Our People

Client Case Manager

Sally Adams

Ms. Adams is responsible for underwriting execution and management, transaction closure, new business/underwriting reporting, and implementation and service transition.

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Administrative Coordinator

Nita Collins

Case Manager

Blaine Davila

Senior Analyst

Ameya Dighe

Mr. Dighe serves the role of Senior Analyst with primary responsibilities including proposal design, existing plan review and strategic corporate analytics.

Mr. Dighe uses his knowledge of business, finance and statistics to provide strategic, commercial and financial analysis. He previously worked as an analyst in the Financial Planning and Analysis Department at Citigroup as well as completing an internship in the Risk Management Department at the Central Bank of India.

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New Business Administration Manager

Danielle Donohue

Ms. Donohue is responsible for managing the company’s new business administration. She supports all aspects of the company’s new business and underwriting processes, including licensing and appointments, the insurance application process, pre and post underwriting, transaction closure, legal documents, implementation and service transition, and in-force policy support.

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Co-founder and Principal

Dale K. Edwards

Mr. Edwards serves as Principal of Triscend^NP. As a co-founder, Mr. Edward’s vision is to take the experience and discipline from his investment banking background and provide unique products and services to the employee benefits sector. Mr. Edwards has used his extensive investment banking and M&A experience to invent numerous proprietary strategies.

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Salesforce Administrator

Stephen Edwards

Client Relations Coordinator

Matthew Edwards

Client Relations Manager

Brandi Foster

Ms. Foster is responsible for all aspects of client relations including hosting regular reviews with clients and their advisers, providing accounting and financial support, assisting in benefit transactions, ensuring ongoing compliance, and providing ongoing customer service.

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Co-founder

Robert Gutherman

As a co-founder, Mr. Gutherman saw a need in the hospital and nonprofit markets for a more socially responsible way to address executive retirement benefits. With these sectors facing increasing challenges in attracting and retaining key talent, Mr. Gutherman saw Triscend^NP as a provider of superior benefit programs for executives that simultaneously promote financial stability for the participating organizations.

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Client Relations Coordinator

Robert Guzman

Senior Executive Benefits Consultant

Kristie A. Hartmann, JD

Ms. Hartmann serves as a Senior Executive Benefits Consultant and works individually, and corporately as needed to support the efforts of the Triscend Principals, to collaboratively design and implement high-impact solutions for both prospective and existing clients.

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Controller

Christina Henry

Ms. Henry is responsible for all areas relating to financial reporting. Working with sound accounting principles, she develops and maintains best practices and procedures to ensure accurate and timely financial statements. Ms. Henry supervises the accounting team across a multitude of accounting activities including general ledger preparation, financial reporting, year-end tax return preparation, and the support of budget and forecast activities. She interfaces with client advisors and supports the executive team.

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Executive Assistant

Jodie Martin

Matt Morris

Matt is responsible for overseeing the client relations department, including ensuring our clients’ needs and expectations are met at every step of their journey with us. His focus is on providing ongoing plan administration, including financial, accounting, and compliance support for clients and their advisers.

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Vice President

Bonnie J. Roan

Bonnie joined Triscend^NP in 2016 as Business Development Case Manager bringing over 20 years of customer service and office administration skills. She leads the new business and client relations teams, ensuring clients’ programs are implemented and serviced with the highest level of quality and professionalism.

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New Business Assistant

Nancy Shore

Ms. Shore is the New Business Assistant, providing administrative and office support for all organizational departments to facilitate the efficient operation of the organization.

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Chief Operating Officer

Alexandria Staron, MBA

Ms. Staron joined the company in 2009 and has served in a leadership capacity for several departments over the years. Currently, Ms. Staron oversees a wide range of functions at Triscend^NP including Business Development, Client Relations and IT. In her role Ms. Staron is responsible for the quality of work product of various departments, the automation and improvement of processes, and the support of company of strategic initiatives.

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Director of Marketing

Jessica White

Co-founder and Principal

H. David Wright

Mr. Wright is a co-founder and principal with primary responsibility for strategy and business development and has served in this capacity for 20 years. Areas of expertise include business development, compliance, business transactions, and financial and accounting topics. Additionally, he has over 12 years of previous experience in the healthcare field and has held executive positions ranging from operations to business development.

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Benefits Analyst

Zeinab Zangeneh

Ms. Zangeneh serves in the role of Benefit Analyst and supports both the Business Development and Client Relations departments.  With primary responsibilities in design modeling and analysis of in-force Supplemental Executive Retirement Plans, Ms. Zangeneh assesses the suitability and stability of new and existing retirement benefit programs.

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