Michael Burke Chief Executive Officer, Talent, Rewards & Performance London, UK Ray Everett Partner, Global President of McLagan Dubai, UAE Adam Barnett Partner, Asset Management Stamford, CT Belinda Armenta Partner, APAC Asset Management, Head of Australia Hong Kong Blake Kerrick Partner, Global Banking and Capital Markets Stamford, CT Chris Blain Partner, Business Performance London, UK Ephraim Edelman Partner, Global Survey Benchmarking Business Leader Stamford, CT Chris Tanana Partner Stamford, CT Gayle Appelbaum Partner, Regional and Community Banking Minneapolis, MN Donald McNees Partner, Insurance Stamford, CT Jeffrey Rieder Partner, Head of Insurance Cincinnati, OH Joel Davies Partner, European Asset Management and Banking London, UK Kate Cramer Partner, Business Performance London, UK 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, Global Head of Banks Team Stamford, CT Mark Miles Partner, European Wealth Management London, UK 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 Shelley Eisenhandler Partner, Asset Management Stamford, CT Todd Leone Partner, Head of Executive Compensation Minneapolis, MN Sean Carney Partner, European Banks London, UK Tzeitel Fernandes Partner, APAC Banking and Capital Markets, Head of Hong Kong and China Hong Kong Anthony Poole Partner, Asset Management London, UK Adithi Jagannathan Associate Partner , Corporate and Commercial Banking London, UK 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 Connor Grant Associate Partner, Consulting Services Stamford, CT Daniel Furey Associate Partner, Banks Stamford, CT Dave Smith Associate Partner Stamford, CT David Lo Associate Partner George Broniszewski Associate Partner Dubai, UAE Greg Camarco Associate Partner, Executive Compensation Stamford, CT Hubertus von Drabich Associate Partner, Head of Commercial and Retail Banking, APAC and MEA Dubai, UAE Karl Mischenko Associate Partner, Financial Technology Stamford, CT Katrina Gerenz Associate Partner, Regional & Community Banking Minneapolis, MN 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 Remote - California 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 Rich Tomczykowski Associate Partner, Asset Management Stamford, CT Sarah Piskun Associate Partner, Corporate and Consumer Banking New York, NY Sharon Leung Associate Partner, McLagan Hong Kong Steven Hurd Associate Partner, Global Investment Banking and Capital Markets Stamford, CT Steven Sanchez Associate Partner, Gauge London, UK Susan Lenox Associate Partner, Revenue GPS Chicago, IL Todd Crowley Associate Partner, Wealth Management Chicago, IL Tomoyuki Yamashita Associate Partner, APAC Executive Compensation, Head of Japan Tokyo, Japan Vamsi Srinivas Associate Partner, APAC Financial Technology Dubai, UAE Adrienne Sund Director, Consumer Banking Stamford, CT Akiko Nakamura Director, McLagan Tokyo, Japan 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 Giles Patterson Director, Wealth Management London, UK Jasmin Castonguay Director, Banking and Capital Markets London, UK Jason Lin Director, Banking and Capital Markets and Asset Management Hong Kong Jen Bailey Director, Regional and Community Banking Minneapolis, MN Kate Noble Director, Regional and Community Banking Minneapolis, MN Ken Hutchens Director, Insurance Cincinnati, OH Masahiro Kuroda Director, Markets & Investment Banking, Insurance Tokyo, Japan Matt Simeoni Director, U.S. Banks Stamford, CT Nicholas Yazdani Director, Markets & Investment Banking, Infrastructure London, UK Paul Wagner Director, Wealth Management Chicago, IL Pratik Rathore Director, Insurance, Consumer Banking London, UK Ryan Gildner Director, Regional and Community Banking Minneapolis, MN Sean Kang Director, McLagan Singapore Shana Gotlieb Director, Asset Management Stamford, CT Sharan Srikanth Director, Banking and Capital Markets Hong Kong Tony Geer Director, Reward Data Products London, UK × Shelley Eisenhandler Partner, Asset Management Stamford, CT 1.203.602.1252 firstname.lastname@example.org Shelley Eisenhandler, a partner in McLagan’s asset management practice, leads the firm’s alternative asset management business. Shelley and colleagues deliver compensation consulting services to hedge funds, private equity firms, alternative credit boutiques, and real estate investment managers. Her work in the alternative asset management industry is focused on helping clients link performance to reward. She has conducted annual compensation surveys, benefit studies, performance benchmarking analyses, incentive plan design work, and customized industry research for over 300 alternative asset managers. In addition, she provides compensation and human capital consulting services to other types of asset management firms. Shelley also assists many hedge funds in their year-end decision making, often meeting with management and compensation committees. Most recently, Shelley spent a significant amount of her time focusing on pay equity, diversity and inclusion, and technology convergence, launching a new product, Tech Data Powered by Radford in which FS clients can now access tech firm compensation data. Shelley has also been involved in bringing McLagan’s human capital strategy capabilities to alternative asset management firms. This includes selection and assessment, career progression, HR effectiveness, engagement, and performance management. She is a frequent speaker on human capital strategy