MMA appoints Bill Jeatran as President and Christina Mott as COO

22 August 2017 Consultancy.uk

Marsh & McLennan Agency has made two senior appointments internally. Bill Jeatran, who joined the company in 2004, has been promoted to the role of President, while Christina Mott, who joined sister company Oliver Wyman in 2004, rises to Chief Operating Officer.

Marsh & McLennan Agency (MMA) has appointed Bill Jeatran as President and Christina Mott as Chief Operating Officer. MMA is a mid-market provider of insurance and benefits advisory across the US. The subsidiary of Marsh and McLennan Companies (MMC) is known for its expansion through an inorganic acquisition strategy – utilising the aggressive tactic to become the 12th largest insurance broker in the US, with revenues of around $1 billion, and the two promotions will see the beneficiaries work to expand that prominence further through the industry.

In 1986, Bill Jeatran founded RJF Agencies shortly after the completion of his Bachelor's degree in Economics from St. John's University. The company has since provided middle market advisory services in the property and casualty insurance and employee benefits to space. In 2011 the company was acquired by MMA, having boasted revenues of approximately $25 million annually, and employed around 150 personnel. Following the acquisition Jeatran became CEO of MMA’s Upper Midwest area. In the intervening years, he has held various board level positions, including being a Board Member for St John's University, Chairman at Assurex Global, and a Board Member for the Children’s Hospitals and Clinics of Minnesota, a position he still holds.

In his new role, as President, Jeantran will focus on various key strategic avenues for the firm, including acquisitions, client engagement, talent development, and scaling best practices. He will be based out of the firm’s Minneapolis, Minnesota, office, reporting to David Eslick, Chairman and CEO of MMA.

“Having built his own successful business before most recently leading MMA’s largest region, the upper Midwest, Bill is the ideal executive to help develop MMA’s strategic priorities for the future,” Eslick said of the new President.

Bill Jeatran and Christina Mott - MMA

Passing comment on his promotion meanwhile, Jeantran said, “From selling my business to MMA and then joining the leadership team, I have a first-hand appreciation for MMA’s dedication to acquiring and developing outstanding businesses while maintaining high standards for quality at all levels. I look forward to working with our firms and their leadership teams across the country to ensure MMA continues to enhance its market-leading proposition.”

Christina Mott meanwhile, worked across various subsidiaries of MMC prior to her new role. She was most recently at Marsh, where she spent two years as an Innovation Leader. Previously she spent two years with parent company MMC, as the Global Head of Innovation, following a two-year stint as Director in Innovation. Mott began her career in the industry at subsidiary Oliver Wyman for two years, before taking on the role of Director of Client Solutions at Mercer Delta Consulting for five years. Prior to joining the consulting firm, she worked at Think Tools and Pitney Bowes in various role. She holds a Bachelor of Science in Political Economy of Industrial Societies from the University of California, Berkeley, and a Master of Business Administration in General Management from the IMD Business School.

In her new role, Mott will leverage her extensive experience in, among others, innovation, to drive for the firm’s operational best practice, including areas such as technology/digitization initiatives, and product development. Her extensive experience across MMC will be leveraged, as she works with the senior leadership of MMA and MMC. She will be based in the firm’s New York office.

David Eslick said of Mott’s latest ascension, “Given her background in innovation, strategy and operations, Christina will ensure that we execute our ambitious plans to further expand the MMA offering.”

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Grant Thornton UK appoints five new Partners

23 April 2019 Consultancy.uk

Sergio Cardoso, Matt Maltz, Jessica Patel, Marc Roberts and Nick Warner have been appointed as partners at Grant Thornton. With the company undergoing a year of transition under new leadership, the new members will help consolidate the firm’s offering as it looks to reach new levels of growth in 2019.

2019 sees Grant Thornton’s UK wing undergoing a process of transformation. As the group looks to ensure its teams “provide the right level of support for profitable growth” and create an environment that “makes it easier for our people to do great work”, the firm has announced a succession of senior appointments across its regional divisions.

In February, this saw Chris Petts and James Bulloss named Partner and Director in the North East and Yorkshire respectively. Now, the UK’s sixth-largest auditing and consulting firm has confirmed the installation of a further five Partners across its UK team.

Sergio Cardoso is a long-standing Grant Thornton employee, having joined from Daniel Auerbach & Company – where he was an Accountant – in 2005. Cardoso rose steadily through the ranks since then, taking up his most recent role as Audit and Assurance Director in 2015. In that role, he focused on dynamic, fast-growing and entrepreneurial private companies, as well as multinational and AIM-listed groups. He now takes up the position of Partner in Grant Thornton’s audit practice.

Grant Thornton UK appoints five new Partners

Nick Warner has been appointed as a partner in Grant Thornton’s VAT team based in London. Bringing more than 20 years of experience in tax to the role, Warner joins the firm from Moore Stephens, where he most recently was VAT Partner, during a five-year stay with the firm. Prior to that, Warner was a Partner in VAT at BDO and PKF UK. He also spent five years at HMRC as a Higher Executive Officer.

Matt Maltz is the first of three Partner appointments in Grant Thornton’s real estate tax division. A former EY Partner in real estate tax, Maltz spent 17 years with the Big Four firm. In his new position with Grant Thornton, he will tackle similar client areas, as a Partner in real estate tax.

Jessica Patel has also been promoted as a Partner in the firm’s real estate tax practice, having been with the firm for more than 15 years. Patel joined Grant Thornton as a trainee in 2003. She is a licensed member of both the Association of Tax Technicians and the Chartered Institute of Taxation. As a Partner, Patel will advise a wide variety of clients ranging from UK property investors and developers to overseas investors and property funds.

Marc Roberts is another Big Four alumnus to join Grant Thornton as a Partner. Roberts exited EY to take up his new position, having been an Associate Partner and real estate advisory lead at the company. With more than 25 years of experience in the financial services sector, Roberts also formerly held a Directorship and headed the corporate finance real estate advisory team at fellow Big Four firm PwC.