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Sales and Business Development

 

Sales Team

East Coast Sales

Jim Kelly, HSA Bank Senior Vice President

Jim Kelly, Senior Vice President, Sales, East

Jim Kelly joined HSA Bank in 2017 and is responsible for creating new revenue opportunities and developing new markets in the Eastern region of the United States. Jim has more than 25 years of sales experience in enterprise software, healthcare technology, and financial services. His experience provides a unique perspective to help employers and their employees fully understand and leverage the benefits of Health Savings Accounts and the full portfolio of products available from HSA Bank. Most recently, Jim served as Executive Vice President of Sales with Accolade, Inc. where he provided executive leadership of the sales organization selling concierge and healthcare navigation services to large employers.

Prior to that, he was Chief Revenue Officer at Pokitdok, Inc. and Vice President of Employer Sales at Benefitfocus, where he managed the Employer Sales organization that grew to deliver more than $50 million of new recurring revenue annually. This sales growth and momentum helped the company complete a successful Initial Public Offering in 2013. Jim earned a master’s in business administration degree from the University of Wisconsin-Milwaukee and a bachelor’s degree in communication from Loyola University Chicago.

Jim currently resides in the Milwaukee area, and can be contacted by phone at (414) 467-6764 or by email.

Phil Hartsig, Vice President, Regional Sales Manager, East

Phil Hartsig, Vice President, Regional Sales Manager, East

Service Area: Delaware, Maryland, New Jersey, North Carolina, Virginia, and Washington, D.C.
Phil Hartsig joined HSA Bank in 2008 as Regional Vice President of Sales and was promoted to Vice President, Regional Sales Manager, East, in 2017. He is responsible for developing and maintaining relationships with insurance carriers, benefit consultants, third-party administrators (TPAs), employers, and other financial institutions. Before joining HSA Bank, Phil spent over 27 years working in various roles with health insurance carriers, TPAs, and benefit consulting firms. He was an early advocate of consumer-directed health plans as a means for his clients to rein in spiraling healthcare costs.

Phil currently resides in the Nashville area and can be contacted by phone at
(920) 522-3991 or by email.

Servicing groups with 10,000+ employees

Scott MacDonald, Vice President of Business Development – National Accounts

Scott MacDonald, Vice President of Business Development – National Accounts

Service Area: Alabama, Florida, Georgia, Indiana, Kentucky, Maryland, Michigan, Mississippi, North Carolina, Ohio, South Carolina, Tennessee, and Virginia
Scott MacDonald joined HSA Bank as Vice President of Business Development in 2016. He is responsible for developing and building relationships with national benefit consultants and large employers to further HSA Bank as the leader in the consumer-driven healthcare space. Prior to joining HSA Bank, Scott has a history of more than 17 years in the employee benefits administration industry. His knowledge and expertise in this field has allowed him to be successful in partnership management and sales roles.

Scott currently resides in Charlotte and can be contacted by phone at 704-302-4318 or by email.

Mike O'Brien, Vice President of Business Development – National Accounts

Mike O'Brien, Vice President of Business Development – National Accounts

Service Area: Connecticut, Delaware, District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Vermont, Virginia, and West Virginia
Mike O'Brien joined HSA Bank in 2018 as Vice President of Business Development – National Accounts. He is responsible for developing and building relationships with national benefit consultants and large employers. Mike brings more than a decade of sales and relationship management experience in insurance and human resources. Prior to joining HSA Bank, he served in account management and sales roles with ADP, Benefitfocus, and HR Best Practices. Mike earned an MBA from Georgia College & State University and a bachelor’s degree in economics from Loyola University Maryland.

Mike resides in Crownsville, Md., and can be contacted by phone at 443-510-4310 or by email.