and compensation topics at hedge fund industry events. Shelley joined McLagan in 2004 after spending two years at GE. She received a B.S. in marketing and economics from the University of Connecticut at Storrs. × Belinda Armenta Partner, APAC Asset Management, Head of Australia Hong Kong +852.2917.7901 email@example.com Belinda Armenta is responsible for the Asia Pacific asset management practice and is based in Hong Kong. Additionally, Belinda continues to support leading our Australian business, having led our consulting services in the Australian market for 6 years. Since joining McLagan in 2007, Belinda has been responsible for providing pay data and reward consulting solutions to clients both in Asia Pacific and Europe and has been located in our London, Sydney and Hong Kong offices during her tenure with the firm. Belinda’s current role for the APAC region is focused on asset management and includes her advising and working with a wide spectrum of firms in the sector including both local and international traditional firms, as well as alternative firms such as hedge funds, real estate, and private equity businesses. Her work includes incentive plan design, compensation structure reviews, pay analyses, market trend papers, and studies. Prior to McLagan, Belinda held various positions over a 10 year period in compensation and benefits team at the Commonwealth Bank of Australia. Belinda graduated with a Bachelor of Commerce degree with a double major 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 regional and community banking 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. Her 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 1.203.602.1200 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 leads McLagan’s large bank consulting practice and is responsible for designing and advising on performance and rewards programs. His expertise includes advising boards of directors and senior management on executive compensation and regulatory matters, as well as providing support for broad based compensation issues, including the design and implementation of total rewards programs. Prior to joining Aon in 2013, Mark worked for Bank of America for over 17 years. Most recently, he served as the global head of compensation, benefits, shared services, and U.S. employee relations. He also served on the bank’s operating committee and operating risk committee. Prior to joining Bank of America, he was employed by McLagan Partners, Bankers Trust, J.P. Morgan, and U.S. Lines. Recent articles co-authored or contributed to by Mark include: “The Quiet Corner of Financial Services – Retail Banking’s Human Capital Crisis,” “SEC – Proposed Clawback Rules – Technical Insights,”, “Proposed Pay vs. Performance Rules – Preliminary Observations,” and Incentive Based Compensation Arrangements – A Summary of Dodd Frank Section 956 (Parts 1 & 2). All of these can be found on McLagan’s website. In addition to the above, Mark also partnered on McLagan’s comment letter to the Joint Agencies on the re-proposal of Dodd Frank Section 956 – Incentive Compensation Arrangements. Mark previously 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 earned a B.A. in psychology from Montclair State University and a M.S. in industrial and organizational psychology from Stevens Institute of Technology. × 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, Global Head of Banks Team 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’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’s products and services, industry, market, and geographic coverage. Aon’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 & Performance, Michael was the CEO of McLagan, an Aon 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, Global President of McLagan Dubai, UAE +971 50 398-9465 email@example.com Ray Everett is the McLagan’s president, overseeing McLagan globally. He is primarily responsible for conducting executive compensation consulting assignments and leading relationships with key clients. He also works 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 being appointed global president, Ray headed our Asia Pacific, Middle East, and Africa practices. Ray was also the CEO of Aon in the Middle East, during which time he was nominated for the Forbes Top 50 Executives in the Middle East. Ray opened and managed our Middle East business based in Dubai in 2006 and prior to that, 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 global infrastructure, equities, and mortgage banking businesses, serving as a relationship manager for a number of global client accounts. Prior to joining McLagan in 1997, Ray was with Willis Towers Watson, where he headed the firm’s HR effectiveness practice. Ray started his career at Ernst & Young in Canada. 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 and McLagan with the banking and financial services industry. 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 Aon’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, Global 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, focusing on performance. 