Michael Burke Chief Executive Officer, Talent, Rewards & Performance London, UK Adam Barnett Partner, Asset Management Stamford, CT Blake Kerrick Partner, Banking and Capital Markets Stamford, CT Chris Blain Partner, Business Performance London, UK Donald McNees Partner, Insurance Stamford, CT Ephraim Edelman Partner, Global Survey Benchmarking Business Leader Stamford, CT Jeffrey Rieder Partner, Head of Insurance Cincinnati, OH Gayle Appelbaum Partner, Regional and Community Banking Minneapolis, MN Kate Cramer Partner, Business Performance London, UK Levi Segal Partner, Talent Consulting Leader Stamford, CT Mark Behnke Partner, Global Rewards Practice Stamford, CT Martin McGuigan Partner, Head of Middle East Dubai, UAE Michael Deeks Partner, Head of Asset Management Stamford, CT Patrick Connell Partner, Head of Corporate and Consumer Banking Stamford, CT Peter Keuls Partner, Head of Wealth Management Stamford, CT Rob Northway Partner, Global Head of Consumer Banking and Leader of Broad Based Compensation Consulting Practice Stamford, CT Ray Everett Partner, President of McLagan Dubai, UAE Sean Carney Partner, European Banks London, UK Shelley Eisenhandler Partner, Asset Management Stamford, CT Todd Leone Partner, Regional and Community Banking Minneapolis, MN Tzeitel Fernandes Partner, APAC Banking and Capital Markets, Head of Hong Kong and China Hong Kong Warren Rosenstein Partner, Head of Americas Stamford, CT Steven Sanchez Associate Partner, Gauge London, UK Rich Tomczykowski Associate Partner, Asset Management Stamford, CT Ryan Caravella Associate Partner, Consumer Banking and Mortgage Banking Stamford, CT George Broniszewski Associate Partner Dubai, UAE Anthony Poole Associate Partner, Asset Management London, UK Belinda Armenta Associate Partner, APAC Asset Management, Head of Australia Sydney, Australia Brian Flume Associate Partner, Head of Global Survey and Compensation Consulting Operations Stamford, CT Carter Sherwood Associate Partner, Wealth Management Stamford, CT Charlie Gall Associate Partner, Insurance Cincinnati, OH Chris Richter Associate Partner, Regional and Community Banking Minneapolis, MN Chris Tanana Associate Partner Stamford, CT Daniel Furey Associate Partner, Banks Stamford, CT Dave Smith Associate Partner Stamford, CT Katrina Gerenz Associate Partner, Regional & Community Banking Minneapolis, MN David Lo Associate Partner Greg Camarco Associate Partner, Executive Compensation Stamford, CT Hubertus von Drabich Associate Partner, Head of Commercial and Retail Banking, APAC and MEA Dubai, UAE Joel Davies Associate Partner London, UK Joshua Bewlay Associate Partner, Insurance Stamford, CT Keith Amos Associate Partner, Business Performance London, UK Kyle Ibbitson Associate Partner, Revenue GPS Stamford, CT Linda Fagan Associate Partner, Asset Management Stamford, CT Liz Snyder Associate Partner, Insurance Cincinnati, OH Mark Miles Associate Partner, European Wealth Management London, UK Martin Wainwright Associate Partner, Infrastructure London, UK Michael Oak Associate Partner, Asset Management Stamford, CT Michael Vosler Associate Partner, Asset Management Stamford, CT Mike Pekkarinen Associate Partner, Asset Management Stamford, CT Pathik Gupta Associate Partner, APAC Wealth Management, APAC Scorpio, Head of South East Asia Singapore Roland Cade Associate Partner, Revenue GPS London, UK Roopank Chaudhary Associate Partner, APAC Insurance, Head of India Mumbai, India Tomoyuki Yamashita Associate Partner, APAC Executive Compensation, Head of Japan Tokyo, Japan Sarah Piskun Associate Partner, Corporate and Consumer Banking New York, NY Steven Hurd Associate Partner, Global Investment Banking and Capital Markets Stamford, CT Susan Lenox Associate Partner, Revenue GPS Chicago, IL Todd Crowley Associate Partner, Wealth Management Chicago, IL Tyrone Jansen Associate Partner Johannesburg, South Africa Adithi Jagannathan Director, Corporate and Commercial Banking London, UK Adrienne Sund Director, Consumer Banking Stamford, CT Akiko Nakamura Director Tokyo, Japan Ali Caravella Director, Organizational Development and Effectiveness Stamford, CT Bill Lang Director, Insurance Cincinnati, OH Bonnie Walker Director, Life Company Business Development Cincinnati, OH Brad Stegman Director, Insurance Cincinnati, OH Bryan Lemke Director, Regional and Community Banking Minneapolis, MN Connor Grant Director, Consulting Services Stamford, CT Jasmin Castonguay Director, Banking and Capital Markets London, UK Jason Lin Director, Banking and Capital Markets and Asset Management Hong Kong Karl Mischenko Director, Financial Technology Stamford, CT Kate Noble Director, Regional and Community Banking Minneapolis, MN Ken Hutchens Director, Insurance Cincinnati, OH Kevin Raynes Director, U.S. Banks Stamford, CT Matt Simeoni Director, U.S. Banks Stamford, CT Patricia Magyari Director, Human Resources Stamford, CT Pratik Rathore Director, Insurance Compensation London, UK Ryan Gildner Director, Regional and Community Banking Minneapolis, MN Sarah Maynard Head of Global Marketing, McLagan Stamford, CT Scott Marshall Director, Asset Management London, UK Sean Kang Director Singapore Sharan Srikanth Director, Banking and Capital Markets Hong Kong Sharon Leung Director Hong Kong Tony O’Shea Director, Insurance Stamford, CT Vamsi Srinivas Director, APAC Financial Technology Dubai, UAE × Shelley Eisenhandler Partner, Asset Management Stamford, CT 1.203.602.1252 firstname.lastname@example.org Shelley Eisenhandler, a Partner in the Asset Management practice, manages McLagan’s hedge fund business, comprising over 100 hedge funds and including 17 of Alpha magazine’s Top 20. Shelley’s work in the hedge fund industry is focused on helping clients link performance to reward. To that end, she has conducted compensation surveys, performance benchmarking studies, market practice studies, incentive plan design work and customized industry research. In addition, she provides compensation and benchmarking consulting services to investment management firms. Shelley joined McLagan in 2004 after spending two years at GE Financial. Shelley received a B.S. in Marketing from the University of Connecticut. × Belinda Armenta Associate Partner, APAC Asset Management, Head of Australia Sydney, Australia +612.9253.8204 email@example.com Belinda Armenta is responsible for McLagan’s Australian business and serves as the lead for the Asset Management practice in the Asia/Pacific region. Belinda has worked with McLagan since 2006. She has experience working on various consulting assignments and with a wide range of compensation surveys and studies. Belinda’s previous experience includes 10 years in various corporate remuneration roles at the Commonwealth Bank of Australia. Belinda holds a Bachelor of Commerce in Economics and Management Studies. × Gayle Appelbaum Partner, Regional and Community Banking Minneapolis, MN 1.952.886.8242 firstname.lastname@example.org Gayle Appelbaum is a Partner in McLagan’s Corporate and Consumer Banking Consulting practice. Gayle’s extensive knowledge of compensation practices and trends and the banking industry, coupled with her keen ability to understand each client’s needs, enables her to create solutions unique to each situation. She specializes in developing compensation plans that balance short and long-term risk while building shareholder value. Gayle’s expertise encompasses the full spectrum of compensation and benefits issues, including corporate governance, pay-for-performance, risk assessment, taxation, regulatory compliance, M&A, and compensation agreement provisions. A passion for helping business owners led Gayle to found and operate her own financial planning and consulting firm. Later, as Founder and Managing Director of Amalfi Consulting, she specialized in compensation consulting for the banking industry. Prior to joining McLagan, Gayle served in an executive role in a leading investment and financial company and as an adjunct professor for Minnesota State University’s Certified Financial Planning and certificate program. She is a featured speaker at numerous industry conferences and webinar programs and is a published author of articles pertaining to current and leading edge compensation. Gayle received Bachelor degrees in Business Administration and Philosophy from the University of Minnesota. She is a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). × Adam Barnett Partner, Asset Management Stamford, CT 1.914.244.0259 email@example.com Adam Barnett is a Partner in McLagan’s Asset Management practice. In this role, Adam provides performance and reward consulting services to investment management organizations, including advisory firms, banks, insurance companies, public funds, endowments and foundations, in-house managers, family offices, and hedge funds. Adam’s areas of expertise include designing annual and long-term incentive plans and sales compensation programs, conducting sales and financial performance benchmarking studies, and analyzing competitive compensation practices and levels. He regularly provides compensation-related counsel to senior management teams and Boards of Directors. For 15 years, Adam was the Head of McLagan’s Asset Management practice, a position that he relinquished in January 2015 to focus full time on client advisory matters. As the head of the practice, Adam helped build McLagan’s global compensation survey program for investment management organizations. This program currently covers investment management staff in 15 countries. In North America, over 700 firms participate in McLagan’s surveys, including 49 of the top-50 asset management firms as ranked by Pensions & Investments. Adam joined McLagan in 1994, having previously worked as a consultant in Towers Perrin’s executive compensation practice in New York, the controller of U.S. Marathon Ltd. and a financial analyst at Chemical Bank. Outside of work, Adam serves as a volunteer EMT at his local fire department, tends to an ever-expanding garden, and relishes the opportunity to travel with his wife and two college-aged children. Adam received B.S. and M.B.A. degrees from New York University. × Mark Behnke Partner, Global Rewards Practice Stamford, CT 1.203.602.1203 firstname.lastname@example.org Mark Behnke joined McLagan as a Partner in 2013. Mark, co-lead of our Global Rewards practice, directs McLagan's client relationship and compensation consulting activities concentrating on large banks. His primary area of expertise and focus is on advising senior management and boards of directors on compensation and regulatory issues, providing advice and support on broad based compensation programs, and designing and implementing total rewards strategies. Mark has over 25 years of experience designing and implementing compensation and benefit programs in the financial services industry. He worked for Bank of America for over 17 years. Most recently, Mark was the Global Head of Compensation, Benefits, and Shared Services a position he held 2001-2013. Prior to joining Bank of America, he was employed by McLagan Partners, Bankers Trust, J.P. Morgan, and U.S. Lines. Mark recently served as the Chairman of the Board of Directors and Chairman of the Compensation and Benefits Committee for the Western Carolina Alzheimer's Association. He also served as a Trustee of Central Piedmont Community College Foundation and was a Trustee of The Fletcher School, which serves children with learning differences. Mark received a B.A. in Psychology from Montclair State University and a M.S. in Industrial and Organizational Psychology from Stevens Institute of Technology. He earned his Six Sigma Green Belt while working at Bank of America. × Chris Blain Partner, Business Performance London, UK +44 (0)20 7086 5022 email@example.com Chris Blain is the Head of GAUGE – Banking and Capital Markets at McLagan, where he has attained an unrivalled knowledge of revenue, headcount, and cost base analysis of the bulge bracket Investment Banks. Chris has worked for a number of major financial institutions including the Bank of England, Daiwa Europe PLC, UBS, and WestLB. He has gained experience in a wide range of roles and functions including Finance, Product Control, IT Project Management, and Fixed Income Business Management. Prior to joining McLagan in 2006, Chris developed and led the Benchmarking Practice for Ernst & Young in Australia. × Patrick Connell Partner, Head of Corporate and Consumer Banking Stamford, CT 1.203.602.1241 firstname.lastname@example.org Patrick Connell leads McLagan’s Corporate and Consumer Banking Consulting practice. Patrick specializes in providing Performance and Reward guidance to a wide range of financial services clients. His areas of expertise include advising clients on pay, productivity, staffing, and expense control issues; designing compensation programs to support client business objectives; and, managing comprehensive compensation and benefits reviews. Patrick joined McLagan in 1996 and has led engagements for major U.S. and foreign institutions including banks, capital markets institutions, financial advisory consulting firms and government sponsored enterprises. He is a frequent speaker at industry association events sponsored by the Mortgage Bankers Association, Foreign Bank Forum and Institute of International Bankers, where he is a member of the Professional Liaison Committee. Patrick received a B.S. in Industrial and Labor Relations from Cornell University and an M.B.A. in Finance and Accounting from New York University’s Stern School of Business. × Michael Burke Chief Executive Officer, Talent, Rewards & Performance London, UK +44 (0)20 7086 