Joseph Waked, Chief Executive Officer and co-founder
Joseph Waked is the Chief Executive Officer and co-founder of Confie Seguros. Joe, a former attorney, served as the Chief Operating Officer of the Westline Corporation, which became Confie's initial investment platform. He built up Westline's predecessor agency from 5 local offices and $10 million in premiums to Confie's current size of over 540 offices nationwide, approaching $700 million in premiums. Over the past 10 years, Joe led and successfully integrated over $200 million in acquisitions. Throughout his career, he successfully led efforts to raise in excess of $200 million in capital. Joe holds degrees in Political Science, History and Economics from Case Western Reserve University and a Juris Doctor from the Ohio State University-College of Law.
Mordy Rothberg, President and co-founder
Mordy Rothberg has over 18 years of business development and strategy experience including the last 7 in the insurance brokerage business. He previously formed a joint venture with Cisco on the creation of Adir Technologies where he raised $70 million from Cisco, Softbank and others in multiple rounds to spin off technology assets from Net2phone. Mordy was a principal at Net2phone where he raised funds from multiple world class investors including AOL, NBC, Yahoo and Softbank; AT&T ultimately bought 40 percent of Net2phone for $1.4 billion. Before Net2Phone, Mordy served as an Executive Vice President at IDT Corporation, where he spearheaded its international sales efforts.
Valeria Rico, Chief Operating Officer
Valeria Rico is the Chief Operating Officer of Confie Seguros. She is responsible for leading strategy and marketing efforts for Confie, Freeway Insurance, Cost-U-Less, Seguros sin Barreras and other Company brands. Prior to joining Confie in 2011, Valeria was the President and Chief Executive Officer of Lexicon Marketing. Under her leadership, Lexicon grew into the top direct marketer to U.S. Hispanics. During her tenure there, she created the first and only coast-to-coast Hispanic-focused insurance agency, Seguros sin Barreras, which was acquired by Confie in 2010. Companies and campaigns under her direction have been recipients of nationally recognized marketing and advertising awards, such as a CLIO for Spanish-language advertising, the Hispanic Marketer of the Year Award from the Electronic Retailing Association of America, the Minority Marketing Award from the Direct Marketing Association of America, and the Disney Publishing Worldwide Award. Valeria serves on the Board of Directors of Center Dance Arts and Phoenix House of California. Born in Costa Rica, Valeria holds a degree in law from the Complutense University of Madrid, Spain.
Robert Trebing, Chief Financial Officer
Robert Trebing is the Chief Financial Officer of Confie Seguros. Bob has been a senior financial executive for over 30 years, with substantial experience in the multi-unit retail environment, and has served as the Chief Financial Officer for major corporations including Prandium, Inc., Family Restaurants, Inc. and Gardenburger, Inc. Bob has extensive expertise in financial reporting, treasury, SEC filings, mergers and acquisitions, risk management and tax. He has overseen multiple acquisitions and reorganizations/integrations during his career. Bob is a member of the California Society of CPA's, Financial Executives International and the Financial Executives Networking Group.
- Joe Waked has led teams to raise in excess of $400 million in capital and integrated over $200 million in acquisitions
- Revenues approaching $300 million in 17 states with more than 540 retail locations
- Proven economies of scale with fold-in acquisitions
- Tremendous growth: organic and external
- We have thrived in the worst economic environment
- Rated #5 in Revenues in Insurance Journals top 100 for 2012
- Named by A.M. Best among the Top 20 Global Insurance Brokers