Executive Team
The iPipeline executive team represents some of the most experienced executives and authorities within the insurance and financial services industry.
Chief Executive Officer
Pat O'Donnell
Pat O’Donnell is Chief Executive Officer of iPipeline. He joined the organization in November 2023, bringing robust industry knowledge and expertise to the role, including extensive experience in leading and overseeing software company operations, sales, and engineering.
O’Donnell joined iPipeline from Ministry Brands, the leading provider of software and services for faith-based, non-profit, and other purpose-driven organizations, where he led the organization as Chief Executive Office. In this role, O’Donnell played a key role in the company’s success and oversaw a period of transformation and growth.
His experience includes serving as Senior Vice President, and later as President, of FLEETCOR, an Atlanta-based leading global business payments company.
O’Donnell also held roles of increasing responsibility during his nearly 24 years with ADP, a member of the Fortune 500 and global technology company providing human capital management solutions, including as Senior Vice President and Division Vice President of Major Accounts.
O’Donnell is a graduate of West Chester University, with a bachelor’s degree in economics. Additionally, he earned the Six Sigma designation and the Project Management Profession (PMP®) certification.
Chief of Staff
Daphne Thomas
As Chief of Staff, Daphne Thomas serves as a key adviser to iPipeline’s Chief Executive Officer, Pat O’Donnell. In this senior-level position, she plays a pivotal role in driving strategic initiatives, operational efficiency, and operational alignment. She is responsible for managing critical projects, ensuring seamless execution of business priorities, and ensuring alignment to the company’s strategic vision.
Thomas joined iPipeline in 2008 and most recently served as Chief Operating Officer, where she oversaw the organization’s ongoing operations, procedures, and overall efficiency, and advised the leadership team regarding the company’s daily and ongoing operations to ensure the continuity of capabilities for the company’s success. In addition, Thomas implemented a firm-wide initiative that ensured customers receive the maximum value from the company’s solutions.
Prior to that role, Thomas was iPipeline’s Chief Transformation Officer, where she led the largest segment of the company, Professional Services Delivery, and guided the team’s consultative services to digitally transform the company’s 8+ product lines. Thomas also developed a delivery methodology that helped iPipeline grow its customer base to more than 100 insurers and 2,500 distributors and financial institutions, while achieving best-in-class customer service.
Her career includes various roles at Siemens Medical, last serving as Vice President of Research and Development, where she led a team of 1,500+ global employees in a multi-site development project to automate the workflow of patient care information systems. Thomas’ experience also includes roles of increasing responsibility at Miria Systems (an IBM FileNet partner), where she was Vice President of Operations, and as Founder of ITOffshoreConnect.
Thomas is active in many different philanthropic and educational initiatives, including founder and leader of the Women’s Mentoring Group at iPipeline, board member of the Networking Women in Computer Technology, and member of the Executive Forum of the Chamber of Commerce for Greater Philadelphia.
A popular speaker at industry forums and conferences, Thomas has an unwavering passion for mentoring women of all levels, but especially those early in their careers. In 2020, she was selected from among an extensive number of nominations as one of Philadelphia Business Journal’s Women of Distinction.
A native of Ireland, Thomas received her degree in computer science from Rathmines College in Dublin.
Chief Financial Officer
Adam Boone
Adam Boone is Chief Financial Officer of iPipeline. A seasoned finance executive, he joined the organization in March 2024, bringing a unique perspective to the organization, having operated at public companies as well as early-stage startups. Boone has more than 17 years of expertise in financial strategy, operational efficiency, analytics, building high-performing teams, and driving results.
In his role as CFO, Boone will lead all areas of financial management for the company, helping to create and execute key strategies that move the business forward.
Boone joined iPipeline from Sight Machine, a data platform for the manufacturing industry, where he was the CFO. During his tenure, he led fundraising to secure strategic investments from industry leaders, solidifying the company’s position as a critical product partner.
Prior to that, Boone served in senior leadership roles in finance at LeafLink, where he was the first finance hire and was responsible for building the corporate finance and strategy functions, and at OLX Group/Naspers Limited, where he spent five years in Europe leading various finance teams as they scaled the firm to more than $1 billion in annual revenue.
Boone has a Global Executive MBA from the IE Business School and a BS in finance and strategic management from Babson College.
Chief Revenue Officer
Joe Yurich
Joe Yurich joined the organization in August 2024 as iPipeline’s first Chief Revenue Officer. He brings extensive experience and a proven track record in building and leading sales teams to this role, including expertise in creating winning go-to-market strategies and implementing field alignment models that grow and exceed revenue targets.
