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Legend
The Political Operative Who Learned to Sell Tax and Insurance
Executive · Operator · Creator

The Political Operative Who Learned to Sell Tax and Insurance

She swapped Capitol Hill for the corner office of marketing, and now she has to make accounting, tax and insurance sound like something worth reading. Here is how a campaign operative became the brand voice of a $2.8 billion firm.

donna-mirandola · cbizRead →
Legend
JK
Executive · Operator · Creator

Joli Kindler Built a Brand Inside the Quietest Corner of Finance

A marketing coordinator who never left, and spent fifteen years turning insurance brokerage into a brand people could actually feel.

joli-kindler · nfpRead →
Legend
Rashmi Melgiri
Founder · Executive · Operator

Rashmi Melgiri

Rashmi 'Rush' Melgiri is the co-founder and CEO of Functional Finance, a San Francisco insurtech building the financial operations platform that automates billing, premium collection, reconciliation, and money movement for insurance operators. An MIT-trained economist, she previously co-founded and ran operations at CoverWallet, the commercial insurance startup acquired by Aon in 2020. She started Functional Finance in 2021 after living the pain of chasing money across email chains inside the insurance back office, and has since raised $36M, including a $20M Series A led by Walkabout Ventures, while growing premium payment volume more than 2,500% year over year.

rashmi-melgiri · functional-financeRead →
Legend
Matt Levin
Executive · Operator · Investor

Matt Levin

Matt Levin is the CEO of Modern Health, a leading global workplace mental health platform. A serial CEO with two decades of leadership across HR technology, health care, and benefits, Levin has helmed Benefitfocus (sold to Voya Financial), People 2.0 (a 50-country HR platform), and held C-suite roles at ADP and Aon. He was part of the core team that engineered the landmark $4.9 billion Aon-Hewitt merger and was recognized as a World Economic Forum Young Global Leader in 2013. A Chicago-based operator and longtime lecturer at both Northwestern and the University of Chicago, he now leads Modern Health's mission to bring proactive, globally equitable mental health care to the world's workforce.

ceo · modern-healthRead →