Anne Marie McCarthy, President and CEO

Ms. McCarthy has worked in the self-funding industry for 15+ years. She started her career working for a third party administrator in 1988. In 1990, she took a position as Senior Stop Loss Auditor for a carrier. Ms. McCarthy joined Montgomery Management in July 1991. She was promoted to Manager of Claims and Contracts in March 1997 and subsequently to Director in March of 1998. Ms. McCarthy became Montgomery's Chief Operating Officer in 2003, and was promoted to President and CEO in July 2004.

Ms. McCarthy graduated from Montgomery College with a degree in communications. She has completed courses of the CEBS program through The Wharton School of Business and has industry designations for completing HIAA and LOMA course work.

Carrie Staab, Chief Underwriting Officer

Ms. Staab began her career at an MGU in 2001, where she was an underwriter and claims analyst for a prescription drug program.  In 2003, she was promoted to stop-loss underwriter and remained in this position until she joined Montgomery Management in January 2005.  In January 2006, she was named Director of Underwriting and in August 2008, she was promoted to Chief Underwriting Officer.

She has a BBA degree from Temple University, where she dual majored in Risk Management & Insurance and Human Resource Management.  In 2004, Ms. Staab received her MBA degree with a concentration in Insurance and has completed three of eight courses toward her CEBS designation.

Lisa Schneider, Senior VP of Underwriting

Ms. Schneider has worked in the group insurance field since 1984. She entered the Prudential Insurance Company Management Trainee program in 1984. She successfully completed this program in the AARP Claim Department. In October 1987, Mrs. Schneider transferred to the Prudential Central group Operations where she began her training in group underwriting. She joined Montgomery Management in August 1991 as Senior Underwriter. She was promoted to Manager of Underwriting in March 1996 and promoted to Director of Underwriting in March 1997.  Mrs. Schneider graduated from Vanderbilt University in 1984 where she earned a BA in business and economics.

Chris Cooper, Executive Vice President of Sales

Mr. Cooper has worked in the self -funding industry for 18 years. His insurance career began in 1985 with Employee Benefit Administrators in the position of Sales Manager and was promoted to Vice President. He then joined Employee Benefit Plan in 1991 as the Vice President of Marketing where he was responsible for the sales and marketing results for five satellite offices. In 1993, he founded Titan Intermediaries, Incorporated. His company was developed as a full service insurance agency through which Third Party Administrators, brokers and employers could receive stop loss coverage proposals from a number of carriers provided through a single source.

Mr. Cooper joined Montgomery Management in August 2003 as the Vice President of Sales. He graduated in 1979 from Ohio State University where he earned a BA.

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