SE2 Appoints Michele Trogni as CEO

Rob Frederick, a year life, annuities, and retirement expert with over 25 years of experience, joins SE2 as President and COO.

(Michele Trogni with Ian Jeffrey, CEO of Breathe Life, and Mark Schultis, then CEO of SE2, on the announcement of SE2’s acquisition of Breathe Life. Source: SE2.)

SE2 (Topeka, Kan.), a life and annuity insurance technology and services company, has announced the appointment of Michele Trogni as Chief Executive Officer effective May 1, 2022. Trogni, who also retains her position as Chairperson of SE2’s Board of Directors, will lead the Company’s multi-year strategic plan focused on enhancing client service through innovative technology solutions, according to an SE2 statement.

Michele Trogni, CEO of SE2 and Operating Partner, Eldridge.

“I am thrilled to be taking on the role as CEO,” comments Trogni. “Delivering an industry-leading digital experience to our clients, that increases accessibility of life and annuity products, enables their growth strategies and delights consumers with strong data and great service is our goal. I’m looking forward to leading our business as we deliver on this exciting open insurance strategy.”

“Michele’s experience and leadership has been an asset for us at Eldridge,” comments Tony Minella, Co-Founder and President, Eldridge (Greenwich, Conn.), SE2’s parent company. “We are excited for Michele to expand her role at SE2 as they scale product and data capabilities, providing carriers with more efficient and cost-effective technology solutions.”

Current Chief Executive, Mark Schultis, will be stepping down, and will become a senior consultant to SE2. “I want to thank Mark for his leadership and commitment to our transformation over the past two years,” says Trogni.

Deep L&A Experience

Rob Frederick, COO, SE2.

SE2 also announced the appointment of Rob Frederick, an executive with more than 25 years in the life, annuities, and retirement industry, as President and Chief Operating Officer, reporting into Trogni. Frederick joins SE2 from LTCG (EdenPrairie, Minn.), an independent third-party provider of technology and operational services for long term care insurers, where he was COO. He previously spent 16 years with Transamerica in several roles, including COO of Individual Savings and Retirement and more recently as President and CEO of Enterprise Business Services. “Rob’s proven operational and service excellence, along with deep experience in the life and annuity industry will be invaluable for SE2’s team and clients,” Trogni adds.

Trogni has operated as a global business leader in banking and financial services for more than 30 years. In addition to her role at SE2, she is currently an Operating Partner at Eldridge, engaging in investing and advisory to the fintech and InsurTech sectors. Trogni was previously Executive VP of Consolidated Markets and Solutions for IHS Markit, where she led a portfolio of data and analytics businesses. Prior to this, Trogni spent 25 years with UBS, the global wealth management and banking firm, where her last role was Group CIO. She is also a member of the Deutsche Bank Supervisory board.

SE2 Acquires Breathe Life

Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at or (503) 936-2803.

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