Amy Lee, Inside Sales Representative – National Accounts

Amy Lee, Inside Sales Representative – National Accounts

Service Area: Alabama, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, West Virginia, Vermont, and Virginia
Amy Lee joined HSA Bank in 2017 as an Inside Sales Representative – National Accounts. She drives new business growth of national accounts by building relationships with key decision-makers. Amy facilitates lead outreach for the HSA Bank East Coast Sales team and coordinates sales efforts with the Regional Vice Presidents to increase opportunities. Prior to joining HSA Bank, Amy worked in human resources as a recruiter with ManpowerGroup Global. She earned her bachelor’s degree in communication from the University of Wisconsin-Milwaukee.

Amy resides in Milwaukee and can be contacted by phone at 920-453-3424 or by email.

Servicing groups with 1,000 to 9,999 employees

Heather R. Harte, Regional Vice President

Heather R. Harte, Regional Vice President

Service Area: Indiana, Kentucky, Michigan, Ohio, Pennsylvania, and Tennessee
Heather Harte joined HSA Bank as the Regional Vice President for the Mid-Atlantic territory in 2016. She is responsible for developing and maintaining relationships with insurance carriers, brokers, consultants, TPAs, and employers. Heather is active with the National Association of Health Underwriters, and she has served in numerous roles at the national, regional, state, and local levels. Before joining HSA Bank, Heather spent more than 20 years in the health insurance and financial services industry, focusing on educational awareness and creating the ultimate customer experience for clients and their employees.

Heather currently resides in the Cincinnati area and can be contacted by phone at (720) 231-4090 or by email.

Larry Maistelman, Regional Vice President

Larry Maistelman, Regional Vice President

Service Area: Connecticut, Maine, New Hampshire, New York, and Vermont
Larry Maistelman joined HSA Bank as a regional vice president in 2011. He is responsible for developing and maintaining relationships with insurance carriers, agencies, TPAs, and employers. Before joining HSA Bank, Larry spent 17 years in the insurance and financial services industries, including five years as the owner and president of his own agency. Larry feels HSAs, along with the compatible health plans, offer a strategic way to manage exorbitant premiums in an economic environment that has employers and employees searching for a way to stop the escalating cost of health insurance.

Larry currently resides in the Plainview, New York area and can be contacted by phone at (516) 349-1429 or by email.

Sue Ruda, Regional Vice President

Sue Ruda, Regional Vice President

Service Area: Alabama, Florida, Georgia, Mississippi, North Carolina, and South Carolina
Sue Ruda joined HSA Bank in 2018 as Regional Vice President of Sales. In this role, she provides health-based accounts, including HSAs, FSAs, HRAs, and Commuter Benefits, to employers with 1,000 to 9,999 employees. Prior to joining HSA Bank, Sue worked as the director of service and account management at Coventry Health Care, where she built and fostered strong relationships with brokers, consultants, senior managers, and plan administrators. She also served as senior client consultant with Arthur J. Gallagher & Co., where she used her skills of underwriting, project management, customer retention, relationship management, and negotiation.

Sue resides South Carolina and can be contacted by phone at 980-201-6341 or by email.

Jordan Wilson, Regional Vice President

Jordan Wilson, Regional Vice President

Service Area: Delaware, District of Columbia, Maryland, Massachusetts, New Jersey, Virginia, and West Virginia
Jordan Wilson joined HSA Bank in 2018 as Associate Vice President of Sales. In this role, he provides health-based accounts, including HSAs, FSAs, HRAs, and Commuter Benefits, to employers with 100 to 1,000 employees. With 15 years of sales and account management experience, he previously worked as an account executive with Benefitfocus and as a sales executive with Kronos, where he built a pipeline and sold a full suite of product offering.

Jordan resides in the northern Virginia area and can be contacted by phone at 703-980-4833 or by email.

Servicing groups with 100 to 999 employees

Jolene Rambone, Associate Vice President

Jolene Rambone, Associate Vice President

Service Area: Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Vermont
Jolene Rambone joined HSA Bank in 2018 as Associate Vice President of Sales. Before joining HSA Bank, Jolene spent eight years working in the health insurance industry, focusing primarily on retention through overall client satisfaction. She is an active member of the New England Employee Benefits Council of Massachusetts. Jolene received her bachelor’s degree in kinesiology from the University of Rhode Island, and she is currently pursuing a master’s degree in health promotion at Rhode Island College.

