The iPipeline executive team represents some of the most experienced executives and authorities within the insurance and financial services industry.

  • Larry joined iPipeline in 2002 and served as President and CEO of the company through July 2008 when he transitioned to the Chief Operating Officer and Chief Financial Officer positions in connection with the merger of iPipeline and COSS. Larry was named CEO again in August 2019 in connection with the acquisition of iPipeline by Roper.

    During his tenure, Larry has been a key driver of growing iPipeline from $1 million in revenue with significant losses to over $180 million in revenue and highly profitable. During this time, iPipeline grew its customer base to over 150 insurance companies and over 1,400 distributors including most major banks and financial institutions while also completing 10 strategic acquisitions in the US, UK and Canada.

    Prior to iPipeline, Larry was a Vice President for ICG, where he played an instrumental role in preparing ICG for its 1999 initial public offering. During this time, Larry was directly involved with organizing and implementing ICG’s finance function, including raising over $1.6 billion through multiple issuances of publicly traded securities, as well as bank and private financings.

    Larry has also held management positions with Safeguard Scientifics and worked as a CPA with PWC specializing in insurance and financial services. Larry’s prior board and public service have included The Sycamore Group, Philadelphia Children’s Alliance, ARI Mutual Insurance Company, and coaching girls soccer and basketball. Larry currently serves as a board director for Trial Scope and as President of Laurel Ridge HOA.

    Larry graduated in 1993 from La Salle University in Philadelphia, Pennsylvania with a Bachelor of Science degree. He has two daughters and resides in West Chester, PA.

  • Daphne Thomas has 25+ years of experience managing and delivering software projects, working in both large and small environments with diverse teams from all around the globe. She has experience transforming organizations, within both development and services, into high performing teams who deliver on time and within budget.

    In her current role as Chief Operating Officer, Daphne is responsible for overseeing the organization’s ongoing operations and procedures as well as the overall efficiency of the business. She also advises the Senior Executive team about the operations capabilities required to ensure the successful continuity of the business.

    In her prior role as Chief Transformation Officer at iPipeline, Daphne lead the Professional Services Delivery team, providing consultative services for digital transformation across 8+ product lines, and in the process grew the Professional Services business from a $1 million organization to over $60 million.

    Prior to joining iPipeline, Daphne was VP of Operations at Miria Systems, an IBM FileNet partner, responsible for delivering ECM solutions to companies such as DHL, and the PA DEP. Earlier, she served as VP of new product Development at Siemens Health Services, where she led a multi-site development team automating the Workflow of Patient Care Information Systems.

    Daphne was born and educated in Dublin, Ireland. She is a Computer Science graduate of Rathmines College, Dublin. She serves as a board member of the Networking Women in Computer Technology and is also a member of the Greater Philadelphia Senior Executive Forum. Her true passion lies in mentoring young women in their careers. Daphne is a popular speaker at many local IT Forums and Conferences. She resides in Eagle, PA with her husband and 4 children.

  • Bill Atlee founded iPipeline in 1995, creating the first multi-carrier network where distributors and agents could digitally access insurance quotes, check underwriting status, compare product information, and complete electronic applications through cloud-based software.

    Bill’s experience personally selling over 6,000 life insurance policies gives iPipeline an inside perspective on how to create and launch software products that focus around industry behavior. He also has a unique ability to leverage his infamous stickman drawings to depict solutions to the industry’s most complex problems.

    Bill began his career as a life insurance agent with Fidelity Mutual Life where he gained valuable experience in implementing tax, legal, and estate planning techniques for high net worth individuals. In 1992, he founded Direct Quote America, Inc., a nationally licensed brokerage firm that developed one of the industry’s first automated term insurance shopping services. The company enabled consumers to receive quotes and purchase insurance through a call center.

    Today, Bill is a renowned industry speaker, delivering over 200 presentations a year. He is a thought leader that utilizes his decades of industry experience to deliver humor-based messages provoking the financial services industry to advance digitally. As Chief Innovation Officer of iPipeline, Bill drives innovation and go-to-market strategy based on customer needs and industry pain points.

    Bill graduated with a BA in Business Administration from Westminster College.

  • Ian Teague is UK Group Managing Director of iPipeline, helping financial businesses move forward in the digital age, adapting their processes and systems as required.

