Folded Flag Team
William P. Foley II
Chairman, The Folded Flag Foundation
Executive Chairman, Fidelity National Financial
After receiving his B.S. degree in engineering from the United States Military Academy at West Point, Mr. Foley served in the U.S. Air Force, where he attained the rank of captain. He received an M.B.A. degree from Seattle University and earned his J.D. degree in 1974 from the University of Washington School of Law. From 1974 to 1984, Mr. Foley practiced law in Phoenix, and focused primarily on corporate and real estate law. Following his legal tenure, Mr. Foley became affiliated with FNF. Through strategic acquisitions, Mr. Foley led FNF to become one of the largest title insurance companies in the nation. Today, Mr. Foley serves as Chairman of FNF, FIS and Black Knight.
Mr. Foley devotes time to many educational and community organizations. He serves as an advisory board member for the University of Washington School of Law and on the Florida Forum Advisory Board for the Women’s Board of Wolfson Children’s Hospital. Mr. Foley is also a member of the Dean’s Council and an Endowed Chair of the William Foley Chair in Corporate Law & Taxation at Chapman University School of Law. In 1997, he was chosen as Orange County, California’s Business Person of the Year, honored with the Marine Corps Scholarship Foundation’s Semper Fidelis award and inducted into the Florida Council of Economic Education’s First Coast Business Hall of Fame in 2006.
Mr. Foley and his wife, Carol, are active philanthropists for many causes, especially those in support of children’s education. Mr. Foley serves as a trustee on the boards of the Jacksonville Chamber of Commerce and the Cummer Museum of Art & Gardens. His additional professional directorships include Winter Sports, Inc.; Remy International, Inc.; Ceridian Corporation; Fidelity Newport Holdings, LLC.; and J. Alexander’s LLC.
Frederick R. Schremp
Vice Chairman, The Folded Flag Foundation
Senior Vice President, CBIZ Benefits & Insurance Services
Fred Schremp is Senior Vice President at CBIZ Benefits & Insurance Services, Inc. Mr. Schremp has over 40 years of experience in the insurance industry and an in-depth knowledge of employee benefit plan pricing and structures. Mr. Schremp was previously one of the founders and President of Multiple Benefit Services, Inc. from 1992 to its sale to CBIZ in 2011. Prior to that he was Vice President of Southeast Group Operations for Lincoln National Life; President, Lincoln National Health Plan (HMO); and Director, Preferred Plan of Georgia (PPO). Mr. Schremp earned his Bachelor of Science Degree from the U.S. Military Academy at West Point and a Master’s Degree in Economics from the University of California. He served as an Officer in the U.S. Army in Europe, Vietnam, and the United States, during which time he was Airborne and Ranger qualified and was awarded the Silver Star and three Bronze Stars.
Secretary, The Folded Flag Foundation
Chief Legal Officer, Fidelity National Financial
Peter Sadowski is Executive Vice President and Chief Legal Officer of FNF. As Chief Legal Officer, he manages FNF’s legal department, consisting of more than 600 attorneys, paralegals and support personnel.
Mr. Sadowski was born in Warsaw, Poland, and came to the United States at the age of 14. He received a B.A. degree from St. Louis University in 1976 and his law degree in 1978 from St. Louis University School of Law.
After law school, Mr. Sadowski served as Assistant Attorney General of Missouri under John Ashcroft, who became the U.S. Attorney General under President George W. Bush. In 1980 he joined the Stolar Partnership, a law firm in St. Louis, where he became a partner in 1984. In 1996 Peter formed his own firm, Goldberg, Katz, Sadowski and Stansen.
Mr. Sadowski joined FNF in January 1999 and works from its headquarters in Jacksonville, Fla.
Richard L. Cox
Treasurer, The Folded Flag Foundation
Executive Vice President of Finance, Fidelity National Financial
Richard (Rick) Cox serves as Executive Vice President of Finance at Fidelity National Financial. In his role he overseas financial reporting of portfolio investments, supports mergers and acquisitions, and manages the company’s taxes.
Rick joined Fidelity National Financial in March 2000 as Vice President of Corporate Tax. Prior to joining Fidelity, he served as Senior Tax Manager for Deloitte & Touche in Los Angeles, where he was responsible for annual tax compliance, tax consulting, staff development and client relationships/business development. Before that, Rick worked as a Tax Manager for KPMG and as a Tax Accountant for Farmers Insurance Group.
Rick is Chairman and President of Angel Mission, a ‘non-profit” assisting families in need with distressed children, and serves as the Chairman and CEO of Wine Decadence. Wine Decadence was founded in 2014 and is committed to offering world-class wine and cheese that provide opportunities for its customers to learn about and sample wine in a fun, social environment.
Rick earned a Bachelor of Science degree in Accounting from Pepperdine University in 1994.
Chris Azur is the CEO of ServiceLink, responsible for the overall performance of the organization and support for its leadership in the mortgage services industry.