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, Head of Executive Compensation Minneapolis, MN 1.952.886.8254 email@example.com Todd Leone is a partner and the global head of executive compensation, managing the Minneapolis office of McLagan’s corporate and consumer banking consulting practice. In this role, he oversees executive advisory work in the United States, Europe, the Middle East, and Asia Pacific. He also focuses on managing overall consulting needs for regional and community banks across the United States. An expert in all aspects of executive compensation, Todd specializes in addressing complex compensation issues found in larger financial institutions across the country and 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. Todd has over twenty years of experience as an executive compensation consultant to today’s board of directors. 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 the Bank Executive & Board Compensation Conference with Bank Director-a national conference focused exclusively on the needs of banks. Todd is a graduate of the University of Minnesota – Institute of Technology, where he earned a bachelor’s degree in mathematics and statistics. × 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 of experience across public and private sectors, Martin‘s areas of expertise include: 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, working 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. He also 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 served 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 practice leader for McLagan’s broad based compensation advisory business. Given his extensive experience, he serves as subject matter expert within the global consumer banking and commercial real estate industry verticals. Rob advises clients on the strategic design of compensation programs, market-share, and performance issues to better align the human capital strategy with business objectives. 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 America, Bank of Montreal, BNP Paribas, Capital One, CB Richard Ellis, Citigroup, Cushman & Wakefield, Fannie Mae, Freddie Mac, Deutsche Bank, Jones Lange LaSalle, JPMorgan Chase, 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 conferences and roundtables including Mortgage Bankers Association, NAREIM Human Resources Council, and American Credit Union Mortgage Association Annual Convention. He has published articles related to incentive plan design, job architecture, and regulatory issues across many lines of business and domestic and international locations. Prior to joining McLagan, Rob worked at Willis Towers Watson, Hewitt Associates Inc., and Principal Financial Group. He is located in the Stamford, CT office. × Jeffrey Rieder Partner, Head of Insurance Cincinnati, OH 1.513.746.2400 email@example.com Jeffrey Rieder has served as president of Ward Benchmarking 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 Benchmarking 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 most 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. × Keith Amos Associate Partner, Business Performance London, UK +44 (0)20 7086 5056 firstname.lastname@example.org 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 banks. 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 these firms, he worked mainly in operations and middle office before moving to the front office, where he worked for several years on emerging markets trading desks, performing tasks in line with business needs including risk management and special projects. × 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, while 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 focuses on advising clients on linking 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 additionally 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 an MBA from Cass Business School from City University, London, UK. × Greg Camarco Associate Partner, Executive Compensation Stamford, CT 1.203.517.3804 firstname.lastname@example.org Greg is a lead consultant and advises senior management and boards of directors on executive compensation, including regulatory issues, as well as broad based total rewards. His primary areas of focus are 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: peer group design, proxy analysis, pay benchmarking, pay for performance, incentive plan 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. Additionally, in regard to incentive compensation, Greg has helped design McLagan’s proprietary risk assessment tool that reviews not only plan design, but also the governance and controls supporting each plan. He has also 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 is a CECP (Certified Executive Compensation Professional), a certification obtained through World at Work, and received a B.S. in economics from Trinity College in Hartford, CT. He is currently based in the Stamford, CT office. × Sean Carney Partner, European Banks London, UK +44 (0)20 7086 5021 scarney@McLagan.com Sean Carney is a Partner in McLagan’s London office, leading the European banking rewards practice. With over 15 years of experience in performance and reward, Sean leads relationships with the largest banks in Europe. Sean helps clients to optimize their investment in reward by appropriately linking firm values, strategy, and performance to pay. Sean has led large rewards projects with leading firms in the sector and his team is responsible for all of McLagan’s banking rewards benchmarking services. Sean also co-leads McLagan’s convergence initiative. In this role, Sean is working closely with McLagan’s sister company, Radford, to help the financial services sector respond to the