Unconditionally committed to serving our clients
Sequoia Reinsurance Services - Our Leadership Team
Dan Bolgar President and CEO
Relevant Experience
25 years experience in the Life, Accident and Health Reinsurance sector
- Formed Sequoia Reinsurance Services LLC in 2018 as CEO.
- 2016 – 2018 Head of Health at PartnerRe
- 2011 – 2015 CEO of AXIS Capital, Global Accident and Health Reinsurance
- 1994 – 2010 Willis Re Global Accident and Health Reinsurance
Education
- Joint Honors Degree, Cambridge University, England
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Richard Berve Chief Underwriting Officer
Relevant Experience
25+ years of underwriting experience in health (re)insurance including Disability, Life/AD&D, Provider and Employer Excess Loss, HMO and Medical Reinsurance
- Joined Sequoia Reinsurance Services in 2018 as Chief Underwriting Officer
- 2013 – 2018 Executive Vice President and Director of Underwriting at PartnerRe Health
- 2001 – 2012 Presidio Excess Insurance Services, various underwriting and leadership roles most recently
served as EVP & Chief Underwriting Officer
- 1991 – 2001 Employers Reinsurance Corporation, various positions including Employer Stop Loss
underwriting, Accident & Health Treaty Representative and Vice President & Product Manager for HMO &
Provider Excess of Loss
Education
- BS in Business Administration from University of Kansas
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Chris Mitchell Chief Financial Officer & Operations
Relevant Experience
18+ years financial and operational experience in health insurance/reinsurance
- Joined Sequoia Reinsurance Services in 2018 as Chief Financial Officer
- Prior to 2018 Head of Health Operations of PartnerRe America Insurance Company
- Prior to 2013 Chief Financial Officer of Presidio Excess Insurance Services, Inc.
Education
- Masters of Business Administration from Lewis University
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Todd Watson Chief Actuarial Officer FSA, MAAA
Relevant Experience
20+ years of pricing, reserving and systems development experience with health excess of loss products
- Joined Sequoia Reinsurance Services in 2018 as Chief Actuarial Officer
- 2013 – 2018 Chief Actuary at PartnerRe Health with lead responsibilities for pricing and reserving of Employer Stop Loss, Provider Stop Loss, HMO Reinsurance, Medical Reinsurance and Quota Share programs. Also responsible for supporting capital modeling, regulatory/rating agency reporting and management reporting
- 2005 – 2013 Chief Actuary at Presidio Excess Insurance Services responsible for pricing, reserving and systems support for all Health Reinsurance products
- 2000 – 2005 Lead A&H Actuary at Employers Reinsurance Corporation with pricing and reserving responsibilities for Employer Stop Loss, Provider Stop Loss, HMO Reinsurance and specialty medical products
- 1995 – 2000 Actuary at Ahrens Financial Systems, Inc. responsible for supporting Employer Stop Loss pricing and reserving and Vice President of internal systems development for this start-up MGU
Education
- BS in Actuarial Science from University of Central Missouri (Summa Cum Laude; December 1994)
- Member, American Academy of Actuaries (2000)
- Fellow, Society of Actuaries (2004)
Get in Touch
Rich Mezzano Senior Underwriter
Relevant Experience
23+ years of underwriting experience in health reinsurance including Provider, HMO and Medical Reinsurance
- Joined Sequoia Reinsurance Services in 2018 as a Senior Underwriter
- 2013 to 2018 PartnerRe Health, Vice President, Senior Underwriter - HMO and Medical Reinsurance
- 2007 to 2013 Presidio Excess Insurance Services, AVP, Managed Care Underwriter, HMO & Medical Re
- 2001 to 2007 Allianz / HCC Principle Managed Care Underwriter, Provider Excess, HMO & Medical Reinsurance
- 1998 to 2001 IOA Re, Assistant VP Managed Care Underwriter, Provider Excess, HMO & Medical Reinsurance
- 1995 to 1998 ReliaStar Life Insurance Company, Underwriter, Provider Excess and HMO Reinsurance
Education
- BA in Marketing/Organizational Behavior, Bethel College
Get in Touch
Brian Raymon Senior Underwriter
Relevant Experience
15+ years of underwriting experience in health insurance/reinsurance including Provider and Employer Excess Loss, HMO and Medical Reinsurance, Associate in the Society of Actuaries (inactive)
- Joined Sequoia Reinsurance Services in 2018 as a Senior Underwriter
- 2013 to 2018 PartnerRe Health, Vice President & Regional Underwriting Officer
- 2008 to 2012 Presidio Excess Insurance Services, Senior Underwriter and Regional Underwriting Officer
- 2006 to 2008 HCC Life, Underwriting Manager HMO Reinsurance, Provider Excess of Loss, and Medical Reins.
