Company Description
InterGen Data, Inc. is a leading data analytics company that specializes in using artificial intelligence (AI) and machine learning (ML) to predict life events and the potential expenses associated with them. The company’s proprietary Robo-Analyst technology allows for automated, predictive and prescriptive analytics. With this technology, the company seeks to help financial institutions, wealth managers, home healthcare and insurance companies offer more personalized services to their customers, with a focus on predicting a client's major life events, such as buying a house, marriage, critical illness, or retirement, and the corresponding financial needs these events may incur.InterGen Data's clientele is diverse, primarily focused within the financial and insurance sectors. They work with wealth management firms, banks, home healthcare, insurance companies, and other financial institutions, providing them with AI-driven predictive insights to better understand their customers' future needs. By doing so, these institutions are empowered to provide proactive and personalized advice, strengthening their relationships with clients and improving customer retention. Some of their prominent business partners include leading fintech platforms and insurtech providers who leverage InterGen Data’s predictive data and analytics capabilities to innovate and enhance their own services.The company's vision extends beyond pure data analytics to a more holistic understanding of each individual's life journey. InterGen Data's predictive models take into account a wide range of data points, including demographic information, socio-economic status, health data, and more, to build a comprehensive picture of each client's potential life path. By integrating this depth of personal data with sophisticated AI and ML algorithms, InterGen Data is able to forecast life events and the related costs, helping clients to plan for the future with greater certainty and confidence.
Management Team / Advisory Board Bios
Robert Kirk
Chief Executive Officer and Founder
A seasoned financial industry expert with over 30 years of experience, serves as the Founder and CEO of InterGen Data, Inc., a company revolutionizing the banking, financial services, insurance, and home healthcare industries through the adoption of its proprietary and patent-pending "LSLE" Life Stage/Life Event Algorithm and their AI/ML Data Engine. With an impressive track record in leadership roles such as Chief Information Officer at 1st Global Research & Consulting and Principal Consultant at Mphasis (a Blackstone Company), Robert has consistently demonstrated his ability to drive innovation, streamline operations, and foster strategic partnerships. As a visionary with a strong background in technology and wealth management, Robert has led transformative initiatives at companies like Penson Financial Services and Southwest Securities, Inc. His extensive experience and proven expertise make him the driving force behind InterGen Data's disruption of the banking, financial services, insurance, and home healthcare industries on behalf of everyday people.
Brian Foley
SVP, Strategic Consulting and Co-Founder
A seasoned executive with extensive experience in the insurance and financial services industries with a proven track record in driving transformative projects, he combines automation, cognitive technologies, analytics, and digital strategies to deliver measurable business outcomes. Previously, Brian held leadership positions at Birlasoft, Conduent, and Mphasis, where he excelled in devising innovative solutions, managing teams of experts, and fostering strong client relationships. A former Captain in the US Army, Brian's distinguished military background and leadership skills have propelled him to excel across various roles in companies such as MetLife and PIMCO Trust Company. As a dedicated professional, he consistently strives to enhance customer experiences and streamline business processes in today's dynamic market.
Will Binns
SVP, Chief Technology Officer and Co-Founder
Will is a seasoned technology expert with over two decades of experience in strategy, information technology, and e-commerce. With a strong background in leading complex web applications projects, Binns has managed both onshore and offshore resources and has worked with renowned companies such as Accenture and Radiant Digital. As a key architect in data-driven web applications, Binns specializes in Java and Angular front-end technologies. His extensive experience in the e-commerce sector includes crafting strategies, roadmaps, and managing deployments for a diverse range of clients. As a result of his track record in solution architecture and delivery, Binns is an invaluable asset to InterGen Data as they embark on building out its proprietary Life Event Prediction models, data, and analysis.
Mary Kotzman
SVP, Chief Operations Officer
A seasoned financial expert with a comprehensive background in operations, compliance, and risk management. Mary's extensive experience includes spearheading fiduciary risk exposure assessments at the US Department of Agriculture, Wells Fargo, Charles Schwab and driving operational process efficiencies as an independent consultant for wealth advisory and RIA practice management. As a Program Director at Fiduciary Supply Management Association, she has honed her skills in regulatory interpretation, project management, and ERISA best practices. Mary's tenure at 1st Global allowed her to develop change management strategies for advisers transitioning to fee-based business models, while also implementing sales strategies and training practices. Her strategic vision and operational expertise are invaluable assets to InterGen Data's success as the company prepares to build upon its current success and scale to serve institutions world-wide.
