Leadership Team

Rick Ulmer is president and chief executive officer of the Retail Division for Truist Insurance Holdings, Inc(opens in a new tab). In this role, he serves as chief executive officer of McGriff. In addition, he serves on the Truist Insurance Holdings Board of Directors.

Ulmer joined Truist predecessor BB&T in 2018 through the acquisition of Regions Insurance Group, Inc., where he served as president and chief executive officer. Before that, Ulmer served as chief executive officer of the Central Region at Regions Insurance Group from 2013 to 2016.

Prior to joining Regions Insurance Group in 2013, Ulmer was a managing director for Marsh USA, where he was the sales leader for the North Central Region and industry executive for Marsh’s industry verticals in the central zone. With over 28 years of insurance experience, Ulmer has served as president of The MMI Group, senior vice president of e-policy and various other leadership roles in the insurance industry.

Ulmer holds a bachelor’s degree in business administration from West Chester University of Pennsylvania.

Mary Kay Caldwell is chief operating officer of McGriff. She joined the organization in 2018 through the acquisition of Regions Insurance Group, Inc., where she also served as chief operating officer.

With over 28 years of experience in the insurance industry, Caldwell’s prior roles include chief financial officer at Regions Insurance Group, managing director at Marsh USA, chief administrative officer at MM Corporation, and senior manager at Coopers & Lybrand.

Caldwell holds a bachelor’s degree from Rhodes College and an MBA from the University of Chicago.

With over 25 years of experience in the insurance industry, Wes Dasher is president of McGriff’s Mid-Atlantic Region.

Dasher began his career in 1995 as a surety producer and then was promoted to producer and agency executive at an insurance agency in Columbia, South Carolina, which was acquired in 2005 by McGriff.

Dasher holds bachelor’s degrees in finance and management from the University of South Carolina. 

Read Davis is president of McGriff’s Georgia Region. The industry veteran began his career in 1987. Prior to joining McGriff in 1996, Davis held risk management, producer and leadership roles at Rock Tenn Company, Johnson & Higgins, and Alexander & Alexander.

Davis also volunteers at several nonprofits and community organizations, including the American Diabetes Association, where he served as the Georgia president; Families of Children Under Stress, where he served two past terms as president; and Andee’s Army as a founding board member.

Davis holds a bachelor’s degree from the University of Georgia.

With nearly 30 years of experience in the insurance industry, Robert Drew is president of McGriff’s South Region. Prior to joining McGriff in 2009, Drew held various roles at Willis Towers Watson from 1992 to 2009.

Drew holds a bachelor’s degree in finance from Auburn University.

Patrick Dessauer joined McGriff in 1998 and was promoted to president of McGriff’s West Region in 2021. His prior roles at McGriff include Executive Vice President, Chief Operating Officer and Texas-Louisiana Regional Operations Manager.

With more than 34 years of experience in the insurance industry, Dessauer holds the following licenses in the state of Texas: General Agent License, Surplus Lines License, Managing General Agents License and Risk Manager License.

Dessauer earned a bachelor’s degree in finance from Louisiana State University. 

Mike Martini is president of McGriff’s California Region. Prior to his current role, he served as president of BB&T Life Insurance Services (now Truist Life Insurance Services) from 2013 to January 2019.

Martini joined Truist predecessor BB&T in 2012 through the acquisition of Crump Life Insurance Services(opens in a new tab), where he served as executive vice president from 2002 to 2013.  Prior to joining Crump, Martini served in a variety of executive roles in the information services and technology sectors. 

Martini holds a bachelor’s degree in business administration and marketing from Miami University in Oxford, Ohio.  

Rocco Orlando serves as National Property & Casualty Leader for commercial insurance at McGriff. With over 30 years of insurance industry experience, Orlando has experience in underwriting, field leadership and home office roles. Prior to joining McGriff in 2016, Orlando held various executive positions with Chubb, The Hartford and CNA.

In his free time, he enjoys volunteering with Habitat for Humanity.

Orlando earned bachelor’s degrees in finance and real estate from the University of Denver. He also holds the following designations: Certified Insurance Counselor (CIC) and Certified Risk Manager (CRM). 

Renee Keen is McGriff’s Practice Leader for Personal Lines and Small Business. She oversees McGriff’s Sales Center, agency distribution of Personal Lines, and the Family Risk Management Practice.

Keen began her career with Beam, Cooper, Gainey and Associates in 1986. She served as manager of the Claims Department until 1993 when her responsibilities shifted to wholesale marketing and product development for bank-related and CAT-prone products. She joined McGriff in 1999 when it acquired Beam, Cooper, Gainey and wholesale arm NXS.

Keen earned her bachelor’s degree from Meredith College and is a graduate of the Appalachian State University Executive Insurance program.

Jon Trevisan is the National Employee Benefits Practice Leader at McGriff. Prior to joining McGriff in 2017, Trevisan held various senior leadership roles at a competing global advisory firm. He began his career as a healthcare underwriter at a national healthcare insurer.

He currently serves on the Board of Advisors for the Brantley Risk & Insurance Center at the Walker College of Business at Appalachian State University. Trevisan is the former Vice Chairman and Chairman of The Council of Employee Benefits Executives (CEBE), a part of The Council of Insurance Agents and Brokers (CIAB).   

Trevisan graduated from Trinity College in Hartford, Connecticut, and holds a Life, Health and Accident Insurance license in the state of Massachusetts.

Steve Aldrich is Managing Director for the National Practices at McGriff. In this role, he collaborates with clients, McGriff’s industry practice leaders and other McGriff areas to develop products, programs and services that meet clients’ risk management objectives. In 2020, Aldrich was also named Managing Director of McGriff Captive Solutions, where he will develop and implement a strategy to expand the firm’s capabilities in the area of captives and alternative risk transfer.

Aldrich is a veteran of the insurance profession, with over 40 years in the industry. Prior to joining McGriff in 2001, he held positions at various national insurance brokerage firms and at an Indianapolis-based bank holding company.

Aldrich holds a bachelor’s degree in business administration from Indiana University.