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Meet Our Team

Conshohocken

President & COO
Robert J. Bush, CPCU, CPIA
President & COO

Bio

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President & COO

Robert J. Bush, CPCU, CPIA

President & COO

Bio

Passionate about finding ways to add value to clients and business colleagues, in a collaborative style, that results in their strategic growth and profitability. I use my experiences in insurance and financial services; sales, operations and financial strategies and execution, in private and public companies, to look at our clients goals, opportunities and challenges in a new light and provide expertise and resources to help achieve successful outcomes.

PROFESSIONAL EXPERIENCE

President & COO

COSAINT Insurance Partners & O’Neill Insurance, Conshohocken, PA, July 2018 - Present

Using my 38 years in the independent broker channel in sales, operations and financial capacities, gives me the unique ability to help Nationwide Exclusive Agents join O'Neill Insurance & COSAINT Insurance Partners to transition with us to be an Independent Agent and Broker. Ten long-time Nationwide Exclusive Agents have already joined our team to take a once in a business lifetime journey.

Robert Bush & Associates, LLC, North Wales, PA, January 2015-Present

President

Merged the Company into COSAINT Insurance Partners, LLC in August 2018

Strategic Business Development and Consulting to the Insurance Industry
Representative Deals:

  • Consulting for a Fortune 1000 company that owns a top 25 Property & Casualty and Employee Benefits Broker, and also provides Professional Employer Organization (PEO) products and services, Human Resource Consulting and Human Capital Management and Benefits Administration software to develop their Value Propositions and other deliverables to position them as the leader in their industry
  • Facilitated a Letter of Intent for a private equity backed National Insurance Brokerage to acquire a multi-state Insurance Brokerage
  • Represented the seller of a PA Property & Casualty Insurance Brokerage to a Bank owned Regional Insurance Brokerage
  • Subject Matter Expert for an Advertising Agency working with a Public Company to help them market their IPO & Proxy services, as well as online SEC Filing software to Boards of Directors, Executive Management Teams, Accountants, Lawyers, PE/VC and other Deal Professionals
  • Facilitated and managed the replacement and restructuring of a US based Employee Benefit Captive’s, Medical Stop Loss Reinsurance with a National MGU company

Corance MGU, LLC, Wayne, PA, April 2012 – January 2015

President & CEO

Joined this startup medical stop loss underwriting company and built a corporate infrastructure and partnered with Gerber Life (NY) and Sirius International (UK) to provide coverage to an underserved segment of the self-funded health insurance market.

Beneficial Insurance Services, LLC, June 2007 – March 2012 

Chairman & CEO

Beneficial Advisors, LLC, June 2007 – March 2012 

Chairman & CEO

Beneficial Bank, Philadelphia, PA, June 2007 – March 2012   (NASDAQ-BNCL)

Executive Vice President & Proxy Officer

  • Direct report to the Chairman, President & CEO of Beneficial Bancorp and was a Member of the Executive Management Team
  • Board Committee Participation: Audit; Compensation; Pension & Retirement
  • Management Committee’s Member: Asset / Liability (ALCO); 401(k) & Retirement
  • Member of Executive Management that evaluated, planned and executed on a simultaneous Mutual Bank First Step Conversion IPO raising $236 Million and the acquisition of FMS Financial for $183 Million
  • Led and implemented a comprehensive project to evaluate and then restructure the retirement plans, ESOP, employee benefits and health & welfare plans for the Compensation Committee and Board of Directors, to be appropriate for a public company and be peer competitive, which produced savings in excess of $20 Million
  • On teams that evaluated acquisition opportunities and strategic investments in Banking, Specialty Finance, Leasing, Municipal Bond Dealer, Trust, Retirement, Wealth Management, Payroll, Insurance and Business Consulting
  • Grew the insurance subsidiary through acquisition, organically and technology enhancements to a $100 Million premium company with EBITDA margins at the top of industry peers
  • Overall strategic, operational & financial responsibility for the two largest subsidiaries; insurance and wealth management