5005 email@example.com Michael Burke is the Chief Executive Officer of Aon Hewitt's Talent, Rewards & Performance business globally. He leads a team of 2,000 colleagues who help more than 5,000 clients address key questions around people, performance, and risk by delivering forward-looking insights and leveraging Aon Hewitt's products and services, industry, market, and geographic coverage. Aon Hewitt's Talent, Rewards & Performance business encompasses a broad spectrum of Talent-related areas, including executive, sales, and employee compensation; employee engagement; talent assessment and selection; leadership development; organizational, sales force, and HR effectiveness; and people and performance analytics. Prior to becoming CEO of Talent, Rewards and Performance, Michael was the CEO of McLagan, an Aon Hewitt company that consults with financial services organizations to improve results, release value and better align compensation to performance. Michael co-founded MIB Partners, which provided financial benchmarking to the bulge bracket global investment banks and was acquired by McLagan in 2004. He has also held roles at UBS and BZW within their Banking and Capital Markets Divisions including Fixed Income and Infrastructure areas, Elf Oil UK Ltd, and BP Oil. He is a Chartered Management Accountant. × Michael Deeks Partner, Head of Asset Management Stamford, CT 1.203.602.1269 firstname.lastname@example.org Michael Deeks delivers performance and reward consulting services to all forms of asset management businesses, including listed and independent firms, banks, insurance companies, in-house managers, private equity firms, and hedge funds. Michael’s expertise is reflected in the annual and long-term incentive programs and sales compensation arrangements that he has designed. In addition, he has conducted benchmarking studies, analyzed competitive compensation practices and levels, and provided advice to executive directors and senior management teams. Prior to joining McLagan Michael worked in at Ernst & Young and for a London-based law firm. Michael is a qualified lawyer. × Ray Everett Partner, President of McLagan Dubai, UAE +97143896444 email@example.com Ray Everett is the McLagan's president, responsible for overseeing McLagan globally. Previously, Ray headed our Asia Pacific, Middle East, and Africa practice. He was primarily responsible for conducting executive compensation consulting assignments with clients in the region as well as managing our survey program and relationships with key clients. He also worked with a number of the leading Sovereign Wealth Funds and Government Pension Funds across Asia and the Middle East. Ray has significant experience designing and implementing annual and long term incentive plans, carried interest plans, performance management systems, and salary bands. He advises the Boards, Remuneration Committees and Management of a number of our clients in the region. One of Ray’s main areas of focus is Private Equity. Prior to his current role, Ray started and managed our Middle East business based in Dubai and was Head of our Consulting practice in Asia Pacific based in Hong Kong. He has also worked in our U.S. office where he managed the Infrastructure, Equities, and Mortgage Banking businesses along with a number of global client accounts. Prior to joining McLagan in 1997, Ray was with Watson Wyatt where he headed the firm’s HR Effectiveness Practice, and worked for Ernst & Young in Canada. Ray is also the CEO of the Aon Hewitt business in the Middle East and was recently nominated to the Forbes Top 50 Executives in the Middle East. Ray has a Master’s Degree from Carleton University (Ottawa, Canada) and a BA from the University of Victoria (Victoria, Canada). × Tzeitel Fernandes Partner, APAC Banking and Capital Markets, Head of Hong Kong and China Hong Kong +852 29177910 firstname.lastname@example.org Tzeitel Fernandes leads the Banking and Capital Markets practice for McLagan in Asia Pacific and is also the Managing Director for the Hong Kong office, representing Talent, Rewards & Performance. She manages key client relationships with large global and regional banks across the region. Tzeitel has partnered with key local and multinational banks and financial services organizations in the areas of HR Consulting, Engagement, benchmarking, equity and cash long-term incentive design, total rewards strategy and design, variable pay, and short-term incentive design. Tzeitel has over 15 years of consulting experience working in Aon Hewitt and McLagan with the banking and financial services industry and She has also worked in Hong Kong, India, Sri Lanka, Bangladesh, Bahrain, Saudi Arabia, China, Thailand, Malaysia, and Indonesia. In her previous roles, Tzeitel managed Hewitt’s Rewards Consulting business in Hong Kong and before that, the banking and financial services rewards consulting business for India. Tzeitel holds a degree in Economics from St. Xavier’s College, Mumbai and an M.B.A. from XLRI, Jamshedpur, India. × Blake Kerrick Partner, Banking and Capital Markets Stamford, CT 1.203.602.1239 email@example.com Blake Kerrick heads the Banking and Capital Markets practice at McLagan. In this role, Blake provides performance and reward consulting services to the leading global banks and securities firms, regional banks and broker-dealers, and commodity trading firms. Blake’s areas of expertise include advising senior management on incentive funding approaches, levels, and pay mix; benchmarking key performance metrics across banking, sales and trading divisions; designing annual and long-term incentive plans; and analyzing competitive pay practices and levels. Blake also leads the global compensation survey program for banking, fixed income and equities and focuses on custom market practice studies covering pay and performance in these lines of business. Prior to joining McLagan in 2004, Blake was a Vice President at Lehman Brothers with various roles in Fixed Income sales and client strategy. Prior to joining Lehman Brothers, Blake worked for Greenwich Associates in their Fixed Income and Treasury practice. Blake received a B.S. from LeMoyne College. × Peter Keuls Partner, Head of Wealth Management Stamford, CT 1.203.602.1201 firstname.lastname@example.org Peter Keuls is the leader of Aon’s Performance Consulting Practice as well as Global Head of Wealth Management Consulting. He brings over 25 years of wealth management and financial services experience to his clients. Peter has advised leading wealth management firms globally on performance optimization through sales effectiveness, productivity improvement, cost reduction, branch distribution effectiveness, and compensation design. He has worked on performance improvement and compensation issues for a range of firms including UBS, Credit Suisse, Merrill Lynch, Morgan Stanley, Citibank Private Bank, Bank of America, Northern Trust, JP Morgan Private Bank, Wells Fargo, Deutsche Bank, and Barclays Wealth. Prior to McLagan, Peter was the Director of Marketing Strategy and Planning at Merrill Lynch’s International Private Client Group where his responsibilities included market planning, new product development, pricing and compensation analysis. He also has seven years of experience as a strategy consultant with Gemini Consulting's Financial Services practice where he advised banks globally on strategy and growth issues. Prior to Gemini, Peter was a member of Salomon Brothers’ Financial Institutions M&A team. Peter has an M.B.A. from INSEAD in France and a Bachelor of Commerce from Queen's University in Canada. × Todd Leone Partner, Regional and Community Banking Minneapolis, MN 1.952.886.8254 email@example.com Todd Leone is a Partner in McLagan’s Corporate and Consumer Banking Consulting practice and manages McLagan’s Minneapolis office. An expert in all aspects of compensation, he specializes in addressing complex compensation issues found in larger financial institutions across the country. Todd personally directs all aspects of client engagements to assure that every element of total compensation is aligned with the organization’s strategic goals and is properly balanced for safety and soundness. He also serves as an advisor to compensation committees on multiple compensation and benefits issues, including taxation, regulatory compliance, and compensation agreement provisions. Todd has over 25 years of experience in the financial services industry. Prior to joining McLagan, he was the president and co-founder of Amalfi Consulting. Todd also managed the Bank Compensation Consulting practice of Clark Consulting. Todd has managed all aspects of compensation consulting on behalf of his clients, including developing overall compensation strategies, structuring salary programs, designing annual and long-term incentive compensation plans, and board remuneration. He has worked closely with the Treasury and other regulatory bodies on behalf of the firm’s clients to gain insight into how new regulations apply to specific client situations. A frequent author and seminar presenter, Todd is widely recognized in industry publications and conferences, including the American Bankers Association, Bank Director, Southwestern Graduate School of Banking, Institute of International Bankers, as well as at various state and privately-sponsored industry conferences. He helped pioneer and develop a national event focused exclusively on the needs of banks and now known as Bank Executive & Board Compensation Conference with Bank Director Todd received a Bachelor’s degree in Mathematics and Statistics from the University of Minnesota – Institute of Technology. × Martin McGuigan Partner, Head of Middle East Dubai, UAE firstname.lastname@example.org Martin McGuigan, a Partner at Aon and McLagan, covers all countries in the Gulf Corporation Council and other regional markets, such as Egypt, Lebanon, Jordan and Pakistan Martin joined Aon Middle East as the Head of Reward Consulting in 2012. Prior to joining Aon, he spent four years as Head of Executive Compensation and Reward at Towers Watson Middle East, having previously spent a decade with the firm in London. At McLagan Martin has worked across a variety of industry sectors but his main focus areas are Private Equity, Asset Management, Investment Banks, Family Offices and Sovereign Wealth Funds With almost 20 years’ experience across public and private sectors, Martin‘s area of expertise includes: executive compensation, performance management systems, pay and grading structures, short- and long-term incentive plan design, sales incentive design, market pay assessments, and pay structure design. His experience in Europe and the Middle East allows him to bring rewards ideas and concepts to the market and adapt them to fit within a regional context. Martin is a Chartered Accountant, and holds a degree in Law from Durham University in the U.K. × Donald McNees Partner, Insurance Stamford, CT 1.203.602.1246 email@example.com Donald McNees has over 20 years of experience in relationships with senior management, works to enhance growth and improve performance at some of the world’s largest financial institutions. Don advises clients on market share, target operating models, performance benchmarking, and organization effectiveness to achieve their business objectives. And, he oversees forecasting analytics with the objective of providing client management with market guidance for future planning and budgeting. Don is a frequent speaker at industry conferences including American Banker, Bank Marketing Association, Society of Actuaries, and Retirement Income Industry Association meetings. He has published articles and been quoted on growth, organization effectiveness, and customer relationship management trends in the Wall Street Journal, Businessweek, American Banker, Best’s Review, BAI Strategies, Bank Systems and Technology, and The Street.com. Prior to joining McLagan, Don was a Principal and Owner in the financial services consulting practice of Deloitte. In addition, he was previously a Partner with Towers Perrin where he provided leadership for their financial services industry vertical and was on the Executive Committee of Tillinghast. Don received an M.B.A. from the University of California, Los Angeles (UCLA) and a B.A. from the University of Cincinnati, Cincinnati, Ohio. × Rob Northway Partner, Global Head of Consumer Banking and Leader of Broad Based Compensation Consulting Practice Stamford, CT 1.203.602.1234 firstname.lastname@example.org Rob Northway, a Partner at McLagan, is the head US consumer banking and global real estate practice. Rob advises clients on the design of compensation programs, market-share, and performance issues to better align the human capital strategy with business objectives. He oversees the annual compensation and performance benchmarking analysis for Consumer, Retail and Small Business Banking, Credit Cards, and the Residential Mortgage Banking and Commercial Real Estate compensation surveys sponsored by the Mortgage Bankers Association (MBA). Rob joined McLagan in 2004 and has extensive experience in plan design, performance benchmarking, and competitive assessment engagements focusing on executive and staff compensation programs for major U.S. and foreign institutions. His engagements include: Arvest Bank, Bank of Montreal, BNP Paribas, Capital One, CB Richard Ellis, Citigroup, Cushman & Wakefield, Fannie Mae, Freddie Mac, Deutsche Bank, GE Real Estate, Jones Lange LaSalle, JPMorgan Chase, Lincoln Financial Group, MetLife Inc., Morgan Stanley, PNC Bank, Prudential Financial Real Estate, Principal Financial Group