Prior to assuming his current responsibilities, Chris served as President of ServiceLink and was instrumental in ServiceLink’s growth and positioning as a leader in the mortgage services industry through his focus on customer expansion and product innovation.
Before being appointed President of ServiceLink, Chris served four years as the company’s Executive Vice President and Chief Operating Officer, with responsibilities for valuations and title and closing operations in both the loan origination as well as default services markets. Prior to joining ServiceLink, Chris served as Executive Vice President and Chief Operating Officer of ATM Corporation since its establishment in 1993.
Chris holds a Master of Business Administration with dual concentrations in business administration and international business from Duquesne University and a Bachelor of Arts degree in administration of justice from the University of Pittsburgh.
Chairman, HomeNurse, Inc
Co-Founder, Top Level Design, LLC
Peter Brual has over 24 years of experience in managing and leading startups within the healthcare, auto, loan, entertainment and technology sectors. He is the Chairman of HomeNurse, Inc., a leading provider of home care in the state of Georgia with over 1,500 employees. Peter is also Co-Founder and Managing Member of Top Level Design, LLC, a 2 year old startup that is bringing .wiki and .ink address to the internet. The company is also an applicant for several other top level domains to include .blog, .group, .gay, .design, .style, .art and .llc Peter served as Chief Operating Officer of Liberty Home Health, Inc. , a startup, Medicare certified home health agency, and led the sale of the company to Georgia Baptist Hospital, now known as Tenet Healthcare (NYSE:THC).
Peter holds a BS in Engineering from the United States Military Academy at West Point, New York and earned a MBA from the JL Kellogg Graduate School of Management at Northwestern University. Peter served in the U.S. Army infantry where he attained the rank of Captain and earned airborne, air assault and ranger qualifications. Peter is an Endowment Guardian with the Boys and Girls Club of Nassau County Foundation, Florida and a founding member of the Georgia Aquarium in Atlanta, Georgia, a benefactor of the Bryan Brothers Foundation in Camarillo, California and past nominee for the Merrill Lynch/Ernst Young Entrepreneur Award.
Senior Vice President, Bank of America Private Bank
Prior to his current role as Senior Vice President at Bank of America Private Bank, Anthony spent over a decade at Sentinel Trust, where he was responsible for introducing prospective clients and strategic partners to the company's full range of solutions.
Prior to this, he spent years advising tech entrepreneurs and venture capitalists at a large broker-dealer in the San Francisco Bay area.
Anthony serves his community locally, regionally and nationally. He is on the board for several nonprofit organizations, focusing on Catholic and veteran philanthropy, and was recently appointed as a Civilian Aide to the Secretary of the Army (CASA) for Texas (East).
CEO and Founder, BGI, LLC
Phil Dismukes is a 1983 graduate of the United States Air Force Academy. He graduated with a B.S. in Engineering. Phil served for 9 years in the Air Force and 14 years in the Air National Guard. He was an outstanding graduate of the USAF Fighter Weapons School Instructor Course. During his 23 years of flying the F-16 "Viper", Phil was deployed in Operation Desert Storm, Operation Southern Watch and Operation Northern Watch.
Phil retired as a Lieutenant Colonel and founded BGI, LLC in 1994 after recognizing shortcomings in the engineering development cycle of complex training systems, services and products. With the vision of always keeping the end-user's requirements top of mind, Phil created BGI on the foundation of investing ample time and effort in eliciting the knowledge and experienced operational professionals in the early phases of a project.
Phil is highly involved in the industry outside of running BGI as a member of the Business Executives for National Security, a member of the board both for The Folded Flag Foundation and the USAFA Falcon Foundation, and sits on the Board of Directors for AIRLAND Aerospace, Spectre Pursuit Group, AIRLAND Battle Group, and Quadrant Training Solutions, LLC.
Phil resides in Skillman, New Jersey, and is married to Dr. Jennifer Dismukes, and they have six children.
CEO, Black Knight, Inc.
CEO, Dun & Bradstreet
As the Chief Executive Officer of Black Knight, Inc. (NYSE:BKI), a premier provider of software, data and analytics to the mortgage and consumer loan, real estate and capital markets verticals, Anthony Jabbour is responsible for the company's overall vision and direction, as well as management of Black Knight's offerings for many of the largest lenders and servicers.
Prior to joining Black Knight, Anthony served as the Chief Operating Officer (COO) of FIS' Banking and Payments business, where he led a team with global accountability for solution development, sales and delivery of banking and payments offerings for clients of all sizes and in all geographic markets. In this role, Anthony was keenly focused on driving exceptional growth across all banking and payments product lines on a global basis.
Anthony joined FIS in 2004, where he held positions of increasing responsibility in operations and delivery services as a key member of the executive team. During his tenure with FIS, Anthony consistently helped the company grow through a solid combination of organic growth, product expansion, market penetration and strategic acquisitions.
