Intelligent sales acceleration
Assurance partners with insurance carriers and national distributors to provide next-generation SaaS based sales and data acceleration platforms that make selling insurance simpler, more profitable & a better customer experience.
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Nothing works better than just improving your product.
Prior to Assurance, Bill was a leader in the San Diego venture capital (VC) community with Tech Coast Angels, acting as an investor, board member, and advisor for several businesses in the cyber security, consumer product, and communications technology sectors.
As CEO of Anonymizer (2000-2011), Bill led the firm in the cyber security sector, providing subscription services to the U.S. government and large enterprise customers for online covert communications and non-attribution/identity services for cyber operations against opponents such as foreign opponents, terrorists, and hackers.
I know and understand this industry and see Assurance as being the innovation leader.
Sharon brings over 15 years of financial services technology experience along with a strong grasp of enterprise SAAS solutions in the life insurance and financial industries. Previous experience inclused senior management roles at Broadridge Advisor and EBIX.
As the Vice President of Sales, Sharon leads initiatives for sales and client acquisition across all industries. Sharon works with major life insurance and annuity distributors as well as carriers.
Innovation is the ability to see change as an opportunity - not a threat.
Over the past decade, Matt has led various marketing divisions and strategy/innovation programs at global financial services provider Zurich Insurance Group, a market leading commercial property & casualty carrier in the insurance sector. He has led critical strategic marketing and business strategy projects across the Consumer, Small Business, Corporate Enterprise and Public Sector markets.
Prior to Zurich Insurance, Matt spent a decade in Silicon Valley, leading marketing for two network security start-ups focused on Virtual Private Network (VPN) and digital certificate based authentication services. Matt has a B.A. in Literature & Economics from Boston College, an M.B.A. from London Business School (LBS), and an M.A. International Relations from the London School of Economics (LSE).
We cannot solve a problem by using the same kind of thinking we when we created them.
Tim has over 20 years of experience building and taking to market innovative enterprise software products. His emphasis has been on data intensive and analytics based solutions within the financial services, telecommunications, and insurance industries.
Tim started his career as a software engineer developing real-time transactional fraud solutions. Prior to joining Assurance, he has worked in various business and technical roles at both startups and large corporations, including FICO/HNC Software, Visa Europe, Opera Solutions, and Renovate America.
Innovation is change that unlocks new value.
David is a respected global software company veteran with demonstrated success delivering enterprise software solutions and building responsive high-performing product development, data science, client services and production operations teams. He is a seasoned leader with a passion for driving organizational excellence.
David has been engaged in multiple aspects of the analytic and enterprise software industries throughout a career that spans more than 35 years serving in a variety of technical and operational leadership roles for Experian, CoreLogic, ALI Solutions, and FICO/HNC Software. During his career, David has led the development and delivery of several revolutionary products in the financial services, payment card and mortgage industries bringing sophisticated analytic scoring technology to practical business uses.
Change within an industry is never comfortable, but it’s always inevitable.
Ryan has a broad background across technology startups and the financial markets. He started his career in the New York area as an analyst at an investment bank and a hedge fund. He eventually relocated to California and become involved with several technology startups, in both founding and consulting roles.
He has extensive experience across marketing, analytics, sales, finance, strategy and operational functions. He holds a B.S. in Economics from the State University of New York.”
- Chairman, President, and Chief Executive Officer of American Assets (NYSE: AAT)
- Founder and Chairman of the Board of Insurance Company of the West (ICW)
- Chairman of the Dean’s Advisory Council of the Rady School of Management, UCSD
- Chairman of Western Financial Bank (1982-2006)
- CEO of Western Financial (1994-1996; 1998-2006)
Throughout his career, Mr. Rady’s business leadership has been leveraged in a number of endeavors and affiliations. His interests have spanned ownership positions in a range of categories, including beverage wholesaling, radio stations/ telecommunications towers, oil and gas. Mr. Rady has significant experience serving on boards of both U.S. and Canadian companies. He has been both an entrepreneurial and philanthropic leader of his adopted community and state. He owns and has invested in an array of California-based businesses employing thousands. His charitable endeavors have focused on education, the health and well being of children, and scientific research.