Global Real Estate, Redwood Trust, SunTrust Bank, Walker & Dunlop USAA, and Wells Fargo. Rob is a member of the Mortgage Bankers Association and has spoken at multiple Mortgage Bankers Association, NAREIM Human Resources Council, and American Credit Union Mortgage Association Annual Convention. He has published multiple articles related to incentive plan design, regulatory issues, and compensation trends. Prior to joining McLagan, Rob worked at Towers Watson, Hewitt Associates Inc, and Principal Financial Group. × Jeffrey Rieder Partner, Head of Insurance Cincinnati, OH 1.513.746.2400 email@example.com Jeffrey Rieder has served as President of Ward Group since 2005. He has significant experience in the insurance industry with expertise in the property-casualty and life, health, and annuity segments. Since joining Ward Group in 1998, Jeff has worked on over 350 projects at numerous regional, national and international insurance companies to evaluate operational performance and identify successful business practices. Jeff is a frequent speaker at insurance industry conferences on a diverse range of subjects, including: claims operations, human resources, information technology, agency management, distribution system analysis, expense benchmarking, and industry trends. Jeff leads the firm's annual analysis of the financial performance of U.S. property-casualty and life-health insurance companies to identify the fifty top performers in each segment. Recognition as a member of Ward’s 50 Top Performers is one of the insurance industry's distinct achievements. Jeff, a Certified Public Accountant, is CPCU and CLU certified and holds a B.S. in Accounting and International Business Certification from the University of Cincinnati. × Warren Rosenstein Partner, Head of Americas Stamford, CT 1.203.602.1205 firstname.lastname@example.org Warren Rosenstein oversees McLagan’s Latin America and Canada financial services practices and has global responsibility for the Financial Technology and Consulting Services practices. Warren helps clients build customized reward and human capital strategies that support each firm’s unique business requirements. He has designed solutions ranging from job architecture, performance management, incentive design, salary banding, compensation philosophy, staffing models, and productivity optimization. As a recognized industry thought leader, Warren has authored numerous articles and whitepapers, most recently in the Conference Board Review and The Secured Lender. Prior to joining McLagan, Warren held various reward roles at Deutsche Bank and Merrill Lynch. × Sarah Maynard Head of Global Marketing, McLagan Stamford, CT 1.203.388.3567 email@example.com Sarah Maynard leads McLagan's global marketing team, which includes the firm's design, content marketing, demand generation, digital marketing, event management, and marketing communications colleagues. Prior to joining McLagan in 2016, Sarah worked at General Electic on the corporate marketing team leading global brand, digital proof of concept, and internal marketing projects. Before moving to corporate marketing, Sarah worked at GE Capital designing cross sell strategies for the Americas and redesigning the digital pre- and post-login customer experiences. Earlier, Sarah led digital and content marketing efforts at SmartDraw Software, bringing marketing and sales together to drive renewal sales, superior client experiences, and the transformation of the company's marketing approach. She started her career at UCSD within a global research team designing databases for neuroscientists and leading the launch of an all new software product for neuroscientists across the globe. Sarah earned a Bachelor's of Arts degree from Wellesley College in Physics and a MBA from Cornell University, specialicing in finance and strategy. × Levi Segal Partner, Talent Consulting Leader Stamford, CT 1.917.821.5821 firstname.lastname@example.org Levi is a Partner in Aon Hewitt’s Talent, Rewards & Performance Consulting Practice and leads McLagan's financial industry talent consulting. Levi possesses strong talent management skills, helping organizations build high performance cultures and talent capability. He consults with organizations of all size and complexity across the spectrum of the financial industry. Representative clients include: Goldman Sachs, AIG, MetLife, Moody’s, AXIS Capital, Legg Mason, World Bank, MassMutual, and Prudential. His global consulting experience includes work in the Americas, Europe, and Asia. Levi is a frequent speaker at conferences on the topic of talent management, and has written for and been quoted in publications such as HR Executive (Workforce Strategy Lacking Among Most Employers), Talent Quarterly (Reaching for the Stars: Managing Performance in the Era of Free Agency), HR News (Leadership: The Missing Ingredient in Making Performance Management Systems Work) and MarketWatch (Why Major Companies are Getting Rid of Traditional Performance Reviews). His most recent white paper outlines Aon Hewitt’s point of view on performance management, titled Reimagining Performance Management: Surrender is Still Not an Option. Levi is certified to interpret and provide professional development feedback using Aon Hewitt’s ADEPT-15® assessment, a scientifically based tool designed to accurately uncover the unique aspects of an individual’s personality at work. Prior to joining Aon Hewitt, Levi was a consultant with Hay Group. Levi holds a B.A. in Psychology and an M.A. in Organizational Psychology from Columbia University. × Keith Amos Associate Partner, Business Performance London, UK +44 (0)20 7086 5056 email@example.com Keith joined McLagan in 2004 working in a number of different roles across the Performance business including four years in the New York office in a direct client facing relationship management role. His work at McLagan has mainly focused on the Financial benchmarking product for Investment Bank’. He currently leads McLagan’s Investment Services performance business practice which delivers client experience, financial benchmarks, and analysis to the Custody and Fund Servicing business. Prior to joining McLagan, Keith worked for a number of major financial institutions including TSB Bank, Standard Chartered Bank, Deutsche Bank Capital Markets, Lehman Brothers and Salomon Brothers. In those firms he worked mainly in operations and the middle office before moving to the front office where he worked for several years on Emerging Markets trading desks alongside the traders performing tasks in line with business needs including risk management and special projects. × Joshua Bewlay Associate Partner, Insurance Stamford, CT 1.203.602.1296 firstname.lastname@example.org Joshua Bewlay is an Associate Partner in McLagan’s Global Insurance practice. He leads the Reward team that manages the firm’s insurance compensation surveys for the Property-Casualty, Specialty, Global Reinsurance, Life & Annuity, and Insurance & Reinsurance Brokerage industries. In addition, the team provides consulting services to Boards of Directors and management for both executive and broad-based compensation and incentive plan design. Josh also is responsible for building out Ward Group’s capabilities in benchmarking the insurance operations of Global Specialty Insurance and Reinsurance companies. This team helps carriers identify opportunities to be more efficient in running their companies. Josh has more than ten years of experience in compensation consulting, working on projects in various industries. He has worked with Boards and senior management on all aspects of executive and Director compensation, including peer group analysis, base, short-, and long-term incentive plans, as well as the design and setting of performance metrics and goals. Prior to entering the consulting field, Josh worked in the insurance industry for more than 15 years, first as an underwriter with an excess and surplus lines insurance/reinsurance company, then with a national retail broker. He ultimately directed a team of excess casualty brokers in the design and placement of commercial umbrella limits in the global insurance market. Joshua holds a B.A. in Political Science from Trinity College in Hartford, CT and an M.B.A. from Cornell University. × George Broniszewski Associate Partner Dubai, UAE +971 (4) 4255747 email@example.com George Broniszewski joined the organization in 2005 and contributed to the continuing development of the Investment and Corporate Banking surveys in the UK, whilst continually providing support in the execution of consulting projects. George transitioned to Dubai in 2008 and in his current role co-leads the Investment Banking and Asset Management business in the Middle East with specific focus in the Kingdom of Saudi Arabia. George’s work is focused on advising clients link performance to reward. To that end, he has conducted compensation surveys, productivity benchmarking studies, market practice studies, incentive plan design work and customized industry research. He has extensive knowledge assisting clients in making decisions related to human capital. George manages relationships with regional and international Investment Banks, Private Equity and Investment Management firms as well as Family Offices and Sovereign Wealth Funds. George holds a B.A. Hons in Business Economics and Organizational Studies from the University of Reading, UK and a MBA from Cass Business School from City University, London, UK. × Roland Cade Associate Partner, Revenue GPS London, UK +44 (0)20 7086 5066 firstname.lastname@example.org Roland Cade is the Global Head of Operations and Analysis and Development for Revenue GPS, a quarterly performance survey that covers the institutional equity business. Roland joined McLagan in 2010. He previously worked at HRG Consulting as the Head of Analysis and Development, and later served as Director of Strategic Analysis. Roland received a BEng Mechanical Engineering from UCL. × Greg Camarco Associate Partner, Executive Compensation Stamford, CT 1.203.517.3804 email@example.com Greg Camarco advises senior management and boards of directors on executive compensation, including regulatory issues, as well as broad based total rewards. His primary area of focus is with Banks, Broker/Dealers, and FinTech firms, with significant experience working with large banks ($50b+). Greg works with clients to assure every element of total compensation is aligned with the organization’s strategic goals and properly balanced for safety and soundness. He is well versed in the areas of Corporate Governance, Regulatory Compliance, Equity Accounting, Taxation, Disclosure, and Executive Contracts. Specific project experience includes, but is not limited to: incentive compensation plan (“ICP”) governance review, ICP risk review, ICP monitoring & validation, peer group design, proxy analysis, pay benchmarking, pay for performance (realized / realizable pay), ICP design (including performance goal setting and calibration), CD&A review, proxy table support, share usage and dilution analysis, share requests, ISS support, stock ownership and retention guidelines, performance and pay trends review, and employment / severance / change-in-control contract review. In addition, Greg has partnered on several client alerts and has been actively involved in shaping the industry’s response to regulations through industry roundtables and the submission of comment letters on behalf of the firm. Greg holds a B.S. in Economics from Trinity College in Hartford, CT and is currently based in Stamford, CT. × Ryan Caravella Associate Partner, Consumer Banking and Mortgage Banking Stamford, CT 1.203.517.3809 firstname.lastname@example.org Ryan Caravella focuses on the Consumer Banking, Mortgage Banking, Credit Cards, and Payments businesses. Additionally, Ryan leads McLagan’s Mortgage Banking Sales Effectiveness & Analytics platform. The platform gives clients access to enhanced analyses that allow them to be maximally informed when making crucial decisions. Ryan has been with McLagan since 2008 and spent 2012 and 2013 in McLagan’s Dubai office. While in Dubai Ryan he covered Commercial and Retail banks with a focus on reviewing and designing firm-wide and retail banking specific compensation plans. Ryan’s background at McLagan includes experience managing compensation surveys covering Commercial Real Estate Finance, Commercial Real Estate Brokerage and Residential Mortgage Banking. Ryan also has extensive experience advising clients on a range of compensation and performance related projects developing sales commission schemes that balance firm objectives, market best practice, and the current regulatory environment; guiding firms on the development of salary and compensation structures; and advising clients on regulatory changes and providing guidance that directly impacts their compensation schemes. Ryan holds a B.A. in Economics from University of Colorado at Boulder. × Sean Carney Partner, European Banks London, UK +44 (0)20 7086 5021 scarney@McLagan.com Sean Carney leads McLagan's European Banks reward team. His group is responsible for relationships, benchmarking, and consulting services across all major Investment, Corporate and Retail Banking clients with a presence in Europe. With over 14 years of consulting experience, Sean helps firms drive improved business performance through better employee performance. Sean specializes in helping firms align rewards with an appropriate range of balanced performance measures, while complying with all relevant regulations. Sean began his career within the consulting arm of SchlumbergerSema