Chief Technology And Innovation Officer
Current
Nov 2022 - Present
AeroLeads people directory · profile
Katherine Dease Email & Phone Number
Chief Technology and Innovation Officer at IRI
at
Insured Retirement Institute (IRI)
1 work email found
@irionline.org
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Technology and Innovation Officer at IRI
Location
Greater Birmingham, Alabama Area, United States
Who is Katherine Dease? Overview
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Quick answer
Katherine Dease is listed as Chief Technology and Innovation Officer at IRI at Insured Retirement Institute (IRI), based in Greater Birmingham, Alabama Area, United States. AeroLeads shows a work email signal at irionline.org and a matched LinkedIn profile for Katherine Dease.
Katherine Dease previously worked as Chief Technology and Innovation Officer at Insured Retirement Institute (Iri) and Head Of Market Research at Insurance Technologies. Katherine Dease holds Bachelor Of Science - Bs from Birmingham-Southern College.
Company email context
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{first_initial}{last}@irionline.org
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Profile bio
About Katherine Dease
I am all about crafting a roadmap that will help drive the industry forward and achieve their strategic goals. In my 20 years of experience in the financial industry, I have proven myself as a leader and strategic thinker who will execute on the goals defined in the roadmap and achieve substantial revenue growth from innovation.
Listed skills include Product Management, Sdlc, Strategic Planning, Project Management, and 33 others.
Current workplace
Katherine Dease's current company
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13 roles · 26 years
Katherine Dease work experience
A career timeline built from the work history available for this profile.
Head Of Market Research
Jun 2022 - Nov 2022
Chief Product Officer
I am passionate about creating innovative solutions for Insurance Technologies, our clients, and the entire Insurance Industry. As the Chief Product Officer, I am responsible for driving the overall direction of Insurance Technologies solution offerings. I work with internal Senior Steering Committee and external Client Advisory Boards to collaborate with the executive and management teams and strategic client partners on key strategic opportunities, which help define the product roadmaps. I am also highly involved in the Industry working groups to define initiatives that will shape our future.
Mar 2020 - Jun 2022
Vp Product Management
Jan 2016 - Mar 2020
Swim Instructor And Coach
Dease Aquatic Services
Water Safety Instructor Certified (American Red Cross)
Apr 1992 - 2017
Vp, Product Management & Cco
- Product owner for CIC suite of products and innovations: Define the roadmap and interaction between the products to meet the company’s broader goals and emerging market requirements, define the implementation plan and manage the project lifecycle for each product to ensure successful execution of the entire plan- Oversee interdependent cross functional projects to maintain the organizational goals, individual project goals, and achieving a strong ROI across the program- Bring efficiency, decrease the operating budget, and ultimately increase revenue- Successfully implement a complete mobile overhaul including the addition of responsive design and a new user interface that meets usability standards and best practices- Lead a successful innovative product reassessment to combine 2 CIC disparate systems to create the robust CIC Digital Transaction Management Platform and iSign® Suite along with a massive marketing repositioning that included overhaul of all CIC marketing brochures- Patent author and owner for 3 innovative and revolutionary products: iSign® Exchange, iSign® Now, and iSign® Live- Foster client partnerships as a relationship Manager for tier 1 clients to successfully drive an 82% increase in new product license revenue and a 75% increase in statement of work revenue- 100% client satisfaction on integrations and enhancement requests through dynamic leadership, strategic planning, process design, and change management- Increase the CIC presence through press releases, speaking engagements at industry meetings and published articles and white papers- Initiate and implement the certification process for CIC HIPAA and HITECH compliance and provide the ongoing supervision and training for continued compliance- Ensure compliance with all related Esign Laws and regulations that pertain to CIC’s target market
Apr 2013 - Oct 2015
Vp, Solution Integrations
Responsible for integrating the diverse needs of CIC partners to conform to client customizations, changes in regulatory requirements, industry initiatives, and new advancements in technology.
