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Rachel is one of the premier leading insurance professionals with over ten years of experience in the industry. After launching her career as a management liability underwriter at AIG, she spent several years as a client advisor for the Financial Institution Group at Marsh. Rachel advised on risk management for the world's largest banks, insurance companies,  asset managers & funds. Since joining the Founder Shield as a Senior Account Executive in 2017, she now leads the Customer Success team. Rachel focuses on client advising, improving policy language for venture-backed companies, including financial institutions, ecommerce, and SaaS companies, and developing new tech to continue driving innovation in the insurance industry.

Katka is an Associate Partner with McKinsey & Company, based in Boston. She serves private equity clients with expertise in financial technology, including insurance, wealth management and banking. She has conducted more than 20 diligences in the space and has served financial technology companies on growth, pricing, and go-to-market strategies as well as M&A. Katka holds an MBA with distinction from Harvard Business School, an MSc. in financial economics from the Saïd Business School at Oxford University, and a BSc. in mathematics from University College London.

Luke Adaline is group market manager, U.S. Distribution, at Sun Life U.S.

David Healy is senior vice president, Group Benefits, at Sun Life U.S.

Preliminary data from the trade group indicates that mortgage lenders an average of 5 basis points earned per loan as costs reached an all-time high.

Mark Calabria, who oversaw the two government giants under Trump and was fired by the Biden administration, said in a recent interview that the government-sponsored enterprises are once again at risk of insolvency.

Aaron Toops is co-founder and CEO of Aerify.io, a managed services IT business whose clients include approximately a dozen CPA firms in central Indiana. 

In order to align financial policy with the interests of consumers, the agency should consider why these services have caught on — and remember to keep a lane open for innovation, writes the CEO of Chamber of Progress.

A property management and acquisition platform for single-family landlords is going public through a blank-check merger in a bet that investor appetite for rental houses will outlast waning enthusiasm for real estate technology stocks.

Samuel Luna is the Senior Director of Single-Family Affordable Lending. He leads the affordable lender engagement team for Client and Community Engagement.