    At iPipeline, Ian is responsible for delivering innovative solutions which dramatically improves the planning, selling and servicing of financial products. Over the past six years, iPipeline has contributed to growing the UK protection market, making insurance more accessible to all, leading to recognition across a variety of industry awards.

    Ian has over 20 years’ experience working within the financial services industry operating at a variety of leadership level roles. His primary focus has been growing revenues and profitability of technology companies within the insurance industry. Ian joined Assureweb in 2008 and was previously Assureweb’s COO and CFO managing commercial and operational aspects of the company that led to its acquisition by iPipeline in 2012, and he led the acquisition of TCP LifeSystems in 2017 providing iPipeline with market-leading new business, underwriting, and administration capability.

    Ian is a member of the Institute of Chartered Accountants (England and Wales) and has served as a Director in various other companies including Vertex Limited, where he played a lead role in the sale of this business to a consortium of Private Equity investors, and various Misys plc companies.

  • Simon is the Managing Director of iPipeline Canada and leads the strategy, business development and client relationships.

    Simon was the founder and CEO at Bluesun, which was built up over 20 years into the leading provider of back-office solutions for Canadian life insurance distributors. Bluesun was acquired by iPipeline in March 2019. Bluesun gained most of Canada’s carriers and financial institutions as clients and sees almost 80% of all life transactions though the independent channel.

    Before Bluesun, Simon built and sold a company called APS to Open Text. APS delivered automation solutions that helped financial services organizations move to paperless operations. It was this transaction that moved Simon ‘across the pond’ to Canada from the UK.

    Simon lives in Oakville ON, has two children attending University, is still an active footballer (soccer), and (when he is allowed) competes in motorsports.

  • Bill Brice is the Executive Vice President of AlphaTrust at iPipeline. He leads an eSignature team that consults with a diverse client list, including: ADP, General Motors, and New York Life. Bill founded AlphaTrust Corporation in 1998 to capitalize on a sustained, long-term shift from paper-based document processes to fully electronic document processes. AlphaTrust was acquired by iPipeline in March 2018.

    A noted entrepreneur, Bill is considered one of the industry “pioneers” and is a leading authority on electronic signatures especially around generating real economic impact and brand enhancement. Bill has served as Chairman of the Board for the Electronic Signature and Records Association and is currently a member of the Board of Directors.

    Bill began his entrepreneurial career while in college by co-founding Brice Foods. As Chairman and CEO, he grew the company into a global enterprise best known for its chain of “I Can’t Believe It’s Yogurt!” frozen yogurt stores. This company grew to 1,500 franchise locations in 43 countries, with manufacturing operations on four continents. For his work, Bill received the Entrepreneur of the Year award from the International Franchise Association (IFA), which is the world’s oldest and largest organization representing franchising worldwide.

    Bill earned a BA in Finance from Southern Methodist University.


Sales & Marketing

  • Eric Rea, EVP of Business Development at iPipeline, has over 35 years of experience achieving aggressive growth goals and scaling operations and technology in the Insurance and Financial Services sector.

    Before joining iPipeline, Eric developed an impressive reputation as Vice President of Keane Consulting Group. There, Eric lead an innovative Policy Administration System roadmap and execution for a client that achieved transformational outcomes including dramatically improving productivity and customer service. The success of this project resulted in the creation of a spinoff technology services and outsourcing firm dedicated to PAS services.

    At this newly-developed organization, SE2, Eric took on the role of President, growing the firm to $160 million in annual revenue during his ten years of leadership. SE2 implemented groundbreaking technology solutions for life and annuity clients such as MassMutual, Global Atlantic, and Prudential.

    Eric formerly headed product management for iPipeline in the United States. He led the localization of the UK-originated policy admin solution, and proudly launched it to two new US clients in its first year stateside. Eric scaled the operation and guided the organization on a high-growth path to becoming the US leader in policy administration.

    Eric is a graduate of Ursinus College, where he earned a Bachelor of Arts degree in Economics.

  • Bill Hunter is a proven sales executive with over 20 years of experience in technology and financial services. In his two decades at iPipeline, Bill has built strong relationships with hundreds of key members of the insurance community, and drove the value of collaboration and straight through processing technology as a game changer for carriers, BGAs, IMOs and financial institutions.