Jolene resides Burrillville, Rhode Island, and can be contacted by phone at 401-419-7629 or by email.

Sara Jo Richmond, Associate Vice President

Sara Jo Richmond, Associate Vice President

Service Area: Indiana, Kentucky, Michigan, and Ohio
Sara Jo Richmond joined HSA Bank in 2019 as Associate Vice President of Sales. In this role, she provides health-based accounts, including HSAs, FSAs, HRAs, and Commuter Benefits, to employers with 100 to 999 employees. Sara Jo has more than 20 years of experience working in the financial services sector. Prior to joining HSA Bank, she worked as a healthcare product group regional sales executive and membership advantage officer at Fifth Third Bank. She also coordinated financial wellness workshops and engaged with employers about the benefit value and potential cost-savings of pairing tax-advantaged accounts with health plans.

Sara Jo resides Grand Rapids, Mich. and can be contacted by phone at 616-318-5065 or by email.

Wm. Joseph Renaud, Associate Vice President

Wm. Joseph Renaud, Associate Vice President

Service Area: Indiana, Kentucky, Michigan, Ohio, Pennsylvania, and West Virginia
Joe Renaud joined HSA Bank as an Associate Vice President in 2013. He is responsible for building, developing and maintaining relationships with insurance carriers, brokers, benefit consultants, TPAs, MGAs, GAs, agencies, employers, and other financial institutions in Pennsylvania, New Jersey, and Delaware. Before joining HSA Bank, Joe spent over 30 years working in various sales and sales management roles with insurance carriers, managed care, and employee benefit consulting firms. He is a proponent of consumers having more control of their healthcare dollars and has promoted the value of HSAs as a tool to help employees pay for out-of-pocket healthcare cost with tax-free funds. Joe received his bachelor's degree in business from Fontbonne University in St. Louis, Missouri.

Joe currently resides in the suburban Pittsburgh area and can be contacted by phone at (724) 799-4792 or by email.

Rantz Walters, Associate Vice President

Rantz Walters, Associate Vice President

Service Area: Alabama, Florida, Georgia, Mississippi, South Carolina, and Tennessee
Rantz Walters joined HSA Bank in July of 2015 as a Senior Relationship Manager, and he was promoted to Associate Vice President of Sales in 2016. Rantz is responsible for developing and maintaining relationships with insurance carriers, brokers, consultants, GAs, TPAs, and employers. He is also an active member in the National Association of Health Underwriters, serving in the Atlanta chapter. Before joining HSA Bank, Rantz spent 19 years working in the payments processing industry. Rantz graduated from Auburn University.

Rantz currently resides in the Columbus, Georgia area and can be contacted by phone at (706) 566-1934 or by email.

Servicing groups with under 99 employees

Jewelry Yang, Inside Sales Representaive

Jewelry Yang, Inside Sales Representative

Service Area: Alabama, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, and West Virginia
Jewelry Yang has worked at HSA Bank since November 2008 in various Operations, Business Relations, and Sales roles. She was promoted to Inside Sales Representative in 2017 and now develops and maintains relationships with brokers, benefit consultants, insurance carriers, and employers. Jewelry assists employers with 1-99 employees maintain and add healthcare benefits, including HSAs, HRAs, FSAs, and Commuter Benefits.

Jewelry resides in Sheboygan, Wisconsin, and can be contacted by phone at (920) 452-2424 or by email.

Sherry Lee, Inside Sales Representative

Sherry Lee, Inside Sales Representative

Service Area: Alabama, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Vermont, Virginia, and West Virginia
Sherry Lee joined HSA Bank in 2018 as an Inside Sales Representative. She assists employers with one to 99 employees maintain and add healthcare benefits, including HSAs, HRAs, FSAs, and Commuter Benefits. Prior to joining HSA Bank, Sherry worked in sales, account executive, and human resources roles at Fooda, DAP Acquisitions, and Cielo Talent. She earned her bachelor’s degree in human resources management and personnel administration from the University of Wisconsin-Milwaukee.