Anthony began his career in IBM's Global Services group, where he managed complex client relationships and projects, including the launch of a stand-alone internet bank for CIBC, a major Canadian financial institution. That achievement led him to join CIBC, where he built similar capabilities for the company's U.S. market.
Anthony earned a bachelor's degree in electrical engineering from the University of Toronto.
GEN (Ret.) Paul J. Kern
Army Materiel Command
Paul J. Kern, GEN, US Army (Ret) is a Senior Counselor with The Cohen Group. He served as President and Chief Operating Officer of AM General from August 2008 through January 2010 and is currently a Director with Exelis and iRobot Corporation, and a member of the CoVant Board of Managers.
General Kern retired after almost 38 years with the US Army as the Commanding General of the Army Materiel Command. The command of more than 50,000 personnel has worldwide responsibility for supply and maintenance support to the Department of Defense, manages the Army depot system, and conducts research for all the ground and rotary wing equipment.
Since retiring from the Army in 2005, he has held the Class of 1950 Chair for Advanced Technology at West Point, was a Vice President for Battelle, and a Director on the Anteon and EDO and ITT boards.
GEN Kern graduated from West Point in 1967 with a Bachelor of Science degree. He holds Master Degrees in Civil and Mechanical Engineering from the University of Michigan and was elected to the National Academy of Engineering in 2006. He was a National Security Fellow at the J.F. Kennedy School, Harvard University and is currently a member of the Defense Science Board. He has a unique career which blends technical expertise, combat operations, program management, policy development, and advisor to senior political leaders.
Chief Financial Officer, Black Knight, Inc.
Kirk Larsen is the Chief Financial Officer of Black Knight, Inc. (NYSE:BKI), a premier provider of software, data and analytics to the mortgage and consumer loan, real estate and capital markets verticals. As CFO, Kirk is responsible for the overall financial management of the company, including financial planning and analysis, financial reporting, operational finance, investor relations, capital allocation and liquidity management.
Prior to joining Black Knight, Kirk was Corporate Executive Vice President, Finance and Treasurer of FIS, the world's largest global provider dedicated to banking and payments technologies. In this role, he was responsible for all treasury-related activities, including developing and maintaining relationships with financial institutions and rating agencies, liquidity management, interest rate and foreign currency risk management, and evaluation and implementation of capital allocation alternatives. In addition, he was responsible for financial planning and analysis and strategic financial planning.
Kirk earned his bachelor's degree in accounting from the University of Wisconsin-Madison.
Frank R. Martire
Executive Chairman, NCR Corporation
Martire most recently served as Non-Executive Chairman of Fidelity National Information Systems (“FIS”). From 2015 to 2017, he had served as Executive Chairman of FIS, and from 2009 to 2015 was President and Chief Executive Officer of FIS after its acquisition of Metavante. Martire had previously been Chief Executive Officer of Metavante from 2003 to 2009 and President from 2003 to 2008. He had been President and Chief Operating Officer of Call Solutions Inc. from 2001 to 2003, and President and Chief Operating Officer, Financial Institution Systems and Services Group, of Fiserv, Inc., from 1991 to 2001.
Martire serves as Chairman of the Board of Directors of J. Alexander's Holdings, Inc. (NYSE:JAX). He is also Chairman of the Board of Sacred Heart University, a Board member of the Baptist Health System, Inc., Jacksonville University and Cannae, and a member of the Leadership Foundation of the Mayo Clinic. Martire holds a Master's degree in Finance from the University of New Haven, Connecticut, and a Bachelor of Science degree in Economics from Sacred Heart University.
GEN (Ret.) Montgomery C. Meigs
Former Commanding General
U.S. Army Europe
General Montgomery C. Meigs, U.S. Army (Ret.) is Visiting Professor at the Lyndon Baines Johnson School of Public Affairs of the University of Texas at Austin. From January 2010 to July 2013, he served as President and Chief Executive Officer of Business Executives for National Security (BENS) from January 2010 to July 2013.
During a 35-year career in the U.S. Army, General Meigs served as Commander, U.S. Army Europe (1998-2002). For the first year of that assignment, he also served as Commander of SFOR, NATO’s peacekeeping force in Bosnia. During this year, U.S. Army Europe and MITRE developed Blue Force Tracker. In addition, he commanded the U.S. Army Combined Arms Center and was Commandant of the Army’s Staff College (1997-1998). During his tour he revised the Staff College’s leadership curriculum and oversaw the writing of the Army’s leadership manual. He also led the 1st Infantry Division in its deployment enforcing the Dayton Treaty in Bosnia (1996-1997). He commanded the Iron Brigade of the 1st Armored Division in Operation Desert Storm and at Medina Ridge.
General Meigs’ decorations include the Department of Defense’s Medal for Distinguished Public Service, the Bronze Star with “V” Device, and the Purple Heart. He received a bachelor’s degree from the U.S. Military Academy and a master’s degree and a doctorate in history from the University of Wisconsin-Madison.
Michael P. Oates
Retired Executive, Navy Veteran
Michael P. Oates retired in May 2018 after an 11 year career at FIS, where he served in a variety of roles including: Chief Administrative Officer, General Counsel and Corporate Secretary, and Chief Human Resources Officer. Before joining FIS, Oates held positions as Vice President of Human Resources for Florida Rock Industries, Inc., in Jacksonville, Fla., Director of Labor Relations for CSX in Jacksonville, and Partner in the law firm of Hunton & Williams in Richmond, Va., where he specialized in labor and employment law.
Oates served as a Lieutenant in the U.S. Navy, where he was a deep sea diving and salvage officer aboard the USS Reclaimer (ARS 42). Oates holds a bachelor’s degree from the University of Virginia and a juris doctorate from the Washington and Lee University School of Law, where he graduated magna cum laude and was named to the Order of the Coif.
COL (Ret.) Randall M. Pais
Of Council, Gordan & Rees Scully Mansukhani
Randall M. Pais graduated in 1967 from the U. S. Military Academy with a Bachelor of Science degree with a JD degree in 1974 from the University of Tennessee College of Law elected to the Order of the Coif and Tennessee law review. He is a member of the Tennessee, Texas, North Carolina and Washington state bars all by written examination. Mr. Pais has over 42 years-experience in the legal profession with Exxon and Enron and from 2007 to present as Assistant General Counsel for Kinder Morgan, Inc. There he provides advice for litigation, permitting and constructing natural gas and liquid pipelines in the United States. After graduating from West Point, Mr. Pais served the Army in Field Artillery as an Airborne and Ranger qualified officer from 1967 to 1971 and in Vietnam from 1968 to 1969 where he was awarded a Bronze Star for Valor and two other Bronze Stars. He subsequently served in for 26 years in U.S. Army Reserve attaining the rank of Colonel receiving 2 Legion of Merits. From a community perspective, he was appointed by the Texas State Bar President to serve from 1995 to 2002 on the committee which writes the ethical rules for attorneys in Texas. From 1990 to 2005 he served as Trustee, West Point Associations of Graduates and continues to serve as an emeritus member of the Board; from 1982 to present as a West Point admission representative for the Military Academy as well as Vice President of the Class of 1967 for past 25 years. More recently he has served as a community advisor to the U. S. Army’s Houston Recruiting Battalion and a member of Houston Mayor’s Veterans initiative. In 1983 Mr. Pais was also selected as a Regional Finalist for a White House Fellowship.
GEN (Ret.) Thomas A. Schwartz
Former Commanding General
Army Korea and Forces Command
Thomas Allen Schwartz is a retired United States Army four-star general who commanded the United States Army Forces Command from 1998 to 1999 and United States Forces Korea from 1999 to 2002.
He was commissioned in the infantry following graduation from the United States Military Academy in 1967. He served as a platoon leader and company commander with the 2nd Battalion, 505th Infantry in Vietnam from August 1968 to October 1969. In addition to Forces Command and U.S. Forces Korea, Schwartz has also commanded III Corps and the 4th Infantry Division from October 1993 to November 1995. Schwartz holds Master degrees from Duke University and the Naval War College. He is also a graduate of the Infantry Officer Basic Course, Airborne School, Ranger School, the Armor Officer Advanced Course, and the Armed Forces Staff College.
In 2004, Schwartz became chairman of the board of directors of the military Child Education Coalition an organization co-founded by his wife Sandy and other military spouses. He sits on the advisory board of Azbell Electronics.
RADM (Ret.) Michael W. Shelton
Former Seabee Advisor to CNO
Michael W. Shelton, Rear Admiral (Ret.) retired as Chairman of EMCOR Government Services in 2014. Before joining EMCOR Group, Mike was president of Burns and Roe Services Corporation. Prior to that, Mike spent over 34 years in the Navy, rising to become the senior officer in the Navy’s Civil Engineer Corps. His final assignment was on the Chief of Naval Operation’s personal staff as civil engineering/facilities advisor.
Mike’s naval career spanned six command tours involving all facets of the Navy’s facilities and construction forces in virtually every armed forces operational area. He commanded a Seabee battalion, regiment, and brigade; a Navy Public Works Center, and the Navy’s largest Engineering Field Division. He is a veteran of two “in country” tours in Vietnam, supporting the U.S. Marines during the Tet Offensive and the Joint Special Operation Forces.
Mike holds a bachelor’s degree from the U.S. Military Academy at West Point, as well as master’s degrees in civil engineering from the University of Illinois and in management from the University of Arkansas.
James B. Stallings
Managing Partner, PS 27 Ventures
James B. Stallings, Jr. is a Managing Partner of PS 27 Ventures, a private investment fund focused on technology companies. Mr. Stallings is also the co-founder of SmartBox, a healthy snack vending company. From 2009 until his retirement in January 2013, Mr. Stallings served as General Manager of Global Markets in IBM Systems and Technology Group. Prior to this, Mr. Stallings served in a variety of roles at IBM since 2002, including general manager, Enterprise Systems, IBM Systems and Technology Group. From 2000 to 2002, Mr. Stallings founded and ran E House, a consumer technology company, and prior to that, Mr. Stallings worked for Physician Sales & Services, a medical supplier. From 1984 to 1996, Mr. Stallings worked for IBM.