and is currently a regular speaker at industry events and works with several industry associations. Sean graduated with a B.A. in Business Economics. × Roopank Chaudhary Associate Partner, APAC Insurance, Head of India Mumbai, India +91224034500 email@example.com Roopank Chaudhary is an Associate Partner with Aon Hewitt and the India Head for McLagan. He is also the Regional Insurance Head for McLagan for Asia Pacific. Roopank manages key client relationships with Financial Institutions including multinational/investment banks, private sector banks, public sector banks, insurance and asset management companies, non-banking financial companies, and financial services conglomerates for Aon Hewitt. He is responsible for client development for all of Aon’s solutions including rewards, engagement, talent & performance, HR technology as well as leadership consulting for the FI industry. His key solution areas include rewards strategy, structuring and benchmarking, job description & evaluation, organization structuring, employee engagement, and HR set up. He has worked with clients in India, Sri Lanka, Pakistan, Bangladesh, Mauritius, Vietnam, Hong Kong, Japan, Singapore, and the Middle East. He is also the editor of the Aon Hewitt Total Rewards Quarterly (TRQ) Magazine, a quarterly publication showcasing thought leadership and trends in the Rewards Consulting space in India. Roopank has authored various articles and shared perspectives on management issues in leading Indian media publications like Business Standard, Business Today, Huffington Post, Business Insider etc. and regularly contributes white papers and articles on HR. He also partners with leading industry forum as a thought leader, and is a speaker in several annual seminars and HR forums. Prior to his tenure at Aon Hewitt, Roopank spent four years in Retail and Corporate Banking. He was an Asst. Vice President in the Corporate & Investment Bank at HSBC in Delhi managing a portfolio of large Indian private sector corporates as well as key MNC clients. He has a M.B.A. from Indian Institute of Management, Indore, a Bachelor in Economics from St. Stephen’s College, Delhi and a Post Graduate Degree in Journalism from the Indian Institute of Mass Communication. × Kate Cramer Partner, Business Performance London, UK +44 (0)20 7086 5128 firstname.lastname@example.org Kate Cramer joined McLagan in 2014 as part of the leadership team within the Global Performance practice. In that role Kate delivers market share and strategic advice to investment banking clients across the globe. Her primary focus is managing the Revenue GPS Platform, helping clients understand how to optimize their allocation of resources and drive sustainable revenue growth in line with their strategic objectives. Kate previously established and managed the European Equities Client Strategy and Commission Management teams at Barclays Capital from 2010 to 2014. Kate has a 15-year track record of running successful projects related to client strategy and relationship management functions. Her extensive skill set includes performance analysis, business development, resource optimization and an in-depth knowledge of equity markets. Prior to joining McLagan and Barclays, Kate worked at JP Morgan delivering process improvement and change management projects as a Six Sigma Black Belt before moving into business management and client strategy roles. Kate holds a BSc Economics honors degree from Cardiff University in European Studies with French and German. × Todd Crowley Associate Partner, Wealth Management Chicago, IL 1.312.381.9706 tcrowley@McLagan.com Todd Crowley focuses on helping clients understand and manage the pay and performance equation for Financial Advisors. Todd has 22 years of experience at McLagan in performance and compensation reporting and consulting in the wealth management and brokerage space. His areas of expertise include analyzing competitive compensation practices and pay levels for Financial Advisors and Branch Managers, as well as designing compensation plans for these populations. Todd also manages a team delivering a broad suite of performance benchmarking reports and services, including Financial Advisor productivity by years of experience, branch growth, share, and profitability in over 300 individual markets, and experienced FA recruitment activity, compensation deals, and ramp-up rates. Utilizing these tools and deep knowledge of the industry, Todd is able to help firms identify areas of strength and opportunity. Todd received both M.B.A. and B.S. degrees from the University of Illinois in Champaign-Urbana. × Joel Davies Associate Partner London, UK +44 (0)20 7086 5107 email@example.com Joel Davies provides performance and reward consulting services to a range of financial services firms. Joel has acquired extensive experience across compensation, benefits and performance management through leadership roles with major institutions in the U.K. and the U.S. Prior to joining McLagan in 2014, Joel was Global Head of Reward at BlackRock. Before joining BlackRock he led the executive compensation function at HSBC, having previously worked in HSBC’s investment banking, private banking and asset management divisions. Joel holds a BEng Civil Engineering degree from Cardiff University and an Engineering Doctorate from the University of Surrey. × Ephraim Edelman Partner, Global Survey Benchmarking Business Leader Stamford, CT 1.203.602.1247 firstname.lastname@example.org Ephraim Edelman is the global reward data business lead for McLagan, including strategic initiatives across product development, platform strategy and execution, governance, and the next generation of McLagan’s data and analytics client solutions. Ephraim is also responsible for leading McLagan’s global colleague training and development on new solutions and platforms to ensure a seamless client experience. Previous roles at McLagan included serving as a senior product leader, relationship manager, consultant, and team leader for a variety of business segments both in the United States and United Kingdom. These included leading the Corporate and Commercial Banking segment (covering Major and Middle Market Corporate Banking, Equipment Leasing and Finance, Commercial Finance, and Commercial Aviation) and Banking & Capital Markets segments, while serving as the lead relationship manager and consultant to clients across these segments. His areas of expertise include customized compensation benchmarking, designing and advising firms on salary structures and incentive plan design to support client business objectives, linking performance to reward on an individual and aggregate basis, and advising clients on market practices and requirements. Ephraim partnered closely with several industry associations to develop these business segments, while delivering increased value to member clients. He is a frequent presenter at industry and McLagan hosted conferences. While on a long term assignment in London, Ephraim managed relationships and consulting assignments for global and European banks across the U.K. and Germany. Prior to joining McLagan in 2002, Ephraim worked at CIBC World Markets, and at Pershing, a division of Donaldson, Lufkin & Jenrette, serving in Compensation, Human Resources, and Internal Consulting roles. Ephraim holds a B.S. from Binghamton University and M.B.A. from Columbia University. × Linda Fagan Associate Partner, Asset Management Stamford, CT 1.203.602.1217 email@example.com Linda Fagan heads McLagan's U.S. Asset Management Studies and oversees the U.S. compensation survey program for all investment management organizations. She also provides performance and reward consulting services to those clients. Linda joined McLagan in 1985, working for four years as an Analyst covering the firm’s Capital Markets surveys. Following a two-year leave, when she worked as a product manager for Cole Surveys, a subsidiary of Watson Wyatt, she re-joined the firm as the lead manager for McLagan’s Asset Management surveys. Linda received a B.S. from the University of Delaware. × Brian Flume Associate Partner, Head of Global Survey and Compensation Consulting Operations Stamford, CT 1.203.602.1257 firstname.lastname@example.org Brian Flume is responsible for McLagan’s global survey and compensation consulting operations. Brian joined McLagan in 2005 and held a number of different international compensation consulting roles in McLagan’s New York, London, Dubai and Stamford offices. Brian has experience in executive and broad-based compensation consulting for alternative investments, asset management, investment banking, capital markets and consumer banking businesses. He has successfully completed compensation consulting projects in several countries including Bahrain, Canada, Kuwait, Qatar, Saudi Arabia, United Arab Emirates, United Kingdom, and the United States. Brian holds a B.S. in Business Administration with a concentration in Finance from the University of Vermont. He also studied International Business Management at the University of Queensland, Australia. × Daniel Furey Associate Partner, Banks Stamford, CT 1.203.602.1229 email@example.com Daniel Furey, an Associate Partner on McLagan’s Banks team, is responsible for managing McLagan’s suite of compensation benchmark surveys and consulting for the Fixed Income, Commodities Trading, Proprietary Trading, and Financial Guaranty & Rating Agency business segments. During his time at McLagan, he has also managed a wide range of consulting projects that include compensation benchmarking, customized methods of pay studies, incentive plan design projects and pay / productivity analyses. Daniel is the relationship manager for a range of clients including several of the largest global financial institutions, U.S.-based foreign banks and securities firms, commodity trading organizations, proprietary trading companies and Financial Guaranty & Rating Agencies. He also manages McLagan’s annual Long-term Incentive and Mandatory Deferral Study. Lastly, Daniel co-leads the firms Global Bank data management practice. Daniel received his M.B.A. and B.S. degrees from the University of Connecticut Business School, where he graduated with the distinction of Magna Cum Laude. × Charlie Gall Associate Partner, Insurance Cincinnati, OH 1.513.746.2406 firstname.lastname@example.org Charlie Gall is responsible for heading major client engagements and overall leadership of insurance operational benchmarking programs in North America, including Core Enterprise Operations and Claims and Information Technology benchmarking. Charlie has over 25 years of experience in the insurance industry, working with over 100 insurance companies throughout the United States and Canada. He has expertise in both the property-casualty and the life, health and annuity segments. Throughout his career, Charlie has directed numerous consulting projects covering a diverse range of operational performance, expense benchmarking and project management. Prior to joining Ward Group, he served as Project Manager and Controller for Liberty Mutual and in the corporate Finance departments at Great American Insurance Company. Charlie holds a Bachelor of Science degree in Accounting from the University of Cincinnati. × Katrina Gerenz Associate Partner, Regional & Community Banking Minneapolis, MN 1.952.886.8247 email@example.com Katrina Gerenz is an Associate Partner within McLagan’s Regional & Community Bank Consulting practice. Katrina serves as an advisor to banking boards of directors and executives on director, executive, and staff compensation. With over 20 years of experience, Katrina’s goal is to design compensation programs that reflect each client's strategic objectives, pay philosophy and culture. She partners with banks and credit unions to provide education, thought leadership, and industry trends to leverage client’s time and resources. Katrina advises clients on executive compensation, staff compensation, director compensation, commercial incentive plans, retail incentive plans, mortgage commission plans, salary grade design, short and long-term incentive plan design, proxy disclosure, regulatory compliance and risk assessment, employment agreements, 280G analysis, compensation philosophy, and compensation trends. Katrina earned a Bachelor’s degree in Business Administration from the University of St. Thomas and a Master’s degree in Human Resources and Industrial Relations from the University of Minnesota’s Carlson School of Management. She is a Certified Compensation Professional. × Ryan Gildner Director, Regional and Community Banking Minneapolis, MN 1.952.886.8259 firstname.lastname@example.org Ryan Gildner is a Director in McLagan’s Regional and Community Bank Consulting practice. Ryan has helped clients design compensation programs that add value to the organization and are market-competitive for the employees. He advises clients on various compensation issues including: executive compensation topics, compensation discussion and analysis drafting and review, annual and long-term incentive plan design, and salary grade structure design and administration. Ryan earned a Bachelor’s degree in Economics and Finance from Bethel University in Saint Paul, Minnesota. × Pathik Gupta Associate Partner, APAC Wealth Management, APAC Scorpio, Head of South East Asia Singapore +65 6231 6344 email@example.com Pathik Gupta is the Asia-Pacific MEA Head of Wealth Management business at McLagan. Based in Singapore, he also leads the Financial Industry Practice for Southeast Asia for Aon Hewitt (McLagan is a business unit of Aon Hewitt). He manages the key client