Don Caldwell is one of Pennsylvania’s most experienced and successful investors, having been the founder or a key principal in two of the Commonwealth’s most active investment groups, Cross Atlantic Capital Partners and Safeguard Scientifics. Don founded and serves as Chairman and Chief Executive Officer of Cross Atlantic Capital Partners, which has raised four investment funds totaling in excess of $500 million of committed capital, and is responsible for the firm’s operations, building the investment team, and growing the Cross Atlantic franchise through fundraising, network development, and deal flow generation.
Prior to founding Cross Atlantic Capital in March 1999, Don was President and Chief Operating Officer of Safeguard Scientifics, Inc. (NYSE: SFE) where he also previously served as Executive Vice President. During Don’s tenure at Safeguard, Safeguard was highly regarded for its growth and technology management skills, investing principally in the information technology industry. Prior to joining Safeguard he held a number of executive positions including President and Chief Executive Officer of Atlantic Financial and a Partner at Arthur Young & Company.
Don holds a Bachelor of Science degree from Babson College and a Master of Business Administration degree from the Graduate School of Business at Harvard. His civic organization roles include serving as a Director and Chairman Emeritus of the Pennsylvania Academy of the Fine Arts.
Dave brings strong business acumen and leadership to InsPro, shaped by over 35 years of experience in the insurance and financial services. Prior to joining InsPro, Dave served as President and CEO of TIAA-CREF Life, a wholly-owned subsidiary of TIAA, from 2012 through 2016. In addition, he served in senior leadership roles in human resources and enterprise performance improvement. Prior to his time with TIAA, he held a variety of senior leadership roles with Thrivent Financial. Among his responsibilities during a 27-year career there, Anderson led front-office operations for insurance and investments, service and sales support operations for the company’s distribution force, and the implementation of Lean Six Sigma across the enterprise.
Dave received his bachelor’s degree in business administration from Concordia College and his M.B.A. from Northwestern University’s Kellogg Graduate School of Management.
As InsPro’s Client Delivery Leader, John leads the consulting services organization responsible for partnering with customers to ensure they obtain the maximum value and success in employing the InsPro Enterprise platform. John is a strong leader, combining nearly 30 years of experience in the insurance and financial services industries with a proven track record in driving business transformation and operational improvements. From start-ups to Fortune 100s, his focus has been on the application of comprehensive, technology-based solutions to achieve market-leading returns on investment.
Prior to joining InsPro, John spent several years as an independent management consultant for a variety of national and global insurance and financial services companies, significantly improving how they leverage Information Technology to achieve outstanding business results. He also served as Vice President and Chief Information Officer at Guardian Life Insurance Company of America and held leadership positions at Prudential Property & Casualty Insurance Company, Business Edge Solutions, and American Management Systems.
John holds a Master of Science in Computer Science from Monmouth University and a Bachelor of Science in Computer Information Systems from the University of Scranton.
Dave is a results driven IT leader with over 15 years of experience in technology delivery, focused largely on the insurance vertical. Throughout his career, Dave has consistently demonstrated a solid understanding of the software development and implementation processes needed to deliver technology solutions in today’s insurance systems landscape. He has both hands-on and management experience in software architecture and development, business and systems analysis, program management, and large enterprise implementations. He is a proven leader, playing integral roles in the development of systems, applications, and processes that cover the spectrum of healthcare and insurance operations for carriers, third-party administrators, and software vendors.
In his role at InsPro, Dave leads the Solutions Architecture, Enterprise Architecture, Development, and Technical Services organizations.
Patty is a key resource for InsPro Technologies, as both an insurance product and systems expert. Patty’s role includes setting the direction for our flagship solution, InsPro Enterprise, managing the business solutions team, and assisting with the staff development needs of the organization. Through ongoing collaboration with InsPro’s client engagement, sales, and technical teams, Patty is also afforded the opportunity to enhance solutions and steer delivery to exceed the goals of our clients’ projects.
Prior to joining InsPro, Patty held a range of positions at Nationwide Financial and Provident Mutual, with responsibilities including project management, quality assurance, and business analysis, from both client delivery and managerial perspectives.
Bob leads the Client Engagement team, which focuses on the day-to-day management and quality delivery of client projects. By assisting in the rollout of a uniform client engagement approach for InsPro, Bob is aiming for his team to provide the highest level of service and delivery possible, while also enhancing client interactions.
Bob has served the insurance industry in many capacities, working for carriers, vendors, and as a third-party consultant. His career spans several decades, with primary responsibilities focusing on strategic consulting, project management, and client delivery.
Frank is an insurance industry veteran who brings more than 40 years of accounting and finance experience to InsPro Technologies. Frank advises management on all accounting matters and is responsible for all finance operations, which includes accounting, financial reporting, treasury management and financial planning and analysis.
Prior to joining InsPro, Frank held various finance leadership positions at GE Auto and Home, Provident American Corporation and Providian Direct Insurance. Frank holds Bachelor of Science and Master of Business Administration degrees from Temple University.
Jacqui’s career includes a long history of insurance operations experience, making her a key subject matter expert at InsPro. She is a versatile leader, with an accomplished track record of performance and profitability in a multitude of roles in the insurance industry. In her current position, Jacqui’s primary responsibilities include shared management of the business solutions team, assisting in the rollout of a uniform client engagement approach, and in collaboration with the client engagement and technical teams, streamlining the approach to client project intake, resourcing, performance, and reporting to efficiently deliver our pipeline of projects.