HR Execs on the Move


 
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Executives

Name Title Contact Details
Simone Roundtree
Chief Financial Officer Profile

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FourLeaf Federal Credit Union

FourLeaf Federal Credit Union, headquartered in Bethpage, New York, is a federally chartered credit union with over 480,000 members and $13.4 billion in assets as of late 2024. Originally founded in 1941 to serve employees of Grumman Aircraft Engineering Corporation, it has evolved through several name changes, most recently rebranding to FourLeaf in early 2025 to reflect its nationwide expansion and modernization. FourLeaf operates under a federal community charter, allowing it to serve all residents of Nassau and Suffolk counties, as well as members nationwide. The credit union focuses on community engagement and offers a range of services, including deposit accounts, lending solutions, digital banking, and financial planning. With 32 branches and access to over 30,000 surcharge-free ATMs through the CO-OP network, FourLeaf is committed to providing member-focused services. The credit union is also actively involved in the community, sponsoring events like the FourLeaf Air Show and initiatives such as the Annual Turkey Drive.

Ledgebrook

Ledgebrook is an InsurTech MGA on a mission to bring Specialty insurance into the modern era. Burdened with legacy technology and processes, the industry has not kept pace with the speed of innovation seen in other sectors. Positioned at the cutting edge of the next generation of InsurTech, Ledgebrook offers the best of both worlds: innovative world-class technology deployed by a leadership team armed with decades of insurance expertise. Our long-term vision is to become a diversified full stack Specialty re/insurer competing with legacy carriers in product lines & markets across the globe. To get there Ledgebrook will build our premium base by rolling out a new Specialty product every ~6 months until we prove enough traction to raise a balance sheet, become a full stack carrier and eventually compete in the reinsurance markets as well. Our initial product will be domestic primary and excess GL E&S policies sourced via wholesale brokers. At Ledgebrook everything we do is driven by our culture: Care, Strive, Thrive Together. To succeed in modernizing the industry, we must first succeed in changing the way we do business. Talent density is our north star—fewer, better people working together as one. To that end weve replaced all individual incentives with generous equity packages—we play as a team, we win as a team. Everyone benefits handsomely from Ledgebrooks success. Ledgebrook is a fully-remote US based company backed by top venture investors including Brand Foundry & American Family Ventures.

ParetoHealth

ParetoHealth is a healthcare benefits solutions provider focused on midsize employers with 50 to 1,000 employees. The company aims to reduce healthcare cost volatility and improve financial outcomes through innovative self-insurance models. It has established itself as the largest health benefits captive in the U.S., managing over $6.6 billion in healthcare spending and serving more than 3,000 employers, which collectively cover over 1 million lives. The company offers a range of services, including its Risk Shield program, which provides a shared-risk model for predictable costs and stop-loss protection against large claims. Its Savings Engine utilizes data analytics and clinical expertise to manage medical costs and improve pharmacy solutions through the ParetoHealth Pharmacy Consortium. By pooling employers into a single risk pool, ParetoHealth enhances negotiating leverage and risk stabilization, allowing midsize businesses access to cost-saving tools typically available to larger corporations.

Formula E

Net Zero Since Day Zero. The ABB FIA Formula E World Championship brings dramatic racing to the heart of some of the worlds most iconic cities providing an elite motorsport platform for the worlds leading automotive manufacturers to accelerate electric vehicle innovation. The Formula E network of teams, manufacturers, partners, broadcasters, and host cities are united by a passion for the sport and belief in its potential to accelerate sustainable human progress and create a better future for people and planet.

Genesee Regional Bank

As a locally owned community bank, GRB is dedicated to Growing Rochester. The money deposited with GRB stays here in the form of loans to help local businesses thrive. We help residents buy homes and establish roots in the community. We support local organizations that make Rochester a better place. At GRB, our mission is woven into the fabric of our community. Business Banking For business owners, working with a community bank means having the ability to deal with senior banking professionals who take the time to get to know your company, becoming trusted advisors and strategic partners in helping you sustain business success. A full range of lending and merchant services, coupled with highly personalized service and a unique focus on Rochester delivers a banking relationship that helps local businesses reach their goals. Home Loans and Personal Banking For individuals, choosing a community bank means accessing a wide range of financial products designed to help strengthen your personal financial position. Our full-service mortgage team, GRB Mortgage, provides flexible loan options and local decision making for fast approvals. GRB also has access to special lending and grant programs to help first-time buyers, veterans and more. For your personal finances, our retail banking team provides assistance with CDs, checking/savings accounts, loans and Health Savings Accounts – all designed to help you protect and grow your assets. The GRB Experience At GRB, you will enjoy a level of personalized service simply not found at other banks. We call this "The GRB Experience." We are empowered to think differently and build relationships that support your success. We provide a unique banking experience and add significant value to area businesses and individuals. Thats what it means to be a community bank. Thats what it means to bank at GRB. Member FDIC. Equal Housing Lender. NMLS #417491. GRB is an Equal Opportunity/Affirmative Action Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet.