Cameron heads the business development and operations for the Canadian side of the business. He is frequently travelling throughout Canada to meet with current and prospective clients. His experience includes business development, resource management, team building, financial planning, and quantitative analysis. Cameron serves on the board of directors for the local Chamber of Commerce, remains active in Canadian politics, and is a member of the Kairos Society, a network of global political and business leaders.
Education: Babson College; Concentration in Strategic Management
Karan heads product and operations development for the company. He has a rich background in quantitative analysis and modeling in addition to many years of startup experience. His past experiences include developing operations strategy and efficiency measures for India's second largest real estate company. He also has various experiences working in the finance industry through a corporate finance role in a large Indian hydropower company and as a real estate investment researcher at Unitech Group Ltd. (India). He has also worked with a prominent venture capital firm from New York helping them with investment decisions and effective research methods.
Education: Babson College; Concentrations in Finance and Statistics Olin College of Engineering; Mathematics
Byren is the Senior Vice-President and a Director at NewLink Group, providing strategic advice to retail financial services firms and suppliers with a focus on distribution channels, new product development and research on emerging products and distribution. He is a recognized thought leader and acknowledged as the industry expert in Insurance distribution. Byren and his team are the authors of the WM & Insurance Quarterly Review, and other syndicated research such as the MGA Report.
Byren has held senior executive positions in insurance companies, mutual fund dealers and investment dealers. He is very active in industry initiatives: he was the founding chair of the IDA Insurance committee, is a past chair of the LIMRA Marketing Committee and just completed a 2 year appointment as a member of the Executive Committee of CLIEDIS (the Canadian Life Insurance Standards Association).
Education: University of Victoria; Bachelor of Arts in Economics
Jim Ruta is a popular Performance Consultant, Writer, Professional Speaker and MC. His unique perspective and uncanny insight creates clarity and understanding for anyone who wants to excel. His high energy and enthusiasm inspires top performance. He started at 22 and has worked the trenches ever since. Before turning to consulting in 1999, Jim led an insurance agency with over $6 million in new annual sales. With more than 250 agents, it was one of Canada's largest. Jim's performances highlight programs around the world including 8,000 at the Million Dollar Round Table Main Platform adn 3,000 in Singapore. His writing makes you want to be more and do more, now. That's why he is the "Re-Energizer".
Education: University of Manitoba; Bachelor's Degree in Philosophy of Law and English Northeastern University; RHU, Disability and Living Benefits Education
Klaus succesfully started and led Marketing Concepts Group, Inc, a large Canadian Managing General Agency representing all the suppliers of life products active in Canada. He is also a Chartered Accountant and has held senior level executive positions with major Life Insurance Companies in Canada for 15 years, followed by three years of consulting to Insurance Companies in the areas of divisional start ups, operating structures, product pricing, and distribution structures and systems.
Education: York University; Bachelor's Degree in Political Science & Economics York University; CA, Accounting
Jay Cromarty has an extensive history of financial services leadership. Jay was President of State Street Global Alliance, a Director at Boston Private Bank, and the CEO of Wealth Advisory at Boston Private Financial Holdings. Jay brings a wealth of leadership and strategic capabilities to Jacox-Kanodia, as well as a keen understanding of building strong partnerships.
Education: University of Maine; Bachelor of Arts in Economics Babson College; MBA; Concentrations in Finance and Marketing
Warren has a strong legal and M&A background. He is Managing Director of True North Advisors Group and Northstar Global Partners, an international investment banking firm. Warren is also Partner and Chairman of the Merger and Acquisition Group at the Goldstein & Manello law firm. He brings strategic, financial, and legal expertise to Jacox-Kanodia's aggressive expansion.
Education: Vassar College; AB Degree Boston University School of Law; JD