Sherry resides in Milwaukee and can be contacted by phone at 920-453-9891 or by email.

West Coast Sales

Christine Walker, Vice President, Regional Sales Manager, West

Christine Walker, Vice President, Regional Sales Manager, West

Service Area: Arkansas, Louisiana, Oklahoma, and southern Texas (Groups with under 100-999 employees)
California, southern California, Nevada, and Hawaii (Groups with under 1000 employees)

Christine Walker joined HSA Bank in 2007 as Assistant Vice President of Sales for the Southwest. She was promoted to Regional Vice President in 2010 and then to Vice President, Regional Sales Manager, West, in 2017. She is responsible for developing and maintaining relationships with insurance carriers, agencies, third-party administrators, employers, and other financial institutions. Christine serves on the Greater Phoenix Association of Health Underwriters (GPAHU) where she was President and Director of Public Service from 2011 to 2012. Before joining HSA Bank, she spent more than 12 years in the financial and insurance industries, focused on providing exceptional customer service to clients in all market sizes.

Christine currently resides in Phoenix and can be contacted by phone (602) 421-2945 or by email.

Servicing groups with 10,000+ employees

Patrick Farrell, Vice President of Business Development – National Accounts

Patrick Farrell, Vice President of Business Development – National Accounts

Service Area: Arkansas, Illinois, Indiana, Iowa, Kansas, Louisiana, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Oklahoma, South Dakota, Texas, and Wisconsin
Patrick Farrell joined HSA Bank as Vice President of Business Development in 2014. He is responsible for developing and building relationships with national benefit consultants and large employers to further solidify HSA Bank’s position as the leader in the consumer-driven healthcare space. Prior to joining HSA Bank, Patrick worked for more than 10 years in consumer-driven health account product sales, establishing himself as a leader in the industry. He has worked in product rollouts and built relationships with brokers and consultants. Patrick holds a Bachelor of Arts Degree from the University of Minnesota.

Patrick currently resides in the Minneapolis metro area and can be contacted by phone at (612) 716-2538 or by email.

Candice Hamilton, Vice President of Business Development

Candice Hamilton, Vice President of Business Development – National Accounts

Service Area: Alaska, Arizona, California, Colorado, Hawaii, Idaho, Montana, Nevada, New Mexico, Oregon, Utah, Washington, and Wyoming
Candice Hamilton joined HSA Bank in 2017 as Vice President of Business Development – National Accounts. She is responsible for developing and building relationships with national benefit consultants and large employers to further HSA Bank as a leader in the consumer-directed healthcare space. Prior to joining HSA Bank, Candice worked for six years in benefit and healthcare solution sales, consulting, and management roles, establishing herself as an expert in the healthcare benefits industry. She earned her Certified Employee Benefit Specialist (CEBS) designation from the Wharton School of the University of Pennsylvania.

Candice resides in Seattle and can be contacted by phone at (206) 852-1310 or by email.

Servicing groups with 1,000 to 9,999 employees

Jim Frugo, Regional Vice President

Jim Frugo, Regional Vice President

Service Area: Illinois, Kansas, and Wisconsin
Jim Frugo joined HSA Bank in 2018 as Regional Vice President of Sales. He develops and maintains relationships directly with employers with 1,000 to 9,999 employees. Jim brings to the position a successful track record of more than 20 years that includes high-profile leadership positions and recognized sales achievements in the human resources, payroll, and benefits technology space. Prior to joining HSA Bank, Jim worked sales/sales management and enterprise account executive roles with ADP, Benefitfocus, and Hodges-Mace. In those roles, he focused on benefit administration efficiencies, exchange solutions, and ACA tracking/compliance.

He resides in Mount Prospect, Illinois, and can be contacted by phone at 773-416-7856 or by email.