Mr. Stallings has over 25 years of experience in the information technology industry, including leadership roles in business management, strategy and innovation. He is a graduate of the United States Naval Academy and a Marine veteran. Mr. Stallings has served as a director of FIS since April 2013.
James W. Woodall
Chief Financial Officer, FIS Global
James “Woody” Woodall serves as chief financial officer of FIS and is responsible for enterprise-wide oversight of all aspects of FIS’ financial operations, including controllership, treasury, investor relations, financial planning and analysis and corporate development functions, in addition to FIS’ capital allocation strategy.
A strategic financial leader, Woodall served as senior vice president, chief accounting officer and controller for FIS for five years before becoming chief financial officer. Prior to joining FIS in 2008, he served as vice president of finance at Eclipsys Corporation; executive director and controller of AT&T’s southeast region; senior manager in the audit practice of PricewaterhouseCoopers, serving technology and communications clients; and more.
Woodall is a CPA and was a member of the Business Advisory Council for Troy State University where he earned his bachelor’s degree in accounting. Woodall’s leadership activities in the Jacksonville (Fla.) community include board of trustee roles at the Jacksonville Museum of Science and History and the Sanctuary on 8th Street, an organization that works to expand opportunities for children and families through education, social services, recreation and the arts.
Kim has more than 20 years of marketing experience, specializing in managing partnerships, large-scale events, digital/social marketing and brand development, as well as growing the fan base for professional sports and collegiate athletics. She has worked with several sports teams throughout her career, including the NHL Washington Capitals, NBA Washington Wizards and the Georgetown University Athletic Department.
Most recently, Frank worked for the NHL Vegas Golden Knights as Vice President of Marketing, where she oversaw the team’s branding, special events, game-day entertainment and community and youth hockey outreach.
Chief Development Officer
Rob is responsible for developing robust fundraising operations, establishing corporate-philanthropic partnerships, implementing employee/customer giving campaigns and increasing national brand awareness that will bring in new donors for the Foundation.
He has extensive non-profit and fundraising experience that spans more than 12 years. He most recently served as executive director of Our Military Kids, which helps military children while their parents are deployed or recovering from severe injuries. Prior to that, Rob served as chief advancement officer of Hope for the Warriors, which provides comprehensive support programs for service members, veterans and military families.
Rob is a fourth-generation Army combat veteran, who served in Iraq and Afghanistan as part of U.S. Army Special Operations Command. During his distinguished military service, he supported some of the nation’s most elite warfighters. He was responsible for direct support and coordination with various worldwide embassies, intelligence agencies, as well as Department of State officials and diplomats throughout the world. His commitment to his missions and fellow soldiers was recognized in 2004 when he was selected as a General Douglas MacArthur Leadership Award recipient.
Tom grew up in a veteran family and previously worked for Florida Blue and American Express in sales and operations for 14 years. In 2015 he also worked with Army and National Guard reservists in Florida as a member of West EFX conducting combat simulation exercises. He received a Bachelor of Arts degree from the University of North Carolina at Chapel Hill and served in the United States Marine Corps Reserves.
Marketing and Communications
Michelle Kersch is Chief Marketing Officer for Black Knight, Inc. She is responsible for all branding, advertising, media relations, special events, companywide internal and external communications, and other marketing-related activities. Prior to her position with Black Knight, she was Senior Vice President of Marketing and Corporate Communications for Lender Processing Services. Michelle has a Bachelor of Arts degree in communications and a Master of Business Administration degree from the University of North Florida. Michelle has also earned the designation of Accredited Public Relations professional.
Marc Kutter has led companies in the software, analytics, captive, insurance, employee benefits, financial services, and healthcare industries as an executive in various strategy, business development, and operational roles ranging in size from early stage start-ups to large corporations.
In addition, Marc proudly served as an Infantry Officer in the United States Army. He served in the 10th Mountain Division and the 82nd Airborne Division in the Middle East, Central America, and the Balkans.
Marc earned his Bachelor of Science degree from the United States Military Academy at West Point, New York. Marc also serves on several early stage boards mentoring entrepreneurs and giving back to the community by working with several non-profit organizations.
Founder & Managing Partner
As Managing Partner of CoolMellon, Greg Anderson is responsible for developing and executing the business development strategy to attract borrowers to the site; and source, screen, and conduct due diligence on borrowers. He brings more than 20 years experience in all aspects of the real estate development industry.
Greg is member of the Texas Association of Business and the Home Builders Association of Greater Austin. He is a graduate of the Austin Technology Incubator Work Shop.
Greg earned a B.S. in International Relations from the United States Military Academy.