people-related threats and opportunities created by digital disruption. He began his career within the consulting arm of SchlumbergerSema, is a regular speaker at industry events, and works with several industry associations. Sean graduated with a B.A. in business economics. × Kate Cramer Partner, Business Performance London, UK +44 (0)20 7086 5128 email@example.com Kate Cramer joined McLagan in 2014 as part of the leadership team within the global performance practice. In this role, Kate delivers market share and strategic advice to investment banking clients across the globe. Her primary focus is managing the Revenue GPS Platform and 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 B.S. economics honors degree from Cardiff University in European studies, with a focus on French and German. × Todd Crowley Associate Partner, Wealth Management Chicago, IL 1.312.381.9706 tcrowley@McLagan.com Todd Crowley is an associate partner in McLagan’s wealth management practice, focusing on helping clients understand and manage the pay and performance equation for financial advisors. He has over twenty years of experience at McLagan in performance and compensation reporting and consulting in the wealth management / brokerage space. Todd's areas of expertise include analyzing competitive compensation practices and pay levels for financial advisors and branch managers, as well as assisting in the design of compensation plans for these populations; benchmarking financial advisor performance across a range of metrics, including productivity by years of experience, local market, and wealth segment; and benchmarking financial advisor recruitment compensation deal structures and levels, as well as the relative success of new recruits compared to past performance. His deep knowledge of these tools and the industry, coupled with his Chicago-based team, enables Todd to help firms identify areas of strength and opportunity. Todd received both MBA and BS degrees from the University of Illinois in Champaign-Urbana. × Joel Davies Partner, European Asset Management and Banking London, UK +44 (0)20 7086 5107 firstname.lastname@example.org Joel Davies provides reward consulting services to the management and boards of banking and asset management organizations. His particular areas of focus include reward strategy, executive compensation, and remuneration regulations. Joel has acquired extensive experience across compensation, benefits, and performance management through leadership roles in consulting and corporate environments in the UK 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 bachelor’s and doctorate degrees in engineering. × Ephraim Edelman Partner, Global Survey Benchmarking Business Leader Stamford, CT 1.203.602.1247 email@example.com 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 UK 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 firstname.lastname@example.org Linda Fagan heads McLagan's U.S. asset management compensation survey program for traditional asset management firms. She also provides performance and reward consulting services to those clients. Linda joined McLagan in 1985, initially covering McLagan’s capital markets products. Following a two-year leave, where she worked at Watson Wyatt as a product manager, she re-joined the firm, managing McLagan’s U.S. asset management surveys. Linda graduated summa cum laude with a B.S. degree from the University of Delaware. × Brian Flume Associate Partner, Head of Global Survey and Compensation Consulting Operations Stamford, CT 1.203.602.1257 email@example.com 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 firstname.lastname@example.org Daniel Furey is an Associate Partner and leads McLagan’s Infrastructure, Prop Trading, and Commodities business segments. In this role, he is responsible for the development, design, execution, and delivery of the firm’s annual compensation survey program, as well as leads a wide range of consulting projects including job architecture, compensation benchmarking, salary structure design, and incentive plan design. He advises clients’ senior management on creating effective compensation programs, enabling executives to achieve their strategic business goals and objectives. Additionally, Daniel serves as the primary relationship manager for a range of clients including several of the leading global financial institutions, regional broker dealer / securities firms, commodity trading organizations, proprietary trading companies, and credit rating firms. Daniel is a key contributor to several annual McLagan studies involving long-term incentive plan practices, graduate recruitment practices, and pay and performance trends across the financial services industry. He is a regular speaker at roundtable conferences, as well other industry events covering a broad range of relevant human capital-related topics. 