Beneficial Insurance Services, LLC, January 2005 – June 2007

President

Beneficial Advisors, LLC, June 2006 – June 2007

President

Beneficial Bank, Philadelphia, PA, January 2005 – June 2007

Senior Vice President

  • Integrated Paul Hertel & Co., to be a key non-interest income profit center and retained 100% of employees post acquisition
  • Met all metrics of growth and profitability to achieve 100% of a two year earn-out
  • Instilled a sales culture into Beneficial and managed the cross-selling initiatives
  • Directly managed the Banks insurance and risk management program saving 20%
  • Continued to manage the largest book of business by revenue and complexity
  • Re-engineered the wealth management subsidiary from a significant annual loss to EBITDA margins at the top of the peer class and grew AuM through new compensation structures, cross selling and technology enhancements

Paul Hertel & Co, Inc., Philadelphia, PA, June 1980 – January 2005

Chairman, President & CEO, 1997 – 2005

President, 1994 -1996

Vice President to Executive Vice President, 1984 – 1993

A large regional Property & Casualty and Employee Benefits Insurance Brokerage with national and international expertise. The company focused on corporate clients and developed specialized programs for specific classes of business, territorial exclusive programs and association programs.

  • In 2005, negotiated and facilitated the sale of the Company to Beneficial Insurance Services, LLC, a Subsidiary of Beneficial Bank, for a multiple in excess of industry standards
  • Managed the largest book of business by revenue and complexity
  • In 1997, initiated and completed an ownership transition and management buyout
  • Re-engineered the Company to perform at the top percentile of our peer group
  • Created a transparent culture that valued and respected employees, drove innovative use of technology to deliver high quality services and developed new relationships and enhanced existing client partnerships
  • Ran a joint venture with leveraged buyout firm, WESRAY Corp
  • Insurance due diligence and program implementation for LBO’s, Mergers, Acquisitions & Divestitures on national and international companies
  • Formed an association insurance program and a subsidiary company with the Graphic Arts Association of PA, NJ & DE
  • Ran three companies to handle reverse flow foreign business with firms from London, England; Leeds, England and Brussels, Belgium

EDUCATION & PROFESSIONAL DESIGNATIONS

Bachelor of Science, Insurance, Pennsylvania State University

Chartered Property Casualty Underwriter (CPCU), American Institute For Chartered Property Casualty Underwriters

Certified Professional Insurance Agent (CPIA), The American Insurance Marketing & Sales Society

BOARDS & ORGANIZATIONS

Saint Joseph’s University, Maguire Academy of Insurance & Risk Management

Philadelphia, PA,  2006 – Present

Founding Board Member and prior Executive Committee Member

Bush Communications, LLC, Rochester, NY,  1999 - Present       

Chairman

Alexander Graham Bell Association for the Deaf and Hard of Hearing,

Washington, DC,  2015 – Present

Member, Board of Directors

Treasurer and Executive Committee Member, 2016 – Present

The Clarke Schools for Hearing and Speech, MA, NY, FL & PA,  2018 – Present

Member, Board of Directors

The Union League of Philadelphia, Philadelphia, PA,  1989 - Present

Prior Chairman, Insurance Sub-Committee

Manufacturers’ Golf & Country Club, Fort Washington, PA,  1992 – Present

Board of Governors, 2001 – 2013

First Vice President & Golf Chairman, 2007 – 2013

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Chairman & CEO
Dennis C. O'Neill
Chairman & CEO

Bio

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Chairman & CEO

Dennis C. O'Neill

Chairman & CEO

Bio

  • Founder, President & CEO of O'Neill Insurance Advisors from 1982 to Present.
  • Built the agency into a large regional Property & Casualty Brokerage with a focus on personal and business clients to develop specialized programs to suit their needs.
  • Has earned Champions Conference, President Conference, Auto Council, and Commercial Council with a large national carrier.
  • Created a transparent culture that values and respects employees, drives innovative use of technology to deliver high quality services and develop new relationships and enhanced existing client partnerships.

 

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Senior Vice President
Steven Durante
Senior Vice President

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Senior Vice President

Steven Durante

Senior Vice President

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Senior Vice President
Michael Haney
Senior Vice President

Bio

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Senior Vice President

Michael Haney

Senior Vice President

Bio

Michael began his insurance career in 2003 as a Mentee Agent under Dennis O’Neill.  In 2005, Michael started his own agency in Media, PA before relocating it to Havertown, PA in 2008.  In March of 2017, Michael and Dennis reunited, as Michael merged his agency with Dennis’, where he currently serves as Vice President of Sales and Marketing.  While running his own agency, Michael developed an impressive portfolio of Commercial clients.  With a strong focus on Real Estate Development, Contractors, and Builder’s Risk, he is able to ensure that his clients are properly covered.