relationships of the firm within the financial sector. Pathik is responsible for leading the growth of Financial Services industry sector within Southeast Asia and Wealth Management franchise in the region by helping clients to address their most critical human capital and business efficiency challenges. His current projects include designing incentive schemes, driving customer centric salesforce transformation, enhancing frontline performance and productivity as well as implementing sales effectiveness initiatives. Pathik has more than 15 years of experience within the consulting and private banking industries. He joined McLagan from the Private Banking division of Credit Suisse where he held roles in product sales and development as well as business management. His prior consulting experience in financial services with KPMG and The Boston Consulting Group enables him to understand the breadth of clients' challenges and to address them using his deep industry experience. Pathik is an active philanthropist and a member of Singapore Southwest Community Development Council, an organization that oversees the collective efforts of all grass root NGOs within Southwest Singapore. Pathik graduated with Bachelor of Applied Science (First class honors) in Computer Engineering from Nanyang Technological University, Singapore and went on to pursue his M.S. from Singapore-MIT Alliance, ajoint collaboration between National University of Singapore and Massachusetts Institute of Technology. He holds an M.B.A. with Distinction from INSEAD. × Steven Hurd Associate Partner, Global Investment Banking and Capital Markets Stamford, CT 1.203.602.1262 firstname.lastname@example.org Steven Hurd is an Associate Partner, having joined the firm in 2006. Steven currently runs McLagan’s Global Investment Banking and Capital Markets practice, assisting firms of all sizes including bulge bracket global firms, M&A boutiques, and mid-market investment banks, with benchmarking, performance and productivity analysis, as well as custom advisory and plan design projects. Steven works with clients on a global basis, leading projects and client conferences focused on talent, rewards, and performance / strategic initiatives. Prior to this role, Steven worked in London, leading the European Banking & Markets business. Prior to that role, Steven worked within McLagan’s Private Equity benchmarking and consulting business. Steven graduated from Gettysburg College, receiving a B.A. in Economics and Business Management. × Kyle Ibbitson Associate Partner, Revenue GPS Stamford, CT 1.203.602.1231 email@example.com Kyle Ibbitson is an Associate Partner on McLagan’s Performance team. He is the Head of Americas for Revenue GPS, McLagan’s equities performance product. Kyle has worked at McLagan since 2005 and is focused on banking, capital markets and brokerage clients. Kyle presently works with 90 broker dealers including the leading global investment banks and mid-market / boutique brokers advising them on how strategic initiatives may impact the structure and scale of their businesses. He also provides guidance on how these initiatives need to be monitored. Prior to his current role, Kyle ran McLagan’s Equity Compensation surveys in the U.S. with an emphasis on mid-market broker dealers. His role concentrated on providing counsel to senior management on incentive funding approaches, levels, and pay mix, benchmarking key performance metrics across sales, trading, and research divisions, designing annual and long-term incentive plans, and analyzing competitive pay practices and levels Kyle graduated from Gettysburg College in 2005 with a B.A. in Political Science, a concentration in International Affairs, and a minor in Economics. × Adithi Jagannathan Director, Corporate and Commercial Banking London, UK +44 (0)20 7086 5119 firstname.lastname@example.org Adithi Jagannathan provides advice to a range of clients regarding performance and reward. Adithi specifically focuses on Corporate and Commercial Banking within U.K. and Europe. She advices these clients on compensation-related topics, pay banding, variable pay and incentives. She also assists firms with their reward strategies and manages relationships with key global banks in U.K. and international banks with presence in UK and Europe. Adithi is their primary point of contact for any rewards related advisory. Prior to her role in London, Adithi was a part of the Banking and Capital Markets team in India for 7 years. She managed the McLagan Reward Surveys and was an advisor to clients on rewards across sectors including investment banking, private equity, corporate banking and commercial banking. Adithi joined the firm in 2007 after completing her M.B.A. from Symbiosis University, India × Tyrone Jansen Associate Partner Johannesburg, South Africa +27 (0)60 537 5873 email@example.com Tyrone Jansen is an Associate Partner at Aon Hewitt McLagan and works within the Global Talent Rewards and Performance practice. Having been based out of London for ten years, he now runs the African office based out of South Africa servicing both local and international clients in Africa and the Middle East. Tyrone has a detailed knowledge of the financial services industry specializing in the banking sector. His expertise includes advising clients on compensation, non people expenses, staffing, and productivity issues involving revenue, headcount, grade profiles, capital, compensation, and non-compensation. Tyrone has a comprehensive knowledge of Aon Hewitt's McLagan’s Talent, Rewards & Performance offering and has true global experience having worked with clients in Africa, Asia, Europe, the Middle East, and the United States. This has allowed him to convey the latest relevant talent and reward concepts to his market and apply them to fit each specific organization. Tyrone received a Bachelor of Business Science with Honours in Finance and a Bachelor of Commerce with Honours in Economics from the University of Cape Town. × Bill Lang Director, Insurance Cincinnati, OH 1.513.746.2412 firstname.lastname@example.org Bill Lang leads client benchmarking engagements in the U.S. and Canada, including Core Enterprise Operations, and Claims and Information Technology benchmarking. Since joining Ward Group in 2001, Bill has led numerous benchmarking and consulting projects at property-casualty and life, health and annuity insurance companies throughout the United States and Canada. In addition to leading and supporting client engagements, Bill was extensively involved in the development, testing, and launch of Ward Group's benchmarking applications. Prior to joining the Ward Group, Bill worked in the internal audit department for the Union Central Life Insurance Company. Bill holds a Bachelor of Business Administration in Finance and Accounting from the University of Cincinnati. He has earned the Fellow, Life Management Institute (FLMI) designation from LOMA. × Bryan Lemke Director, Regional and Community Banking Minneapolis, MN 1.952.886.8272 email@example.com Bryan Lemke is a Director in McLagan’s Corporate and Consumer Banking Consulting practice. For over five years, he has helped clients design compensation programs that are both value-enhancing for the organization and market-competitive for their employees. Bryan advises clients on various compensation issues including executive and director compensation, commercial lender compensation, annual and long-term incentive plan design, and regulatory compliance. He also assists clients in enhancing proxy disclosure in preparation for their say-on-pay vote as well as responding to unfavorable proxy advisor recommendations on say-on-pay results. Prior to joining McLagan, Bryan spent five years working as an accompanist, vocal coach, and conductor, including three years on staff with the Minnesota Opera. Bryan holds a Bachelor’s degree in Music from Bethel University in St. Paul, Minnesota, and a Master’s degree in Music from the University of Kansas. × Susan Lenox Associate Partner, Revenue GPS Chicago, IL 1.312.381.9704 firstname.lastname@example.org Susan Lenox provides data management and consulting support services to over 90 investment management clients who participate in the McLagan’s Revenue GPS Service (RGPS). Her expertise includes client data collection, validation, manipulation, analysis, and ultimately production and distribution of client reports each quarter. Susan also handles the creation of special data analysis reports for the RGPS client base. Additionally, she coordinates the client billing and collection efforts for the RGPS services. During her more than 35 years with McLagan, she has also provided extensive data management support for the compensation consulting programs within the firm. Susan holds a Bachelor of Science degree in Business Administration from Illinois State University. × Sharon Leung Director Hong Kong +852 29177970 SLeung@McLagan.com Sharon Leung is a Director in McLagan's Hong Kong office. She works closely with McLagan’s Infrastructure (back office) consulting team and leads several regional initiatives in the subject area. Sharon manages key client relationships with regional banks and financial regulators in Hong Kong and Singapore. Sharon has over 10 years of compensation consulting experience working in McLagan. She has experience working on various practices including banking & capital markets, asset management and private equity. Sharon has also managed various consulting assignments on compensation benchmarking, incentive funding/plan design and reward strategy. Sharon joined McLagan from Hay Consulting in 2001. Sharon holds a Bachelor’s degree in Human Resources Management and Industrial Psychology from McGill University, Canada. × David Lo Associate Partner 1.203.326.3488 email@example.com David Lo leads the development of the McLagan and Scorpio business in the United States. Scorpio is the leading consumer insight and strategy consultancy to the global wealth industry. As Head for U.S. Client Insight he is actively involved in research programs that connect client experience to wealth management key performance indicators. David has 15 years of market research experience and joined McLagan and Scorpio from J.D. Power and Associates where he was responsible for the financial services practice. David completed a Bachelor’s degree in Business at Central Michigan University and received an M.B.A. from Oakland University. × Scott Marshall Director, Asset Management London, UK +44 (0)20 7086 5015 firstname.lastname@example.org Scott Marshall, a Director in the Asset Management practice, provides compensation consulting services to a broad range of asset management organizations, including public, independent and captive firms, as well as charities, foundations, and in-house asset managers. Scott’s areas of expertise include designing short- and long-term incentive arrangements for investment and sales teams; conducting key executive and firm-wide benchmarking studies; and advising on best-practice compensation and benefits strategies. Prior to joining McLagan in 2011, Scott spent five years with a Big 4 accounting firm in the U.K. and Australia, providing remuneration and international assignment advice to a range of clients across industries. Scott holds a MSc in Human Resource Management, and is a Chartered Tax Advisor and member of the Chartered Institute of Personnel and Development. × Mark Miles Associate Partner, European Wealth Management London, UK +44 (0)20 7086 5134 email@example.com Mark Miles leads McLagan’s Wealth Management & Private Banking practice in Europe, responsible for the development and delivery of market leading business performance consulting. Wealth management firms globally are improving profitability and growth through actionable advice from McLagan’s propriety insight of firm economics, productivity, pay and client experience. Mark has over twenty years of consulting and industry experience in financial services, centred on the private banking and wealth management sector. Prior to joining McLagan, Mark worked at Lloyds Banking Group, a member of its Private Banking Board, as Head of its HNW private clients business. He also held senior executive roles in the Corporate Bank, in Shared Services and in Venture Development. This is complemented by several years' successful strategy consulting experience at Gemini Consulting. Mark holds a Masters (MEng) in the Manufacturing Engineering Tripos (MET) from St John's College, Cambridge University, and completed an Accelerated Development Programme at London Business School. × Akiko Nakamura Director Tokyo, Japan +813 4589 4343 ANakamura@mclagan.com Akiko Nakamura leads the Asset Management, Private Equity, and Real Estate practice for Japan. She has worked on various assignments including grading structure development, compensation plan design, and market practice studies for various financial sectors. Prior to joining McLagan, Akiko held a relationship management role at Yasuda Trust and Banking, presently Mizuho Group. Akiko holds an M.A. from the Graduate School of Sydney University and a B.A. from the University of Tokyo. × Tony O’Shea Director, Insurance Stamford, CT 1.203.602.1232 firstname.lastname@example.org Tony O’Shea currently works with the Insurance practice and specializes in incentive compensation consulting. He has completed a wide range of studies related to sales performance and reward practices including sales incentive design for insurance companies, asset management firms, and brokerage houses. Since joining McLagan in 1998, Tony has developed surveys around a variety of industry segments – his