Ohio National promotes McEvoy, Bley, Shepherd, Wilson and other senior leaders

Ohio National promotes McEvoy, Bley, Shepherd, Wilson and other senior leaders

October 6, 2022

McEvoy becomes senior vice president, life distribution and sales

Bley advances to president and chief executive officer of broker/dealer


Ohio National Financial Services, Inc. is pleased to announce the promotion of several senior leaders.

Pat McEvoy advances to senior vice president, life distribution and sales. He joined Ohio National in 2014 as president and chief executive officer of The O.N. Equity Sales Company (ONESCO), the company’s affiliated broker/dealer. Prior to Ohio National, he served for more than 20 years as president and chief executive officer at two major broker/dealers. McEvoy holds FINRA Series 7, 24 and 63 licenses.

Jay Bley, CRCP, becomes president and chief executive officer of ONESCO and also serves as senior vice president, annuity distribution and sales. Bley joined Ohio National and ONESCO in 1999 and most recently served as senior vice president. Earlier in his career, he worked for Fidelity Investments in its retail brokerage operations. Bley received his undergraduate degree from Miami University.

Scott Shepherd, FSA, MAAA, CFA, is promoted to senior vice president and chief risk offer. He previously served as senior vice president and chief corporate actuary. Prior to joining the company in 2019, Shepherd spent 21 years on the actuarial team at Voya Financial. He is a graduate of Utah State University.

Michelle Wilson, SHRM-SCP, CEBS, continues as vice president, human resources, with expanded responsibilities, including talent acquisition and development and corporate services. Wilson earned a bachelor’s degree from the University of Kentucky and an MBA from the University of Cincinnati. She has been with Ohio National since 2011.

In other areas of the company:

  • Heather Gordon, FSA, CERA, MAAA moves to vice president and chief and appointed actuary after two years as vice president, hedging and annuity enterprise risk management.
  • Formerly vice president, life product development, Corey Wilkosz, FSA, CERA, MAAA, advances to vice president and chief pricing actuary.
  • A 25-year veteran of the company, Jill Hartmann becomes vice president, marketing and communications.
  • Joel Varland, FSA, MAAA, continues as vice president, enterprise risk management with added responsibility for annuity risk modeling.

About Ohio National

Since 1909, Ohio National has been committed to helping individuals, families and businesses protect what matters most. Through our network of financial professionals across 49 states (all except New York), the District of Columbia and Puerto Rico and through affiliated operations in South America, we provide the insurance products that help our policyholders achieve financial security and independence. As of December 31, 2021, its affiliated companies have $40.8 billion total assets under management. Products are issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Recognized as a Leader in Workplace Equity by Ellequate. Please explore ohionational.com for more information and for the latest company updates, connect with Ohio National on LinkedIn, Facebook and YouTube.

Media Contacts

John Diether

513.794.6073
john_diether@ohionational.com

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