Management team
Meet our team
Dan Epstein
Dan joined ReSource Pro in 2005 and became CEO one year later, leading it from a small startup...
Dan joined ReSource Pro in 2005 and became CEO one year later, leading it from a small startup to a company with over 9,000 employees across 12 offices and 3 continents. Dan has been named one of the “Hot 100” leaders in the insurance industry by Insurance Business America. Dan’s résumé includes degrees from Columbia Business School and the London School of Economics, military service in the Israel Defense Forces, economic research in East Africa, international trade work in the US House of Representatives, vice chairmanship on the Board of the World Future Society, and several stand-up comedy gigs in New York City.
Matthew Bruno
Matt is the Founder of ReSource Pro, coming up with the initial concept for the business and the...
Matt is the Founder of ReSource Pro, coming up with the initial concept for the business and the start of outsourcing for mid-sized insurance organizations. In 2003, he opened ReSource Pro’s first office in Qingdao, China, building the organization from one employee to over 8,000 and instilling a strong culture of innovation. Matt’s founding of the company was covered in an extensive case study featured in The Harvard Business Review. Today, Matt is a recognized leader in global and US insurance operations and the Chinese business environment. When he’s not working, he loves to travel the globe with his family.
Patrick Armstrong
Patrick Armstrong leads the revenue function at ReSource Pro and serves on the steering committee of the company’s...
Patrick Armstrong leads the revenue function at ReSource Pro and serves on the steering committee of the company’s executive leadership team. His background includes more than 30 years of sales and sales management experience, including 17 years as a principal of an independent insurance agency. Patrick is responsible for the company’s go to market infrastructure across all (Retail MGA and Carrier) business verticals. His teams engage with new and existing clients to implement solutions that improve outcomes and enable profitable growth within their organizations. Since Patrick joined ReSource Pro in 2010, the company has seen a period of 20x revenue growth. Patrick earned a BA in Business Administration from St John’s University/The College of Insurance and holds the Chartered Property Casualty Underwriter (CPCU) designation. When not on an airplane or in meetings, he enjoys boating, reading, and watching college sports with friends and family.
Christopher Watkins
As the EVP, Chief Information Officer, Christopher Watkins oversees Information Security, Infrastructure Operations, Automation, Enterprise Applications, and Product...
As the EVP, Chief Information Officer, Christopher Watkins oversees Information Security, Infrastructure Operations, Automation, Enterprise Applications, and Product Development. Prior to joining ReSource Pro in 2008, Chris was a senior consultant for Deloitte, where he specialized in technology strategy and systems implementation for financial services customers. He has been instrumental in ReSource Pro’s digital transformation, and is a recognized expert in insurance industry technology and information security. Chris earned a Masters of Information Systems Management from Carnegie Mellon in 2006 and completed an executive education program from Harvard Business School in 2013. When not working, Chris is spending time with his two young children, experimenting with smart home gadgets, swimming or skiing.
Violet Xu
Hired as ReSource Pro’s fourth employee, Violet now serves as Chief Operating Officer. An expert in insurance industry...
Hired as ReSource Pro’s fourth employee, Violet now serves as Chief Operating Officer. An expert in insurance industry operations, she plays a key role in developing and implementing long-term strategies for the company. With a laser focus on delivering high-quality work and services under Violet’s management, the company has achieved a 97%+ client retention rate. In 2017, Violet was named one of the Elite Women in Insurance by Insurance Business America.
Karl Halteman
Karl Halteman joined ReSource Pro in 2018 as Chief Financial Officer, overseeing global financial accounting & reporting, tax,...
Karl Halteman joined ReSource Pro in 2018 as Chief Financial Officer, overseeing global financial accounting & reporting, tax, treasury, and the legal function. He is a Certified Public Accountant and brings over 20 years of financial business process improvement, mergers & acquisitions, supply chain management, and private equity experience. When not working or traveling, you can spot Karl on the mountain bike trails or rooting on the New York Mets and Syracuse Orange.
Leaf Zhang
Since joining ReSource Pro in 2003, Leaf Zhang has worked in every area of the company, from managing...
Since joining ReSource Pro in 2003, Leaf Zhang has worked in every area of the company, from managing the company’s facilities to assisting community outreach. Having served as Processing Manager for several client teams, in 2008 she became SVP of Operations and now oversees our Facility, Finance, and Acquisition Departments. Leaf enjoys exploring different cultures and cuisines.
Emily Yu
As Executive Vice President of Global Service Delivery, Emily Yu is responsible for driving cross-departmental collaboration and leading...
As Executive Vice President of Global Service Delivery, Emily Yu is responsible for driving cross-departmental collaboration and leading the development of long-term strategic initiatives for ReSource Pro’s service delivery centers in China and India. Since joining ReSource Pro in 2004, she has held various leadership roles, consistently surpassing financial and operational targets for the China team while enhancing their talent pool and organizational capabilities. Prior to her tenure at ReSource Pro, she worked in administration for a prominent global retail supermarket. Outside of her professional endeavors, Emily enjoys hiking sunny trails during weekends and cooking at home on rainy days.
Beth Taylor
With a keen focus on data-driven strategies, Beth Taylor leads marketing and communications at ReSource Pro. Her role...
With a keen focus on data-driven strategies, Beth Taylor leads marketing and communications at ReSource Pro. Her role oversees various functions, including brand management, product marketing, digital initiatives, campaigns, events, and media/PR. Beth’s passion lies in developing marketing leaders who can seamlessly blend data analytics with creative flair to craft delightful customer experiences, whether digital or face-to-face. She brings with her an impressive track record of over 18 years in global B2B marketing, having earned numerous marketing awards across big tech, travel tech, consulting, and finance. In addition, she is a recognized thought leader and advocate for diversity in leadership and women in the technology field.