Born and raised in Northeast Philadelphia, he excelled on both the basketball court and the golf course.  While attending Archbishop Ryan High School, Michael was an All-Catholic basketball player in the prestigious Philadelphia Catholic League.  On the golf course, he was the Philadelphia Catholic League Individual Champion his senior year. 

Michael is a graduate of Holy Family University, where as a member of the golf team, qualified for the Division II National Championship.  He graduated from HFU with a degree in Management and Marketing.

Michael is currently working towards a CIC (Certified Insurance Counselor) designation.  The Society of CIC is a key member of The National Alliance for Insurance Education and Research, the nation’s preeminent provider of insurance and risk management education.

Michael currently resides in Havertown, PA with his wife Kelly and their 3 children.

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Senior Vice President
Kathy McManus
Senior Vice President

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Senior Vice President

Kathy McManus

Senior Vice President

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Commercial Operations Manager
Loretta Rivera, CRM, CIC, AAI
Commercial Operations Manager

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Commercial Operations Manager

Loretta Rivera, CRM, CIC, AAI

Commercial Operations Manager

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Sales Executive
Patrick Dean
Sales Executive

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Sales Executive

Patrick Dean

Sales Executive

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Associate Agent
John Callahan
Associate Agent

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Associate Agent

John Callahan

Associate Agent

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Associate Agent
Andrew Durante
Associate Agent

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Associate Agent

Andrew Durante

Associate Agent

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Commercial Lines Insurance Specialist
Jan Michael Winheld
Commercial Lines Insurance Specialist

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Commercial Lines Insurance Specialist

Jan Michael Winheld

Commercial Lines Insurance Specialist

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Grant Ave

Associate Agent
Tom O'Brien
Associate Agent

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Associate Agent

Tom O'Brien

Associate Agent

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Administrative Assistant
Mary Ellen Luciano
Administrative Assistant

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Administrative Assistant

Mary Ellen Luciano

Administrative Assistant

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North Wales

Administrative Assistant
Laura Tracy
Administrative Assistant

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Administrative Assistant

Laura Tracy

Administrative Assistant

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Associate Agent
Lee Strohecker
Associate Agent

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Associate Agent

Lee Strohecker

Associate Agent

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Associate Agent
Greg Ladner
Associate Agent

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Associate Agent

Greg Ladner

Associate Agent

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Associate Agent
Doug Kulp
Associate Agent

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Associate Agent

Doug Kulp

Associate Agent

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Northeast Philadelphia

Associate Agent
Chris Born
Associate Agent

Bio

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Associate Agent

Chris Born

Associate Agent

Bio

Key Information

  • Licensed in: DE, PA
  • Professional designations: LUTCF
  • Awards: Champion Award, Nationwide Auto Council, Nationwide Life Council

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Assoicate Agent
George Warrell Jr.
Assoicate Agent

Bio

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Assoicate Agent

George Warrell Jr.

Assoicate Agent

Bio

Key Information

  • Licensed in: PA
  • Education: Graduate of West Chester University
  • Agent Qualifications: Licensed in Property and Casualty Licensed in Life and Health
  • Community activities: Coaches youth basketball in Delaware County, PA

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Licensed Customer Service Representative
Noelle Eckenrode
Licensed Customer Service Representative

Bio

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Licensed Customer Service Representative

Noelle Eckenrode

Licensed Customer Service Representative

Bio

Key Information

  • Licensed in: PA
  • Education: Graduate of Archbishop Ryan High School. Attended Holy Family College
  • Agent Qualifications: Licensed in Property & Casualty Insurance for 11 years

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Philadelphia

South Philadelphia

Senior Vice President
Stephen Sarago
Senior Vice President

Bio

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Senior Vice President

Stephen Sarago

Senior Vice President

Bio

Stephen has owned operated over 5 insurance agencies in multiple states in his over 35 year career.  As Licensed financial advisor Stephen has helped over 1000 clients with his common sense approach to strategic financial  planning. As a mentor to many younger agents he has distinguished himself as an industry innovator designing sales systems simplify difficult concepts for public use.Stephen is a father of four and a grandfather of 8.  Stephen and his wife reside in West Chester PA.  He enjoys public speaking and reaching the community through church ministries.

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Linda Notaro
Associate Agent

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Linda Notaro

Associate Agent

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