Welcome to TruStage - Tailored solutions for every stage of life | Icebreaker

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Welcome to TruStage - Tailored solutions for every stage of life | Icebreaker

Welcome to TruStage - Tailored solutions for every stage of life

Welcome to TruStage - Tailored solutions for every stage of life

TruStage offers a wide range of commercial and personal insurance products — making it easier for people to choose the right protection to fit their unique needs.

34 members

Contact info

Link

cunamutual.com

Members

Eric Bescak, MBA

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Senior Marketing Manager at Cencora

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Current: President of K5 Farm LLC real estate development, Execute Board member Summit Credit Union and a local community volunteer. Retired from a very successful career as a senior executive, company president, university adjunct professor, P/L head, board director, charity founder, angel investor, and Wisconsin licensed attorney. Dan Kaiser was promoted to the executive ranks after being consistently promoted to progressively higher leadership levels over three decades in a large financial services, investment and insurance organization. His experience includes executive leadership, strategy, risk, innovation, lean startup, design thinking, behavior economics, blockchain, digital commerce, technology development, product management, sales management, marketing, legal, regulation and project management. As Senior Vice President, Product Executive, he led a growing $850M+ insurance, regulatory and technology business. After rapidly growing that business he was promoted to Senior Vice President Innovation and Development, President of SafetyNet LLC as well as President of AdvantEdge Digital Solutions both multi-million dollar, wholly owned subsidiaries of CUNA Mutual Group - TruStage. His responsibilities included launching and leading two highly successful internal start-ups, and managing the successful deployment of capital investments of over $60 million annually. Kaiser is also a seasoned adjunct professor at the UW-Madison Graduate School of Business and an instructor of executive education UW-Madison. He has been a frequent speaker at national and international events including the Houses of Parliament in London and major conferences in Singapore, Canada, Australia, France and across the US. He has authored articles in both business and legal journals. He has actively served on several boards including large financial institutions, an emergency medical service, a large retirement community and university advisory boards. He has extensive volunteer activities including Habitat for Humanity, the United Way, Hospice and the West Side Coalition for the Aging and Meals on Wheels. In addition, he has delivered pro bono legal services to people in need in the local community as well as business consulting to regional businesses and government agencies. Kaiser is the founder and "chief farmer" of Helping Harvest Farms Inc., a charitable organization with the mission of growing organic produce for people in need in Wisconsin. Kaiser is married, has three daughters and is active in fitness and the great outdoors.

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Managing Partner | Lakeview Capital

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Product Manager | Passionate about building products that bring people together.

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Visionary, strategic, sleeves-rolled-up technology executive with a record of building high-performance teams that execute at speed, transforming legacy IT environments, and turn complex challenges into high-impact digital solutions that have generated billions in revenue. From leading multi-year digital transformations to AI strategy (ops, procurement, GTM) with hard-dollar ROI to developing eCommerce platforms that delivered double-digit growth, I combine deep strategic insight with rigorous outcome-driven execution. - Leads technology, product management, eCommerce, master data management, analytics & innovation functions for B2B industrial distributor w/double-digit growth. - Ran & grew B2B eCommerce channel to $1.5B/yr - As founder & CEO, grew venture-funded B2C startup 0 to 2+ million global consumer customers - Deep experience crafting and executing multi-generation business & technology plans, and driving omni-channel, agile & digital transformations.

Sergio E. Martinez

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Experienced Marketing Director bringing forth broad marketing knowledge, coupled with focused campaign experience. Creating and implementing client-centered, successful campaigns, aimed at improving brand awareness and presence. Collaborate with Creative and Marketing teams experienced in leading teams of marketing professionals to meet and exceed digital marketing goals.

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COO BankSocial. Credit Union & CUSO Consultant. Crypto/ DLT Enthusiast, Educator and Author.

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Vice President - Strategy; Strategic Intelligence and Market Research

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I used to think my purpose would be found in what I chose as a career. I also thought I had a lot more control over it. Now, I believe that connecting to our calling is an incredibly natural and effortless way of living. The real work is slowing down enough to understand who we are and what is actually important to us. I can't count the number of times I've asked myself the question: What do I really want? Many of the clients I've worked with are successful in their current role, but feel like they struggle with the clarity, confidence or self-discipline to transition to something more fulfilling. I believe the traits and qualities we were gifted and the ones we've cultivated over the course of our lives without planning to are the keys to unlock our most fulfilling future. I love helping people recognize their unique combination of strengths while offering practical guidance for job searching and career transitions. I've guided clients to promotions, new jobs, and most importantly, to feeling energized by their work instead of drained. My ultimate goal is to empower the seekers I work with to develop a deeper level of self-trust in order to make the best decisions (for themselves) and be able to navigate whatever happens in the future with ease. Every new journey with a client is important and sacred to me - for that reason I always start with an initial consultation to get to know each other before we discuss moving forward. If you feel called to have a conversation, send me a message or hit the link above.

Simon Dorfman, MBA

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Product Manager & Data Analytics Leader with 12 years of experience working with software development teams