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 email@example.com 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 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 Benchmarking, Charlie served as project manager and controller for Liberty Mutual and in the corporate finance departments at Great American Insurance Company. Charlie holds a B.S. in accounting from the University of Cincinnati. × Katrina Gerenz Associate Partner, Regional & Community Banking Minneapolis, MN 1.952.886.8247 firstname.lastname@example.org Katrina Gerenz is an associate partner within McLagan’s banking 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 clients’ 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 email@example.com 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. × 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 Associate Partner , 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 UK and Europe. She advises 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 the UK, as well as international banks with presence in the UK and Europe, serving as their primary point of contact. 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. × Bill Lang Director, Insurance Cincinnati, OH 1.513.746.2412 email@example.com Bill Lang leads client benchmarking engagements in the U.S. and Canada, including core enterprise operations, claims, and information technology. Since joining Ward Benchmarking 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 the firm’s benchmarking applications. Bill previously worked in the internal audit department for the Union Central Life Insurance Company. He holds a Bachelor of Business Administration in Finance and Accounting from the University of Cincinnati, and has earned the Fellow, Life Management Institute (FLMI) designation from LOMA. × Bryan Lemke Director, Regional and Community Banking Minneapolis, MN 1.952.886.8272 firstname.lastname@example.org 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 email@example.com 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 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 B.S. in business administration from Illinois State University. × Sharon Leung Associate Partner, McLagan Hong Kong +852 29177970 firstname.lastname@example.org Sharon Leung is an associate partner 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 financial regulators in Hong Kong and large global / regional banks across the region. Sharon has over 15 years of consulting experience across various practices at McLagan including markets & investment banking, corporate & commercial banking, asset management, and wealth management. Sharon has also managed various consulting assignments on compensation benchmarking, incentive funding / plan design, and total rewards strategy. 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 20 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. × Mark Miles Partner, European Wealth Management London, UK +44 (0)20 7086 5134 firstname.lastname@example.org Mark Miles is the head of McLagan’s wealth management practice in Europe, delivering market-leading business performance solutions that leverage unrivalled insight from proprietary wealth sector data across client experience, pay & productivity, and talent. Mark also leads our pension scheme cost transparency and performance benchmarking solutions in the UK. He has 25 years of experience in the financial services industry, focused on the private banking and wealth management sectors. Mark holds a Masters (MEng) in the Manufacturing Engineering Tripos (MET) from St John's College, Cambridge University, and completed the Accelerated Development Programme at London Business School. × Akiko Nakamura Director, McLagan Tokyo, Japan +813 4589 4343 email@example.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. × Michael Oak Associate Partner, Asset Management Stamford, CT 1.203.602.1288 firstname.lastname@example.org Michael Oak, an associate partner in McLagan’s asset management practice, oversees our institutional investor clients including public funds, corporate plan sponsors, endowments, and foundations. For these clients, Michael specializes in board advisory / executive compensation; incentive plan design / pay for performance; compensation philosophy & peer group development; compensation benchmarking & salary banding. Michael also works with a broad range of investment management firms on compensation related issues including managing our Performance Intelligence Study, a general ledger benchmarking for asset management firms. He is a frequent speaker on pay related topics at numerous industry conferences. 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. He holds a B.S. in biometry & statistics and a Master’s degree in applied statistics from Cornell University. × Mike Pekkarinen Associate Partner, Asset Management Stamford, CT 1.203.602.1255 email@example.com 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 its pay programs both as a consultant and a senior compensation executive in major financial services firms. Mike's experience includes ensuring that 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 worked 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 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 firstname.lastname@example.org Sarah Piskun is one of McLagan’s subject matter experts on job architecture. She has led a number of engagements to help clients design competency models, job evaluation methodologies, corporate and functional titles, job catalogues, position descriptions, career frameworks, and promotion criteria. Sarah has developed expertise in working with firms during and post-merger to align job architecture to performance and reward programs. In addition, Sarah supports board level executive compensation engagements, focusing primarily on executive and director compensation benchmarking, incentive plan design and review, and total rewards analysis. Sarah