Meet the Insurance Team

Insurance LicensingLegal InformationTestimonialsMeet The Team

The main insurance team is split up into NAFSA Regions for the USA, with regional representatives for other locations. If you have any questions or would like more information about our plans and what we offer, you are free to reach out to your regional representative.

Jennifer Frankel

Region II
AZ, CO, KS, MT, NE, NM, UT, WY
Region III
AR, LA, OK, TX
Region VII
AL, FL, MS, PR, TN, VI
Region VIII
DE, DC, MD, PA, VA, WV

Sally McLeod

Region I
AK, BC, ID, OR, WA
Region V
IL, MI, WI
Region XI
CT, MA, ME, NH, RI, VT
Region XII
CA, HI, NV

Leslie Reynolds

Region VII
GA, NC, SC
Region X
NJ, NY

Catherine Freeman

Region IV
IA, MN, MO, ND, SD
Region VI
KY, IN, OH

Customer Service Team:

Yessica Pacheco

Director, Customer Service

Morrison Kwong

Director, Client Services and Sales

Ramez Stephan

Training Manager, Sales & Customer Service

Alexis Ponce

Manager, Customer Service

María Caballero

Senior Coordinator, Customer Service

Debra Merritt

Coordinator, Customer Service

Diego Guido

Coordinator, Customer Service

Staci Farmer

Coordinator, Customer Service

Joss JimAr

Coordinator, Customer Service

Juan Reyes

Coordinator, Customer Service

Paola Torres

Coordinator, Customer Service

Laura Chavez

Coordinator, Customer Service

The rest of our team consists of:

Keith Clausen

President

Ross Mason

Senior Vice President

Emil Gallant

Vice President, Technology

Annemarie Estrada

Vice President, Client Services

Dana Luther

Vice President, Development

Sutherland Schneider

Director, Client Services

Leah Jones

Director, Client Services

Nate Bockoven

Web Developer

Klare Paul

Accounting and HR Director

Alejandra Ramirez Gomez

Senior Account Manager, Client Services

Juncal Caballero

Manager, University Relations

Nathan Stetter

Lead Software Developer

Natalie Holland

Account Manager, Client Services

Antonio Zapata

Account Manager, Client Services

Karla Lopez

Senior Coordinator, Client Services

Neha Arvind Kumar

Senior Coordinator, Client Services

Lia Malcon

Coordinator, University Relations

Angela Perrilliat

Coordinator, University Relations