    In his current role, Bill is the Senior Vice President of Sales at iPipeline, responsible for overseeing North American sales. Prior to iPipeline, Bill served in the United States Air Force and was stationed at Hill AFB, UT with the 75th Operations Support Squadron. Bill lives in Montgomery County, PA with his wife Susan, and 5 children.

  • Kimberly Beck, Vice President, Marketing, has over 20 years experience in financial services marketing and oversees brand strategy, growth marketing, corporate communications, product and digital marketing at iPipeline. Prior to iPipeline, Kimberly spent 6 years with Envestnet, Inc., where she was responsible for the firm’s Wealth Solutions marketing efforts, including platform and channel marketing, events and engagement, practice management initiatives, and strategic messaging. She also served as Co-Founder and Chair of the Envestnet Women’s Initiative Network.

    Additionally, she has held notable roles at BlackRock, most recently as Director of Thought Leadership and Education Programs, and Nuveen. She is a Knowledge for Practice Advisory Group Member for the CFP Board Center for Financial Planning, and has also served on the Board of Governors for the Money Management Institute.

    Kimberly has her MBA in Marketing from LaSalle University, and a BA in English and Communications from Cabrini University, where she has been an Adjunct Professor of Communication, and is on the Advisory Board for the Communication Department.

    Outside of work, Kimberly enjoys live music, cooking, reading, and piping hot cups of Wawa coffee. She resides in Buckingham, PA with her husband, 4 children, and dog Thor.

  • Jessica Brown, Assistant Vice President, Marketing, is a dedicated, team-oriented sales and marketing executive with polished communication and presentation skills. Jessica has over 15 years of experience in SaaS solution marketing, brand management and lead generation for multi-million dollar technology providers. Since joining iPipeline in 2012, Jessica has driven marketing content development, defined company and solution strategy, and lead the launch of two international websites. She has also guided product positioning and marketing integration strategy for over a half a dozen acquisitions.

    Prior to iPipeline, Jessica was employed by Bentley Systems, Inc. where she managed channel partner relationships, helped launch and define the company’s digital marketing strategy, and spent significant time managing product marketing, program marketing and lead generation efforts for varied product solution suites into both defined and undefined target audiences.

    Jessica is a graduate of the University of Delaware and has a Graduate Business Certificate from West Chester University. She resides in Berwyn, PA with her daughter, Nora.

  • Joe Paddock has been with iPipeline for 11 years, and currently leads the Policy Administration go-to-market team, a revenue growth engine for the company. A sales executive with 30+ years of diversified experience in the technology and insurance industries, Joe has a successful history in building and leading major global sales campaigns and efforts, managing accounts, and guiding and aligning teams cross-departmentally with corporate goals. He has helped launch new business operations in Japan, Hong Kong, the UK, Germany, Hong Kong, Japan, New Zealand, and across the US.

    Prior to joining iPipeline in 2008, Joe helped scale six sub $10MM technology companies. He resides in the Philadelphia suburbs with his wife Jean Marie, and his three children Alexandra, Joseph, and Jack.

  • Robert “Bobby” Powell, Vice President of Wealth Management Sales, joined iPipeline in 2017 following the acquisition of Laser App software. He spent 15 years with Laser App as the Vice President of Sales & Marketing.

    In his current role with iPipeline, Bobby leads the Wealth Management and Insurance distribution sales teams. The focus of these two teams is to support the Wealth Management and Insurance distributors with the tools needed to succeed.

    Bobby is a graduate of California State Polytechnic University-Pomona, where he studied Marketing and Advertising. In his free time, Bobby takes his family camping, hiking, fishing, to Dodger games, and to every other outdoor activity involving sunshine.

  • Dan Smith, Strategic Accounts Sales Director, returned to iPipeline in 2017, focused primarily on providing solutions to Financial Institutions. Dan originally came to the company upon the acquisition of Aplifi in 2013.

    Prior to iPipeline, Dan spent 10 years with Aplifi, where he was elected President and CEO in 2008. During his tenure as CEO, he revamped the company, increasing revenues from $4.8M to $12.3M along the way.

    Dan is a graduate of the University of Central Missouri, where he obtained a BSBA in Data Processing. In his free time, Dan enjoys cooking, traveling in his RV, watersports in St. Augustine, and visiting with his 10 grandchildren.