joined McLagan in 2006 and has led engagements for U.S. regional banks and GSEs, including: Bank of Oklahoma, Bank of the West, Federal Farm Credit System, Federal Home Loan Bank System, First Republic Bank, First Tennessee, M&T Bank, MUFG Union Bank, Signature Bank, Silicon Valley Bank, UMB, and Webster Bank. Previously, Sarah was 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 an MBA in finance and leadership & change management from New York University’s Stern School of Business. × Anthony Poole Partner, Asset Management London, UK +44 (0)20 7086 5013 email@example.com Anthony Poole is a partner within McLagan’s European asset management practice, based in London. Since joining the firm in 2006, Anthony has been responsible for providing performance and reward consulting services to investment management organizations. His work includes compensation plan design and analytics across all asset management business functions, as well as regulatory assessment. Prior to joining McLagan, Anthony worked as a HR generalist for Novae Group Plc, a Lloyd's Managing Agency. × 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 assisting 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 in 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 McLagan’s U.S. wealth management practice, with a focus on 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 in empirical insights that link individual and line of business performance to pay levels and compensation program design. 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. Before 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 leads the firm’s enterprise performance benchmarking studies for U.S. banks and other financial services sectors. 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. He also helps a broad array of clients across the banking, financial technology, and professional services sectors analyze location strategies and benchmark appropriate staff and cost levels for their infrastructure platform. Dave has over 25 years of experience in performance benchmarking and consulting. 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 Remote - California 1.949.793.1911 email@example.com Liz Snyder is an associate partner and part of McLagan’s global insurance and rewards teams, leading compensation design engagements across the firm to help clients build customized rewards and human capital strategies that support each firm’s unique business requirements. Liz has extensive experience leading client projects in an array of insurance segments and other industries. Her scope of work includes project management, compensation philosophy, job architecture and analysis, career path development, compensation structure design and analysis, market pricing, wage and hour compliance and training, incentive design, performance management, and systemic pay equity evaluation. She also has worked with senior management on all aspects of executive and director compensation, including peer group analysis, base, short- and long-term incentive plans, and the design and setting of performance metrics and goals. As a recognized industry thought leader, Liz has authored numerous articles and whitepapers and presented at industry conferences and roundtables. She is a member of World at Work and the Orange County Compensation and Benefits Association. Prior to joining Aon, the parent company of McLagan, Liz worked as an attorney advising 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 firstname.lastname@example.org Brad Stegman is a director within Ward Benchmarking and has served at the firm since the company was founded in 1991. He is responsible for the systems design and development of Ward Benchmarking 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 Associate Partner, 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 for 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 Partner Stamford, CT 1.203.602.1284 email@example.com 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 the 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, as well as the 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 B.A. 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 is an associate partner in McLagan’s asset management practice, focusing 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 ten 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. × Martin Wainwright Associate Partner, Infrastructure London, UK +44 (0)20 7086 5073 firstname.lastname@example.org 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, FinTech, and commodity trading organizations. Martin specializes in 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 email@example.com Tomoyuki Yamashita is an associate partner and head of McLagan Japan, responsible for overall consulting services and compensation survey businesses in the region. 