WHO WE ARE
Our Leadership Team
SUCCESS PARTNERS
Experts committed to your success.
Our leadership team brings a wealth of experience from top financial institutions and the insurance industry. They’re truly passionate about helping our partners, and their customers succeed, using data and top-quality products to create measurable impact.
Our Leadership Team
leadership
Connect with our team.
Andrea Heger
President and CEO
Preston Porter
Executive Vice President (EVP) and CFO
Kim Arvizu
Group Vice President, Operations
Leah McCreary
Group Vice President, Human Resources
Adam Rosenberg
General Counsel
Jedd Taylor
Group Vice President of Marketing Strategy & Innovation
Dawn Goldbacher
Vice President, Head of Insurance Services Sales
Erik Koenig
President, Franklin Madison Direct
SALES LEADERS
Connect with our channel leaders.
Dan Bonano
Vice President
Bank Channel Strategy
Stephen King
Vice President,
Credit Union Strategy
Erin Allen
Vice President,
Enterprise/Affinity Partner Strategy