Vice President of Residential Lending
Draper and Kramer Mortgage Corp.
With over 15 years of experience in every aspect of the mortgage business, Craig strives to help others buy homes and manage their current mortgage debt. His goal is to assist new, current, and past clients to have an exceptional experience while buying or refinancing their home. His experience helps him navigate the complex mortgage environment and provide the best options for clients' needs.
Craig works with Realtors, accountants, financial advisors, builders, and attorneys to assist their clients. His thorough and detailed process allows him to assess and put clients into the correct loan program for their needs whether they are first-time homebuyers or savvy real estate investors.
Vice President, Financial Advisor
Bernstein Private Wealth Management
Darryl is a Financial Advisor responsible for providing investment and wealth planning advice to individuals and families and their trusts, estates, foundations, endowments and pension plans. In conjunction with Bernstein Global Wealth Planning and Analysis Group,
Darryl provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multigenerational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses. Bernstein Private Wealth Management is a unit of AllianceBernstein L.P. Sanford C. Bernstein & Co., LLC is a member of FINRA and is a subsidiary of AllianceBernstein L.P.
Loeb & Loeb LLP
Andy Smith is a patent attorney based in the Chicago office of Loeb & Loeb, LLP. There, he focuses his practice on intellectual property law, with a specific emphasis on patent prosecution and licensing in various technologies including computer software and mobile applications, green technologies including advanced diesel engine ignition systems, Internet business solutions, and beer brewing technologies.
He is also co-founder of Ten Ninety Brewing Co. in Glenview, IL, and served as an artillery officer in the U.S. Army. Andy holds a B.S. in Military History from West Point and received his law degree as well as a Masters in Computer Science from DePaul University.
Greater New York City Area
AB Asset Advisers
Mr. Bang is an investment management executive with experience in fund management and client relationship where he successfully launched and built an investment firm. As Founding Managing Partner at Drexel Hamilton Investment Partners LLC, an SEC registered investment management firm, he was responsible for forming the business, overseeing the general management of the firm to include sales/marketing, investments, operations and sub-adviser relationships. He successfully launched an equity long/short Hedge Fund and six Mutual Funds (US Equity, Global Equity, Asia Pacific Equity, European Equity, Multi-Asset Real Return and Active Treasury) and served as the President of the Drexel Hamilton Mutual Funds.
Mr. Bang was the Fund Manager for the Drexel Hamilton Multi-Asset Real Return Fund (ticker: DHMUX), an active asset allocation fund. Throughout his career he held leadership responsibility for operations, business development and portfolio management. His experience includes public equity, hedge fund and private equity products. He was Senior Vice President at Shinhan Investment America, where he covered hedge funds and mutual fund managers in North America.
Prior to joining Shinhan, Mr. Bang was a Relationship Manager at AIG Global Investments working with institutional clients invested in Private Equity and HF products. Previous to AIG, he was a Client Portfolio Manager at GE Asset Management (GEAM) pension group where he oversaw $2.5 Billion in institutional clients’ investments in global and international equity portfolios. Mr. Bang managed client relationships at GE Equity’s start-up private equity group, Venturemine.com prior to GEAM. He began his financial services career at UBS investment bank in international equity, having transitioned to the financial services industry after serving six years in the U.S. Army attaining the rank of Captain.
Mr. Bang is a graduate of the United States Military Academy at West Point with a B.S. degree and also received an MBA from the Johnson Graduate School of Management, Cornell University. Mr. Bang currently serves on the Board of Directors for Vancro Inc. He holds FINRA Series 7 and 66 licenses.
Senior Supervisory Resident Agent
Federal Bureau of Investigation
As Senior Supervisory Resident Agent, Jim DiOrio leads all investigation involving allegations of Public Corruption, Financial Frauds, Securities Fraud, Health Care Fraud, Civil Rights, Government Fraud, Violent Crime, Terrorism, and Human Trafficking amongst other White Collar Crimes in all of Monmouth and Ocean Counties.
He partners with all County and Local Law Enforcement Partners as well as the United States Attorney to investigate and prosecute violations of Federal Law. Serves as Program Coordinator for all of New Jersey's Civil Rights and Human Trafficking Investigations.
Jim also serves as Program Coordinator for New Jersey's International Human Rights efforts including violations of Genocide, Child Soldiers and International War Crimes.
Ben Sandford is a combat veteran United States Army Special Forces Officer who commanded a Special Forces A-Team and performed duties in multiple US embassies in the former Soviet Union.
After leaving military service, Ben managed several hundred million dollars annually in semiconductor sales & development funding from the world’s largest cell phone, satellite phone and tactical radio makers. As CEO of Sarantel USA he led global sales, marketing and business development teams in a satellite antenna company which developed into a globally recognized brand with 80% share of the US defense industry for battlefield navigation. He has recruited and mentored sales teams in both start-up and NASDAQ 100 Technology Companies.