- 1998 to 2006 Allianz Life Insurance Company, various positions including financial reporting and HMO Re and Provider Excess of Loss underwriting
- 1994 to 1998 The Principal Financial Group, defined benefit pension actuarial analyst and sitting for actuarial exams
Education
- BS in Mathematics from Augustana College (Sioux Falls, SD)
Get in Touch
Matt Schuette Director of Claims
Relevant Experience
22+ years of claim experience including Provider and Employer Excess Loss, HMO and Medical Reinsurance
- Joined Sequoia Reinsurance Services in 2018 as Director of Claims
- 2013 to 2018 PartnerRe Health, Assistant Vice President and Director of Claims
- 2005 to 2013 Presidio Excess Insurance Services, Team Leader and Senior Claims Analyst
- 2004 to 2005 IndependenceCare Underwriting Services, Senior Claims Analyst
- 1998 to 2004 Medical Alliance Partnership, Claims Analyst
- 1996 to 1998 John Alden Life Insurance Company, Claims Examiner
Education
- BS in Natural Resources and Environmental Studies from University of Minnesota
Get in Touch
Scott Cooke Senior Underwriter
Relevant Experience
20+ years experience in health insurance/reinsurance including Employer Stop Loss, Provider Excess of Loss and HMO Reinsurance
- Joined Sequoia Reinsurance Services in 2018 as a Senior Underwriter
- 2013 to 2018 Vice President and Managing Underwriter at PartnerRe American Insurance Company
- 2003 to 2013 Presidio Excess Insurance Services, Inc. as Senior Underwriter and Product Manager for Provider Excess of Loss insurance
- 2001 to 2003 with Employers Reinsurance Corporation as Provider Excess of Loss underwriter
Education
- BA in Communications from California State University, Sacramento
Get in Touch
Jakki Lynch RN, CCM, CMAS Director of Cost Containment
Relevant Experience
25+ years of clinical and cost management experience in health insurance/reinsurance including Disability, Provider and Employer Excess Loss, HMO and Medical Reinsurance
- Joined Sequoia Reinsurance Services in 2018 as Director of Cost Containment
- 2013 to 2018 Clinical Director of PULSE + Plus™ Program at PartnerRe Health
- 1999 to 2012 Presidio Excess Insurance Services, Director of PULSE™ Program
- 1995 to 1999 Intermediary Insurance Services Inc., Director of Medical Management and Cost Containment
Education
- B.S. in nursing from San Francisco State University
- Certified case manager and medical audit specialist
Get in Touch
George Evans Data Analyst
Relevant Experience
15+ years of claim experience including provider relations coordination
- Joined Sequoia in September 2019
- 2016 – 2018 Optum, Recovery/Resolution Analyst
- 2008 – 2015 UCare, Technical Claim Adjustment Lead
- 1998 – 2006 Wisconsin Physician Services
- 1991 – 1995 US Air Force
Get in Touch
Kelli Carlson Claims Specialist
Relevant Experience
22+ years of claims experience with a focus on Provider and Employer Excess of Loss, HMO and Medical Reinsurance
- Joined Sequoia in August 2019
- 2014-2018 PartnerRe Health, Team Lead, Senior Claims Analyst, Corporate Auditor
- 2003-2014 Meritain Health, Business Analyst, Client Liaison
- 2001-2003 Outsource One Benefits, Senior Claim Analyst
- 1999-2001 Benesight Inc, Claim Analyst
- 1998-1999 Adesso Specialty Services, Claim Analyst
- 1997-1998 Hanratty and Assoc, Claim Analyst
Get in Touch
Dan Bolgar President and CEO
Relevant Experience
25 years experience in the Life, Accident and Health Reinsurance sector
- Formed Sequoia Reinsurance Services LLC in 2018 as CEO.
