Insurance Compliance and Regulatory Consulting

Life • Health • Annuity
Compliance you can trust. Service you can rely on.

Our Staff

The best compliance analysts come from a variety of backgrounds. What Currin Compliance staff members have in common when they join CCS is a clear and unwavering commitment to excellence and a keen attention to detail. They approach each project – big or small – with these qualities as well as their expertise in insurance compliance.

First, meet the office helpers:

Stinky – Stinky came to CCS from the rough streets of Greenwich and has wound his way into all of the employees hearts. He is mischievous yet lovingly sweet. He’s able to knock over any kind of unprotected glass or cup with micro precision. CCS employees have had to learn the hard way not to leave any partially full drinkware in their offices. When necessary, he enjoys capturing mice then showing off his prowess in hopes of appropriate accolades. Currin Compliance is lucky to have such a hard working feline!		Sasha – Sasha is a relatively new addition to the CCS staff and brings her A-game every day. She was rescued by Ms. Currin from a less than ideal living situation and has proved that she is a dedicated employee. She’s an equal opportunity belly rub recipient and makes herself readily available in the middle of the office common area for all those that pass by. Whether she’s standing guard, napping, or looking for mischief, she keeps the CCS staff entertained.
Stinky and Sasha lift everyone’s spirits everyday with their never-ending antics and unconditional love.

Officers

  Cailie A. Currin, Esq., President & CEO, never anticipated that she would have a passion for insurance compliance. When she interviewed at the then NYS Insurance Department, it was the longevity of the attorneys on staff there that impressed her – she thought there must be something about the work that was not immediately evident. There was and she found the work a great fit for her too, even though she decided to leave state service for the private sector. While she worked at law firms and in-house at a major life insurer, she found her true calling as a small business owner and consultant. As the business has grown, her pleasure with the mix of work, both management and direct compliance consulting, has become clearer. Cailie also serves as President of the New England Chapter of AICP and is on the board of directors for IAdCA. She is also active on the board of directors for Friends of Camp Little Notch as treasurer and somehow finds time for her love of cycling — joining forces for fundraising with the Team in Training organization. Her precious and few really quiet moments happen in the barn, while caring for her small herd of rescue goats and donkeys.

  Margaret P. Jones, Vice President & CAO, brings over 20 years of business experience to her position. She has overall responsibility for the day-to-day operation of the company. She is responsible for strategic planning, budget oversight, personnel and resource management. Margaret’s sense of humor helps get us through the high pressure moments and difficult decisions.

Staff (listed alphabetically)

  Glenda Bean, Director of Advertising & Producer Compliance, focuses her enthusiasm and energy toward managing our ad review team while providing fast and effective reviews. She understands the need to balance compliance with marketing and enjoys creating a sense of harmony between the two. She is a member of the New England Chapter of AICP and is currently working toward her FLMI designation. Outside of advertising compliance, she enjoys arts & crafts and exploring the world (or just the neighborhood) with her daughter, Brooklyn.

  Kitty Cole, Director of Marketing Communications & Design, is responsible for advertising, promoting and directing Currin Compliance events and services and designing associated materials. She has more than 10 years of experience in graphic and web design in addition to 15 years of experience in data management. Her expertise in design, Web content, SEO development, and social media paired with her attention to detail make her a perfect fit to meet our creative and organizational needs. She loves to dream about life on a tropical island where swimming, kayaking, reading, and lounging take up most of her time.

  Chris Copeland, Network Administrator, handles the technology needs of the company (a.k.a. the resident geek). Currin Compliance has always strived to use current and emerging technologies to increase productivity and decrease reliance on paper output. Chris oversees a combination of in-house resources and cloud services to keep the CCS crew operating smoothly. In his spare time you’ll likely find Chris watching a Formula 1 race, trying out a new cigar while reading a book on the back porch, or poking around the area with his wife and kids.