current focus includes the Life Insurance, Property and Casualty Insurance, Reinsurance and Insurance Brokerage businesses. Prior to joining McLagan, Tony worked with The Evergreen Group and Optima Group providing consulting services related to the financial services industry. He received a B.A. from Columbia College and an M.B.A. degree from The Stern School of Business at New York University. × Michael Oak Associate Partner, Asset Management Stamford, CT 1.203.602.1288 email@example.com Michael Oak works in the Asset Management practice and oversees institutional investor clients including public funds, corporate plan sponsors, endowments, and foundations. For these clients, Michael provides advisory services to Boards; compensation philosophy and peer group development; job classification and salary banding; compensation benchmarking; executive compensation; and incentive plan design focused on pay-for-performance. In addition to institutional investor clients, Michael works with a broad range of investment management firms on pay-for-performance challenges. Additionally, he manages the Performance Intelligence Study, a general ledger benchmarking study for investment management firms. Prior to joining McLagan in 2010, Michael worked as a mathematical statistician for the U.S. Department of Agriculture and in the executive compensation practice at Pearl Meyer & Partners. Outside of work, Mike enjoys traveling and spending time outdoors – his hiking boots are often found alongside his business suit. Michael holds a B.S. in Biometry and Statistics and a Master’s degree in Applied Statistics from Cornell University. × Mike Pekkarinen Associate Partner, Asset Management Stamford, CT 1.203.602.1255 firstname.lastname@example.org Mike Pekkarinen is a leader in McLagan's Asset Management team focused upon traditional asset managers, private equity, real estate investment management, hedge funds, and alternative credit segments. Mike has over 20 years of experience aligning a firm’s business strategy with their pay programs both as a consultant and a senior compensation executive in major financial services firms. Mike's experience includes ensuring expected results of plan designs are achieved and transparent to the satisfaction of management, committees of the Board, and regulatory and investor agencies. He has experience with all aspects of plan design including sales, broad-based employee pay, and executive compensation - as well as long-term and deferred compensation arrangements in both private and publicly traded firms. Prior to joining McLagan, Mike was the Head of Compensation at Fidelity Investments. Earlier in his career, he lead compensation teams at Bank of America encompassing global wealth and investment management, investment banking, and commercial banking. As a consultant, Mike was a Principal in Mercer HR's Performance & Reward consulting practice. Mike has received a B.S. in Finance and Marketing from Boston College, and holds an M.B.A. from Northern Illinois University. × Sarah Piskun Associate Partner, Corporate and Consumer Banking New York, NY 1.212.441.1340 email@example.com Sarah Piskun focuses on executive compensation including both surveys and consulting. Sarah executes consulting assignments for management and compensation committee relationships including projects relating to executive and director compensation benchmarking, annual and long term incentive plan review, benefit review, and staffing analysis. She specializes in government sponsored enterprises. Sarah also manages relationships with some of McLagan’s largest bank clients. Sarah joined McLagan in 2006 and has led engagements for U.S. regional banks and GSEs, including: Bank of Oklahoma, Bank of the West, Evans Bank, Fannie Mae, Federal Farm Credit System, Federal Home Loan Bank System, First Niagara, First Tennessee, Freddie Mac, M&T Bank, MUFG Union Bank, Paychex, Sallie Mae, Silicon Valley Bank, UMB, and Webster Bank. Previously she has been located in McLagan’s Hong Kong office with responsibility for compensation survey operations and staff development. Sarah received a B.S degree in Industrial and Labor Relations from Cornell University and a MBA in Finance and Leadership & Change Management from New York University’s Stern School of Business. She is located in the New York, NY office. × Anthony Poole Associate Partner, Asset Management London, UK +44 (0)20 7086 5013 firstname.lastname@example.org Anthony Poole is responsible for the European Asset Management practice. Since joining McLagan in 2006 Anthony has been responsible for providing total pay consulting services to European investment management organizations, including hedge funds, in-house managers and listed, as well as independent organizations. Prior to joining McLagan Anthony worked as a HR Generalist for Novae Group PLC, a Lloyd's Managing Agency. He has also previously worked in Human Resources for the British Red Cross Society and Panasonic U.K. Ltd. Anthony qualified as a Chartered Member of the Chartered Institute of Personnel and Development in 2005. × Ali Caravella Director, Organizational Development and Effectiveness Stamford, CT 1.203.517.3806 email@example.com Ali Caravella specializes in organizational development and effectiveness. Prior to her current role, Ali was a consultant on McLagan’s Consumer Banking team responsible for retail banking and credit cards consulting and survey products. Ali now works with management to create and execute talent initiatives that align with operational objectives. She develops and executes training strategies and leads workshops to support and enable change. In addition, Ali partners with executives on firm-wide activities such as talent assessment, leadership development, and employee engagement. Ali joined McLagan in 2010 after working at Towers Watson as a Retirement Consulting Actuary. Ali holds a B.S. in Mathematics from Vanderbilt University in Nashville, Tennessee. × Chris Richter Associate Partner, Regional and Community Banking Minneapolis, MN 1.952.886.8217 firstname.lastname@example.org Chris Richter works in McLagan’s Corporate and Consumer Banking Consulting practice. He manages the firm’s compensation surveys and market practice studies for the regional and community banking market and directs the research team in the specialized analysis of compensation trends in the financial services industry. This analysis serves as the basis for many of the firm’s data-driven plan designs and industry presentations. Chris also develops data management and reporting tools for clients, including incentive award tracking models and market benchmarking tools. In addition, Chris advises clients in all areas of compensation, including executive and staff compensation benchmarking, board compensation, annual and long-term incentive plan design, proxy disclosure, and regulatory compliance. Prior to joining McLagan, Chris worked as a senior consultant at a firm where he designed, implemented and advised on compensation programs in financial institutions, ranging from large commercial lenders to community banks. Chris co-developed the firm’s risk-assessment model to help clients document existing compensation arrangements and evaluate possible areas of risk. Chris earned a Bachelor’s degree from Bethel University in St. Paul, Minnesota, with majors in Finance and Marketing. × Steven Sanchez Associate Partner, Gauge London, UK 1.212.441.1679 email@example.com Steven Sanchez works with banking, capital markets and brokerage clients as a member of McLagan’s Performance Consulting practice. Steven has an in-depth knowledge of investment banks, and is presently working with the leading global investment banks advising on strategic initiatives regarding the structure and scale of their businesses. His expertise includes advising clients on staffing and productivity issues including revenue, headcount, grade profiles, capital, compensation and non-compensation expenses, as well as the balance of performance and reward decisions. Since joining McLagan in 2010, Steven’s focus has been on the productivity and reward analysis of the front office businesses. Prior to joining McLagan Steven was employed by Royal Bank of Canada, Merrill Lynch and PriceWaterhouseCoppers in a variety of different roles in both relationship management and business development functions. Steven earned a B.A. in Economics from McGill University and a MSc. Economics from the University of London. × Carter Sherwood Associate Partner, Wealth Management Stamford, CT 1.203.602.1260 firstname.lastname@example.org Carter Sherwood leads the U.S. Wealth Management practice including performance and rewards benchmarking and consulting. Carter has specialized knowledge of wealth management client team operating models including Affluent, High Net Worth, and Ultra High Net Worth Private Banking. He works with banks, investment advisory firms and multi-family offices to deliver distinctive business solutions grounded by linking individual and line of business performance to pay levels and compensation funding metrics. Carter’s experience at McLagan spans geographies and business sectors. In Hong Kong he managed McLagan's Asia Pacific Wealth Management business. Prior to that he built and led the U.S. consumer banking practice, focused on benchmark consulting for the retail and small business banking lines of business. Prior to joining McLagan, Carter worked for a leading recruitment and human resources business process outsourcing firm, specializing in on-site, high-volume staffing engagements within the financial services industry. Carter received a B.S. in Management from the University of South Carolina. × Dave Smith Associate Partner Stamford, CT 1.203.602.1206 DSmith@mclagan.com Dave Smith has over 20 years of experience in performance benchmarking and consulting. He currently leads the firm’s performance studies for U.S. Corporate and Consumer Banking, including Enterprise Financial Benchmarking. Through the Enterprise study, Dave works with senior business leaders at U.S.-based banks to benchmark their organizations against peers and identify opportunities to improve productivity and operational efficiency. Prior to his current role, Dave managed McLagan’s widely-used performance and market share survey in the global institutional equities business (GPS). He worked with managers around the world in institutional equities sales, trading and research to assess market opportunity, measure the performance of client relationships and provide related performance and reward consulting. Dave received a B.A. from the College of William and Mary and an M.B.A. from the Kelley School of Business at Indiana University. × Liz Snyder Associate Partner, Insurance Cincinnati, OH 1.949.485.6274 liz.snyder@WardInc.com Liz Snyder leads client benchmarking and compensation design engagements in the U.S. and Canada. These assignments include Core Enterprise Operations (CEO), Claims and Information Technology benchmarking, and broad-based base pay and incentive compensation benchmarking and design. Liz has extensive experience leading a wide range of client projects covering an array of insurance segments and other industries. Her scope of work includes project management, job analysis, questionnaire design and automation, career path development, compensation structure design and analysis, market pricing, wage and hour compliance and training, incentive design, and systemic compensation, staffing, and expense benchmarking. Liz joined Aon Hewitt, the parent company of McLagan and the Ward Group, in 1997. Prior to joining, she worked as an attorney advising insurance companies in employment, subrogation, real estate, and construction litigation. Liz received a B.A. in Political Science and Statistics from the University of Michigan and a J.D. from the University of Southern California. × Brad Stegman Director, Insurance Cincinnati, OH 1.513.746.2402 email@example.com Brad Stegman is a Director within Ward Group and has served at the firm since the company was founded in 1991. He is responsible for the systems design and development of Ward Group applications and technological infrastructure. Brad has extensive experience in applications design, development and implementation, systems analysis, process reengineering and financial modeling. His team has supported over 1,000 benchmarking and consulting projects at property-casualty and life, health and annuity insurance companies throughout the United States and Canada. Brad holds a Bachelor of Science in Industrial Engineering from the University of Cincinnati. × Vamsi Srinivas Director, APAC Financial Technology Dubai, UAE +971(4) 389-6300 vamsi.Srinivas@mclagan.com Vamsi Srinivas helps clients around performance, reward, and organizational design. He manages key client relationships across various financial institutions across the Middle East and Africa. Vamsi has led projects across both broad-based and executive remuneration. He specializes in the design of incentive arrangements, performance management, share-based plans, and job family modeling. He has also worked extensively on organizational design and productivity. Prior to joining McLagan, Vamsi was a Group Reward Lead with the National Bank of Abu Dhabi and a Senior Consultant with the Hay Group based in the Middle East. Vamsi holds a Bachelor’s degree in Engineering from Delhi University and an M.B.A. from XLRI, Jamshedpur. He is also a ‘Certified Executive Compensation Professional’ (CECP) from WorldatWork. × Chris Tanana Associate Partner Stamford, CT 1.203.602.1284 firstname.lastname@example.org Chris Tanana