As CRO, Yurich plays a critical role in the organization’s continued growth and success by overseeing the company’s sales, marketing, and customer success teams, and aligning the company’s efforts to maximize revenue and strengthen its market position.
Previous to iPipeline, Yurich spent five years at Zuora where he was Senior Vice President and General Manager for the enterprise software company focused on enabling businesses to launch and manage subscription-based services. In that role, he led the Zuora’s enterprise sales team and designed successful go-to-market strategies. His prior experience also includes holding various leadership roles within the software industry at companies including Software AG and TIBCO Software.
Yurich received his MBA from SMU Cox School of Business and has a bachelor’s degree in Biochemistry from Texas A&M University.
Chief Product Officer
Katie Kahl
Katie Kahl is Chief Product Officer of iPipeline. In this role, she will lead the strategic vision and roadmap for iPipeline’s product portfolio, foster product discovery and innovation, and ensure that we continue to deliver exceptional products to our customers while driving growth and profitability for the company.
Joining the organization in April 2024, Kahl brings strong global industry expertise in driving strategic growth and accelerating innovation, with a focus on implementing change in response to the voice of the customer, and experience in leading highly effective teams – all to improve time to market and increase customer value.
Kahl joined iPipeline from Applied Systems, the leading global provider of cloud-based insurance technology, where she was most recently was Senior Vice President of Product Manager. As SVP, she led the product strategy for the company’s flagship platform, which resulted in significant growth as the world’s most widely used agency management system.
During her more than 8 years with Applied Systems, Kahl held several leadership roles, as well as various product management roles of increasing responsibility. She began her career in product management at Ceridian Dayforce, a global human capital management leader, where she led product strategy for the company’s health and welfare product line.
Kahl earned a bachelor’s degree from the University of Minnesota.
Chief Technology Officer
Steve Cover
Steve Cover is Chief Technology Officer at iPipeline. In this role, he oversees the technology strategy for the organization and ensures that iPipeline’s technological infrastructure supports the company’s growth and objectives. In addition, he will focus on the continued differentiation within iPipeline’s product portfolio, and improve quality, testing, and delivery.
Joining the organization in June 2024, Cover brings a wealth of experience and a proven track record of success in the technology sector. His strong background in technology includes aligning technology solutions with business strategy, transforming software development processes to agile methodologies, and modernizing product architecture and platforms.
Cover joined iPipeline from CentralSquare Technologies, a leading provider of public safety and public administration software solutions, where he was responsible for defining and executing the company’s technology strategy, oversaw the development of global software, and ensured the delivery of innovative and high-quality products to meet customer needs and achieve business goals. His experience includes leading technology teams at UKG, LeadingAgile, Horizon Software International, Optum, Sage, and Microsoft. Cover is also the co-author of seven U.S. technology patents, and was a finalist for the 2013 Georgia CIO of the Year sponsored by the Georgia CIO Leadership Association.
Cover received a master’s degree in computer science from the Georgia Institute of Technology, with a bachelor’s degree in computer science from Furman University.
Managing Director, iPipeline UK
Rachel Edwards
Rachel Edwards is the Managing Director of iPipeline UK. In this role, she is responsible for guiding the company’s business strategy and product roadmap in the UK and Europe, while supporting the enterprise’s mission to simplify, transform, and connect the protection and pensions, savings & investment markets.
Edwards joined the company in April 2025, bringing with her more than 20 years of experience in successfully driving revenue growth and delivering innovative, customer-centric risk management solutions.
She joined iPipeline from Verisk, where she most recently served as Global Managing Director for Life, Health, and Travel. In that role, Edwards was responsible for product diversification and design and also oversaw the expansion of high-growth business operations into seven new countries. Prior to her tenure at Verisk, Edwards served as Managing Director, Australasia, at Healix, a global healthcare and risk management solution provider, where she oversaw insurance operations and technology solutions across Australia and New Zealand.
Edwards earned a graduate diploma from the Queensland University of Technology in Australia and graduated with honors with a Bachelor of Science degree from the University of Tasmania in Australia.
Chief Human Resources Officer
Holly McGiboney
As iPipeline’s Chief Human Resources Officer, Holly McGiboney brings extensive leadership experience in shaping high-impact people strategies across global organizations to this role. She leads iPipeline’s global Human Resources function and is a key architect of our enterprise-wide talent strategy, which is focused on attracting, developing, and retaining high-performing, diverse talent.