Mark Montalbano, Regional Vice President

Mark Montalbano, Regional Vice President

Service Area: Alaska, Arizona, California, Hawaii, Idaho, Nevada, New Mexico, Oregon, and Washington
Mark Montalbano joined HSA Bank as Regional Vice President of Sales in 2017. He is responsible for developing and maintaining relationships with major and enterprise size accounts, insurance carriers, benefit consultants, third party administrators, and other financial institutions. Before joining HSA Bank, Mark spent over 20 years in sales and sales management with Fortune 500 companies working with direct to employers, benefit firms, TPAs, and health-insurance carriers.

Mark resides in Portland and can be contacted by phone at (503) 407-8285 or by email.

Beca (Jennifer) Tomcho, Regional Vice President

Beca Tomcho, Regional Vice President

Service Area: Arizona, California, and New Mexico
Beca Tomcho joined HSA Bank in 2018 as Regional Vice President of Sales. In this role, she provides health-based accounts, including HSAs, FSAs, HRAs, and Commuter Benefits, to employers with 1,000 to 10,000 employees. Beca is a licensed benefits broker with 25+ years of experience in the employee benefits industry. She previously worked as a director of employer sales with Benefitfocus and as a senior account executive with PlanSource, and she held various sales leadership roles with SyncHR and Benu.

Beca resides in the San Diego area and can be contacted by phone at 858-395-3737 or email.

Steve Moegenburg, Inside Sales Representative- National Accounts

Steve Moegenburg, Inside Sales Representative – National Accounts

Service Area: Alaska, Arkansas, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Iowa, Kansas, Louisiana, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin, and Wyoming
Steve Moegenburg joined HSA Bank as Inside Sales Representative – National Accounts in August 2017. He is responsible for driving new business growth of national accounts by building relationships with key decision-makers. Steve facilitates lead outreach for the HSA Bank West Coast Sales team, and coordinates sales efforts with the Regional Vice Presidents to increase opportunities. He brings more than seven years of experience gained from working in a variety of sales, marketing and account management roles. Before joining HSA Bank, Steve worked as an Account Manager with the Crisis Prevention Institute where he oversaw overall strategy to increase growth for his territory. Prior to this, he served as an Inside Sales Representative with InPro Corporation where he helped increase sales and fostered growth with new accounts. He earned a master’s in business administration from the University of Wisconsin-Whitewater and a bachelor’s degree in marketing analytics from the University of Wisconsin-Eau Claire.

Steve resides in Milwaukee, and can be contacted by phone at 920-803-3051 or by email.

Servicing groups with 100 to 999 employees

Michelle Piepenburg, Associate Vice President

Michelle Piepenburg, Associate Vice President

Service Area: Arizona, Colorado, New Mexico, Utah, and northern Texas
Michelle Piepenburg joined HSA Bank as a Sales Support Specialist in 2016 and was promoted to Associate Vice President of Sales in 2017. She is responsible for developing and maintaining relationships with insurance carriers, benefit consultants, third party administrators, employers, and other financial institutions. Before joining HSA Bank, she worked in various sales and operations roles with a financial holding company that offered complete banking services, payment solutions, asset servicing, and institutional investment management to customers. Michelle graduated from Cardinal Stritch University with a bachelor’s degree in business management.

Michelle resides in Phoenix and can be contacted by phone at (920) 323-9468 or by email.

Servicing groups with under 99 employees

Mike Bergan, Inside Sales Representative

Mike Bergan, Inside Sales Representative

Service Area: Arkansas, Illinois, Iowa, Kansas, Louisiana, Minnesota, Missouri, Nebraska, Oklahoma, Texas, and Wisconsin
Mike Bergan started at HSA Bank in March 2016 as a Sales Support Specialist and was promoted to Inside Sales Representative in 2017. In this role, he develops and maintains relationships with brokers, benefit consultants, insurance carriers, and employers. He assists employers with 1-99 employees maintain and add healthcare benefits, including HSAs, HRAs, FSAs, and Commuter Benefits.

Mike resides in Milwaukee, Wisconsin, and can be contacted by phone at (920) 453-9828 or by email.

