Wendy Flanagan

Ms. Schatzle has over 12 years of experience. Currently she is responsible for the day-to-day management of the tax compliance and consulting engagements of many of the firm’s insurance tax clients. She has experience in the taxation of traditional property & casualty insurance companies, financial guaranty, life insurance, and captive insurance. Erin’s specific areas of […]

Ms. McQueeney has over 12 years of public accounting experience. Leah has spent a majority of her career serving property and casualty, accident and health, life insurance companies and other types of insurance entities. She has expertise in the taxation of various types of insurance companies, and provides tax compliance and consulting services to various

Mr. Cummings has over 20 years of experience providing services to global property/casualty, life and health insurance industry clients. Bob is a consulting professional focusing on business process management and performance optimization, finance transformation, enterprise risk management, and internal control remediation within the (re)insurance industry. With a strong focus on the finance function within the

Ms. Sellman has over 25 years of experience specializing in tax issues. Prior to her current role, Angela was  the tax director for AIG’s global tax research and modeling team and senior tax counsel, where she participated in AIG’s recovery from the 2008 financial crisis, including the repayment of bailout funds and the sell-down of

Mr. Burke has more than 18 years of experience providing audit, accounting internal audit and consulting services.  Andrew is a core member of KPMG’s NYFS Insurance Accounting and Audit Services team providing leadership and technical skills to all aspects of complex insurance and reinsurance projects and initiatives. He has performed audits and accounting services for

Mr. Motemaden has more than 13 years of experience.  He currently covers the US Property & Casualty insurance and Canadian Life insurance sectors. Prior to joining Evercore ISI, Dave was an investment analyst at Viking Global Investors in London covering global insurance equities. He was also an Equity Research Associate at Credit Suisse covering the

Entela Hana has over 20 years of experience in the financial services industry working with large multinational enterprises supporting financial reporting and compliance needs. Initially, Entela was responsible for the US operations, but her role was expanded to include Sompo International’s Insurance operations in Canada, Mexico and Bermuda. Prior to joining Sompo, Entela was with

Mr. Castaldo is a finance leader with a global perspective spanning 20+ years of insurance and financial services experience. His background includes leading organizations through change, driving value creation and developing capital solutions with a strong focus on maximizing shareholder wealth. In his current position, Chris leads the finance function and serves on the North

Mr. McIndoe is a recognized leader in the risk management, security, travel risk, and the intelligence industries. In 1999, Bruce founded iJET (rebranded WorldAware) which became the leading operational risk intelligence and tech platform and was sold to GardaWorld in 2020. Prior to WorldAware, Bruce was founder and CEO of CSSi, an Inc. 500 and