Board

Florie Bourrel-Heleine

Bourrel-Heleine – Partner, Insurance, Forvis Mazars US

Florie Bourrel-Heleine has 20 years of experience in insurance with Forvis Mazars, first in the Paris office and then in the New York office, since September 2015. She delivers accounting, audit, advisory, and consulting services to clients in the insurance sector, covering insurance, reinsurance, mutual companies, captives, managing general agents, and third-party administrators, in both […]

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Michael Castelli

Castelli – Senior Vice President, C.V. Starr & Co., Inc.

Michael Castelli currently serves as Starr International’s Chief Financial Officer over its worldwide insurance operations, and is a Director of its domestic companies. He is a member of numerous committees and is involved in all business expansion and acquisition activities at Starr. Prior to Starr, Mike was the President of his own consulting firm and

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Elaine Lehnert

Lehnert – Managing Director, Ankura Consulting Group LLC

Elaine Lehnert has over 30years of experience in forensic accounting, internal controls evaluation, technical accounting and auditing matters. She advises on financial reporting issues specific to insurance and reinsurance companies and has served as a consulting and/or testifying expert on various matters involving insurance (both property casualty and life and health) and reinsurance companies. In

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Paul Mallen

Mallen – President & CEO, Amalgamated Life Insurance Company

Paul Mallen has over 30 years of experience across a wide range of industries and in various corporate finance activities, including transaction advisory services, capital structuring, and credit and financial analysis. His expertise and experience also encompass operations, accounting and auditing, as well as SEC regulatory compliance and reporting. Paul joined Amalgamated Life in 2005

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Dana D'Amelio

D’Amelio – Assurance Managed Services Leader, EY

Dana D’Amelio provides advisory and audit services to global financial services clients. She has specialized knowledge of the operations, controls, valuation, risk management, regulatory reporting and accounting (US GAAP and IFRS) for various financial products at both insurance companies and banks. Her clients have included major insurance companies, diversified financial institutions, investment banks, trading institutions,

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John Yoon

Yoon – Chief Accounting Officer, QBE North America

John Yoon is a senior financial executive with 30 years of experience in financial services particularly in the insurance and reinsurance sectors. John has broad technical experience combined with outstanding leadership ability and creative problem-solving skills. Prior to joining QBE, John held numerous roles as a managing director at AIG which included areas such as

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Sean Egan

Egan – Partner, New York Financial Services, KPMG LLP

Sean Egan provides audit and advisory services to the insurance sector. He has experience with life, health, and property & casualty companies as well as brokers and Insuretechs; public, private stock, mutual and captives. He serves as lead partner for several audit and advisory accounts overseeing the quality-of-service delivery. Sean has extensive insurance technical and

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John Swanick

Swanick – Senior Director, Insurance Practice, Centri Business Consulting LLC

John Swanick has over 40 years of experience in public accounting and management consulting serving both public and non-public clients within the financial services and insurance sectors. He has assisted clients ranging from startups to Fortune 50 on a range of engagements in audit, advisory, and tax, as well as corporate governance, strategy, mergers and

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Sarah Sheldon

Sheldon – VP, Head of Tax Legal, Lincoln Financial Group

Sarah Sheldon concentrates on indirect tax planning, transfer pricing, and state and local controversy. Sarah’s experience is in procedural, corporate, and international tax with both the private and public sectors. Prior to Lincoln Financial Group, Sarah worked with MetLife. Sarah also worked for the IRS Office of the Chief Counsel in Washington, DC where she

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Michele Landon

Landon – Senior Manager, Financial Services Tax, EY

Michele Landon has over 17 years of experience rendering tax consulting services to a variety of clients in the financial services arena with a specific focus on US and foreign-based multinational companies. Michele co-leads global compliance and reporting activities for EY’s US insurance practice. Michele advises financial services companies on a full range of federal

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