- 2016 – 2018 Head of Health at PartnerRe
- 2011 – 2015 CEO of AXIS Capital, Global Accident and Health Reinsurance
- 1994 – 2010 Willis Re Global Accident and Health Reinsurance
Education
- Joint Honors Degree, Cambridge University, England
Get in Touch
Richard Berve Chief Underwriting Officer
Relevant Experience
25+ years of underwriting experience in health (re)insurance including Disability, Life/AD&D, Provider and Employer Excess Loss, HMO and Medical Reinsurance
- Joined Sequoia Reinsurance Services in 2018 as Chief Underwriting Officer
- 2013 – 2018 Executive Vice President and Director of Underwriting at PartnerRe Health
- 2001 – 2012 Presidio Excess Insurance Services, various underwriting and leadership roles most recently served as EVP & Chief Underwriting Officer
- 1991 – 2001 Employers Reinsurance Corporation, various positions including Employer Stop Loss underwriting, Accident & Health Treaty Representative and Vice President & Product Manager for HMO & Provider Excess of Loss
Education
- BS in Business Administration from University of Kansas
Get in Touch
Chris Mitchell Chief Financial Officer & Operations
Relevant Experience
18+ years financial and operational experience in health insurance/reinsurance
- Joined Sequoia Reinsurance Services in 2018 as Chief Financial Officer
- Prior to 2018 Head of Health Operations of PartnerRe America Insurance Company
- Prior to 2013 Chief Financial Officer of Presidio Excess Insurance Services, Inc.
Education
- Masters of Business Administration from Lewis University
Get in Touch
Todd Watson Chief Actuarial Officer FSA, MAAA
Relevant Experience
20+ years of pricing, reserving and systems development experience with health excess of loss products
- Joined Sequoia Reinsurance Services in 2018 as Chief Actuarial Officer
- 2013 – 2018 Chief Actuary at PartnerRe Health with lead responsibilities for pricing and reserving of Employer Stop Loss, Provider Stop Loss, HMO Reinsurance, Medical Reinsurance and Quota Share programs. Also responsible for supporting capital modeling, regulatory/rating agency reporting and management reporting
- 2005 – 2013 Chief Actuary at Presidio Excess Insurance Services responsible for pricing, reserving and systems support for all Health Reinsurance products
- 2000 – 2005 Lead A&H Actuary at Employers Reinsurance Corporation with pricing and reserving responsibilities for Employer Stop Loss, Provider Stop Loss, HMO Reinsurance and specialty medical products
- 1995 – 2000 Actuary at Ahrens Financial Systems, Inc. responsible for supporting Employer Stop Loss pricing and reserving and Vice President of internal systems development for this start-up MGU
Education
- BS in Actuarial Science from University of Central Missouri (Summa Cum Laude; December 1994)
- Member, American Academy of Actuaries (2000)
- Fellow, Society of Actuaries (2004)
Get in Touch
Rich Mezzano Senior Underwriter
Relevant Experience
23+ years of underwriting experience in health reinsurance including Provider, HMO and Medical Reinsurance
- Joined Sequoia Reinsurance Services in 2018 as a Senior Underwriter
- 2013 to 2018 PartnerRe Health, Vice President, Senior Underwriter - HMO and Medical Reinsurance
- 2007 to 2013 Presidio Excess Insurance Services, AVP, Managed Care Underwriter, HMO & Medical Re
- 2001 to 2007 Allianz / HCC Principle Managed Care Underwriter, Provider Excess, HMO & Medical Reinsurance
- 1998 to 2001 IOA Re, Assistant VP Managed Care Underwriter, Provider Excess, HMO & Medical Reinsurance
- 1995 to 1998 ReliaStar Life Insurance Company, Underwriter, Provider Excess and HMO Reinsurance
Education
- BA in Marketing/Organizational Behavior, Bethel College
Get in Touch
Brian Raymon Senior Underwriter
Relevant Experience
15+ years of underwriting experience in health insurance/reinsurance including Provider and Employer Excess Loss, HMO and Medical Reinsurance, Associate in the Society of Actuaries (inactive)
- Joined Sequoia Reinsurance Services in 2018 as a Senior Underwriter
- 2013 to 2018 PartnerRe Health, Vice President & Regional Underwriting Officer
- 2008 to 2012 Presidio Excess Insurance Services, Senior Underwriter and Regional Underwriting Officer
- 2006 to 2008 HCC Life, Underwriting Manager HMO Reinsurance, Provider Excess of Loss, and Medical Reins.
