FintechWire
Contributors
Authors List
Authors List
Jeff Goldberg
INSURANCE CONSULTANT, THOUGHT LEADER
Jeff Goldberg is an accomplished entrepreneur and tech strategist with a strong focus on driving innovation and growth across
industries.
With expertise in advising CIOs and tech firms on their technology strategy to meet business needs, Jeff excels in bridging the gap between cutting-edge technology and industry requirements.
He brings extensive experience in the insurance industry, along with a deep understanding of data analytics, digital strategy, and cloud enablement. Jeff’s passion for Insurtech and innovation has positioned him as a sought-after advisor who can help tech companies target their solutions to different industries through strategic vertical expansion.
His entrepreneurial drive, combined with his ability to deliver impactful solutions, makes him an invaluable asset in empowering companies to thrive in the ever-evolving tech landscape. Connect with Jeff to explore how his expertise can drive transformative results for your organization.
Jaclyn Jaeger
BUSINESS JOURNALIST, ETHICS & COMPLIANCE
Jaclyn is a veteran business journalist and ghostwriter with more than 15 years’ experience creating thought-leadership content for a cross-sector of industries.
Jaclyn’s areas of focus include corporate ethics, regulatory compliance and enforcement, corporate governance, enterprise risk management, ESG, data privacy, and cybersecurity. Specialty subtopics include, but are not limited to, anti-bribery/anti-corruption (AB/AC); Foreign Corrupt Practices Act (FCPA) compliance; third-party risk management (TPRM); know-your-customer (KYC) due diligence; anti-money laundering (AML); supply chain risk management (SCRM); and diversity, equity, and inclusion (DE&I).
Her work has appeared in Compliance Week, the American Conference Institute’s ACI Insights platform, the Cybersecurity Law Report; Compliance Chief 360 and Lawyers Weekly.
Jeremy Jawish
CEO, SHIFT TECHNOLOGY
Jeremy Jawish is the founder and CEO of Shift Technology, a company specializing in AI for insurance decisions.
Jawish studied mathematics at the premier French engineering university, Ecole Polytechnique. He first conceived the idea of Shift Technology with his co-founder Eric Sibony, during a joint internship at a global insurer where they were tasked with improving the insurance giant’s fraud detection techniques.
Discovering that this area of insurance was ripe for disruption, they dedicated the following months to R&D ultimately becoming experts in the realm of insurance fraud. Soon thereafter in 2014, Jeremy launched Shift’s flagship product, Force, and has since partnered with over 50 insurers around the world, opened offices in eight countries, and has grown the company to over 100 employees.
The company is based in Boston, MA.
Rob McIsaac
BOARD ADVISOR, ARES COMM. GROUP
Rob McIsaac, FLMI, LLIF, MBA, is the President and CEO of RPM Ventures NC, LLC, an organization focused on developing deep and actionable insights that are specific to the insurance industry in North America.
Prior to creating this, Rob served as an Executive Principal at Novarica (now Datos Insights), a technology research and advisory firm, where he leveraged his expertise in IT leadership and transformation as well as technology and business strategy for life, annuities, wealth management, and banking.
Rob has broad experience in IT strategy and management in the insurance and financial services industries. Prior to joining Novarica, he served in a series of senior technology management positions including leading the Business Transformation Office at Nationwide Insurance, and as the Enterprise CIO for First Citizens Bank. Rob spent the majority of his earlier career at Guardian Life, where he was the Divisional CIO responsible for annuity, distribution and broker dealer operations, and at Prudential Insurance, where he held a variety of positions including leading e-Business development efforts.
Rob holds a BA in Economics from Montclair State University, an MBA in Information Systems from Seton Hall University, and has received a number of business and technical designations from both LOMA/LIMRA and MIT.
Rob McIsaac, FLMI, LLIF, MBA, is the President and CEO of RPM Ventures NC, LLC, an organization focused on developing deep and actionable insights that are specific to the insurance industry in North America.
Rob McIsaac, FLMI, LLIF, MBA, is the President and CEO of RPM Ventures NC, LLC, an organization focused on developing deep and actionable insights that are specific to the insurance industry in North America.
Prior to creating this, Rob served as an Executive Principal at Novarica (now Datos Insights), a technology research and advisory firm, where he leveraged his expertise in IT leadership and transformation as well as technology and business strategy for life, annuities, wealth management, and banking.