As a strategic partner, McGiboney is instrumental in aligning our people agenda with business priorities. She leads iPipeline’s strategic initiatives to strengthen business partnerships, enhance employee engagement, and elevate the employee experience to ensure the company continues to thrive as an innovative, collaborative, and high-performance organization.
McGiboney joined iPipeline in April 2025 from Ministry Brands, the leading provider of software and services for faith-based, non-profit, and other purpose-driven organizations. In her role as Executive Vice President of Human Resources, she played a critical role in driving enterprise transformation, enabling rapid scale, and redesigning the organization for long-term growth and resilience.
Her career spans senior HR leadership roles in various industries, including financial services, FinTech, SaaS, and Payments, and includes impactful tenures at Vesta, DEKRA North America, FLEETCOR, and Newport Group.
McGiboney earned a master’s degree in Human Resources from Rollins College in Winter Park, FL, and has a bachelor’s degree in business management with a concentration in HR from Gettysburg College.
General Counsel
George McDonnell
George McDonnell is iPipeline’s General Counsel. He leads the organization’s legal operations, including customer and vendor contracting, intellectual property, employment law, privacy and data security, and corporate compliance and regulatory matters. He also provides advice on strategic corporate planning and decisions.
McDonnell joined iPipeline in 2022 from PowerPlan, Inc., where he was Corporate Counsel. In that role, he provided a wide range of legal advice supporting the company’s business of providing corporate performance and asset management software and SaaS solutions, primarily to asset-intensive, heavily regulated utilities and other participants in the North American energy marketplace.
Before joining PowerPlan, McDonnell spent 10 years on active duty as a judge advocate in the U.S. Marine Corps, serving as a prosecutor, company commander, and deputy general counsel, both forward deployed as the chief of operational and international law for all U.S. and international special operations forces in Afghanistan, as well as stateside for Marine Corps Logistics Command, which oversees and manages the provision of logistics support across the entire Marine Corps enterprise.
McDonnell earned his J.D. from Notre Dame Law School and a bachelor’s degree in philosophy from the University of Notre Dame.
Senior Vice President, Professional Services
Jay Marshall
Jay Marshall is Senior Vice President of Professional Services at iPipeline. In this role, he leads and manages a high-performing team, focusing on driving revenue while supporting the organization’s strategic goals. Marshall also oversees the architecture of the company’s digital solutions, customer relationship management, and account management best practices to deliver industry-leading and innovative solutions on time and within budget.
A veteran of the InsurTech industry, Marshall joined iPipeline in 2011 and has held various leadership positions of increasing responsibility in the organization’s client and professional services. Prior to that, he was an independent consultant with Accelare, a Massachusetts-based company focused on delivery business model digital transformation, and Allianz, where he was the Transition Lead for Business Process Outsourcing. He also held investor services and analyst roles at PFPC, a business unit of PNC Financial Services Group, and Oracle. Marshall began his career as director of operations at Allianz.
Marshall graduated from PennWest University with a bachelor’s degree in marketing.
Chief Innovation Officer
Bill Atlee
Bill Atlee is Chief Innovation Officer and Founder of iPipeline. In this role, he develops new and innovative products, ensures innovations provide clear value to customers, and drives effective go-to-market strategies based on customer needs, industry pain points, and current trends.
In 1995, Atlee founded iPipeline, creating the first multi-carrier network where distributors and agents could digitally access insurance quotes, check underwriting status, compare product information, and complete electronic applications through cloud-based software.
His experience in personally selling more than 6,000 life insurance policies gives iPipeline an inside perspective on creating and launching the most innovative software products based on industry behavior. Atlee has the unique ability to simplify the industry’s most complex and complicated problems through his infamous stickman drawings used to depict solutions.
Today, the company that Atlee founded now offers innovative digital solutions to the life insurance, annuities, and wealth management industries. iPipeline now employes more than 850 people around the world, including in the US, Canada, and UK.
Atlee began his career as a life insurance agent with Fidelity Mutual Life where he gained valuable experience in implementing tax, legal, and estate planning techniques for high-net worth individuals. In 1992, he founded Direct Quote America, Inc., a nationally licensed brokerage firm that developed one of the industry’s first automated term insurance shopping services. His dream of automating the application process continued, with the launch of iPipeline’s signature e-App, iGO®, in 2005. And the rest as they say, is history.
A popular industry speaker, Atlee delves into his extensive industry knowledge and experience to share his thoughts on the critical role that digitization plays in the future of the financial services industry.
Atlee earned his bachelor’s degree in business administration and finance from Westminster College.
