Our Team
The Montgomery Management team is comprised of experienced industry professionals driven by …
Anne Marie McCarthy, President & 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.
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.
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 promoted to Director of Underwriting.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.
Fay Mecke, Vice President of Claims. Ms. Mecke received her Associate Degree in Accounting from Kansas City Business College in 1977 and also received her Paralegal Certification in 1991 from Main Line Paralegal in Wayne, PA. Fay has worked in the insurance industry since 1980. She started her career at Lincoln National Life Insurance, as a claims examiner, and was promoted to Trainer/Auditor in 1982. Her next career move was to Reliance Standard Life Insurance where she processed Long Term Disability. In 1993 she was hired by NRG to process run-off stop-loss claims. She joined Montgomery Management in 1995 as a Stop-Loss Auditor. She was promoted to Sr. Stop-Loss Auditor in 1996 and Director of Claims in January 2006. In January 2007, Fay was promoted to Vice President of Claims.
Donna Dickinson, Senior Accountant. Ms. Pregler started in accounting in 1978 for Edison Brothers handling all aspects of payroll and bookkeeping. She entered the insurance industry in 1983 with Prudential Insurance Company as executive secretary to the director of Small Group Claims/Life Claims and paymaster for the two divisions. After five years in claims, she moved to Prudential’s Public Relations & Communications Division where she handled Sales Promotion distribution. She was promoted to Video Library Support in Media Services and later to Art Production Coordinator. In 2005, she became Sr. Accountant with Montgomery Management. Donna earned her degree from the Katherine Gibbs School with emphasis on Accounting and Business. She also trained at the Berkley Institute in Computer/Art.
Ted Sardinia, Sales. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Chris Cooper, Sales. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.