A number of firms across the insurance, insurtech and retirement services landscape have announced senior appointments and leadership transitions.
Stephen Georgetti has been appointed chief credit officer (CCO) for the Americas at Allianz Trade. In this role, he will lead credit policy, oversee credit risk operations and review lending activities across the region.
Georgetti brings nearly two decades of experience within Allianz Trade, having served in risk underwriting, credit assessment, and sensitive risk functions at the firm’s North America business. He will be responsible for managing a credit portfolio exceeding $125 billion.
Patriot Growth Insurance Services has appointed Jeff Wood as senior vice president, premier client practice leader, a newly created position focused on high-net-worth personal lines.
Wood previously held senior roles at Chubb Personal Risk Services, where he led sales and underwriting teams across the Southeast and Northeast.
At Patriot, Wood will build and align the company’s high-net-worth teams nationally, collaborating with agency leaders and producers to enhance service delivery and strengthen carrier relationships.
Pacific Life has named Christine Bass as the new head of its Defined Contribution Lifetime Income (DCLI) business, succeeding Michael Oler, who will retire at year-end.
Bass joined Pacific Life in 2022 and has held senior roles across institutional and retail retirement markets. She will report to Karen Neeley, head of the Institutional Retirement Solutions Group, and lead efforts to expand retirement income solutions within employer-sponsored plans.
Insurtech firm Send Technology Solutions has named Laura Wathen (pictured above, left) as chief financial officer.
Wathen joins from Funding Xchange, where she oversaw its series B raise. Her experience spans investment banking, venture capital, and scale-up finance leadership.
At Send, Wathen will lead financial operations, investor relations, and capital strategy as the firm prepares for further expansion, particularly in North America.
CRC Benefits, a CRC Group company, has appointed Chris Landis (pictured above, center) as benefits sales executive for ancillary solutions, supporting brokers and carriers in Kansas and Missouri.
Landis joins CRC from a national insurer and has a background in education, previously working as a teacher and coach. He will focus on delivering customised ancillary benefits and supporting broker engagement through technology and market insights.
Risk and insurance brokerage McClone has promoted Brad DeLeeuw (pictured above, right) to vice president of business development. Since joining McClone as director of business development, DeLeeuw has led strategic growth initiatives and forged new market partnerships.
In his expanded role, he will oversee the performance of the business development team and support McClone’s client engagement strategy, acting as a key link between market needs and the firm's risk advisory capabilities.
