Chief Executive Officer
As CEO of Marsh McLennan Agency’s East Region, Andrew is responsible for the strategic vision of the organization and its growth and acquisition strategy. Neary took the reins as company founders stepped down at the end of 2020, and in early 2021, Andrew solidified his expansion of the senior leadership team with new roles for current executives, and adding experienced individuals Pat McGinn and Krystie Dascoli to the team. Andrew’s vision is to build on the core values behind Marsh McLennan Agency’s current success while evolving its business and growing and developing its colleagues.
“I believe we will continue to grow beyond our current success as we evolve and expand our services and solutions to help employers of all sizes minimize their risk and maximize the value of their benefits investments.”
Chief Financial Officer, Chief Operating Officer
John P. Whitehead joined Marsh McLennan Agency Group in 2018 as Chief Financial Officer charged with supporting the growth, profitability and infrastructure of Marsh McLennan Agency. As a business partner to the Marsh McLennan Agency leadership team, John helps develop and execute the long-term strategy of organic growth coupled with strategic acquisitions, and operational initiatives to build upon the foundation of the organization. John uses his more than 20 years of executive leadership experience to oversee the finance, contract, infrastructure, and operations teams. As a key member of the executive team, John oversees financial reporting and analysis, strategic planning, metrics, forecasting and internal controls.
Director, Human Resources
Monica is a dynamic human resources (HR) professional sharing her more than 15 years of strategic and tactical experience in benefits, recruitment and HR management with Marsh McLennan Agency. Prior to her current position, Director of Human Resources, Monica spent 3 years working with Marsh McLennan Agency as an HR Generalist. A business leader focused on the growth and development of our most important resource, our colleagues, Monica uses her deep skills in problem solving, system improvements and business partnership to help Marsh McLennan Agency achieve its goals. Monica leads a team of more than five HR-dedicated colleagues comprising benefits management, recruiting, and learning and development. Monica completed her undergrad Indiana University of Pennsylvania studying Business Administration, Marketing and French.
National Sales Leader
As the National Sales Leader, Pat develops new services and products to address emerging marketplace and client needs, while recruiting and coaching high performance producers and support talent to expand technical expertise and reach new sources of direct and cross sale revenue. Pat a wealth of experience in developing new markets and a commitment to growing and empowering employees and promoting diversity through mentorship, training and active initiatives. In his role, Pat leads the sales and marketing organizations to develop and execute a growth strategy through new and existing segments and distribution channels.
Voluntary Benefits Practice Leader
As the Practice Leader of Voluntary Benefits for Marsh McLennan Agency, Krystie is responsible for overall strategic planning, regional and national carrier partnerships, resource development, and product initiatives. She serves as the lead subject matter expert for Marsh McLennan Agency, advising clients and colleagues voluntary benefits products, marketplace trends and emerging technologies. Krystie joined Marsh McLennan Agency in 2021, focused on developing new voluntary benefits strategies and bringing new products to employers to help them enhance the value of their benefits programs. Krystie is a member of the Advisory Board for the Voluntary Benefits Association.
National Practice Leader, Absence, Disability, & Life
Greg serves as national leader for Marsh McLennan Agency’s Absence, Disability & Life (ADL) practice. Greg works closely with the local Marsh McLennan Agency consulting teams in Pennsylvania, New York, San Francisco, Charlotte, Chicago, and with account colleagues across the national on Marsh McLennan Agency’s largest accounts. When not advising clients, Greg uses his 30+ years’ experience in the group insurance industry to direct Marsh McLennan Agency’s large employer consulting strategy, leading a team of 40+ specialty practitioners. Greg and his senior leaders ensure focus on helping clients manage the complexity of their time away from work programs.
Employee Health & Benefits Practice Leader
Theresa has worked in the employee benefits field for more than 17 years, now serving as Practice Leader for Employee Health & Benefits (EH&B). Prior to overseeing the practice and its strategic account teams consulting clients on their benefits strategies, Theresa led the cross-discipline Strategic Initiatives Division focused on managing and deploying experts in data analytics, compliance, well-being, prescription drug, and stop loss, including the MMA Stop Loss Center of Excellence. In her newest role as Practice Leader, Theresa collaborates with thought leaders across the organization to develop new strategies to help employers minimize their risk and maximize their investment in their employee benefits programs.
Practice Leader, Technology Consulting & Administration
Rob brings his more than 25 years of experience in development and deployment of high-volume state-of-the-art applications to Marsh McLennan Agency clients as the Practice Leader for our Technology Consulting & Administration Practice (TCAS). In this role he oversees all facets of the division’s operations, management, and services from technology consulting, to outsourced benefits administration solutions, to COBRA, ACA, and Spending Account solutions for clients of all sizes. Rob is focused on helping clients to assess their technology needs and develop strategies to implement the solutions that are the right fit for their culture, budget, and business objectives.
Practice Leader, Retirement Services
Jim came to Marsh McLennan Agency as part of the 2019 Centurion Group LLC acquisition where he spent 15 years providing asset management and financial planning services to individual and institutional clients. Jim is passionate about continuing his retirement services with Marsh McLennan Agency, saying, “We have the ability to be successful and fulfill a social purpose. Our work impacts generations of families.” Throughout his professional experience Jim has been received many awards include 401 Top Retirement Advisors, 2017 DC Industry Leaders, 2017 Top 100 Retirement Plan Advisers, 2017 Top Defined Contributors (DC) Advisor Teams, Spark Advisor Award in Plan Design and Administration Innovation.