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Solid
Solutions


for
Insurance
and

Financial
Systems

Robert Selander - President
Robert has over 27 years’ experience as a lead systems developer in a variety of industries including 15 years working with life insurance and annuity systems. Twelve of those years were spent working with the TriMark LANmark and Transcend Systems.

For American Express, he has been responsible for performing technical analysis on the Trimark system, designing the best approach to satisfy the requirements of the Business Requirements Documents, estimating project efforts, writing program specifications, and developing software.

At John Hancock, Robert played a lead role in designing and implementing virtually all of the major development efforts performed by Ashton Consulting for their version of the LANmark System.

At Sun Life of Canada, he participated in the conversion of a variable annuity product from a mainframe system to the TriMark LANmark System and designed variable payout functionality in Sun Life’s version of LANmark. He was also the team leader for a number of major enhancements to their mainframe annuity processing system.

 

Wayne Martin - Vice President,
Technology Development

Wayne has over 16 years of financial systems experience including 12 years working with life insurance and annuity systems, 10 of which were spent working with the TriMark LANmark and Transcend Systems.

Wayne is responsible for overseeing the technology aspects of all of Ashton’s development activities. He is responsible for recommending hardware and environmental solutions for the clients and takes a lead in helping to resolve technical issues.

For American Express, Wayne has been a lead technical developer for designing and implementing several development efforts and was the lead technical consultant to AMEX for their successful upgrade of the LANmark System. He has also performed a variety of hands-on programming functions and has been the lead resource for providing assistance to the staff responsible for documents.

At John Hancock, Wayne was a lead technical developer for designing and implementing multiple major LANmark development efforts and was the lead technical consultant for the successful upgrade of the LANmark application in 1999.

As an employee of Sun Life of Canada, he gained in-depth exposure to the TriMark LANmark System and was a key developer for a number of major enhancements to both their mainframe annuity processing system and the TriMark LANmark System.

 

Dante Pintabone – Project Manager,
Senior Consultant

Dante is President of Pintabone Consulting, Inc. He has agreed to partner with Ashton Consulting Group, LTD., to assist with overseeing Ashton’s client accounts. He is the primary contact for all new and existing accounts and plays a major role in working out the details of the Company’s contractual arrangements.

For the AMEX account, Dante has played a key role in scoping project requests and providing estimates, as well as managing projects to ensure they are meeting the needs of the client and that they remain on track. He has also been responsible for creating design documents and test materials, and for performing hands-on testing for several projects to certify that they are ready for delivery to the client.

Dante also travels onsite to Minneapolis to assist with project installations and initial shakedown, and to conduct training for the AMEX staff.

Before starting his own consulting practice, Pintabone Consulting, Inc., in the fall of 1999, Dante worked for 23 years at John Hancock, where he played a major role on a variety of projects to implement new insurance applications and new insurance and annuity products.

As a Project Manager, Dante worked on the project for creating the mainframe based FlexV System, which handles the administration of the majority of John Hancock’s Variable Universal Life products. He was Project Manager for the creation of John Hancock’s first Corporate Owned Life Insurance application, for implementing the NaviSys LifeCAD/MP System, and the TriMark LANmark System.

In 1997, Dante became the Director of Retail Client Server Product Administration Systems at John Hancock, and in 1998, he was appointed Program Director for John Hancock’s Product Processing Program, a multi-year program to beef up John Hancock’s manufacturing capabilities via a variety of environmental changes including the purchase of two new software applications, the McCamish VPAS COLI System and the Leverage Group’s PolicyLink System.

 

Carl Kenney - Project Manager/
Senior Consultant

A former Systems Manager at Sun Life, Carl has over 23 years of systems management and business analysis experience in the life insurance and annuities industry. Experienced in all phases of the systems development life cycle, he has successfully managed a number of project teams working on a variety of different technical platforms, including several years working with the TriMark LANmark application.

For American Express, Carl has functioned as the release manager for Ashton and has been responsible for ensuring that program versions for new releases are correct, preparing complete installation documentation, preparation of the installation package, and performing the on-site installation. Carl also has performed programming and system test functions.

