Boardroom Media (CFO News)
At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top California based CFO’ operating in the Insurance space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Stewart Ellis
Chief Financial Officer of Hippo Insurance
Stewart Ellis is the Chief Financial Officer at Hippo Insurance.
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About Hippo Insurance: Hippo Insurance is an InsurTech company that uses technology to help homeowners maintain their properties.
Susan Gentile
Chief Financial and Administrative Officer of H.I.G. Capital
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Scott Griffiths
CFO, Marketing of Farmers Insurance Group
Scott Griffiths is the CFO of Marketing for Farmers Insurance, a $19B enterprise. He joined Farmers Insurance in 2008 and provides financial leadership for the Enterprise’s marketing resources, covering TV, radio, digital, sponsorships, customer research, internal and external communications, and innovation. Griffiths began his career in auditing at KPMG in the UK, qualifying as a Chartered Accountant. Moving to the US in 2001, he briefly worked in public accounting, obtaining his CPA license, before joining Countrywide Financial. He went on to hold several leadership roles at Countrywide Financial in both the Global Markets and Correspondent Lending Divisions. Griffiths is on the Board of Directors on the Boys & Girls Club of the West Valley and in 2016 was the recipient of the Corporate Caring for Kids Award. Education: B.A. (Hons), Sheffield University, United Kingdom; ACA, Institute of Chartered Accountancy of England and Wales; CPA, American Institute of Certified Public Accountants.
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About Farmers Insurance Group: Farmers Insurance Group is an insurer group of automobiles, homes, and small businesses.
Adrian S. Griggs
Executive Vice President & Chief Financial Officer of Pacific Life
Mr. Griggs was promoted to executive vice president and chief financial officer for Pacific Life in April 2012. As chief financial officer, he has responsibility for Pacific Life’s accounting, audit, tax, and treasury functions, and he also serves on Pacific Life’s management committee. As of January 2016, Mr. Griggs assumed responsibility for Pacific Asset Advisors LLC, Pacific Asset Management, and corporate development. Mr. Griggs joined Pacific Life in 1994 as an assistant vice president in the former Institutional Products Division where he was responsible for the coordination of financial reporting and planning. In 1999, he was promoted to vice president in the Retirement Solutions Division, where he assumed responsibility for developing, directing, and managing the division’s financial, budgeting, planning, and compliance operations. Mr. Griggs was promoted to senior vice president, Finance and Compliance in 2008, and in 2009 assumed responsibility for the oversight of the division’s two newly-formed departments: Institutional and Structured Products and Risk Management. In this capacity, he oversaw and was responsible for the development and presentation of financial results, business planning and risk management strategies. Mr. Griggs is also chief executive officer of Pacific Select Distributors, LLC (“PSD”). PSD is a member of the Financial Industry Regulatory Authority, and a registered broker/dealer with the Securities and Exchange Commission. Prior to joining Pacific Life, Mr. Griggs worked as a certified public accountant with Deloitte & Touche specializing in the insurance and financial services industry.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Michelle Cheung
CFO of Next Insurance
Before joining Next Insurance, Michelle was CFO and Corporate Treasurer at Rennovia. Prior to that, she spent 9 years at Goldman Sachs’ Investment Banking Division working on M&A and capital market transactions. She’s passionate about women’s basketball, and loves playing and coaching. Michelle has an MBA from the Fuqua School of Business at Duke University and a BA from Princeton University.
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About Next Insurance: Next Insurance is an online-based insurance company for entrepreneurs and small businesses.
Hiep Pham
CFO of Clever Care Health Plan Inc.
Hiep Pham is the CFO at Clever Care Health Plan.
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About Clever Care Health Plan Inc.: Clever Care Health Plan is a healthcare company that offers medicare advantage health plans to its members.
Jeff Pashalides
Chief Financial Officer of Nomi Health
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About Nomi Health: Nomi Health is a direct health company that aims to reduce the cost of health care for employers and patients.