Beth holds degrees from Boston University, the University of Cambridge, and James Madison University. When she’s not orchestrating marketing, Beth leads an active lifestyle as a lifelong competitive soccer player. She currently resides in Northern Virginia, where she enjoys spending time with her family and their golden retriever, Lucy.
Amber Brethouwer
For over two decades, Amber Brethouwer has helped dozens of customers improve service quality and profitability. Working with...
For over two decades, Amber Brethouwer has helped dozens of customers improve service quality and profitability. Working with top insurance customers like Nationwide, Lincoln Financial, Fidelity & Guaranty Life, MetLife, Genworth, AFLAC, Prudential, Standard Insurance Company and American General, her experience reaches across individual, retail, direct, and employee benefits business segments. In 2016, Amber joined ReSource Pro as a Senior Client Advisor and soon rose to Assistant Vice President of Client Development and later Vice President of Business Development. She brings an operations-first approach to helping our strategic customers to grow profitably. Under her leadership, the sales team has more than doubled. Prior to ReSource Pro, Amber worked at Dell serving as Delivery Manager, Senior Business Analyst, Program Manager, and later as a Senior Client Executive for 10 years. She was recognized numerous times as Dell Sales Maker of the year in 2012 and 2014, and Client Executive of the Year in 2009, 2010, and 2012. At ReSource Pro, Amber brings an operations-first approach to helping our strategic customers to grow profitably. She resides in Lincoln, NE, with her husband and daughter.
Phoenix Wang
Phoenix joined ReSource Pro in 2005 and assumed the role of founder for ReSource Pro’s Operational Excellence team....
Phoenix joined ReSource Pro in 2005 and assumed the role of founder for ReSource Pro’s Operational Excellence team. With a Business Management degree and extensive experience in Lean Six Sigma, Phoenix has been committed to establishing company-wide centers of excellence focused on insurance domain, client service and operation optimization. Her main objective is to enhance operational quality, efficiency, and client experience, ultimately delivering increased value to clients. Outside of work, Phoenix enjoys reading, writing, and exploring various documentaries.
Ernie Feirer
Ernie Feirer joined ReSource Pro in 2024 as Senior Vice President of the company’s Carrier Practice. His career...
Ernie Feirer joined ReSource Pro in 2024 as Senior Vice President of the company’s Carrier Practice. His career in insurance spans over four decades, including 37 years of experience with two of the largest insurance data and analytics providers. With deep insurance industry expertise developed over various executive roles in claims, product development, and business development, Ernie oversees a strong bench of carrier-focused executives and robust solutions. The Carrier Practice team works closely with organizations actively undergoing transformation initiatives, helping clients set and exceed their growth goals.
Ernie holds a master’s in computer science and an MBA from Iona College, as well as a Certified Property Casualty Underwriter (CPCU) designation. Musical theater is also a passion for his, and he has led many community productions, including Oklahoma, West Side Story, Barnum, Godspell, 110 In The Shade, South Pacific, Guys and Dolls, and A Streetcar Named Desire.
Saima Shaukat
Saima Shaukat is a seasoned revenue leader with over 20 years of experience in the software and insurance...
Frank Philips
Frank is an expert at building organizations and driving growth in consumer, small business, and specialty lines. His...
Frank is an expert at building organizations and driving growth in consumer, small business, and specialty lines. His industry expertise is instrumental in guiding and growing operations at the Insurance Experience Center. In past roles, he has delivered exceptional results through strategic investments in human capital, technology, operational improvement, marketing, and business development.
Manj Sohal
Manj Sohal is in charge of our operations in India. Since joining ReSource Pro in 2009, he has...
Manj Sohal is in charge of our operations in India. Since joining ReSource Pro in 2009, he has created, designed, and implemented our enterprise-wide quality system, and set up our process innovation program, AdvanceIt. A Lean Service Expert, Manj has worked in eight different countries, and in 2007 established the largest luxury magazine distribution system in China. He swims laps to stay energized.
Amy Xu
Amy, SVP of Service Delivery & Global Resource Management, has been with ReSource Pro since 2005, evolving through...
Amy, SVP of Service Delivery & Global Resource Management, has been with ReSource Pro since 2005, evolving through diverse roles in managing client teams across Retail Brokers, MGAs, and Carriers. In her current role, she acts as the driving force behind the Service Delivery Unit, overseeing new client onboarding, account management, and strategic resource planning while consistently meeting financial and operational targets. Leading Service Delivery Directors and Managers, Amy fosters a motivated team drives transformative value. Amy holds a Finance degree and a CEIBS Management Program diploma, her strategic vision and commitment to excellence ensure ReSource Pro’s clients receive exceptional service and value. In her personal life, Amy is a passionate traveler and always on the lookout for new and exciting food experiences around the globe.
Milton Whitfield
Milton joined ReSource Pro in 2018 as General Counsel, bringing over 30 years of expertise in corporate matters,...
Milton joined ReSource Pro in 2018 as General Counsel, bringing over 30 years of expertise in corporate matters, particularly in outsourcing transactions. He holds two degrees in engineering from the University of Virginia, an MBA from The George Washington University, and a JD from Georgetown University. Throughout his military and civilian career, Milton has held several leadership positions. At ReSource Pro, he leads a global team of attorneys, providing strategic advice on compliance, employment, risk management, and transactions. Outside of work, Milton enjoys bicycling, swimming, and spending time with his family.
Management team Our leadership team brings decades of insurance industry experience and are prepared to help you achieve...
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