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Meet the people driving the future of predictive intelligence. 

 

Our team of technologists, developers, engineers, and experienced leaders is dedicated to revolutionizing how advisors and healthcare providers serve their clients and patients.

The InterGen Data Team

Robert Kirk, CEO

With more than 30 years of financial industry experience, Rob leads the company as it revolutionizes the banking, financial services, insurance, and healthcare industries. Rob has served as Chief Information Officer at 1st Global Research & Consulting and Principal Consultant at Mphasis (a Blackstone Company). He has led transformative initiatives at companies like Penson Financial Services and Southwest Securities, Inc. His extensive experience and proven expertise drives InterGen Data's evolution of predictive insights. 

Robert Kirk

Chief Executive Office & Founder
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Mary Kotzman, COO

Mary is a highly skilled financial services professional with a comprehensive background in large enterprise transformations and operations, regulatory compliance and legislative interpretation, as well as design, implementation, and management of enterprise risk management programs. Her strategic vision and operational expertise are invaluable assets to InterGen Data’s success as the company scales to serve not only financial and insurance firms but greater institutions, like hospitals, municipalities, governments, educational systems, world-wide.

Mary Kotzman

SVP, Chief Operations Officer
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Dan Doggendorf Chief Information Security Officer

A cybersecurity titan and visionary, Dan brings 20 years of experience to his role at InterGen Data. He 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, Dan specializes in vCISO engagements, compliance/audit readiness, and cybersecurity strategy. 

Dan Doggendorf

VP, Virtual Chief Information Security Officer
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Will Bins Chief Technology Officer

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, he has worked with renowned companies such as Accenture and Radiant Digital. With his track record in solution architecture and delivery, Will is an invaluable asset as InterGen Data builds our proprietary Life Event Prediction models, data, and analysis.

Will Bins

SVP, Chief Technology Officer & Co-Founder
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Muriel Petri CLU, ChFC Chief Revenue Officer

With extensive experience in strategic marketing and business development, Muriel delivers solutions born out of her deep industry knowledge and marketing expertise. Over the years, Muriel has cultivated a diverse client list ranging from top financial institutions to distribution organizations, and startups. She started her career with Equitable Life and then served as Vice President and Chief Marketing Officer at MetLife Brokerage. Muriel has owned her own strategic marketing firm for more than 25 years.

Muriel Petri, CLU, ChFC

Chief Revenue Officer
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STRATEGIC ADVISORY BOARD
 
Josee Deroy, Strategic Advisory Board, Gloabal 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 IBM, MetLife, BNP Paribas, and HSBC, where she specialized in blockchain technology, insurance solutions, and structured fund products. Josée delivers valuable insights for InterGen Data’s development and implementation of innovative financial strategies and risk management solutions.

Josée Deroy

Global Actuarial
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Henry Zelikovsky, Strategic Advisory Board, 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 delivers deep domain expertise and global engineering management experience to drive product and solutions development at InterGen Data.

Henry Zelikovsky

Software Development
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Steven Dorval, Strategic Advisory Board, Insurance

Steven Dorval is a seasoned financial services executive with expertise in wealth management, insurance, and innovation. He recently served as the Head of Wealth Management and Insurance at Powerlytics and has a proven track record in developing and executing corporate strategy with large enterprises such as New York Life and John Hancock. As an advisor to InterGen Data, he provides guidance on wealth, asset management, and insurance strategies, ensuring the company stays ahead in the ever-evolving financial landscape.

Steven Dorval

Insurance
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Craig Iskowitz, Strategic Advisory Board, Insurance

Craig Iskowitz is an experienced business and technology strategy expert. 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. Craig provides valuable guidance to InterGen Data on strategic planning, technology integration, and market positioning.

Craig Iskowitz

Financial Services Technology
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 Michael Veale, Strategic Advisory Board, Global Technology Board

Michael Veale is an experienced information services executive with 35 years 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 provides guidance to InterGen Data on maximizing return on technology investments, architecture, in aligning business, data, and technology strategies.

Michael Veale

Global Technoloty
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Dr Alan Timothy, Strategic Advisory Board

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. He brings a wealth of experience in data science, AI, and sales management to InterGen Data providing insights and guidance on B2B activities (pricing, and customer churn).

Dr. Alan Timothy

AI/ML Pricing Expert
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InterGen’s Partners

Azur, InterGen Data partner
Powerlytics, InterGen Data partner
Snowflake, InterGen Data partner
Sigma, InterGen Data partner
Microsoft for Startups, InterGen Data partner
Forward Lane, InterGen Data partner
Tech Stars, MetLife Finalist
INV fintech finalist
Plug and Play Silicon Valley Insuretech Finalist

InterGen’s stamp on the fintech stage.

Novarica Insuretech Top250
Mass Challenge Finalist
FTRC Best in Show

Our stellar record in competition and as a recipient of awards is only the beginning of our work. We use today’s successes to drive yours tomorrow.

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