Peter Sheu
CFO of VentuCap
Peter Sheu brings to VentuCap over 23 years of corporate finance, business development and operational experience from his previous senior executive roles, in both private and publicly traded companies. He has been involved in technology and consumer products industries, and dealt with many strategic business transactions integrating North American and Asian markets. Mr. Sheu was key to the growth of eGene, Inc., a provider of biotechnology devices and consumables, from its founder stage to its subsequent acquisition by NASDAQ-listed QIAGEN in 2007. Most recently, he serves as Chief Financial Officer of NanoTune Technologies Inc., a private energy storage company based at Mountain View, California. From 2012 to 2013, Mr. Sheu was Chief Operating Officer of Pacgen Life Science Corporation, a Canadian technology company focused on the commercialization of biomedical products and services. He received a Master of Science in Finance and a Master of Architecture degree from the University of Illinois at Urbana-Champaign.
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About NanoTune, VentuCap: VentuCap focuses on Incubator interests in Novel and Proprietary businesses, products and services.
David Belgum
CFO of Sureify
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About Sureify: Sureify is an industry leading SaaS platform for Life and Annuity companies.
Karin Roeschlein
Chief Financial Officer of CLARA Analytics
20+ yrs. in Finance & Sales Operations for technology companies Holds a BA from UCSB and is a Certified Public Accountant
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About CLARA Analytics: CLARA improves claims outcomes in commercial insurance through easy-to-use AI
Alex Anguiano
CFO @ OnMyWay.com of OnMyWay
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About OnMyWay: The Only Texting And Driving Solution That Pays
John M. Michel
Chief Financial Officer of First Foundation
At First Foundation, Mr. Michel is responsible for the treasury, information technology, financial reporting and human resource functions. He also provides assistance to other members of the Bank’s management team for business development and financial management matters. Mr. Michel, a certified public accountant (inactive), has over 20 years of experience in banking, mortgage and real estate accounting and financial management. He has served as the Chief Financial Officer of community and regional financial institutions. Mr. Michel is a graduate of the University of Notre Dame.
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About First Foundation: First Foundation provides integrated investment management, wealth planning, consulting, trust, and banking services.
Jon Frojen
Chief Financial Officer of Advisor Group
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About Advisor Group: Advisor Group is among the largest independent broker-dealer networks in the United States.
Robert Kleinschmidt
Chief Financial Officer & Chief Technology Officer of Designing Benefits
I could be considered a veteran of sorts, with 20 years of experience in engineering and research with several Silicon Valley stalwarts. I have worked extensively in the areas of innovation, software and engineering. I’m responsible for all of Designing Benefits technical infrastructure from external website to driving further technological development. It’s my goal to provide our staff and clients with the highest quality tools and resources the market has to offer for their HR and Benefits administration. Recently I’ve served as Vice President of Engineering at Intacct and DeviceAnywhere and Senior Director of Engineering at Oracle. I also try to fit in some musical theatre and reading where I can.
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About Designing Benefits: Designing Benefits provides insurance brokerage services.
Michelle Roccoforte
CFO of Align General Insurance Agency
Michelle has 21 years of Insurance Premium Accounting experience across multiple lines of business with her former employer Arrowhead General Insurance Agency. While at Arrowhead, Michelle was an integral part of the design and implementation of various cash reconciliation, online payment systems, and commissioning systems for streamlining and automation of the cash flow processes, enabling Arrowhead to grow combined writings to over $1 billion through multiple insurance carriers. Mrs. Roccoforte earned her Certified Public Accounting designation after graduating from San Diego State University with a Bachelor of Science in Accounting.
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About Align General Insurance Agency: Align General Insurance Agency is a general agency and specialist program underwriting manager.
Jennifer Keller
Managing Partner & Chief Financial Officer of Headwaters Solutions LP
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About Headwaters Solutions LP: Institutional asset manager implementing structured risk exposure, downside protection and correlation control strategies.
