Board meeting representative of a benefit plan meeting.

Our Leadership Team

becky pressgroveBecky A. Pressgrove, CPA

Senior Vice President & Chief Operating Officer

As Senior Vice President and Chief Operating Officer Becky brings to Equias Alliance both the breadth and depth of her 17-plus years of experience with nonqualified benefit, BOLI and COLI programs. Becky's primary area of focus is on client service delivery – from developing and leading other professionals charged with insurance and benefit plan administration, accounting and financial reporting as well as providing technical assistance to clients, consultants and client service personnel on accounting, tax, regulatory and legislative issues to ensure that Equias Alliance's service and analysis reflects current requirements.

Rebecca (Becky) Pressgrove began her career in the BOLI/COLI and non-qualified benefits industry when she joined Clark Consulting in 1994. Ms. Pressgrove first served as account manager, responsible for supervising a team providing insurance and benefit plan administration, accounting and financial reporting to corporate clients. Subsequently, she was appointed director and later vice president of the National Service Center in Bloomington, Minnesota, where she was responsible for overseeing the accurate and effective administrative support services of nonqualified benefit plans and bank-owned life insurance (BOLI) policies for bank clients.

As Vice President of Clark Consulting's Technical Resource Group, Becky worked closely with a team of senior advisors, in tax, accounting and legal disciplines, to provide technical assistance to consultants, clients and client service administrators on accounting, tax, regulatory and legislative issues.

Ms. Pressgrove graduated cum laude from the University of North Texas in Denton, where she received a bachelor's degree, as well as a master's degree, in accounting. She has earned designations as a Certified Public Accountant (CPA). Ms. Pressgrove also is currently a member of the American Institute of Certified Public Accountants and has passed the Series 6, 7 and Series 63 qualifying exams with the Financial Industry Regulatory Authority (FINRA).

 

linda radleyLinda J. Radley, CPA

Senior Vice President & Chief Financial Officer

As Chief Financial Officer and Senior Vice President, Linda brings to Equias Alliance over 15 years of experience in the non-qualified benefit and BOLI industry. Her experience in the industry covers directly advising and assisting clients as well as building and leading a team of professionals with expertise in the design and servicing of client programs. Linda's focus as CFO is to ensure the company's financial success by overseeing all aspects of corporate accounting, regulatory and tax reporting. She played a key role in organizing the company as well as the transition of clients to Equias Alliance.

Linda began her carrier in the non-qualified benefit and BOLI industry when she joined Clark Consulting in 1997. During her time with Clark Consulting, Linda served as operations director for the northeast United States. In that role, she supported the region's clients in all aspects of the sales process by working in collaboration with the sales consultants in the design and implementation of nonqualified benefit plans and BOLI. In addition, Linda oversaw new case workflow and administrative functions in the region to ensure all support operations were in place to maintain a high-quality level of service and solid client relationships.

Ms. Radley earned a bachelor's degree in accounting from the University of Memphis. She graduated summa cum laude with a 4.0 GPA in accounting and is a Certified Public Accountant (CPA). In addition, she has passed her series 6 and 63 qualifying exams with the Financial Industry Regulatory Authority (FINRA) and is a licensed insurance representative.

 

David ShoemakerDavid Shoemaker, CPA/PFS, CFP®

President



Office: 901.754.4924
Fax: 901.754.3375
Cell: 404.229.2941
8000 Centerview Pkwy, Suite 525
Memphis, TN 38018

David Shoemaker has assisted hundreds of banks with the design and implementation of nonqualified benefit and BOLI plans. He has 23 years experience in the insurance and banking industry and was a pioneer of the single premium no-load insurance policy now known as BOLI. His prior experience includes 9 years with Deloitte Touche, where he focused on the banking industry. David graduated Summa Cum Laude from the University of Tennessee.

Equias News

Equias Alliance/Michael White 2016 Q4 BOLI Holdings Report
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The Resurging Interest in Bank Supplemental Executive Retirement Plans
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How to Retain Your Best People
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The Bank-Owned Life (BOLI) Insurance Market is Changing: Here's How
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Current Events

May 2-4 | Independent Bankers of Texas | 25th Annual Congressional Visit
Washington, DC

May 2-4 | Indiana Bankers Association | Mega Conference
Indiana Convention Center | Indianapolis, IN

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