Ben is a graduate of the United States Military Academy at West Point, the George C Marshall Center for European Security Studies and has a Master’s degree in International Affairs w/ a concentration in Finance and Business from Columbia University. He lives on the upper west side of Manhattan with his wife and two daughters.
Conan is a senior executive with an exceptional record of growth and achievement in the insurance and reinsurance industry. A results-focused executive with an entrepreneurial and creative mindset, Conan has been consistently recognized for his leadership abilities exemplified by his building and staffing successful international reinsurance franchises with strong revenues and profits. Conan is currently President of CW Consulting which provides a diversity of advisory services to insurance / reinsurance companies, brokers, and investors in the areas of management / leadership, organizational effectiveness, strategy, risk management, mergers and acquisitions, staffing, product evaluation, portfolio management and hedging.
Prior to CW Consulting and up until the end of 2015, Conan served as Chief Executive Officer of Hamilton USA, the US insurance subsidiary of the Hamilton Insurance Group in Bermuda. Recruited to lead the start-up of this new, cutting-edge, technology-driven insurer, Conan built, staffed and drove growth from scratch to automated property and casualty underwriting in 30 states (E&S) and 15 admitted states in 18 months. Conan put the business on track to generating ~$150M in 2016 and also spearheaded the acquisition and licensing of two insurance companies ($14M deal) serving as building blocks for US operations.
Earlier, Conan was a founder of Validus Holdings in 2006, serving as Validus Reinsurance’s first Chief Underwriting Officer (CUO), followed by promotion to Chief Executive Officer (CEO). As CUO, Conan led his team in building a portfolio of over $1.2B of global property and specialty reinsurance. As CEO, Conan was instrumental in reorganizing Validus Re into a standalone, autonomous global operation, drove continued overseas expansion into Latin America, Europe and Asia, and integrated the acquisitions of Talbot Underwriting and IPC Re.
Conan is also a founder of Axis Re, a subsidiary of Axis Capital Holdings, providing leadership and direction for its launch in Bermuda in 2001. He built and managed a $600M reinsurance portfolio and served on the Axis Senior Management Committee, the company’s operating board, with direct involvement in enterprise-wide strategy and decision-making.
Conan began his insurance / reinsurance career holding a variety of underwriting, advisory and broking roles with Guy Carpenter & Company, Everest Reinsurance, Aon Re, Inc., and Marsh and McLennan. Outside of work, Conan has been involved in numerous leadership activities including serving on the boards of The Princeton Society, The Bermuda Sloop Foundation and The Institutes (CPCU).
Conan holds a Bachelor of Science degree in National Security and Public Affairs from the United States Military Academy at West Point. He served as a 1st Lieutenant and infantry officer in the Republic of Korea and was awarded the Army Commendation Medal, Airborne Wings and Ranger Tab. Conan presently resides with his wife and three children in Princeton, New Jersey.
Mr. Melton is a partner at Susman Godfrey and has served as the Chairman of the firm's Practice Development Committee. He has tried and won cases in state and federal court for both plaintiffs and defendants. He focuses solely on trying and winning complex commercial cases of all types.
Mr. Melton is a Texas Monthly Super Lawyer, and has been granted Martindale-Hubbell's AV Preeminent 5.0 rating, the highest rating given. Mr. Melton’s success has been recognized by H Texas Magazine naming him a "Lawyer on the Fast Track", one of "Houston's Best Lawyers Under 40", and as a "Professional on the Fast Track".
Mr. Melton regularly speaks on topics, including litigation tactics, innovative pretrial agreements, intellectual property, oil and gas, securities law and insurance matters. His speaking engagements include presentations for the State Bar of Texas, the University of Houston, the University of Chicago, the American Conference Institute and the Dallas Intellectual Property Bar Association.
Real Estate Agent
Brendan is currently a Real Estate Agent with the Gafford Group at Simply Vegas. In addition, Brendan owns a real estate investment and development firm that specializes in the Las Vegas single-family residential and multifamily market.
Dean is the Founder and CEO of Authentically American, LLC. Authentically American’s mission is to create US jobs by supporting Made in USA manufacturing. Dean is leading the journey for Authentically American to be an iconic American brand that is truly American made. Prior to launching Authentically American, Dean served as the President, CEO, and Owner of Omega Apparel for 5-years. Omega is a leading supplier of dress uniforms for the United States Military. Dean’s professional experience began in the United States Army after earning his undergraduate degree at West Point. He served 7-years as an officer, helicopter pilot, and Army Ranger. While in the Army, Dean earned his MBA in Finance from Cal State and launched his business career with former Big 5 firm KPMG Consulting as a Project Manager.
The majority of his business career was spent in the CPG industry at Procter & Gamble and Mars Inc. in business development, sales, marketing, and strategy. Dean is a true servant leader with a proven track record of breakthrough results. As a former Division I ice hockey player, he is highly competitive and possesses a tireless work ethic. His primary focus is on growth, building a highly engaged team, and creating a winning culture.
