Tracey began her career at General Re and McKinsey, going on to hold top positions at Frank B. Hall and Alexander & Alexander before becoming part of the senior management team reporting to the president at Aon. Tracey was heavily involved in steering the strategy of Aon's E&S businesses, spanning multiple wholesale, MGU, alternative risk and consulting practices globally.
In additional to her duties in the E&S space was a 6-year stint consolidating service and claims operations and acquiring synergistic businesses into the claims and service vehicle. Tracey's experience across the entire insurance transaction chain led her to discover a need for a better, more efficient and customer-centric operation, and she responded by launching Breckenridge in 2009.
Currently Tracey is the Managing Partner at TCH Holdings, LLC where her activities include consulting with companies looking to increase efficiencies and top line growth. In addition to strategic consulting, Tracey is involved in TCH Investments and serves on several advisory boards.
Don Desiderato is a former Fortune 100 Executive and Founder of Mantissa Group LLC, a strategy consulting firm serving the CIO executive and their extended leadership teams. He is a deeply experienced senior technology executive helping leaders with their technology strategic plans, as well as simultaneously focusing on leadership development and culture.
Mr. Desiderato is a seasoned leader with broad executive experiences across industries, most recently in life insurance, annuities, and retirement services, both domestically and internationally. Don’s most recent experience was Chief Information Officer (CIO) at New York Life. He was accountable for the New York Life’s Core Insurance, Strategic Insurance Businesses, and Agency technology. In this role, Mr. Desiderato was accountable for managing a large-scale transformation effort ranging from core Insurance and Sales platforms to the modernization of infrastructure and data environment. In addition, he was a member of the Insurance Group Senior Leadership Team.
Don’s previous New York Life role included CIO for the Investments Group technology. In this role, he was on the Investments Group Senior Leadership team and led similar transformation initiatives. During his tenure, he regularly interacted with members of the Executive Management Committee and has presented to the Board of Directors.
Mr. Desiderato earned a BS in Computer Information Systems from Quinnipiac University and is currently serving on the Quinnipiac University business school Advisory Board.
As a global health and life insurance executive of more than 25 years in 42 countries, Larry has extensive experience in both public/social and private health insurance ecosystems. He has a reputation for innovative thinking, problem solving, and leadership skills, as well as broad speaking, publication, and board service background.
Larry served as Corporate Vice President of LIMRA LOMA Global leading international research, member engagement, and consulting through 2019. He was previously with Aetna for 20 years, most recently as Vice President and General Manager of Aetna Asia, residing in Shanghai, where he was responsible for P&L results, sales, operations, strategic planning, government relations, and corporate businesses. He has held additional officer positions in the US, Middle East, and Africa for Aetna. Larry also led various academic research grants for federal and state government entities in the U.S.
Born in the U.S., he received both Bachelor’s of Engineering and Master’s of Public Administration The Ohio State University. Larry is currently consulting and advising various companies on global health and life insurance matters.
Cheryl Neal is a senior executive with 30+ years in the financial services and life insurance industries. She is a future-focused, solutions-driven leader with a proven track record of successful business transformations, and known as an agile leader who balances strategic thinking with practical execution to ensure scalability, sustainability and profitable growth.
Most recently, Ms. Neal was President of Kemper Life, where she was responsible for strategically evaluating the business and architecting the plan to reinitiate growth, improve profitability, refresh the product portfolio and modernize the home services business model. She led ongoing development and delivery of the Digital Agency in support of 2,300 captive agents and 4 million customers, positioning the organization for scalable, long term material growth.
As President, Foresters Financial, North American Life and Annuity Division, Ms. Neal repositioned the $10B organization from a final expense market leader to one equally balanced across ordinary life and annuities, through an independent agent network. Over a period of two years, new business sales increased from $80M to $124M and profit improved by 20% to $120M.
Ms. Neal served as President of the stand-alone $13B individual life division at Liberty Mutual. Over the course of 7 years, she led the organization to deliver profitable growth, increasing sales from $460M to $1.2B, growing profit 260% to $132M and Improving ROE 2.5 points to 9.2%. The organization also became the market leading distributor of life insurance through banks and increased life insurance sales per Liberty Mutual P&C agents to highest levels ever.
Ms. Neal's board service includes Director, MIB; Trustee, Lawrence General Hospital: and Director, Merrimack Valley YMCA.
Muriel is the President of Petri Consulting Group (PCG). With more than 30 years of experience marketing financial services and insurance products, Muriel helps clients define, develop and deliver their messages to the marketplace through strategic planning and execution of both consumer and adviser content and programs. Muriel has been at the helm of Petri Consulting Group since opening its doors in 1998, working extensively with major financial services firms, distributors and fintech startups.
Prior to founding PCG, Muriel served as Vice President of Marketing at MetLife Brokerage where she led her team in the marketing of insurance and annuity products to independent producers. She began her career at Equitable Life in the Advanced Sales department and became Director of Life Insurance & Small Business Marketing. Focusing in two key areas – marketing and in-depth product knowledge, Muriel uses this unique combination to translate a client’s business goals into effective marketing solutions.
After high profile careers in the NFL and commercial music production, John Scully made an immediate impact in his first full year in insurance by working with Brown & Brown and setting Illinois state worksite sales records. This unusual achievement led to recruitment by a fledgling AIG worksite operation as the lead for development efforts in the Midwest.
Working with AIG led to John’s quick ascent through the ranks and ultimate promotion to National Account Executive for AIG Benefits, a multi profit center marketing group reporting directly to the corporate CEO.
In the years that followed his AIG tenure, Mr. Scully filled multiple industry roles, including national positions at carriers CV Starr and Aflac along with high net worth marketing, working closely with M Financial. Exposure at high levels of these organizations and others with which he regularly interfaced resulted in the creation of close, diverse, senior industry relationships and an abiding sense of effective strategic thinking.
In 2013, John decided his extensive network was sufficiently powerful enough to put to effective use through Scully Consulting LLC, an organization through which he and his associates advise broadly on distribution, marketing, product, process, technology, M&A, search, and virtually all aspects of insurance.
Though an unanimous All-American football center at Notre Dame, John is best to know at his alma mater for co-writing the anthem "Here Come the Irish."