BOARD OF ADVISORS

Experience that challenges and strengthens our thinking.

DWEL’s advisors bring experience across employee benefits, enterprise operations, artificial intelligence, finance, healthy aging and family caregiving.

JG

John Greenbaum

National Benefits Leader, Brown & Brown

Advises DWEL on national benefits distribution, broker adoption and employer-sponsored caregiving strategy.

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EW

Ed Whalen

Putnam

Brings the perspective of an experienced benefits buyer to DWEL’s enterprise value proposition and adoption strategy.

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Roxanne Martinez

Former Chief People Officer, Liberty Mutual and CSI

Advises on human capital strategy, the CHRO buying process and the practical needs of large employers.

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MW

Mike Woodall

Chief Revenue Officer, Altimetrik

Contributes enterprise revenue leadership and experience scaling technology solutions for complex organizations.

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Lawrence Fahey

Managing Director, Morgan Stanley

Provides perspective on enterprise decision-making, financial services and executive-level adoption.

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MA

Mark Appleman

CEO, SABR

Advises on executive leadership, organizational growth and the introduction of new operating models.

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Maureen Osborne

Former COO and CIO, JPMorgan, EY and Microsoft

Brings enterprise operations, technology and governance experience to DWEL’s strategic review process.

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Topher Callahan

Managing Director, MFS

Contributes institutional, financial and enterprise-market perspective to DWEL’s go-to-market strategy.

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JW

Jim Wilson

Former Global Managing Director of AI, Accenture

Advises on enterprise AI, responsible adoption and the role of intelligent systems in creating measurable business value.

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David Kahan

CFO, Assured Allies

Brings financial leadership and healthy-aging market experience focused on making successful aging more accessible.

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David Adelman

Former President, Tufts Health Plan Foundation

Advises on healthy aging, community impact and the systems that help older adults remain independent.

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Bob Stephen

Former Vice President, AARP Family Caregiving

Brings national family-caregiving expertise and a focus on innovation and impact for America’s millions of family caregivers.

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