Services & Support

  • Maureen Kincade, Senior Vice President of Professional Services, brings over 20 years of experience directing Enterprise Project Management organizations and delivering software releases to her role with iPipeline. Prior to joining the team in 2015, Maureen served as the VP, Enterprise PMO at InsPro Technologies, and VP of Customer Operations at First Data Corp. Maureen’s long-standing career in the Life Insurance industry began in the early 90’s at Creative Financial Group, where she served as the Director of Operations.

    In her current role with iPipeline, Maureen leads the services organization which is responsible for partnering with clients to ensure they obtain the maximum value and success utilizing iPipeline’s SSG Digital platform.

    Maureen is an alumni of Pennsylvania State University. In her free time, she mentors new college graduates and individuals re-entering the workforce with their career development and employment strategies. Maureen has three children and resides in Berwyn, PA with her husband Steve.

  • Jay Marshall, Vice President, Client Services, is responsible for the Professional Services implementation teams supporting iPipeline’s New Business platform including Illustrations, iGO e-App, Resonant New Business & Underwriting and DocFast e-Delivery. Jay has more than 23+ years of experience in the life insurance and annuity industries, serving in various capacities of operations, technology and consulting. Prior to joining iPipeline in 2011, he held roles with Accelare, Allianz/DVFS, PFPC, and AdminServer/Oracle.

    Jay is a graduate of Clarion University of Pennsylvania, and in his free time enjoys spending time with his wife and two sons, traveling, cooking and exercising.

  • Michael Hirl, Assistant Vice President, Client Services, is responsible for overseeing 50% of the Professional Services New Business Delivery team, providing consultative services for digital transformation across 4 product lines. Mike has more than 20 years of experience in the life insurance industry, having started in 1998 as a Life Insurance Agent. Mike joined iPipeline in 2008 as a Business Analyst advancing to Solution Architect, Project Manager, Director of Professional Services, and now Assistant Vice President. Prior to joining iPipeline, Mike built new business life insurance solutions as a Group Lead at Accenture and NaviSys and was the Illustration Team Lead at AIG Life.

    Mike earned a BS in Finance from Stockton University, and in his free time enjoys spending family time with his wife, son, and daughter.

  • Stu Feldman, Assistant Vice President, Professional Services, is responsible for implementing cloud-based AFFIRM and Laser App software. Stu has more than 35 years of experience in senior management roles. Prior to joining iPipeline in 2017, he held notable roles with e-Builder, Campus Management Corp., CA, Sapient, Citibank, and American Express.

    Stu earned a BS in Business Administration from SUNY Albany and an MBA in Finance from Pace University, and in his free time enjoys playing pickleball, tennis, biking, working out and doing competitive races.

  • Chris Samuel, Business Operations Director, is responsible for the development, support and deployment of iPipeline’s market leading SSG Digital® platform in the UK and Europe. Prior to joining iPipeline in 2018, he held notable roles with TCP LifeSystems, BGL Group, and Frost & Sullivan.

    Chris earned a BA in Business from Oxford Brookes University, and in his free time enjoys watching and playing sport, particularly hockey (field, not ice!), spending time with his family, and is an active member of his local church.

  • Riad Hasan, Assistant Vice President, Support, is responsible for Enterprise Product Support at iPipeline. Riad joined iPipeline in 2019, and previously held notable roles as Chief Information Officer at National Western Life Insurance Company, and Senior Director of New Business and Distribution Technology at Genworth Financial. Riad earned a Masters in IT Management from the University of Virginia and a Bachelors in Chemical Engineering from Lafayette College. In his free time, Riad enjoys photography, foodie pursuits, and spending time with family.


Product & Research and Development

  • Chris Nichols, Executive Vice President of Research & Development, brings over 24 years of Life Insurance software experience to his role at iPipeline. Joining the team in 2007 as Director of Research & Development, he was quickly recognized as an invaluable asset within the organization, overseeing multiple extensive application platform rewrites and updates, and even leading initiatives for iPipeline Japan.

    Chris became a member of the Life Insurance Software industry in 1995 when he started as a  developer at LifeLink, progressing to a product manager and eventually the Director of Technology. It was in these early stages of his career that he began developing his experience managing products, information technology strategies, and quality assurance.

    In his current role as EVP of Research and Development, Chris has a special focus on DevOps and improving processing within the organization.

    Chris is a graduate of University of Kansas with a Bachelor of General Studies in Environmental Studies. Outside of the office, Chris is an avid trail runner and raises puppies for Guide Dogs for the Blind.

