Cathy is a Partner at AgencyONE, serves as General Counsel, is instrumental in Business Development and Advanced Markets, and oversees all the combined retail and institutional financing relationships for AgencyONE. She is also a specialist in the difficult arena of premium financing and complex insurance transactions. Prior to AgencyONE, Cathy worked for Potomac Partners Insurance Resource with Ed Leisher, evaluating and designing premium financing programs and specialty products. During this time, she was instrumental in helping to place over $5 Billion of life insurance death benefits with $300M of target premium over 5 years.
Cathy is a member of the Forum 400, Finseca – formerly the Association for Advanced Life Underwriting (AALU), and the Bar of the Commonwealth of Pennsylvania and the New Jersey Bar. She served as Chairwoman of the Board of the Forum 400 in 2020 and President in 2019 – an organization that is limited to the top 400 life insurance professionals in the United States. Prior to serving as President, Cathy was the Vice President of the Forum 400, acted as Chair for the 2018 Annual Meeting, served on the Finance Committee, the Study Group Committee and Co-Chaired the Membership Committee.
From 1996 through 2003 Cathy worked for Mega Systems, Inc., which was an international large format film projection system company. Her final position with the company was as President. Besides overseeing worldwide sales and marketing, Cathy was also an Executive Producer of the first ever large format film on the Olympic Winter Games titled “Olympic Glory” which featured the competition that took place in Nagano, Japan. Cathy was also a litigation attorney for 10 years and is admitted to both the Pennsylvania and New Jersey bars. Cathy received her Juris Doctor from the University of Miami School of Law and her Bachelor of Arts degree from Brandeis University in Waltham, Massachusetts.
When not working and traveling between her home in Philadelphia and our office in Rockville, MD, Cathy is an avid theater and movie fan, frequently making treks to NYC to take in the latest on, off, or off-off Broadway productions. As a fitness enthusiast, she runs and cycles regularly and in 2013, Cathy climbed Mt. Kilimanjaro along with Ed Leisher.