May 2012 - Apr 2013
Senior Director Product Development - Team Lead And Qa Manager
- Chief Product Owner for the Annuity and Life solutions: Manage Product Development team;1, 3 & 5 year roadmap; and provide strategic direction and program management for enterprise level business to business platform enhancements- Perform industry and trend research to determine project feasibility and ROI for all platforms- Successfully increase the Ebix product offering from conception, sales, and initial design of the Annuity Maintenance Product (AMP) - Lead EbixExchange executive management discussions to develop product strategy and new initiatives for EbixExchange (examples include: Annuity Maintenance Platform, AN3, global EbixExchange Esignature Solution, NAIC Model Suitability Solutions, Vital Annuity Suitability Tool, and LifeSpeed User Interface Upgrade)- Serve as a senior level sales support helping to solidify and sign key clients (Examples include: Ameriprise Financial, US Bank, Bank of America, Pershing, Charles Schwab, and Edward Jones) that resulted in over $3,000,000 in implementation and work request revenue and additional recurring revenue- Successfully research, write software requirements, and implement distributor platform enhancements on AnnuityNet (examples include Esignature, FINRA 2230, AN3 Platform Design, and Annuity Maintenance Platform Design)- Develop and execute an ongoing Annuity training program for all Ebix employees to understand the basics of the Annuity and Life Insurance industry and product features, PPfA/PPfL, and the order entry process to understand deliverables and ultimately deliver excellent products- QA management and major overhaul of the testing procedures, test scripts, and testing execution that resulted in increased client release satisfaction and reduce bug defects by 85%- Perform standard management responsibilities (reviews, interviews, new hires, and terminations)
Feb 2011 - May 2012
Senior Director Product Development - Team Lead
- Subject matter expert for the Product development team- Manage Product Development team and provide strategic direction and program management for enterprise level business to business platform enhancements
Dec 2009 - Feb 2011
Senior Director Of Product Development
- Successfully research, write software requirements, and implement distributor platform enhancements for the annuity market
Aug 2008 - Dec 2009
Director Of Distributor Product Development
Feb 2007 - Aug 2008
Avp, Project Manager
Compass Brokerage
- Broad knowledge of the Brokerage and Trust software available on the market. - Direct experience in all phases of software conversions and implementations. - Manage entire projects from conception to completion while staying on target with cost and deadlines. - Communications liaison between Client and vendors, assuring efficient transfer of information required for successful completion of objectives.
Sep 2004 - Feb 2007
Implementation Specialist
2001 - 2003
~2 yrs
2 education records
Katherine Dease education
Bachelor Of Science - Bs
Birmingham-Southern College
Bachelors Of Science, Biology And Chemistry
Birmingham-Southern College
FAQ
Frequently asked questions about Katherine Dease
Quick answers generated from the profile data available on this page.
What company does Katherine Dease work for?
Katherine Dease works for Insured Retirement Institute (IRI).
What is Katherine Dease's role at Insured Retirement Institute (IRI)?
Katherine Dease is listed as Chief Technology and Innovation Officer at IRI at Insured Retirement Institute (IRI).
What is Katherine Dease's email address?
AeroLeads has found 1 work email signal at @irionline.org for Katherine Dease at Insured Retirement Institute (IRI).
Where is Katherine Dease based?
Katherine Dease is based in Greater Birmingham, Alabama Area, United States while working with Insured Retirement Institute (IRI).
What companies has Katherine Dease worked for?
Katherine Dease has worked for Insured Retirement Institute (Iri), Insurance Technologies, Dease Aquatic Services, Communications Intelligence Corp., and Ebix.
How can I contact Katherine Dease?
You can use AeroLeads to view verified contact signals for Katherine Dease at Insured Retirement Institute (IRI), including work email, phone, and LinkedIn data when available.
What schools did Katherine Dease attend?
Katherine Dease holds Bachelor Of Science - Bs from Birmingham-Southern College.
What skills is Katherine Dease known for?
Katherine Dease is listed with skills including Product Management, Sdlc, Strategic Planning, Project Management, Business Analysis, Strategy, Enterprise Software, and Business Intelligence.
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