Equisoft Executive and Leadership Team

Luis Romero, the Founder & Chief Executive Officer at Equisoft, directs the overarching corporate strategy and long-term vision for the organization. By prioritizing innovation in insurance and investment digital solutions, the Founder & Chief Executive Officer ensures the firm maintains a competitive edge in a rapidly evolving market. Romero oversees the alignment of global teams across diverse regions, including North America, Europe, and Australia, to guarantee consistent delivery of high-value SaaS policy administration and CRM tools. This leadership role involves constant engagement with the Board to refine business models and expand the company's footprint in the financial technology landscape. Through a commitment to deep industry knowledge and technological excellence, Luis Romero drives the company toward sustainable growth. Ultimately, the Founder & Chief Executive Officer secures the firm's position as a premier partner for complex data migration and digital transformation projects.

Jean Sabbagh, the Chief Revenue Officer at Equisoft, manages the financial growth trajectory and commercial performance of the entire product ecosystem. By optimizing revenue streams from SaaS policy administration and financial planning tools, the Chief Revenue Officer ensures the company achieves aggressive fiscal targets. Sabbagh coordinates with regional leaders to capture market share across international territories, including South Africa and India. This leadership role involves analyzing market trends to identify new opportunities for the OIPA platform and other flagship offerings. By aligning commercial strategies with client needs, Jean Sabbagh directly impacts the firm's ability to scale operations globally. The Chief Revenue Officer maintains a focus on long-term profitability while fostering strong relationships with key financial institutions. Ultimately, Sabbagh secures the financial health of the organization through disciplined revenue management and strategic market positioning.

Robert Thrall, the Chief Sales Officer at Equisoft, leads the global sales organization and drives the acquisition of new enterprise clients. By overseeing the distribution of agency management systems and electronic application tools, the Chief Sales Officer ensures the firm meets its ambitious growth objectives. Thrall manages the sales pipeline across diverse markets, including the USA and UK, to expand the reach of the company's digital solutions. This leadership role involves collaborating with product teams to tailor offerings for specific client challenges in the insurance and investment sectors. By implementing effective sales methodologies, Robert Thrall directly influences the company's ability to penetrate new geographic regions. The Chief Sales Officer maintains a rigorous focus on client satisfaction and long-term partnership development. Ultimately, Thrall secures the firm's market presence by consistently delivering value to financial institutions through targeted sales initiatives.

David Shively, the Chief Operations Officer at Equisoft, manages the internal infrastructure and delivery processes that support the firm's global service offerings. By overseeing the execution of complex data migration projects and back-office services, the Chief Operations Officer ensures operational efficiency across all international teams. Shively coordinates the deployment of resources in regions such as Chile and Colombia to maintain high standards of service delivery for the OIPA platform. This leadership role involves streamlining workflows to support the company's business-driven approach to digital disruption. By optimizing internal systems, David Shively directly impacts the firm's ability to scale its technical capabilities. The Chief Operations Officer maintains a focus on operational excellence and cross-functional collaboration to support the broader corporate mission. Ultimately, Shively secures the reliability and quality of the company's digital solutions through rigorous operational oversight.