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, Tomoyuki was with Goldman Sachs in Japan for eight years, where he served as 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, McLagan Singapore +65 6645 0173 firstname.lastname@example.org 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, focusing 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 the 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 email@example.com × Pratik Rathore Director, Insurance, Consumer Banking London, UK +44 (0)20 7086 5232 firstname.lastname@example.org Pratik is a director at McLagan and heads the insurance and retail banking reward practice for the UK and Europe. Additionally, he has led McLagan's digital initiative at a global level for the past couple of years. Pratik brings a total of 18 years of work experience with 12+ years at Aon and is responsible for both the reward and talent practices. Pratik has rich experience across various aspects of human resources including rewards strategy, pay design, incentive design, compensation practices benchmarking, leadership development, and engagement. He has also managed multiple large merger & acquisition assignments. Pratik has a masters in human resources from XLRI Jamshedpur. × Paul Wagner Senior Manager email@example.com × Dino Pieczynski Manager, Talent, Rewards & Performance +55 11 3058-4489 firstname.lastname@example.org × Jeremy Orbell Partner, Aon Hewitt’s Executive Remuneration Practice London, UK +44 (0)207 086 9231 email@example.com × Marc Daniel Manager, European Banking and Capital Markets London, UK +44 (0)207 086 5115 firstname.lastname@example.org × Caroline Carey Senior Manager, Aon Hewitt’s Executive Remuneration Practice London, UK +44 (0)207 086 9141 email@example.com × Connor Grant Associate Partner, Consulting Services Stamford, CT 1.203.602.1297 firstname.lastname@example.org 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 leading consulting firms. He partners with his clients to help them extract the full value from McLagan’s analytics services and understand 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 Associate Partner, Financial Technology Stamford, CT 1.203.602.1268 email@example.com Karl Mischenko heads McLagan’s global financial technology practice, providing clients with global compensation benchmarking and human capital advisory solutions. In addition, Karl supports McLagan’s banking sectors, 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. Karl’s areas of expertise include competitive compensation benchmarking (broad-based and executive), job architecture, salary banding / modeling, staffing analysis, incentive plan review and design, location strategy, and compensation philosophy development. 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. × 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 Senior 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 is a director within McLagan’s regional & community banking practice. In her role, Kate focuses on a wide range of compensation consulting engagements for banks and credit unions, from executive and board of director compensation to broad-based staff compensation topics. 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. Kate holds a Bachelor of applied science from the University of Minnesota. × Laura Dahl Manager, 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 worked 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 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, speaks French and English, and is developing his Mandarin. × Matt Simeoni Director, U.S. Banks Stamford, CT 1.203.602.1228 email@example.com Matt Simeoni supports U.S. regional banks, with a focus on the 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 for 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 firstname.lastname@example.org 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 email@example.com × Dino Pieczynski Manager, LATAM Financial Technology Stamford, CT +55 11 3058 4489 firstname.lastname@example.org × Ken Hutchens Director, Insurance Cincinnati, OH 1.513.746.2424 email@example.com 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 firstname.lastname@example.org 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 email@example.com 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 U.S. 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 firstname.lastname@example.org 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 bulge and European firms, in addition to some of the large international banks across the region. Sharan assists organizations with managing their human capital challenges in the area of broad based compensation. He has also 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. Sharan 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 role, Sharan 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 email@example.com 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 for the last 15 years, resulting in deep industry relationships and knowledge of what makes benchmarking effective. For most of her benchmarking years, Bonnie worked with individual life and annuity lines of business for Deloitte consulting. After joining Aon in 2015, she is pleased to serve all life lines of business. Prior to benchmarking, Bonnie was dedicated to business transformation through technology. Bonnie is a Fellow in the Life Management Institute and has a degree with honors in communications from the University of Illinois C-U. × Tony Geer Director, Reward Data Products London, UK +44 (0) 77.4130.9391 firstname.lastname@example.org Tony leads McLagan’s reward data products in Europe, working with colleagues to deliver the firm’s annual survey program, and with clients to deliver customized solutions for their data requirements. Tony also manages relationships with a number of large UK clients. Tony has worked at McLagan for 10 years. Prior to this, he spent shorter periods at the United Nations and