CAILEN CONROY | Executive Vice President CLIENT SERVICES
Ms. Conroy is responsible for all services related to plan implementation, as well as providing ongoing support of plan administration. She is the primary liaison for clients, insurance companies, and support staff. Prior to joining C & C, Ms. Conroy worked in Marketing and Advertising at major firms in Chicago. She currently holds her life and health insurance licenses in the Western States and has her FINRA Series 6 and 63 securities registrations. Ms. Conroy spends her free time hiking the many hills in Santa Barbara and enjoying the company of her family. CA Insurance License #0H20703
SEAN CONROY | EXECUTIVE VICE PRESIDENT
Mr. Conroy is responsible for managing sales and servicing financial institution clients in the Western United States. Prior to joining C & C, Mr. Conroy worked as a financial analyst for UBS AG’s Investment Banking group in Chicago. He currently holds his life and health insurance registrations in the Western States, as well as his FINRA Series 6 and 63 securities licenses. Mr. Conroy holds a Masters Degree in Business Administration from DePaul University in Chicago. CA Insurance License #0H23851
GREG DOSCHER | Chief Financial officer
Greg is responsible for all internal financial matters and for keeping the corporate books. He has been with the company since 2005 and has developed an extensive knowledge in the tax treatment of LLCs and S Corporations. Outside of the company, Greg has released three albums with his band, Tripdavon, and has toured extensively on three continents to promote them. He holds a Bachelor of Science degree in Biopsychology from the University of California, Santa Barbara.
KRISTINA THOMAS | IN-HOUSE COUNSEL
Kristina is responsible for assisting with plan implementation and documentation and often works in concert with Bank counsel to create plan documents which comply with ever changing regulatory and legislative requirements. Ms. Thomas has been with Corrigan & Company since 2005 and has extensive experience with nonqualified deferred compensation plans. She has a B.A. from Bates College in Maine, and received her J.D. from Pepperdine University School of Law.