Rob has broad experience in IT strategy and management in the insurance and financial services industries. Prior to joining Novarica, he served in a series of senior technology management positions including leading the Business Transformation Office at Nationwide Insurance, and as the Enterprise CIO for First Citizens Bank. Rob spent the majority of his earlier career at Guardian Life, where he was the Divisional CIO responsible for annuity, distribution and broker dealer operations, and at Prudential Insurance, where he held a variety of positions including leading e-Business development efforts.
Rob holds a BA in Economics from Montclair State University, an MBA in Information Systems from Seton Hall University, and has received a number of business and technical designations from both LOMA/LIMRA and MIT.
Alexandra Mousavizadeh
CEO, EVIDENT INSIGHTS
The Index aims to significantly increase the ability to benchmark companies’ relative performance on the use of AI. Previously, Alexandra was Partner at Tortoise Media, running the Intelligence team which created the Global AI Index, The Responsibility100 Index among others. She has 20 years’ experience in the ratings and index business. Previously, she held positions as Sovereign Analyst for Moody’s and head of Country Risk Management, EMEA, Morgan Stanley. This was followed by Director of Legatum Institute’s flagship publication, The Prosperity Index.
Ken Paterson
BOARD ADVISOR, ARES COMM. GROUP
Ken is a veteran financial services industry professional. He has over 30+ years of financial services experience ranging from market research, strategic planning and consulting. Ken has worked in leadership roles at Mercator Advisory Group, HNW, SpectremGroup, FICO, Visa International, Visa USA, and Bank of Boston.
Working at Spectrem Group and HNW, Ken had over 12 years experience conducting market research, strategic consulting, and marketing strategy focused on the wealth segments. Ken served as Director of Research for the Mercator Advisory Group, a payments industry market research company until 2021.
Ken has significant experience working in startup environments. He has direct experience working with media firms and has been widely quoted within the trade press and mainstream media throughout his career. He has extensive direct experience working to support marketing and go-to-market campaigns and initiatives.
Ken holds a BA from Bates College and an MSW in applied research from Boston College.
Ken is a veteran financial services industry professional. He has over 30+ years of financial services experience ranging from market research, strategic planning and consulting. Ken has worked in leadership roles at Mercator Advisory Group, HNW, SpectremGroup, FICO, Visa International, Visa USA, and Bank of Boston.
Elizabeth Rivelli
BUSINESS JOURNALIST, INSURANCE
Elizabeth Rivelli is a freelance writer who covers insurance. She has extensive knowledge of various insurance lines, including property and casualty, health, and life insurance. Elizabeth is a regular contributor to dozens of publications, including Investopedia, Insurify, Forbes, and Bankrate. She also writes for several insurance companies.
Nathan most recently held a position with ANNUITAS, where he served as a GTM consultant responsible for strategic growth. Prior to this, Nathan worked for demandDrive, where he held management roles in both business development and marketing serving multiple clients with their efforts to drive growth through online marketing and communications. Nathan has experience working across industries including: manufacturing, healthcare, finance and technology.
Nathan has helped startup, series-funded, and enterprise organizations decrease costs of digital communications, while increasing returns-on-investments made within marketing, sales, and business development.
Nathan’s expertise is in execution using the many facets that make up digital marketing and communications programs. Particular specialization in email marketing, search engine optimization/management (SEO/SEM), analytics and metrics, CMS/CRM systems and related integrations. All of this leads to effectiveness in managing, analyzing, and outputting revenue-positive digital programs by putting transparent communications at the forefront of every initiative.
Nathan has an M.A. in Communications – Digital & Media from the Harrington School of Communications and Media at the University of Rhode Island.
Tim Sloane
BOARD ADVISOR, ARES COMM. GROUP
Tim has served the fintech and financial services communities for more than 30+ years. He has tracked technology innovation, insights and strategic implications throughout his career.
Tim has held leadership positions as a Director at Wang Labs, Director at Aberdeen Group, VP Technology at Tilion, and the VP of Payments Innovation and Director of the Emerging Technologies practice at Mercator Advisory Group. He has served these organizations in many capacities including: product development, technology and market research leadership roles.
Tim has significant experience working in startup environments. He has direct experience working with media firms and has been widely quoted within the trade press and mainstream media throughout his career. He has extensive experience working to support marketing and go-to-market campaigns and initiatives.
Tim has served the fintech and financial services communities for more than 30+ years. He has tracked technology innovation, insights and strategic implications throughout his career.