Volkswagen. Tony has an MBA from Warwick Business School (UK) and a physics degree from the University of Bath (UK). × Jen Bailey Director, Regional and Community Banking Minneapolis, MN 1.952.807.0839 email@example.com Jen Bailey is a director in McLagan’s banking consulting practice in the Minneapolis office. Prior to joining McLagan, she spent over 10 years in corporate compensation, leading a wide range of projects including annual and long-term incentive plan administration, organizational design consulting, salary and grade design and administration, and HR systems utilization. Jen brings a holistic perspective spanning the multiple facets of employee compensation, rewards, and retention best practices. As a director, Jen is focused on client consulting assignments, which help to ensure the market competitiveness of compensation programs. Jen earned a bachelor’s degree in business management from Gustavus Adolphus College and a master’s degree in human resources and industrial relations from the University of Minnesota’s Carlson School of Management. × Giles Patterson Director, Wealth Management London, UK +44 7810 636405 firstname.lastname@example.org Giles is a commercial director within the Scorpio business, based in London. Giles has 15 years of experience in the financial services and wealth management industry, with extensive knowledge of both commercial operations and business development. Prior to joining Aon, Giles was a senior director at Wealth-X, and the EMEA head of sales for Roubini Global Economics. Giles is a fully qualified stock broker (non-practicing) and worked for 5 years at the UK Wealth Management firm, Killik & Co, as well as JP Morgan, where he began his career. Giles holds an honors degree in Business Administration from Cardiff University. × Nicholas Yazdani Director, Markets & Investment Banking, Infrastructure London, UK +44 (0)7796 994 508 email@example.com Nick is part of McLagan's performance consulting practice, where he helps run the Gauge financial benchmark, as well as leads the global financial benchmarking and analytics offering across control functions, technology, and operations. Nick has deep expertise in investment banking and advises clients on a number of strategic areas including business mix, expense structure, headcount deployment, cost optimization opportunities, and productivity. Prior to joining McLagan, Nick was a member of Accenture’s management consulting team, where he worked across a number of clients, developing deep expertise across strategic cost optimization, transformation, and program management. Nick is a qualified chartered accountant and graduated from the London School of Economics with a B.S. in accounting & finance. × Masahiro Kuroda Director, Markets & Investment Banking, Insurance Tokyo, Japan +813 4589 4346 firstname.lastname@example.org Masahiro primarily holds client relationship management responsibilities with major international and domestic institutions in Japan, focusing on the banking and capital markets and insurance sectors. Since joining the firm in 2007, Masahiro has been responsible for coordinating the overall compensation survey operation for the APAC region and holds direct responsibility for Japan and Korea surveys. He is also responsible for the benefits study conducted in Japan. Masahiro graduated from Gettysburg College, receiving a B.A. in mathematics and economics. × Shana Gotlieb Director, Asset Management Stamford, CT 1.212.479.3241 email@example.com Shana Gotlieb is a director on McLagan’s asset management team, where she provides performance and reward consulting. Shana is also involved in new product development for alternative and traditional asset management firms. Prior to joining McLagan, Shana worked at a high tech company that was acquired by AT&T. Prior to that, she spent over 10 years at another management consultancy, where she advised global financial services clients on topics including revenue growth, performance assessment, and profitability of fixed income investment strategies. Shana graduated with honors from Brown University with a BA. She received her MBA from Columbia Business School, with a concentration on finance and corporate strategy. × Paul Wagner Director, Wealth Management Chicago, IL 1.312.381.4843 firstname.lastname@example.org Paul Wagner is a director on the wealth management team. He focuses on collecting and analyzing performance and compensation data and helping firms make informed decisions based on that data. Paul has over 9 years of experience at McLagan in performance and compensation reporting and consulting in both the private banking and brokerage sides of wealth management. Paul’s areas of expertise include: Analyzing competitive pay practices and levels for financial advisors and branch managers, and assisting in the design of compensation plans for these populations Benchmarking financial advisor recruitment compensation deal structures and levels, as well as the relative success of new recruits compared to past performance Benchmarking branch profitability levels by location Analyzing competitive pay levels for front, middle, and back office positions at retail brokerage firms by managing the compensation survey process Paul received a BS from the University of Illinois and an MA in organizational psychology from Columbia University in New York. He is located in McLagan’s Chicago office.