Carl joined the Ashton Consulting Group in 1999 as a lead business analyst on the John Hancock LANmark application support team. Within a few weeks, he was asked to assume the role of Systems Manager for the team. Carl was a major contributor to a number of the team’s successes, including the upgrade of the LANmark application. He was equally successful managing project teams and working as a hands-on business analyst.

 

Catherine Martin - Project Manager/
Senior Consultant

Cathy has over 11 years experience working with life and annuity products and applications.

For American Express, Cathy has been a key resource who assists in determining project scope and providing estimates, and participates in all phases of system implementation.

She amplifies in detail the requirements for the project and assembles those details into a well-constructed document, based on models of its events, as-is and to-be processes. This document serves as the foundation for the detailed design document.

Cathy also develops and documents a testing strategy for the project, so appropriate facilities can be put in place at the right time so early testing activities can be commenced. She manages projects to ensure they are meeting the needs of the client and remain on track. She develops the test conditions, test scripts, and expected results for each new system requirement. Cathy also performs hands-on testing, and validates results to certify that the project is ready for delivery to the client. She also develops all of the training documentation.

Cathy travels onsite to Minneapolis to assist with the project installations and initial shakedown, and to conduct training for the American Express staff.

Before joining Ashton Consulting Group, Cathy worked for 7 1/2 years as an employee of John Hancock Financial Services, where she gained in-depth experience in all aspects of life and annuity products, both as an IS service provider and as a customer of IS services.

In 1996, she helped form a new business unit to service John Hancock’s Corporate Owned Life Insurance business sold through the “M” Financial Group and more prominent agencies and brokers. With the majority of the policies housed on the Trimark LANmark System, this unit currently handles over $250 million in premiums.

Due to her extensive knowledge of high-end, complex insurance products and their associated service needs, Cathy was asked in 1998 to join the team responsible for implementing the McCamish VPAS COLI System. Her responsibilities included working with her business partners to gather and document requirements and working with the developers to identify technical solutions. In her role as Project Manager, she was responsible for developing estimates and project schedules; test plans and test scripts; and also performed a variety of hands-on testing activities.

Cathy also traveled onsite to Atlanta to work with developers in creating the detailed design document.

 

Guy Petrover - Lead Developer
Guy joined Ashton Consulting Group in early 1999 as a lead developer and was immediately put to work on the team that supports John Hancock’s TriMark LANmark application. He has used his outstanding technical skills to help solve a number of issues and move projects forward. He was a key player in working out the details of John Hancock’s upgrade of the LANmark application, having designed and implemented a number of the utilities used to perform the necessary conversions.

For American Express, Guy has been a lead technical consultant. During the upgrade to MAGIC, Guy wrote a number of ‘C’ language utilities that performed mass changes to the MAGIC control files to update the Trimark system’s file locking and access strategies, along with a variety of other functions.

Guy has been a technical lead on all of the development projects that Ashton has completed for AMEX, playing a key role on each project: participating in design activities, writing programming specs, programming the changes, and ensuring that technical issues are resolved quickly.

 


Marsha McCormick – Document Specialist

Marsha has twenty years of experience in the annuity and insurance industries, having worked for Sun Life of Canada, Keyport Life Insurance Company, and Star Insurance Company. She joined Ashton Consulting in 2001 to provide assistance to the staff at American Express who are responsible for the correspondence system.

In the LANmark System, she has extensive background in creating and maintaining documents supporting the sale and servicing of annuity products, having programmed documents and macros in WordPerfect 5.1 and 7.0 macro/merge language, and database variables in MAGIC. This LANmark experience totals ten years.

During Keyport’s conversion from the LANmark annuity system to Transcend (DOS WP5.1 to UNIX WP 7.0), Marsha assumed responsibility for the conversion, reprogramming, unit testing, and implementation of over 400 documents. She also worked with the testing team to ensure integrity of data and Y2K compliance, and to troubleshoot data problems.

At Star Insurance (now e-Policy), Marsha developed software and forms for insurance applications, including auto, garage, inland marine, commercial, etc.

For American Express, Marsha has been the key Ashton resource for assisting with the design and modification of a variety of WordPerfect documents.

Her background also includes years of technical writing (end-user, systems, standards and procedures) including project and resource management roles. In addition, she does some web design and HTML.

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