FALL 2017 BANK/TASC SPEAKERS

Tommy McDonald
Tommy McDonald
MarshBerry
Vice President
Tommy McDonald joined MarshBerry in 2008 as a Financial Analyst primarily responsible for the statistical compilation and interpretation of financial information for clients. He also played a major role in preparing valuation reports, perpetuation plans, compensation plans, sales management engagements, and other general consulting projects.

More recently, Tommy served as the Product Manager for the firm’s proprietary sales management technology, The MarshBerry Sales Portal. His responsibilities included sales, implementation, and product development of the sales management software as well as consulting services built around differentiation, service plan design, and stewardship reporting.

In 2012, he was promoted to Vice President and assumed responsibility for the company’s peer-to-peer exchange networks. His primary responsibilities are to oversee the delivery of partner benefits and to provide guidance and direction to help network partners reach their goals.

Tommy has presented for educational seminars, sales management training, insurance industry meetings, and executive leadership forums. He is also a frequent contributor to insurance-related articles. He currently sits on the Board of the Ohio chapter of the Insurance Industry Charitable Foundation.

Prior to joining MarshBerry, he held a position with a national home building company. He holds a bachelor’s degree in business administration from John Carroll University.

Igor Volzhanin
Igor Volzhanin
DataSine
CEO
Igor is the co-founder and CEO of DataSine. He moved to London to do a PhD in Psychology and Computer Science at the University of London. Prior to that, he spent 5 years working in international development and lived in New York, Frankfurt, Tirana and New Delhi. He is passionate about bringing his research to life and helping companies build meaningful relationships with their customers.

John Wepler
John Wepler
MarshBerry
Chairman & CEO
A vital resource in mergers and acquisitions (M&A), as of December 31, 2017, John Wepler has personally advised on 207 M&A transactions since joining Marsh, Berry & Company, Inc. (“MarshBerry”) in 1991. He is an in-demand industry speaker because of his extensive knowledge in organic growth management, valuation enhancement strategies, business planning, perpetuation, financial management and M&A. As Chairman and Chief Executive Officer of MarshBerry—and CEO of the wholly-owned FINRA registered broker/dealer MarshBerry Capital, Inc.—John’s leadership and industry experience has benefitted many insurance industry professionals.

A Respected Adviser
John’s stewardship in the insurance industry has positioned him over the years as a sought-after adviser and chairperson for a range of organizations. He currently serves as an adviser to the board for the Worldwide Broker Network. Previous board positions include the Chairman of the Board of the Midwest Division of the Insurance Industry Charitable Foundation (IICF), the IICF’s national Board of Governors, Independent Insurance Agents & Brokers of New York, the American Bankers Insurance Association, and adviser to the Disabled Veterans Insurance Careers (DVIC) Board.

An Industry Mentor
John brings his deep advising experience to the ground level at industry seminars and events, as a keynote speaker and leader of executive forums. He strongly believes in advancing the industry and growing businesses through peer engagement and benchmarking. He is often a keynote speaker at insurance carrier elite meetings, national conferences and leadership forums, including:
• Council of Insurance Agents & Brokers conferences
• Chubb Wharton Executive Leadership Training
• Selective Executive Symposiums
• S&P Global Market Intelligence investment workshops

An Invested Partner
With extensive experience in all facets of insurance business planning—from organic growth to perpetuation—John’s skillset allows for designing innovative, progressive strategies that help owners as they work to realize their business goals and life’s dreams. Professionally, he maintains the Series 62, 79, 99, 24 and 63 FINRA registrations through MarshBerry Capital, Inc., the affiliated FINRA-registered Broker/Dealer of Marsh, Berry & Company, Inc. John earned his bachelor’s degree in finance from Ohio University and has a master’s degree in business administration from Kent State University.