Title: Account Manager
Focus: Judy is responsible for working with clients, CPAs, Actuaries, Attorneys, the Capterra Team, and other Service Providers in all captive management services for self-insured arrangements, captive formations, and other alternative mechanisms for procurement of insurance and risk management services.
Time in insurance: 30+ years
Judy has a vast knowledge of coverages, marketing, underwriting, computer, risk management, supervisory, claims, accounting, analytical and communication skills. She has particular expertise in supporting complex accounts.
Judy has the following certifications:
- Pennsylvania Resident Producer Property & Casualty License
- West Virginia Non-Resident Producer Property & Casualty License
She will begin work on her Associate in Captive Insurance (ACI) designation from the International Center of Captive Insurance Education in 2022.
- Judy is passionate about her sports teams; the Steelers and Penguins are her favorites.
- She spends a lot of time with her niece, Alaina; she is a regular at West Allegheny football games where Alaina performs in the band.
- Judy loves to read – particularly James Patterson books.
- You might find her at the Mall, shopping for clothing and shoes.
Title: Director of Marketing
Responsibilities: Jeremy is in charge of the firm’s marketing and branding. He was heavily involved in Capterra Risk’s rebranding in 2013.
As a seasoned, senior marketer, Jeremy has run several Marketing departments in both large and small companies.
Time at Capterra: 5+years
Time in insurance/financial services: 5+years
Education/Certification: Jeremy earned his MBA from Carnegie Mellon’s Tepper School of Business.
Jeremy just celebrated a 25th wedding anniversary with wife Cara; they have 2 college-aged children.
Jeremy enjoys running, traveling with his family and barbequing.
Title: Executive Assistant & Account Manager
Responsibilities: Alyssa works with clients, CPAs, Actuaries, Attorneys, the Capterra team, and other Service Providers in all captive management services for self-insured arrangements, captive formations, and other alternative mechanisms for procurement of insurance and risk management services. Since beginning in the captive insurance industry, she has worked on the management of over 40 captives.
Time at Capterra: 8+ years (Alyssa joined in July 2012)
Time in insurance: 8+ years
Education/Certification: P&C Insurance License
Alyssa and her husband David will celebrate 13 years of marriage on August 8, 2021. They have two dogs: Simba, a 13-year-old Shiba Inu, and Baloo, a 12-year-old Shih Tzu. They have 9 nieces and 4 nephews whom they spoil as much as possible.
Her hobbies include Cooking, Baking, Reading, Hiking, and Boating. She enjoys hiking locally but admits that some of her best hiking experiences were through national parks/ forests and looks forward to traveling again soon.
Title: Controller & Fiscal Officer
Responsibilities: Bill manages the day-to-day accounting functions of all captive insurance companies under Capterra Risk Solution’s management.
He is also responsible for the accounting operations and strategic planning of Capterra Risk Solutions, LLC.
Time at Capterra Risk: 5+ years (Bill joined in 2015)
Time in insurance/financial services: 10 years
Education/Certification: Bill graduated from Clarion University of Pennsylvania with a Bachelor of Science in Accounting. Subsequent to his undergraduate degree, he obtained his Master’s in Business Administration (MBA) from California University of Pennsylvania.
Bill has also obtained his Associate in Captive Insurance (ACI) designation from the International Center of Captive Insurance Education.
Bill is married to Victoria; the couple has a two-year old son (Maxon). They live in the Canonsburg, PA area (south of Pittsburgh).
During his free time, Bill enjoys golfing in a local league, taking his son to gym class and swim lessons, and vacationing in Myrtle Beach, SC with his family.
Bill is an active member of the All Saints Greek Orthodox Church in Canonsburg.
We congratulate Stefanie Cellitti on her new position with Capterra Risk Solutions as the Assistant Controller. Stefanie was previously responsible for the day to day accounting functions of all captive insurance companies under the management of Capterra, and now Stefanie is responsible for the day to day internal accounting functions of Capterra. Stefanie’s full bio can be viewed at https://capterrarisk.com/about-us/our-team/stefanie-cellitti/.