co-manages the America’s team and has responsibility for McLagan’s Canada and Investor Services Practices. He is responsible for maintaining client relationships with all of the large Canadian financial institutions and global custodians. Chris is an expert in incentive plan design, headcount & staffing analysis, and reporting & data analytics. Chris has been with McLagan since 2003 and holds a B.A. in Economics from Bucknell University. × Rich Tomczykowski Associate Partner, Asset Management Stamford, CT 1.203.602.1219 RTomczykowski@mclagan.com Rich Tomczykowski specializes in providing compensation benchmarking and consulting services to alternative investment managers globally. Rich leads McLagan’s U.S. private equity and family office practices. His work in the private equity and family office areas includes compensation surveys, market practice studies, incentive plan design work, and customized industry research. In addition, Rich provides compensation and benchmarking consulting services to various investment management firms. Rich received a B.S. degree in Finance from Sacred Heart University. × Hubertus von Drabich Associate Partner, Head of Commercial and Retail Banking, APAC and MEA Dubai, UAE +971 (4) 4255747 HVonDrabich@McLagan.com Hubertus von Drabich is an Associate Partner in McLagan’s Dubai office, heading the Commercial & Retail Banking practice across Middle East, Africa, and Asia Pacific. He has worked with McLagan since 2004. Hubertus has extensive knowledge of various consulting assignments including the design and implementation of fixed pay bands, grading structures and short- and long-term incentive plans; review and benchmarking of allowance structure in local markets and alignment of banks’ compensation practices with local and international regulatory requirements. Most recently, Hubertus has launched a dedicated Consumer/ Retail Banking productivity study focusing on workforce planning, staffing expenses and profitability analyses. Prior to his current role, Hubertus focused on benchmarking projects and salary surveys covering all business segments from Investment & Corporate Banking, Capital Markets, Asset Management and Private Equity to all Infrastructure and Support areas. Hubertus holds a Bachelor of Art in Business Administration and an M.B.A. from the Anglia Ruskin University of Cambridge, UK × Michael Vosler Associate Partner, Asset Management Stamford, CT 1.203.602.1242 MVosler@mclagan.com Michael Vosler, a Director in McLagan's Asset Management practice, focuses on traditional/long-only asset management organizations. Michael helps clients effectively manage their human capital through pay level benchmarking, annual and long-term incentive plan design, and headcount and staffing analysis. Additionally, Michael leads the sales compensation studies covering both intermediary and institutional sales plan design. For the past eight years, Michael has served as the compensation survey manager for McLagan's Canadian Investment Management Survey and the U.S. Investment Product Sales and Marketing Survey. Michael joined McLagan in 2007. Prior to joining the firm, he spent seven years at Buck Consultants in their compensation consulting practice. Michael received a B.A. from Cortland College in 2000. × Martin Wainwright Associate Partner, Infrastructure London, UK +44 (0)20 7086 5073 email@example.com Martin Wainwright is a Director responsible for McLagan’s European Infrastructure and Commodity Trading reward business. With over 10 years of experience, Martin leads a team overseeing remuneration surveys, consulting and advisory work across a wide range of clients including banks, intergovernmental organizations, market infrastructure firms, Fin-Tech and Commodity trading organizations. Martin specializes on a number of consulting projects including incentive plan design/review, job evaluation, location strategies and cross industry pay differentials. Martin joined the firm’s graduate training program in 2005 after receiving a B.A. degree from Bristol University × Tomoyuki Yamashita Associate Partner, APAC Executive Compensation, Head of Japan Tokyo, Japan +813 4589 4349 firstname.lastname@example.org Tomoyuki Yamashita is an Associate Partner and Head of McLagan Japan, responsible for McLagan Japan’s overall consulting services and compensation survey businesses. He provides integrated advice for various Japan based financial institutions on performance and reward, executive compensation, financial productivity benchmarking, short-term & long-term incentive design, etc. He joined the firm in 2012 and became Head of Japan in 2015. Before joining McLagan, he was with Goldman Sachs in Japan for eight years where he was a Vice President in the Investment Banking Division, responsible for advising clients on M&A transactions and Equity/Debt Offerings. Prior to his work with Goldman Sachs, he was with Towers Perrin (currently Willis Towers Watson) as an Executive Compensation consultant, and Bank of Tokyo-Mitsubishi (currently Bank of Tokyo-Mitsubishi UFJ). He earned his B.A. in Business Administration from Hitotsubashi University and is a Certified Public Accountant in Japan. × Sean Kang Director Singapore +65 6645 0173 email@example.com Sean Kang is a member of the McLagan and Scorpio Partnership Wealth Management teams in Asia. He works with more than 40 private banks and other financial institutions across Singapore and Hong Kong to focus on pay and performance benchmarking, and client insights market research such as brand tracking, client satisfaction surveys, and thought leadership programs. He has partnered with leading Asian banks in rolling out client satisfaction surveys to identify gaps and develop actionable recommendations to improve client experiential journey, and advised a global bank on the leadership development approach. Sean started his career with the Singapore government where he honed his project management skills before taking on several key roles such as project portfolio management, sales management, and product structuring at Credit Suisse Private Bank. In his previous role, he developed a strategy to support the expansion of the product offerings for a leading private bank. His experience in the wealth management industries enables him to develop insights on the various challenges facing the industries and address them.. Sean graduated from National University of Singapore with a First Class Honors in Electrical Engineering and holds an M.B.A. from INSEAD. × A - Select Name Title firstname.lastname@example.org × Pratik Rathore Director, Insurance Compensation London, UK email@example.com × Paul Wagner Senior Manager firstname.lastname@example.org × Dino Pieczynski Manager, Talent, Rewards & Performance +55 11 3058-4489 email@example.com × Jeremy Orbell Partner, Aon Hewitt’s Executive Remuneration Practice London, UK +44 (0)207 086 9231 firstname.lastname@example.org × Marc Daniel Manager, European Banking and Capital Markets London, UK +44 (0)207 086 5115 email@example.com × Caroline Carey Senior Manager, Aon Hewitt’s Executive Remuneration Practice London, UK +44 (0)207 086 9141 firstname.lastname@example.org × Connor Grant Director, Consulting Services Stamford, CT 1.203.602.1297 email@example.com Connor Grant manages McLagan’s professional services industry data products globally providing coverage for firms’ consultative, specialist, and support operations. Connor has strong relationships with senior reward and HR professionals at the leading consulting firms and partners with his clients in helping them extract the full value from McLagan’s analytics services and in understanding their competitive positioning across geographies, business lines, and industry segments. Connor has supported a significant number of client engagements such as incentive plan design, reward strategy, job alignment, and custom survey design, for many of the worlds leading consulting services firms of various sizes including large global organizations and small specialized boutiques. Connor holds a Bachelor’s degree in Economics from the University of Connecticut. × Karl Mischenko Director, Financial Technology Stamford, CT 1.203.602.1268 firstname.lastname@example.org Karl Mischenko manages McLagan’s global Financial Technology Solutions practice area, overseeing its global expansion. In addition, Karl supports McLagan’s Banking & Capital Markets sector, focusing primarily on Infrastructure Support areas including Information Technology. Karl joined the firm in 2013 and is McLagan’s global relationship manager for many of the leading FinTech providers, assisting clients across a full range of pay-related advisory services and products. Prior to joining McLagan, Karl spent over six years with Greenwich Associates, focusing on bespoke engagements and competitive market research within Sales & Trading. Karl holds a B.A. in Economics from St. Lawrence University in New York. × Robert Miller Partner, Radford +44 (0)20 7086 5044 email@example.com × Eric Wool Senior Analyst Stamford, CT 1.203.602.1244 firstname.lastname@example.org × Annie Catchpole Director, Scorpio Partnership +44 207 086 5217 email@example.com × Catherine Tillotson Associate Partner, Scorpio Partnership London, UK +44 (0)20 7086 5224 firstname.lastname@example.org × Zanvi Patel Director New York, NY 1.212.441.1346 email@example.com × McLagan Staff Stamford, CT firstname.lastname@example.org × Ken Oehler Partner, Global Engagement Practice Leader New York, NY 1.212.441.2814 email@example.com × Ashish Seth Director Stamford, CT 1.203.602.1218 firstname.lastname@example.org × ABCD XYZ RCB Leader Only, Regional and Community Banking Chicago, IL +1 408.321.2500 email@example.com ABCD has managed all aspects of compensation consulting on behalf of his clients, including developing overall compensation strategies, structuring salary programs, designing annual and long-term incentive compensation plans, and board remuneration. He has worked closely with the Treasury and other regulatory bodies on behalf of the firm’s clients to gain insight into how new regulations apply to specific client situations. A frequent author and seminar presenter, ABCD is widely recognized in industry publications and conferences, including the American Bankers Association, Bank Director, Southwestern Graduate School of Banking, Institute of International Bankers, as well as at various state and privately-sponsored industry conferences. He helped pioneer and develop a national event focused exclusively on the needs of banks and now known as Bank Executive & Board Compensation Conference with Bank Director × Brian Brandau Manager, Regional and Community Banking Minneapolis, MN 1.952.886.8211 firstname.lastname@example.org Brian Brandau is a Manager in McLagan’s Regional & Community Bank Consulting Practice in the Minneapolis office. He advises clients on the design and implementation of compensation programs that support the client’s strategic goals and compensation philosophy while maintaining industry best practices. During his three years at McLagan, Brian has helped clients design compensation programs that are both value-enhancing for the organization and market-competitive for their employees. He advises clients on various compensation issues including compensation benchmarking, annual and long-term incentive plan design, and salary grade structure design and administration. Brian earned a bachelor’s degree in Economics and Political Science from Northwestern College in Orange City, Iowa. × Kate Noble Director, Regional and Community Banking Minneapolis, MN 1.952.886.8575 email@example.com Kate Noble joined McLagan’s Regional & Community Bank Consulting Practice as a Director in the Minneapolis office in 2016. Prior to joining McLagan, Kate spent over 10 years in Human Resources, leading a wide range of projects including sales incentive plan design, annual and long-term incentive plan administration, recruiting, salary and grade design and administration, and HR systems utilization. Kate brings a holistic perspective from across the multiple facets of employee compensation, rewards and retention best practices. As a Director, Kate is focused on client consulting assignments, which help to ensure the market competitiveness of clients’ compensation programs. These assignments include executive and staff compensation benchmarking, board compensation, retail plan design, annual and long-term incentive plan design, proxy disclosure and regulatory compliance. Kate holds a Bachelor of Applied Science from the University of Minnesota. × Laura Dahl Senior Analyst, Regional and Community Banking Minneapolis, MN 1.952.886.8178 firstname.lastname@example.org Laura Dahl is a Senior Analyst in McLagan’s Regional & Community Bank Consulting Practice in the Minneapolis office. She advises clients on the design and implementation of compensation programs that support the client’s strategic goals and compensation philosophy while maintaining industry best practices. During her four years at McLagan, Laura has helped clients design compensation programs that are both value-enhancing for the organization and market-competitive for their employees. She advises clients on various compensation issues including compensation benchmarking, annual and long-term incentive plan design, and salary grade structure design and administration. Laura earned her degree from Bethel University in Saint Paul, Minnesota, where she studied mathematics and business. × Dominic Hobson Co-Lead, Investment Services London, UK +44 (0)20 7086 5145 email@example.com Dominic Hobson is Co-Lead of Aon McLagan Investment Services. He