company’s assets to more than $75 billion under management. From 2000 to 2006, Redgate held several leadership roles at Goldman Sachs and key positions on the company’s private equity fund and securities division management teams. She also spent 13 years serving in the U.S. Government, as a U.S. State Department Diplomat and as an Intelligence Analyst.
Elected to the board in March 2022, Gary Scholten served as Chief Information Officer at Principal Financial Group for 18 years, with a total tenure of 40 years with the company before his retirement in 2020. Scholten stepped into the CIO role in 2002 after the company went public, focusing his responsibilities on IT governance, global sourcing and procurement, and IT strategy processes. As CIO and Chief Digital Officer, Scholten played a key leadership role in navigating Principal through a significant digital transformation effort.
Jim Whisler was elected to Wellabe's Board in March 2022. He most recently was a Principal and Health Actuarial Practice Leader at Deloitte Consulting, LLP. Whisler spent over 30 years of his career (25 years as a Principal) with Deloitte, one of the largest consultancies in the world. While there, Whisler led complex and beneficial projects for external clients, specializing within the health care space. He oversaw strategic programs in areas such as M&A, valuation of companies and lines of business, market entry, health information analytics, expert testimony, market assessment and expansion, health reform impact modeling, accountable care organization formation, and reimbursement development.
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Matthew has been with Wellabe for a year and a half and is an Accountant 1 on the management reporting team. His first day on the job was the day after he graduated college.