We recognize the power of people. Our senior management team has proven to be one of the most effective in the industry. With years of experience across many facets of the insurance and financial services industries, we continue to look for innovative ways to help ensure the success of our producers.
Mr. Jerrell G. Clay, CLU
Mr. Jerrell G. Clay, CLU serves as CEO and Chairman of the Board of Directors and is a cofounder of the Company. His ability to focus on critical value-added developmental issues within limited time frames has been proven over his career and since the inception of 3 Mark. Mr. Clay currently serves as a member of the Protective IMO Advisory Board; is a director of Avinci, Inc., a publicly traded company; and is the past President of the Houston Chapter of the Society of Financial Service Professionals. Mr. Clay is a Chartered Life Underwriter and a Registered Securities Principal.
Mr. Bill Propper
Mr. Bill Propper serves as 3 Mark's President and is a member of 3 Mark’s Board of Directors. Mr. Propper began his career in the insurance industry as a producer in 1985. In 1987, he joined Protective Financial Services, an original founding organization of 3 Mark Financial. In his years with the organization, Mr. Propper has served as a General Agent, Unit Manager, Regional Manager, Regional Vice-President, Chief Sales Officer, and ultimately his current position of President. As the primary contact for 3 Mark's carrier partners, he is responsible for coordinating all sales and marketing efforts throughout the organization. Mr. Propper also serves as the OSJ for 3 Mark's Broker/Dealer, ProEquities. He is a Registered Principal, a Registered Investment Advisor, and serves on the Management Advisory Council of numerous insurance carriers.
Mr. Rick Hollar
Mr. Rick Hollar serves as Chief Marketing Officer. His responsibilities include the attraction and development of new distribution, as well as the development of our existing distribution. Mr. Hollar has had a 40 year career that has always focused on revenue growth, recruiting and field relations. Mr. Hollar has served in numerous sales and management roles including Regional Director, Senior Marketing Officer, Chief Marketing Officer, President and CEO. He is a Chartered Life Underwriter and has worked for several major carriers including American General, Philadelphia Life, First Delaware Life (a sub of First Executive), US Life, Old Line Life and All American Life.
Mr. David Royse
Mr. David Royse serves as Vice President of Underwriting and New Business. He has an extensive background in the life insurance industry and has served in several leadership roles over his 15-year career. Prior to joining 3 Mark, he worked as a Large Case and Exceptional Risk Underwriter with Protective Life and AIG/American General. In addition to being well respected throughout the industry as a creative Underwriter capable of delivery results, he has served in a variety of roles as a consultant and manager of New Business Operations.
Ms. Sandra J. Robertson
Ms. Sandra J. Robertson serves as Vice President of Equities. She currently oversees the functions of 3 Mark Financial’s various B/D affiliations and is a Registered Principal for ProEquities, Inc. Ms. Robertson joined the precursor company to 3 Mark Financial in 1989 and has served in various capacities from contracting to bookkeeping to commission accounting.
Mrs. Betsy Riley
Mrs. Betsy Riley serves as 3 Mark’s Chief Financial Officer and is a member of the Board of Directors. She is also the Financial and Operations Principal in 3 Mark’s B/D, 3 Mark Equities. Her current duties include financial reporting, trustee for the 401(k), treasury management, shareholder relations, and audit supervision. She has 18 years combined experience with both Arthur Andersen and KPMG.
Mr. Glen Clay
Mr. Glen Clay serves as Vice President and Chief Information Officer. He is responsible for directing the evolution of 3 Mark's client/server and networking implementations, software and web applications, and the overall architecture of 3 Mark's technology infrastructure. He has over 23 years of management and marketing administration experience, specializing in information technology.
Mr. Bruce Alfredson
Mr. Bruce Alfredson serves as 2nd Vice President of Marketing. He is responsible for developing and implementing 3 Mark’s marketing efforts as well as supporting the firm's growth strategy. Mr. Alfredson is a Chartered Life Underwriter and a Chartered Financial Consultant. Prior to joining 3 Mark he worked for 33 years with Travelers Life and Annuity and American General where he held various sales and management roles.