USI Executive and Leadership Team

Katy Santiago, the Chief Financial Officer at USI, manages the company's financial health and strategic fiscal planning. Overseeing all financial operations, Santiago ensures robust financial controls and reporting mechanisms are in place to support USI's global operations and growth objectives. This critical role involves managing capital allocation, optimizing financial performance, and driving profitability across diverse business segments, including property and casualty, employee benefits, and personal risk. By providing insightful financial analysis, Katy Santiago guides executive decision-making and supports the development of tailored solutions that deliver measurable impact for clients. The Chief Financial Officer's responsibilities extend to investor relations, risk management, and ensuring compliance with all financial regulations. Santiago's leadership ensures financial stability and supports USI's commitment to professional excellence and long-term client partnerships.

Edward Bowler, the Senior Vice President & Chief Financial Officer at USI, directs financial strategy and operational fiscal management. Overseeing key financial functions, Bowler ensures the integrity of financial reporting and drives fiscal discipline across the organization. This leadership position involves managing budgets, analyzing financial performance, and identifying opportunities for revenue enhancement and cost optimization within USI's diverse service offerings. By providing strategic financial guidance, Edward Bowler supports the firm's commitment to delivering customized solutions with measurable impact. The Senior Vice President & Chief Financial Officer's responsibilities include capital planning, investment strategy, and ensuring financial compliance. Bowler's expertise is crucial for maintaining financial stability and supporting USI's growth trajectory and long-term client success.

Dennis Flatness, the President at USI, drives strategic initiatives and operational excellence across designated business units. Overseeing market expansion and client engagement, Flatness ensures the delivery of comprehensive insurance brokerage and consulting solutions. This role involves fostering strong client relationships and leading teams to provide customized strategies that address complex risk management challenges. By championing USI's integrated platform and consultative approach, Dennis Flatness enhances the firm's ability to achieve measurable impact for organizations of varying sizes. The President's focus includes driving revenue growth, optimizing service delivery, and upholding the company's commitment to professional excellence. Flatness's leadership is instrumental in strengthening USI's position as a trusted advisor and partner in client success.

Thomas Chatham, the President Commercial Divison at USI, leads the strategic direction and operational execution for the commercial insurance segment. Overseeing a dedicated team, Chatham focuses on delivering comprehensive property and casualty solutions tailored to the unique needs of commercial clients. This role involves driving market penetration, fostering client advocacy, and ensuring the effective deployment of USI's integrated platform and proprietary tools. By cultivating deep relationships, Thomas Chatham supports the firm's commitment to providing customized strategies that address complex risk management challenges. The President Commercial Divison's responsibilities include developing growth initiatives, enhancing service delivery, and maintaining a high standard of professional excellence. Chatham's leadership is critical for achieving client stability and long-term success within the commercial market.

Robert Ayers, the President, Usi of Virginia (West) at USI, directs regional operations and strategic growth within the specified territory. Overseeing market development and client service, Ayers ensures the delivery of comprehensive insurance and consulting solutions tailored to the Virginia market. This leadership role involves building and managing local expertise, integrating it with national strength to address complex risk management needs. By championing USI's consultative approach, Robert Ayers fosters deep relationships and long-term partnerships with clients in the region. The President, Usi of Virginia (West)'s focus includes driving operational efficiency, expanding service offerings, and upholding the company's commitment to professional excellence. Ayers's leadership is key to achieving client stability and success in the West Virginia market.

Timothy Prichard, the President at USI, spearheads strategic growth and operational leadership for key business segments. Overseeing market initiatives and client engagement, Prichard ensures the consistent delivery of comprehensive insurance brokerage and consulting services. This role involves cultivating a culture of innovation and professional excellence, driving the effective utilization of USI's integrated platform and industry insights. By fostering strong collaborative resources, Timothy Prichard supports the development of customized strategies that address complex financial and risk management challenges. The President's focus includes expanding market reach, enhancing service capabilities, and ensuring client advocacy. Prichard's leadership is vital for achieving measurable impact and long-term success for clients.

Richard Keating, the President at USI, drives strategic vision and operational execution across designated market areas. Overseeing business development and client relations, Keating ensures the delivery of comprehensive insurance and consulting solutions that meet diverse client needs. This leadership position involves leveraging national strength with local expertise to provide tailored strategies for complex risk management and financial challenges. By championing USI's integrated platform, Richard Keating enhances the firm's ability to deliver measurable impact and foster long-term partnerships. The President's focus includes driving revenue growth, optimizing service delivery, and maintaining a high standard of professional excellence. Keating's leadership is essential for client stability and sustained success.

David Meguschar, the President, Indiana Employee Benefits Practice at USI, leads the strategic direction and operational management of the employee benefits division in Indiana. Overseeing a specialized team, Meguschar focuses on delivering comprehensive employee benefits solutions tailored to the specific needs of businesses in the region. This role involves driving market growth, fostering client advocacy, and ensuring the effective implementation of USI's integrated platform and consultative approach. By cultivating deep relationships with clients and partners, David Meguschar supports the firm's commitment to providing customized strategies that address complex benefits challenges. The President, Indiana Employee Benefits Practice's responsibilities include developing innovative benefit programs, enhancing service delivery, and maintaining a high standard of professional excellence. Meguschar's leadership is critical for client stability and long-term success within the Indiana employee benefits market.

Yilak Yehualashet, the Chief Technology Officer at USI, directs the company's technological strategy and infrastructure. Overseeing all aspects of IT operations, Yehualashet ensures the seamless integration of proprietary tools and collaborative resources that form USI's integrated platform. This leadership role involves architecting scalable and secure systems to support the firm's comprehensive solutions across property and casualty, employee benefits, and specialized programs. By driving innovation in technology, Yilak Yehualashet enhances the delivery of customized strategies and measurable impact for clients. The Chief Technology Officer's focus remains on leveraging advanced technology to streamline operations, improve client experience, and maintain USI's competitive edge in the global insurance brokerage market. This involves managing cybersecurity initiatives and digital transformation projects to safeguard data and optimize service delivery.

Jerrie Berning, the Chief Human Resources Officer at USI, leads the strategic direction for all human capital initiatives. Overseeing talent acquisition, development, and retention, Berning ensures USI cultivates a high-performing workforce aligned with the company's mission and values. This role is pivotal in fostering a culture of professional excellence and innovation, supporting the firm's integrated platform and consultative approach. By developing comprehensive HR strategies, Jerrie Berning enhances employee engagement and supports the delivery of customized solutions that address complex client needs. The Chief Human Resources Officer's focus includes compensation and benefits, organizational design, and ensuring a positive employee experience across the organization. Berning's leadership is essential for attracting and retaining top talent, thereby strengthening USI's ability to provide deep relationships and long-term partnerships.