Michelle Deppiesse, Inside Sales Representative

Michelle Deppiesse, Inside Sales Representative

Service Area: Alaska, Arizona, California, Colorado, Hawaii, Idaho, Montana, Nevada, New Mexico, North Dakota, Oregon, South Dakota, Utah, Washington, and Wyoming
Michelle Deppiesse started at HSA Bank in November 2016 as a Sales Support Specialist. She was promoted to Inside Sales Representative in 2017. She develops and maintains relationships with brokers, benefit consultants, insurance carriers, and employers. Michelle assists employers with 1-99 employees maintain and add healthcare benefits, including HSAs, HRAs, FSAs, and Commuter Benefits.

Michelle resides near Sheboygan, Wisconsin, and can be contacted by phone at (920) 453-9811 or by email.

Business Development Team

Ann Brisk, Vice President, Strategy Development Officer

Ann Brisk, Vice President, Strategy Development Officer

Ann Brisk joined HSA Bank as Vice President and Strategy Development Officer in 2017. She is responsible for cultivating strategic ideas generated by HSA Bank by researching market opportunities and developing initial business cases. She brings more than 20 years of business development and transactional experience gained from working for a variety of healthcare companies and financial institutions. Before joining HSA Bank, Ann served as Director of Business Development at CAQH, a non-profit alliance of health plans and trade associations that focuses on the transformation of business processes in healthcare. Prior to that, in her role as Director of Business Development with Tango Health, Inc., she developed strategic partnerships with health plans and HSA administrators. Ann also served as Vice President, Healthcare Transaction Services, at OptumHealth Financial, where she generated annual growth through management of product and strategy for healthcare payment solutions. She earned a bachelor’s degree in marketing from the University of Colorado Boulder.

Ann resides in Salt Lake City, Utah, and can be contacted by phone at 801-556-9847 or by email.

Carrier Sales

Servicing groups with 10,000 or more employees and health plan partners

Chris Ebersole, Senior Vice President, Director of Business Development

Chris Ebersole, Senior Vice President, Director of Business Development

Chris Ebersole rejoined HSA Bank in 2011 as Vice President of Business Development after serving as Regional Vice President of Sales from 2004-2006. As SVP Director of Business Development, Chris is responsible for leading the business development team to acquire national accounts and develop health plan partnerships for the Bank's account-based benefit solutions. Prior to rejoining HSA Bank, Chris served as Vice President, Director of Healthcare Sales for The Bancorp Bank to drive the growth of its HSA solution. He has more than 25 years of experience building and maintaining strategic healthcare, banking, and technology partnerships to deliver employee benefit solutions. Chris earned the Certified Employee Benefit Specialist (CEBS) designation from The Wharton School of the University of Pennsylvania.

Sanders McConnell, Vice President of Business Development – Health Plans

Sanders McConnell, Vice President of Business Development – Health Plans

Sanders McConnell joined HSA Bank in 2014, and he is responsible for developing and building relationships with national and regional health insurance carriers. Sanders has been a consumer-driven healthcare account champion for more than eight years with accomplishments, including the founding of My HSA Rewards. He has also worked to provide industry leading debit card processing for HSAs as well as other notional accounts like FSAs, HRAs, Rewards, and Commuter benefits.

Sanders currently resides in the Atlanta metro area and can be contacted by phone at (770) 856-9847 or by email.

Todd Rollo, Vice President of Business Development

Todd Rollo, Vice President of Business Development

Todd Rollo joined HSA Bank in 2017 as Vice President of Business Development. He drives strategic partnerships with national and regional health-insurance carriers. Todd works to identify areas of collaboration, drive innovation, and unlock shared value. Prior to this role, he spent more than a decade in sales and strategic consulting roles with UnitedHealth Group, where he was responsible for overall new and existing business for all consumer-directed healthcare (CDH) accounts. Todd also partnered with training, product, operations, and other functional areas to develop and deliver field-based CDH training and communications. He also obtained extensive experience while working for Humana with contracts, proposals, account management, and operations.

Todd resides around Louisville, Kentucky, and can be reached by phone at (502) 550-8027 or by email.

For information on our Leadership team, click here.