was one of the founders of Asset International, a publishing and events business whose titles include Global Custodian, where he was for many years editor-in-chief. After Asset International was sold in 2009, Dominic founded COO Connect, a peer group network for fund managers, now also sold. As an independent consultant, he has delivered a variety of projects on behalf of custodian banks and financial market infrastructures, and consulted to Instant Actions, a corporate actions verification service. Dominic has written for Financial News, contributed occasionally to the BBC on financial markets issues, and has three works of non-fiction to his name. He was amanuensis to Nigel Lawson, former Chancellor of the Exchequer, in the preparation of his memoirs. He spent four years in investment banking before electing in 1988 to work for himself. Dominic is also co-founder of the Future of Finance conference held at the Saïd Business School in Oxford, a member of the Innovate Finance Policy Advisory Board, and served on the Government Office of Science group of experts on distributed ledger technology. Dominic attended Magdalene College, Cambridge. × Sophie Chapman-Daws Senior Manager, Investment Services London, UK +44 (0)20 7086 5110 firstname.lastname@example.org Sophie Chapman Daws is a Manager in the London office and works with Keith Amos as part of the Performance business and the Investment Services team. In her role within the McLagan Investment Services team, Sophie supports all our benchmarking efforts and capabilities from an execution perspective with additional responsibility for managing and developing the reporting and analyses we deliver to our clients. Sophie also works with our partners within the compensation team on a new initiative to develop an analysis that is able to join financial performance benchmarks with the detailed pay data to create a performance and reward solution to our clients. She joined McLagan in December 2013 having previously worked for Benchmarkers where she was responsible for the running of the Insurance benchmarks. Sophie graduated from LSE with a background in Mathematics and Economics. × Allison Cayse Manager, Investment Services Stamford, CT 1.513.708.5136 email@example.com Allison Cayse is a Manager within Aon McLagan Investment Services. Allison has more than 12 years’ experience of the investment services industry, having joined Global Custodian, a trade magazine dedicated to the industry, as its surveys editor in 2004. In that role, she was responsible for the day-to-day management of more than a dozen surveys of various aspects of the investment services industry, including global custody, direct custody and clearing in major and emerging markets, central securities depositories (CSDs), hedge, mutual and private equity fund administration, securities lending and financing, and prime brokerage. She also led relationship management and client services for the surveys group, and managed the technical team which scripted surveys, analysed the results and prepared research reports for clients. Allison contributed regularly to the editorial content of the magazine, and helped to conceive, develop, and manage its annual survey awards events in Hong Kong, London and New York. She is a graduate of the Scripps School of Journalism at Ohio University, where she majored in journalism, and minored in Economics and German. She also earned a master’s degree in European Cultures at Birkbeck College, University of London. × Jasmin Castonguay Director, Banking and Capital Markets London, UK +44 (0)20 7086 9011 firstname.lastname@example.org Jasmin Castonguay advises a range of clients on performance and reward strategies in the banking and capital markets sector. He has in-depth knowledge of banking businesses, manages key client relationships within the sector, and works extensively on role assessment, compensation benchmarking, and design. Prior to his role in London, Jasmin was part of the banking and capital markets team in Hong Kong for 4 years, where he was working closely with European and bulge bracket banks. In his most recent role prior to joining McLagan, Jasmin worked for Societe Generale Corporate & Investment Banking in Toronto where he worked in a coverage role focused on financial institutions and governments. Before moving to Toronto, Jasmin was with National Bank of Canada in HR. While in Canada, Jasmin earned his CPA-CMA (Certified Management Accountant). Jasmin has a degree in Industrial Relations from the University of Montreal and speaks French and English and is developing his Mandarin. × Patricia Magyari Director, Human Resources Stamford, CT 1.203.602.1222 email@example.com Patricia Magyari is Director of Human Resources at McLagan’s Stamford, CT office. As a Human Resources Business Partner, Patricia works with business leaders in support of workplace planning strategy and talent acquisition. As an integrator of HR service delivery, Patricia manages the HR Onboarding Operation for McLagan in the U.S., leveraging Workday to provide analytics and insights to the business. Patricia joined McLagan in 1999. Prior to that she was an Assistant Vice President with Locate in Scotland, the inward investment agency for Scotland, where she focused on overseas business development. Patricia attended Dean College of Nursing in Edinburgh, Scotland. × Adrienne Sund Manager, Consumer Banking Stamford, CT 1.203.602.1225 firstname.lastname@example.org × Kevin Raynes Director, U.S. Banks Stamford, CT 1.203.602.1286 email@example.com Kevin Raynes supports U.S. banks with a focus on specialty finance including aviation finance, commercial real estate, equipment leasing & finance, commercial finance, and leveraged lending. Kevin partners with clients in solving unique human capital challenges impacting the specialty finance industry. Kevin’s areas of expertise include competitive compensation assessments and designing effective human capital programs including salary structures, sales incentive plans, executive compensation programs, job architectures, and broad-based compensation structures. He is a past contributor and guest speaker at industry events hosted by the Equipment Leasing & Finance Association (ELFA) and the Mortgage Bankers Association (MBA). He serves as a relationship manager across many clients including global banks, national banks, U.S. regional banks, captive finance divisions of manufacturers, industry associations, and independent specialty lenders (i.e., global aviation finance firms, independent equipment lessors, commercial real estate finance companies, and independent middle market leveraged lenders). Kevin holds a B.A. in Mathematics from Gettysburg College. × Matt Simeoni Director, U.S. Banks Stamford, CT 1.203.602.1228 firstname.lastname@example.org Matt Simeoni supports U.S. regional banks, with a focus on corporate and commercial banking practice in addition to select infrastructure areas. Matt serves as a relationship manager across many clients, specializing in the U.S. regional banks, and partners with clients to create customized solutions to human capital, finance, and regulatory issues by leveraging current market practices and emerging trends. Matt’s areas of expertise include competitive compensation assessment including executive and broad-based, peer group development, incentive plan review and design, financial benchmarking, regulatory reviews, and cost-effective salary structure design. Matt holds a B.A. in Political Science from Gettysburg College. × Lisa Solomon Manager +44 (0)20 7086 5076 email@example.com Lisa focuses on compensation advisory for the Investment Services business. This role covers numerous areas of rewards, including providing compensation benchmarking, advising clients on executive benchmarking and pay practices, and conducting market practice studies. Prior to joining the company, Lisa worked at a research firm providing benchmarking to technology functions within global corporate and investment banks and the corporate funding division of a major private commodities trading house. Lisa has a MSc in Finance and a BSc in Computational & Applied Mathematics. × James Pilkington Manager, EMEA Financial Technology London, UK +44 (0)20 7086 5051 firstname.lastname@example.org × Dino Pieczynski Manager, LATAM Financial Technology Stamford, CT +55 11 3058 4489 email@example.com × Ken Hutchens Director, Insurance Cincinnati, OH 1.513.746.2424 firstname.lastname@example.org Ken Hutchens leads client benchmarking engagements in the U.S. and Canada, including CEO (Core Enterprise Operations), claims, and information technology benchmarking. He has led a wide range of benchmarking projects for property-casualty and life-health insurers in both the United States and Canada. Ken has over 15 years of experience in the insurance and financial services industries. Throughout his career, he has performed over 70 benchmarking and consulting engagements for a diverse group of insurance companies. Prior to joining the firm, Ken worked in consulting at PricewaterhouseCoopers and AXA Equitable. Ken holds a bachelors of Science degree in accounting and finance from Miami University. × Jason Lin Director, Banking and Capital Markets and Asset Management Hong Kong +852 2917 7964 email@example.com Jason Lin leads McLagan’s compensation survey business for all clients in Mainland China and Chinese clients in Hong Kong. He is also responsible for sourcing and delivering consulting project for Chinese clients that requires a combination of international and local best practices. Jason joined McLagan in 2010 and is based out of Hong Kong office. He has been instrumental in building up and growing the Chinese client survey business in Hong Kong and Mainland China.. Jason has also managed and executed a number of consulting projects in the areas of incentive plan design, executive compensation, productivity benchmarking, performance management system improvement, and compensation benchmarking. His key consulting clients include leading Chinese investment banks, private equity firms, insurance group, aviation leasing firms, and sovereign wealth funds in Mainland China, Hong Kong, and Singapore. Jason holds an MBA from HKUST. He graduated from The Hong Kong Polytechnic University with a First Class Honors in Accountancy. He is a Qualified Graduate of the HKICPA. × Adrienne Sund Director, Consumer Banking Stamford, CT 1.203.602.1225 firstname.lastname@example.org Adrienne Sund is a Director at McLagan with a focus on consumer banking performance and reward consulting. Adrienne has been with McLagan since 2014 and is responsible for overseeing compensation and productivity surveys, as well as managing client relationships for US consumer banks. Adrienne has advised clients on a range of compensation and performance related projects including developing incentive structures that balance firm objectives, evolving market practices, and the current regulatory environment. Prior to joining McLagan, Adrienne worked in the Research and Economics group at the Mortgage Bankers Association (MBA) where she managed financial and operational benchmarking products for mortgage companies. She also represented MBA at numerous roundtable meetings and workshops focusing on mortgage finance issues. Adrienne holds a B.S. in Finance and a B.A. in Policy Studies from Syracuse University. × Sharan Srikanth Director, Banking and Capital Markets Hong Kong email@example.com Sharan Srikanth is a Director with the Banking & Capital Markets practice for McLagan in Asia Pacific. He is also responsible for the Commodities business in Asia Pacific. Based in Hong Kong, Sharan manages key client relationships across most of the Bulge and European firms and some of the large international banks across the region. He assists organizations with managing their human capital challenges in the areas of broad based compensation. He has partnered with global / international banks, private equity firms and other financial services organizations in the areas of compensation structuring, pay range design, variable pay design, job evaluation, total rewards and benefits design, and compensation strategy. He has over 12 years of experience in the banking and financial services industry with over 8 years of consulting experience working with McLagan. Prior to his current stint at McLagan, Sharan has spent 3 years at J.P. Morgan, leading compensation for their Investment Banking and Corporate & Commercial Banking business in India. Sharan holds a Degree in Business Management and an MBA in finance from IMI, New Delhi, India. × Bonnie Walker Director, Life Company Business Development Cincinnati, OH 1.615.885.0928 firstname.lastname@example.org Bonnie Reagan Walker is the Director of Life Company Business Development of our benchmark program and advisory services. With 25+ years in the industry, Bonnie’s focus has been benchmarking the last 15 years, resulting in deep industry relationships and knowledge of what makes benchmarking effective. Her high regard for the value this industry provides and for its people combine into her passionate commitment to contribute to the industry’s well-being with survival and thriving tools. Prior to benchmarking, Bonnie was dedicated to Business Transformation through technology. For most of her benchmarking years, her work was with the individual life and annuity lines of business with Deloitte Consulting; she joined Aon in 2015 and is pleased to now work with all life lines of business. Bonnie is a Fellow in the Life Management Institute and is degreed in Communications from the University of Illinois C-U.