Dan Doggendorf
VP, Virtual Chief Information Security Officer
A cybersecurity titan and visionary, serves as the virtual CISO of InterGen Data. With over 20 years of experience, Dan has lent his expertise to organizations ranging from startups to Fortune 500 companies, including Corteva Agriscience, GameStop, and Penson Financial Services. As the founder of Pro4:Six Consulting, he specializes in vCISO engagements, compliance/audit readiness, and cybersecurity strategy. Dan's transformative leadership has led to significant achievements, including driving sales for the Dallas Stars as their CIO and VP of Business Operations, and being named a finalist in D CEO's CIO/CTO Awards. His dedication to security and innovation ensures InterGen Data remains at the forefront of the industry.
Macario Alvarado
VP, Global Systems Administrator
A trailblazer in global systems administration, serves as the VP of Global Systems Administration at InterGen Data. Over his distinguished 20-year career, Macario has honed his skills in email systems, mobile device management, and email security across various industries. From managing global teams at BASF Corporation to leading messaging migrations for the National Basketball Association (NBA), Macario's strategic approach to infrastructure has driven remarkable outcomes. As a seasoned IT Manager with experience in organizations such as The Salvation Army, Fragomen, and Blue Cross Blue Shield, Macario's deep knowledge of administration and collaboration systems is invaluable to InterGen Data's exponential growth. His leadership ensures seamless connectivity and secure communication across the organization.
Alan Chin
VP of Business Development, APAC
An accomplished executive with a vast experience spanning over 20 years in the finance and technology sectors. As a strategic leader, Alan has held various key positions, including Regional Director of Greater China at Finastra and SVP of Chinese Markets at AxiomSL. With a deep understanding of the APAC market, Alan has contributed to numerous advisory boards, such as Plug and Play Tech Center, Synpulse Management Consulting, and MIT Technology Review. His extensive experience in finance and technology has allowed him to lead and advise on various projects across the region. As InterGen Data embarks on their global expansion, Alan's expertise in the Asia Pacific market will be invaluable in driving the company's growth and expansion.
STRATEGIC ADVISORY BOARD - Business Strategy
Josée Deroy
Global Actuarial
Josée Deroy is a seasoned financial professional and the founder and CEO of Savvvy Services Inc, with a strong background in actuarial science, risk management, and financial markets. She has held leadership positions at companies like IBM, MetLife, BNP Paribas, and HSBC, where she specialized in blockchain technology, insurance solutions, and structured fund products. Josée will provide valuable insights into the development and implementation of innovative financial strategies and risk management solutions.
Craig Iskowitz
Financial Services Technology
Craig Iskowitz is a seasoned business and technology strategy expert and the Founder and CEO of Ezra Group, LLC. He is the CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms. With expertise in technology strategy, business growth, and trading systems, he will provide valuable guidance to InterGen Data on strategic planning, technology integration, and market positioning.
Henry Zelikovsky
Software Development
Henry Zelikovsky is the Chief Executive Officer of Softlab360, leveraging his extensive background in software engineering and management. With prior experience as CTO and VP of Software Engineering at Starpoint Solutions and Senior Systems Developer at Merrill Lynch, he excels in delivering innovative technology solutions for businesses in various industries. Henry will contribute his deep domain expertise and global engineering management experience to drive product and solutions development at InterGen Data.
Steven Dorval
Insurance
Steven Dorval is a seasoned financial services executive with expertise in wealth management, insurance, and innovation. Recently was the Head of Wealth Management and Insurance at Powerlytics and has a proven track record with large enterprises such as New York Life and John Hancock in developing and executing corporate strategy. As an advisor to InterGen Data, he will provide guidance on wealth, asset management, and insurance strategies, ensuring the company stays ahead in the ever-evolving financial landscape.
STRATEGIC ADVISORY BOARD - Technology and Data Science
Michael Veale
Global Technology
Michael Veale is a seasoned information services executive with 35 years of experience in the banking and manufacturing sectors. With expertise in technology strategy, program management, and strategic business planning, he has held global executive leadership roles at Barclays and Citigroup. Michael will provide guidance to InterGen Data on maximizing return on technology investments, architecture, in aligning business, data, and technology strategies.
Joan Albeck
Large Scale Consumer Infrastructure
Joan is a seasoned technology executive with expertise in driving digital transformation initiatives and aligning technology strategies with business objectives. With her extensive experience in the financial services industry at Scottrade, Waddell & Reed, she will provide valuable guidance for InterGen Data as they seek to enhance their technology infrastructure, scale for large enterprise and consumer implementations, while improve customer experiences.
Dr. Alan Timothy
AI/ML Pricing Expert
Dr. Alan Timothy is a serial entrepreneur, a Professor of Enterprise Analytics at Birmingham University, a Fellow at Teesside University and Newcastle University, and a Board Member at the National innovation Centre for Data. As a seasoned executive with a wealth of experience in data science, AI, and sales management he will help InterGen Data by providing insights and guidance on B2B activities (pricing, and customer churn).