Marc Frenkel - Chief Financial Officer at Coterie Insurance
Professional Background
Current Position:
- Chief Financial Officer (CFO) at Coterie Insurance since February 16, 2023
Key Responsibilities:
- Leading the finance organization, including controllership, financial planning and analysis, accounting, tax, and internal audit.
- Overseeing people operations and security functions.
- Reporting directly to the CEO, David McFarland.
Previous Positions:
- Chief Operating Officer (COO) at FinLync
- Vice President of Finance at AmTrust Financial
- Investment Banker at Rothschild
Education:
- Bachelor of Science in Economics from The Wharton School at the University of Pennsylvania
Achievements and Contributions
- Coterie Insurance Recognition:
- Best InsurTech at the Fintech Breakthrough Awards.
- 2023 Insurtech Innovator of the Year in the 7th annual FinTech Breakthrough Awards program.
- Company Milestones Under His Leadership:
- Successfully raised $27M in growth capital funding in March 2024.
- Coterie named among Business Insurance’s Annual Best Places to Work in Insurance for the fourth consecutive year (September 2024).
Professional Network
- _LinkedIn_ Profile: [Marc Frenkel - LinkedIn](https://www.linkedin.com/in/marc-frenkel-66287931)
- Over 500+ connections on LinkedIn.
Location
- Boca Raton, Florida
Statements and Vision
- Transformation and Strategic Finance:
- "Coterie is revolutionizing the quote-to-bind process by building a company atop the two true pillars of value – underwriting discipline and customer experience."
- Strong emphasis on integrating strategic finance operations to elevate the commercial insurance sector.
Recent Communications and Thought Leadership
- Future-Focused CXOs Episode:
- Featured discussing the dynamic world of insurtech and transformative technology impacts on the industry.
- Public Congratulatory Messages:
- Congratulated Coterie Insurance team for being named Best InsurTech in the Fintech Breakthrough Awards acknowledging the company's innovative approach.
Additional Insights
- Industry Focus:
- Small Business Insurance and InsurTech Innovations
- Company Mission Alignment:
- Aligning with Coterie’s mission to simplify small business insurance through advanced technology and customer-centric services.
- Team Collaboration:
- Partnering with CEO David McFarland and a team of experienced insurtech professionals to drive growth and innovation.
This comprehensive profile delivers essential insights into Marc Frenkel's professional background, his role and impact at Coterie Insurance, and his network and thought leadership within the industry. The data underscores his expertise in finance operations, capital markets, and strategic growth initiatives relevant to insurtech advancements.