  Lisa Currin, Compliance Analyst, brings her expertise in communication and problem-solving to Currin Compliance. As a previous healthcare professional and social worker, Lisa knows the importance of research and review. Her attention to detail is a huge asset to the Advertising and Producer Compliance Department. Lisa’s favorite pastime is reading, which she undertakes whenever she has a break from being her children’s chauffeur.

  Terry Dansin, MCM, Compliance Analyst, comes to Currin Compliance as a life, health, and accident producer licensed in NY and VT. Terry understands what it’s like to clearly explain products to consumers to make sure their specific needs are met. With a Master of Arts in Teaching Science, Terry critically analyzes each project for fairness and balance and can objectively provide positive, constructive feedback to meet our client’s end goal. Terry holds the Market Conduct Management designation. Terry spends her time out of the office supporting her children’s activities and she loves to ski, hike, swim, and take long walks.

  Sarah J. Huffer, Director of Corporate & Product Compliance, carefully reviews documents for compliance using applicable laws and regulations with an emphasis on accident and health product compliance as well as Interstate Compact filings. She also helps out with research projects, UCAA filings, or any other compliance project that crosses her desk. You can count on Sarah to be prompt, efficient, dedicated, and extremely organized. She also serves as the Treasurer of the New England Chapter of AICP. When not at work, Sarah is usually at home playing with her four-legged furry kids (two dogs and a cat) or taking on a home improvement project.

  Rachel Jagareski, Compliance Analyst, has worked in the public and private sectors as a legislative analyst, community planner, grant administrator and business owner. She brings a variety of skills and experience to the product compliance side of our business, from proofreading to legislative analysis. When she’s not at work, you can usually find Rachel with her nose in a book or her feet in her garden, though usually not simultaneously.

  Pete Rock, CLU, FLMI, Senior Compliance Consultant, has worked in the financial services industry for nearly 30 years, earning the CLU, FLMI, ALHC, and AIRC designations. He has held numerous management and executive compliance positions since 1993, including Compliance Officer for Prudential’s International European and South America Divisions. Most recently, he led the Compliance Operation at Crump Life Insurance Services from 2005 to November 2012. He obtained his Bachelor of Science degree from Delaware Valley College, and has completed graduate studies in International Business Management at Fairleigh Dickinson and Rutgers Universities. During his undergraduate college years, Pete worked as a radio disc jockey for a small radio station just outside of Philadelphia.

  Suzanne H. Seay, MCM, Senior Compliance Analyst, brings her skill and attention to detail to each project she manages. She reads with precision and meticulous attention that goes a very long way toward assuring that life and annuity filings to the NYSID or any other insurance department are accepted without objections. Suzanne holds the Market Conduct Management designation. She works as hard at getting it right the first time on policy form filings as she does at getting her first serve in on the tennis court.

  Jayme Wood, Compliance Analyst, tunes her analytical skills daily. With a background in technology, project management, and systems review, Jayme focuses on the details to deliver high quality compliance work. Whether you need project level oversight or document review, she is ready to provide the focus and attention to detail necessary to meet your compliance needs. Out of the office, Jayme enjoys kayaking, traveling, and cooking up good things in the kitchen.

  Jonathan Young, Esq., of Counsel, is a transactions lawyer and compliance professional with more than 20 years of experience in-house and in private practice. Jonathan focuses his practice on business and regulatory matters related to the insurance industry. He has represented clients in mergers and acquisitions, negotiating and drafting the deal documents, preparing the regulatory filings related to the change of control including Forms A and E and closing the deal. In addition, he routinely handles other business and regulatory issues including Uniform Certificate of Authority Applications (Primary, Expansion and Corporate Amendment Applications) and complex national and multi-state regulatory and compliance research. Jonathan also brings experience gained over 20 years of practice in the area of contract and document management, helping clients track, retrieve, and use the crucial information needed for the operation of their businesses through the use of contract management software and procedures developed for the insurance industry.