  • Tim Parsons, Senior Vice President, Research & Development, is responsible for R&D for the IFS Platform and Wealth Management products including Client Onboarding, Asset Movement, Account Maintenance, and Advisor Transitions.

    Tim joined iPipeline in 2020 with the IFS acquisition, a company which he founded and where he served as President for over 17 years. He led the development of the IFS Automation Platform, a modern platform for business process automation that is currently deployed in mission-critical applications at some of the world’s largest financial institutions. Prior to IFS, he served in varied leadership positions in the financial services industry, including serving as the CIO for Wachovia Securities.

    Tim earned a BS in Computer Science from Bucknell University, and completed the Executive Leadership Program at UNC’s Kenan-Flagler Business School. In his free time, Tim enjoys golf, pickleball, and mountain biking.

  • Martin Redington, Senior Vice President of Technology, is a part of the Global R&D and UK management team. In his role, Martin is responsible for driving the technology function to enable further rapid growth via our migration to AWS, and is focused on delivering value more rapidly to the ever-changing and dynamic customer and market needs. He works closely with the Global R&D team to ensure alignment on best practices and maximizing global efficiency.

    Martin brings over 30 years of experience in Financial Services software to iPipeline. Career highlights include: working as the Head of Finance IT for Greenwich NatWest, and over a decade at Microgen, where he headed up and grow the Professional Services function and the Product Management function. Most recently, Martin served as the Chief Technology Officer at Aptitude Software plc.

  • John Peart is the Vice President of iPipeline Canada. Prior to the acquisition of Bluesun by iPipeline in March 2019, John Peart most recently served as President. During his 17-year tenure with Bluesun, he held a variety of other roles, including: software developer, architect, VP of Delivery Assurance, and Chief Technology Officer. He found his way to Bluesun through the University of Waterloo coop program while completing his BAS in Computer Engineering.

    As a founder of and technical lead at Bluesun, he watched the company grow from a 3-person startup into a 50+ employee organization. With responsibilities including project management, systems architecture, business analysis, finance, engineering, and system administration, John has a holistic view of the company. He continues to be motivated by working closely with clients and the iPipeline team to utilize contemporary technology to solve everyday business challenges.

    John currently lives in Burlington, ON, where he was born and raised. He enjoys spending family time with his wife and daughter and, in true Canadian fashion, staying active with his long-time hockey team.

  • Roy Goodart, Vice President, Product Management plays a critical role in advancing iPipeline’s SSG Digital® platform and the direct to consumer digital experience. Goodart has more than 20 years of success in managing SaaS and business process automation platforms for the life insurance and financial services industry. He was instrumental in bringing to market the industry’s first web-based agency management system and the first commercially available multi-carrier e-Delivery platform, of which he is the co-inventor of a software patent that iPipeline currently owns.

    He comes back to iPipeline from Paperless Solutions Group, where he served as Chief of Product and Customer Success. Prior to Roy’s role at Paperless Solutions Group, he held key executive positions at Prospect9, Aplifi, AgencyWorks, and InsureSocket. He earned a BS in Marketing at Westminster College, and an MBA from the University of Phoenix.

    In his free time, Roy loves to travel both domestically and internationally whenever possible, spending time on the beach or in the mountains. He also has a passion for restoring vintage cars.

  • Alan Bett, Vice President, Product Management, is responsible for two product lines at iPipeline- Resonant (Underwriting & New Business) and our illustration platforms (WELIS, iPipeline).

    Alan joined iPipeline from the insurance carrier side of the industry where he held IT leadership roles with Manulife and John Hancock in the sourcing and delivery of solutions to drive the digitization of all aspects of business acquisition and processing.

    Alan is a graduate of the University of Waterloo, where he studied Mathematics and Computer Science. In his free time, Alan enjoys travel, sports and home improvements.

  • Stephen Slocum, VP illustration Services, is responsible for managing illustration services at iPipeline.

    Stephen joined iPipeline in 2020 with the WELIS acquisition, where he served as Partner in charge of product loading and new client onboarding for almost 20 years. Prior to WELIS, he held progressive roles with John Hancock, culminating with Senior Consultant after 6 years of service.

