Luke Jonas
AVP, m & a Integration and Transformation @American Family Insurance
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WORK HISTORY
AVP, m & a Integration and Transformation @American Family Insurance
Madison, WI, US
Led the sale of The General to Sentry Insurance with a total deal value of $1.7B, executing a seamless transition of the business in less than four months from signing- Serve in Chief of Staff role to the Chief Administrative Officer (CAO), establishing and managing the rhythm of the business for HR, Real Estate, Communications, Strategy, and Transformation- Accountable for a diverse set of teams focused on driving transformation and operational excellence across the American Family enterprise including M&A Integration, Transformation and Program Management, Change Management and Process Improvement, Real Estate and Workplace Development, and Travel, Fleet, and Food Services - Responsible for all post-close transition, separation, and runoff activities associated with recent divestitures of The General, Trusted Resource Underwriters, LLC (TRU), and Homesite Underwriting Managers (HUM)- Consult with executives on strategy execution and deploy program leads into initiatives to organize, manage, and drive work towards achievement of strategic objectives- Advise senior leadership on due diligence, target operating model, synergy analysis, and post-close integration planning and execution for all M&A transactions- Oversee all merger, acquisition, and divestiture execution and post-close integration / separation efforts, leading large cross-functional teams across the business
EDUCATION
Wharton Executive Education
Creating and Implementing Strategy for a Competitive Advantage
The University of Chicago Booth School of Business
Executive Education in Corporate Strategy
University of Wisconsin-Madison
Masters Certificate in Project Management
University of Wisconsin-Madison
BS, Consumer Science - Consumer Affairs in Business
SKILLS
ABOUT LUKE JONAS
Accomplished and respected leader, with 20+ years of experience in the insurance industry across a variety of domains, including Corporate Strategy, Transformation, M&A Integration, Corporate Development, and Shared Services. Skilled at leading large and complex initiatives to successful completion, achieving and exceeding expected outcomes. Strategic and outcome-oriented leader committed to pursuing opportunities that enable continuous growth and development.Skills: Client Project and Program Management; M&A Due Diligence; M&A Integration; Organizational Alignment; Stakeholder Management; Consulting; Strategy DevelopmentInsurance Designations:Associate in Risk Management (ARM)Associate in Management (AIM)Associate in Reinsurance (ARe)Chartered Property Casualty Underwriter (CPCU)
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