Dean is happily married to his bride Kelly of 23-years. They have 4 children, the most recent adopted from Ethiopia. Dean is also active in his church and the local community. He has served on the board for several for profit and non-profit companies and organizations.
Marreel Slater Insurance
John Slater is President/Co-Owner of Marreel Slater Insurance, a health care consulting and benefit brokerage company in Phoenix, Arizona.
John Slater specializes in Employee Benefits Consulting focusing on strategic planning, communications, wellness initiatives, and insurance funding. He is extremely well-versed in identifying creative and cost-effective ways of designing insurance programs for businesses of all sizes.
John brings 20+ years of industry experience to his clients. Prior to the partnership forming Marreel Slater Insurance, John was an Executive Vice President with a national insurance brokerage firm. In this role he advised business owners, senior executives, and human resource leaders on their group insurance programs. Additionally, he has significant experience on the insurance carrier side including Vice President of Sales for United Healthcare as well as Director of Sales for Blue Cross Blue Shield of Arizona. In these roles, John worked with both commercial and public sector organizations balancing affordable coverage, employee engagement, and improved outcomes. This experience was critical in developing his knowledge of various insurance funding mechanisms, wellness initiatives, plan designs, and consumer driven healthcare strategies.
Before entering the insurance industry, John was an Officer in the United States Army. His educational background includes graduating with a Bachelor of Science degree from the United States Military Academy at West Point. At West Point he was active in athletics and Captain of their nationally ranked Rugby team. Later he earned his MBA from the University of Phoenix.
John and his family are long-time Arizona residents and proudly give back to the community through a variety of organizations including the Tempe Diablos, Care Fund Board Member, Club Baseball coaching, and the West Point Society of Arizona. He is married to his wife Shannon and they have two children, Caitlin and Christian.
Battle Monument Partners
W. John Oliver is Manager of Battle Monument Partners, a private commercial real estate fund with the mission to Increase the Economic Power of Veterans and Industry Leading Professionals.
John has 20+ years of experience as an operating executive and investor in private equity and venture capital backed companies.
He is an alumnus of West Point and Yale School of Management, and resides in Richmond, Virginia.
Salt lake City
The Ensign Group
Healthy Skin Dermatology
Dr. James Schwartz is currently a practicing dermatologist in Tucson, Arizona. He has been living there for over eight years with his wife Kate and their two sons, Whit and Stu.
Dr. Schwartz graduated from Clemson University in 1997 and continued on to medical school in Erie, PA. Dr. Schwartz received his dermatology specialty training at Walter Reed Army Medical Center in Washington, D.C.
After completing dermatology residency, Dr. Schwartz served as the Chief of Dermatology at Carl R. Darnall Army Medical Center in Ft. Hood, TX, for three years. He served as a physician on active duty in the United States Army for eight years.
Dr. Schwartz and his wife have been supporting The Folded Flag Foundation for more than two years, and have hosted several golf events that have raised over $60,000 for the organization. Dr. Schwartz and Kate are very dedicated to supporting families of fallen service members. They are currently working on this year's event and will continue to raise money for Folded Flag for years to come.
Ninth Wing Partners
BNY Mellon Wealth Management
As a Senior Director with BNY Mellon Wealth Management, Ben Rodgers is responsible for advising business owners, entrepreneurs, and corporate executives on the intracacies of preserving their hard-earned money.
In conjunction with BNY Mellon's Portfolio Managers, Wealth Strategists, and Private Bankers, Ben works closely with his client's personal tax and legal advisors on all matters ranging from tax and estate planning, concentrated stock positions, asset allocation decisions, and the sale of privately held businesses.
Director of Leasing
Property Group Partners
Christopher Soucie has been the Director of Leasing for Property Group Partners since December 2014. He oversees the leasing of approximately 5 million square feet in Washington, DC, New York and Florida of trophy office assets.
Previously, after graduating from the United States Military Academy in 1992, Christopher served as a Signal Officer at Fort Hood as a Platoon Leader, Executive Officer Battalion Operations Officer and Battalion S1/Adjutant. In 1997, he was selected for the Funded Legal Education Program by the Army to attend law school. Having graduated from George Mason University School of Law in 2000, he served at Fort Drum for three years. During his time at Fort Drum, in addition to being the Chief of Legal Assistance and Senior Trial Counsel, he deployed to Uzbekistan and Afghanistan in 2001-2002 as legal advisor for combat operations. After spending a year in Charlottesville earning an LLM, he served as one of four army litigation attorneys for Military Personnel Branch of the Army Litigation Division from 2004-2006.
After leaving active duty in the Army in 2006, Christopher held a variety of positions, to include Senior Vice President of brokerage for Cassidy Turley and Managing Director for CBRE. From 2013-2014, he worked for a concentrated hedge fund with a focus in synthetic biology.
Christopher earned a BS in Engineering Management from the U.S. Military Academy (1992), a JD from George Mason University School of Law (2000), and a Masters of Law from the Judge Advocate General's School (2004).