    Stephen earned a degree from Purdue University in Mathematics, Statistics, & Actuarial Science and is a Fellow in the Society of Actuaries. In his free time he enjoys coaching his sons’ baseball teams, hiking, and going to the gym.

  • Paul has over 25 years’ experience in Product, Strategy and Business Development leadership roles, driving business strategy and transformational growth. Prior to joining iPipeline in 2015, Paul served as the Managing Director for OnTheWold Ltd. At iPipeline, Paul’s focus is on providing a portfolio of innovative technology solutions for advisers and providers which drive down costs in the sales process. He believes that technology is more important than ever before in the distribution of financial services. As a result, iPipeline are delivering next-generation solutions which challenge the status quo in order to drive the protection market forward and enable advisers to provide timely advice to all customer segments. Paul is a graduate of St. Dunstan’s College.

  • David Libesman, VP of Data Analytics, launched and manages iPipeline’s enterprise Data Analytics and Data Science practice. As a previous Sales Director at iPipeline, David learned the insurance industry and spent time with customers understanding their key pain points. Combining this understanding with previous experience co-founding his own BI company, he has delivered industry-leading machine learning algorithms and advanced analytics, which are key drivers to increased revenue, operational efficiency, and reduced risk for all customers in our ecosystem.

    David has more than 30 years of experience in enterprise sales, management, marketing, and product. Prior to joining iPipeline in 2016, he held roles with 9Dots Management Corp., Educom Australia, and Accenture. David graduated with a Bachelor of Commerce degree from the University of New South Wales in Sydney, Australia with a double major in Information Systems and Accounting. In his free time, David enjoys running and spending time with his family.


People, Finance & Administration

  • Kevin Baer, Chief People Officer, plays a critical role in guiding the employee experience at iPipeline to strengthen its transformative growth. Baer has more than 35 years of experience designing people strategies and building high-performance organizations for clients including ConocoPhillips, Phillips66, United Airlines, and Constellation Energy. He comes to iPipeline from Mpact Leadership Coaching, where he was a founding partner.

    Prior to Mpact Leadership Coaching, Kevin held key executive positions at Continental Airlines Travel University,, Corestaff Staffing, and Sales Performance International. He earned a Bachelor of Education and Communications Degree at Indiana University of Pennsylvania and pursued post-graduate studies in Communications at University of Pittsburgh.

    In his free time, Kevin enjoys spending time with his three sons and is an avid motorcycle enthusiast. He owns 5 dogs and is an active advocate of dog rescue charities. Kevin has also supported international orphanages in India and Guatemala.

  • John Bryner, Chief Financial Officer at iPipeline, leads the Accounting, FP&A, and Security operations of the organization. John joined the iPipeline team in April 2012 as a Finance Manager, with a strong skillset and business acumen that later helped him advance to Director of Finance, AVP of Finance, and now CFO. Over the course of his time with iPipeline, he has successfully guided the finance organization through numerous acquisitions, as well as debt and equity recapitalization.

    At the start of his career, John worked as an auditor at Mercedian, P.C., CPAs, and BDO Seidman. He later went on to become a Controller at Independence Capital Partner, before beginning his career at iPipeline.

    John holds a B.S. in Accounting from Lehigh University, an MBA from Villanova University, and is a Certified Public Accountant. He resides in Malvern, PA with his two daughters.

  • Helen Jones is HR Director of iPipeline in the UK, focusing on culture, employee engagement, development, talent acquisition and retention.

    At iPipeline, Helen is responsible for ensuring the right policies, procedures, management practices and support is in place to enable every team member to develop and be the best they can be. Alongside the business awards, iPipeline in the UK has also been recognised regionally as one of the best places to work.

    Helen has significant experience working within the field of HR within the technology sector starting her career in recruitment and HR with IBM, Helen has recently celebrated 20 years’ service with iPipeline (formerly Assureweb).

    Helen is a member of the Chartered Institute of Personnel and Development (CIPD).

  • Dan Dayanim, AVP of Global Security & Compliance, has over two decades’ of experience in delivering managed security, network, infrastructure and cloud services. Prior to joining iPipeline in 2013, Dan served as the Senior Director of Product Architecture for IPR International, where he developed their managed cloud offering. Prior to that, he led the managed network and security services organization at SunGard Availability Services, serving in various executive level roles during his 13 year tenure.

    In his current role with iPipeline, Dan is focused on ensuring that our applications and infrastructure meet the highest security standards and comply with applicable regulations.