- 1998 to 2006 Allianz Life Insurance Company, various positions including financial reporting and HMO Re and Provider Excess of Loss underwriting
- 1994 to 1998 The Principal Financial Group, defined benefit pension actuarial analyst and sitting for actuarial exams
Education
- BS in Mathematics from Augustana College (Sioux Falls, SD)
Get in Touch
Matt Schuette Director of Claims
Relevant Experience
22+ years of claim experience including Provider and Employer Excess Loss, HMO and Medical Reinsurance
- Joined Sequoia Reinsurance Services in 2018 as Director of Claims
- 2013 to 2018 PartnerRe Health, Assistant Vice President and Director of Claims
- 2005 to 2013 Presidio Excess Insurance Services, Team Leader and Senior Claims Analyst
- 2004 to 2005 IndependenceCare Underwriting Services, Senior Claims Analyst
- 1998 to 2004 Medical Alliance Partnership, Claims Analyst
- 1996 to 1998 John Alden Life Insurance Company, Claims Examiner
Education
- BS in Natural Resources and Environmental Studies from University of Minnesota
Get in Touch
Scott Cooke Senior Underwriter
Relevant Experience
20+ years experience in health insurance/reinsurance including Employer Stop Loss, Provider Excess of Loss and HMO Reinsurance
- Joined Sequoia Reinsurance Services in 2018 as a Senior Underwriter
- 2013 to 2018 Vice President and Managing Underwriter at PartnerRe American Insurance Company
- 2003 to 2013 Presidio Excess Insurance Services, Inc. as Senior Underwriter and Product Manager for Provider Excess of Loss insurance
- 2001 to 2003 with Employers Reinsurance Corporation as Provider Excess of Loss underwriter
Education
- BA in Communications from California State University, Sacramento
Get in Touch
Jakki Lynch RN, CCM, CMAS Director of Cost Containment
Relevant Experience
25+ years of clinical and cost management experience in health insurance/reinsurance including Disability, Provider and Employer Excess Loss, HMO and Medical Reinsurance
- Joined Sequoia Reinsurance Services in 2018 as Director of Cost Containment
- 2013 to 2018 Clinical Director of PULSE + Plus™ Program at PartnerRe Health
- 1999 to 2012 Presidio Excess Insurance Services, Director of PULSE™ Program
- 1995 to 1999 Intermediary Insurance Services Inc., Director of Medical Management and Cost Containment
Education
- B.S. in nursing from San Francisco State University
- Certified case manager and medical audit specialist
Get in Touch
George Evans Data Analyst
Relevant Experience
15+ years of claim experience including provider relations coordination
- Joined Sequoia in September 2019
- 2016 – 2018 Optum, Recovery/Resolution Analyst
- 2008 – 2015 UCare, Technical Claim Adjustment Lead
- 1998 – 2006 Wisconsin Physician Services
- 1991 – 1995 US Air Force
Get in Touch
Kelli Carlson Claims Specialist
Relevant Experience
22+ years of claims experience with a focus on Provider and Employer Excess of Loss, HMO and Medical Reinsurance
- Joined Sequoia in August 2019
- 2014-2018 PartnerRe Health, Team Lead, Senior Claims Analyst, Corporate Auditor
- 2003-2014 Meritain Health, Business Analyst, Client Liaison
- 2001-2003 Outsource One Benefits, Senior Claim Analyst
- 1999-2001 Benesight Inc, Claim Analyst
- 1998-1999 Adesso Specialty Services, Claim Analyst
- 1997-1998 Hanratty and Assoc, Claim Analyst
Get in Touch