- CEO of Rady Asset Management
- Senior Portfolio Manager of Rady Contrarian Long/Short Fund
- Senior Portfolio Manager of Long-Only Rady Opportunistic Fund
- CEO of MyOwnCIO
Harry was the Senior Portfolio Manager of the Rady Contrarian Long/Short Fund and the Long-Only Rady Opportunistic Fund that was ranked in the top 1% by PSN Informa for the 1-, 2-, 3-, 5-, and 15-year periods in the Large Cap Value space. He was also CEO of MyOwnCIO – an outsourced Chief Investment Officer service for ultra-high net worth investors. Prior to establishing Rady Asset Management, Harry served as the CIO of a multi-billion dollar financial, investment, and real estate conglomerate. He was also an investment analyst at a quantitative hedge fund. Harry serves on the board of trustees and is Chairman of both the Investment and Information Technology committees for Rady Children’s Hospital. He is also on the Board of Directors of the Rady Children’s Institute for Genomic Medicine. Harry is a member of the Dean’s Advisory Council for the Rady School of Management at UCSD. Harry is also a member of the UCSD Foundation Board of Trustees. He is also a frequent guest on CNBC and is regularly interviewed by Barron’s, Forbes, WSJ, and other financial publications. Harry received his MBA from the University of Southern California.
- Board member of KinderCare Education, Rosetta Books, and Assurance
- Advisory Board to Julius, Thuzio, and MD Revolution
- Chairman of the Board and CEO of Vistage International (2004-2013)
- CEO of Hoyts Cinemas Corporation
- President of USA Networks International
- Executive VP, International, of News Corporation and Fox Television International
- President of CBS/Fox Video International
Rafael Pastor has an extensive and diversified track record in both running successful businesses and advising business leaders. His career has spanned the media/entertainment, education, and business/financial services sectors. He now serves on a variety of Boards and as an Advisor.
Rafael started his career as an attorney, first at the Wall Street law firm of Hawkins, Delafield and Wood and then as Associate General Counsel at CBS Inc. He earned a BA from Columbia University and a JD from NYU School of Law.
- Executive Chairman of tab32
- Director of Community Dental Network
- President and CEO of First Dental Health
Dr. Grossman founded the first dental preferred provider organization in California, was director of Community Dental Network, and President of Dimension Dental Services. He was also founder, President, and CEO of First Dental Health, developing an innovative fee-for-service point of service platform. First Dental Health was sold to Principal Financial Group in 2012. Today, Dr. Grossman is the Executive Chairman of tab32, the #1 free cloud based dental software and practice management company.
- CEO & Co-Founder of Truthify
- Managing partner of The Knull Group
- President & CEO of MoneyGuidePro (2013-2017)
- Managing Director, Head of Registered Investments, President of SSI at Symetra Financial (2011-2013)
- Board of Directors – of Financial Planning Association (2004-2012)
- CEO of InvestForLess, LLC (2010-2011)
- Regional Vice President of Hartford Leaders (2001-2010)
- US Coast Guard (7 years)
A dynamic, innovative, and unconventional executive in the financial technology and financial services spaces. Specific expertise in leveraging technology and alternative distribution models to modernize aging advice solutions, accelerating growth for mid-large sized wealth management firms, and elevating the quality of advice.
Industry thought leader and keynote speaker on digital wealth management, financial planning, and exponential technologies. Proven history of driving three digit growth rates year over year while improving culture and creating unity across the organization.
Skillful C-level negotiator with extensive F500 experience. Domain knowledge includes wealth management distribution, SAAS businesses, asset management, RIA and broker/dealer management, financial planning, packaged investment products, and artificial intelligence.
- Deloitte (2007-Present)
- Superintendent – NY State Insurance Department (2005-2006)
- Member of the New York State Insurance Assembly (1999-2004)
As an Independent Senior Adviser at the Deloitte Center for Regulatory Strategies Howard Mills advises C-Suite leaders and Boards of Directors of many of the world’s largest financial services companies on enterprise risk management, compliance program management, regulatory remediation, regulatory risk and compliance, reputational risk, capital management, cyber risk strategy, strategic risk, crisis management solutions and governance. Howard is President of HDM III LLC and provides independent board director service and also consulting services through his work as an independent senior advisor with the Deloitte Center for Regulatory Strategies.
Howard is a retired Deloitte Managing Director and Global Insurance Regulatory Leader. He is a member of The Board of The Doctors Company and serves on the audit committee.