    Dan is a graduate of Rutgers University, where he studied Electrical Engineering. In his free time, Dan is an avid reader of science fiction and history.

  • Randy Ford is a partner at Lauletta Birnbaum, LLC – a boutique law firm primarily focuses on software and technology. While the firm has served as outside general counsel to iPipeline since 2008, Randy joined the team in 2012. Randy provides iPipeline with a broad range of services integral to our long-term success, such as the negotiation of customer and vendor contracts, protection and enforcement of intellectual property rights, advice and handling of employment matters and policy implementation, and input on various corporate and strategic planning decisions. When the need arises, Randy also participates in compliance discussions with customers pertaining to the ever-changing and always-evolving regulatory and data security landscape. He has also presented numerous times at our user conference, Connections.

    Randy earned a BA with honors in Political Science from Rutgers University, and a JD with honors from the Rutgers University School of Law-Camden.

* Mr. Ford is a partner with the law firm of Lauletta Birnbaum, and not an employee of iPipeline.

Valued Senior Advisors

  • Tim Wallace is a Strategic Advisor to iPipeline and has over 30 years of experience in the software, service, and consulting industry. In 2008, Tim joined iPipeline as CEO with the mission of scaling the company and solidifying iPipeline as an industry leader and innovator. Under his successful leadership, the company grew to be the largest provider of SaaS to the Life and Annuity industry, and was acquired by Roper Technology in 2019. With this change in ownership, Tim pivoted into a Strategic Advisor role, guiding the company in future mergers and acquisitions to continue expanding iPipeline’s market share and influence on the Insurance and Financial Services industry.

    Tim previously served as President and COO of MEDecision Inc., a public software company. Prior to MEDecision, Tim was the CEO and Chairman of FullTilt Solutions, Inc. FullTilt was recognized by Forrester and Gartner Research as the leading enterprise product information management software in the marketplace. Mr. Wallace is a winner of the 2011 Ernst & Young Technology CEO of the Year, the 2013 PACT Enterprise Award for Technology CEO of the Year, and the 2014 Red Herring Top 100 Award.

    Prior to joining FullTilt in 2000, Tim served as CEO of systems integrator XeroxConnect, and as the President and CEO for XLConnect Solutions, Inc., where he was also one of the founders of the company. Tim and other members of the management team took the company public in October of 1996. Xerox acquired XLConnect in June of 1998 for approximately $420 million.

    Tim was formerly a partner in The Waldec Group, a system integration company that was twice on the Inc. 500 list. He previously spent eleven years with Arthur Andersen & Company, where he was Managing Director of the Business Consulting Practice.

    Tim received a Master of Business Administration from Miami University and a Bachelor of Science Degree from Indiana University of Pennsylvania. He is a member of the American Institute of Certified Public Accountants and has served on the following boards: AccuWeather, BizEquity, FullTilt Solutions, Knova, MEDecision, Migo Software, NitroSecurites,, Serviceware, Snickelways, and XLConnect.

  • Prior to transitioning to a senior advisory role, Michael Persiano served for 13 years as the Chief Marketing Officer for iPipeline. As CMO, he was responsible for international marketing activities encompassing brand management, corporate positioning, demand generation, advertisement, market research, communications, sales enablement, customer advocacy, events management, public relations, and analyst relations. He directed the efforts of teams in North America and the UK.

    Michael has a salient record of performance in building brands and markets for products and services for SMBs and major corporations. His marketing background in diversified industries spans more than 30 years and includes key executive positions at: Lockheed Martin, Computer Sciences Corporation, DecisionOne, FullTilt Solutions, Satori Group, and Fusion Sales Partners. Michael is an invitational member of the CMO Council and CMO Network. He currently serves on the PACT (Philadelphia Alliance for Capital and Technologies) Editorial Advisory Board and provides guidance to emerging technology companies on brand and demand-building strategies and tactics.

    Michael was the recipient of a full academic scholarship to Drew University for Ph.D. studies, earned Master of Arts and Bachelor of Arts degrees from Fairleigh Dickinson University, and taught business and marketing communications as a Visiting Lecturer at Rutgers University. He is a black-belt in Tae Kwon-Do, an internationally recognized bonsai master, and an extensively published author and poet. Michael and his wife reside in Chester County, PA.


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