Management Team

Our Leadership Team

Our leadership team consists of industry leaders with proven track records in their area of expertise that have come together to ensure we deliver on our promises to our customers. This team is dedicated to the success of our clients and the satisfaction of our employee customers.

• Edgar Montes

  President and Chief Executive Officer

  Edgar Montes was named President and Chief Executive Officer and a member of the Board in April 2018. Edgar had previously served as President since December 2016 and Chief Operating Officer since December 2012. Prior to his appointment as COO, Edgar held the position of Senior Vice President, Service Delivery Operations since March 2012, and held the position of Vice President, Operations from November 2006 until March 2007. Prior to joining WageWorks, Edgar held a variety of leadership positions with American Express, most recently as Vice President, Customer Service, where he was responsible for overseeing customer service, from December 1982 until November 2006. Edgar holds an M.B.A., a B.S. in Accounting and a B.S. in Real Estate from Arizona State University.
• Tom Catchings

  SVP and Chief Information Officer

  Tom Catchings oversees all of WageWorks’ product development and information technology efforts, as well as the execution of our platform strategy. His experience includes eight years as Senior Vice President and Chief Information Officer at Early Warning Services, LLC., where he led the transformation of Early Warning Services, LLC., into the leading risk management and analytics company in financial services. He as also served in various leadership roles at eFunds Corporation and McDonnell Douglas Corporation. Tom holds a M.B.A from University of Redlands, and a B.S. in business administration from Northern Arizona University.
• Ismail “Izzy” Dawood

  Chief Financial Officer

  Izzy Dawood joined WageWorks as Interim Chief Financial Officer in April 2018, playing an instrumental role in the company’s financial audit and restatement efforts. He became Chief Financial Officer in October 2018. Izzy has more than twenty years of experience leading public companies through substantive change and adversity while driving measurable and meaningful results. Prior to WageWorks, he served as CFO of Santander Consumer USA Holdings, Inc. Additionally, he was Executive Vice President and CFO of the Investment Services division of The Bank of New York Mellon Corporation (BNY Mellon). During his tenure with BNY Mellon, he held several leadership roles in investor relations, financial planning and analysis (FP&A), corporate development, and strategy. Izzy obtained a bachelor’s degree from St. John’s University and an M.B.A. from Wharton School of Business, and is a Chartered Financial Analyst.
• Jody Dietel

  Chief Compliance Officer

  Jody Dietel joined WageWorks in 2008 through the acquisition of Creative Benefits, Inc., a consumer-directed healthcare benefits company she founded and managed for nearly 20 years. She navigates the maze of federal and state regulations and serves as a liaison between WageWorks and key industry groups and governing bodies. Jody is a board member and Chair of the Employers Council of Flexible Compensation (ECFC), a board member and Vice President of the Special Interest Group for IIAS Standards, a member of the American Bankers Association’s HSA Council Board, and a member of the Policy Board of the American Benefits Council. Previously, she has held various leadership roles at Prudential Insurance Company of America and the Wyatt Company (now Towers Watson). Jody has a B.A. in psychology from Bethel University.
• Jim Lynch

  Chief Sales Officer

  With more than 20 years of consumer-directed healthcare industry (CDH) experience, Jim Lynch is responsible for all direct employer sales for WageWorks. Previously, he was Owner and President of Planned Benefit Systems, Inc., a successful CDH benefits administrator, for nine years before it was acquired by WageWorks in 2010. He is a Certified Employee Benefit Specialist and a member of the International Society of Certified Employee Benefit Specialists. Jim attended the University of Colorado, Wharton School, and University of Pennsylvania.
• May O'Neal

  Chief People Officer

  May O'Neal joined WageWorks in 2008. Our employees are the heart of our company, and she is dedicated to creating a people-first culture at WageWorks. May has a proven track record of driving change and implementing fundamental Human Resources strategies across the organization. Her contributions have been focused on business partnership and employee advocacy as our business and workforce have grown. Prior to WageWorks, she served as Director of Global Human Resources of Zilog, Inc.; Project Manager for the restructuring of North America Hallmark Cards, Inc.; and Human Resources and Organizational Consultant responsible for the strategic alignment of people systems in various Hallmark divisions. She has SHRM Senior Certified Professional (SHRM-SCP) and Professional Human Resources (SPHR) certifications, and has served as President of the Northern California Human Resources Association (NCHRA) Governing Board of Directors. May holds an M.S. in Human Resources from Loyola University, Chicago and B.S. from the University of Illinois at Urbana-Champaign.
• Scott Rose

  Chief Operating Officer

  Scott Rose joined WageWorks in 2016 and has served as Chief Operating Officer since March 2019. Previously, he was Senior Vice President of Customer Experience, leading transformation initiatives to enhance WageWorks’ service model and drive scale across the business. Before joining WageWorks, he spent more than a decade at McKesson, a global leader in healthcare supply chain management solutions and IT. During his tenure as Vice President of Customer Care, Scott oversaw all facets of customer service, technical support and inside sales. Prior to McKesson, Scott’s deep-rooted financial customer service experience included oversight of customer support services for Fidelity Investments and Vice President of Marketing Services for Chase Financial Services. While there, he held various leadership roles in key areas of the business: Retail Mutual Fund Service, 401(k), Health and Welfare, and Payroll and HR. Scott holds a B.A. in economics from the University of Florida and an M.B.A. from Texas Christian University.
• John G. Saia

  Senior Vice President, General Counsel and Corporate Secretary

  John G. Saia joined WageWorks in January 2019 as Senior Vice President, General Counsel and Corporate Secretary. He is a seasoned leader with a strong track record of success and a passion for developing talent. Prior to WageWorks, John served as General Counsel and Corporate Secretary for AcelRx Pharmaceuticals, Inc. (NASDAQ: ACRX), where he led all legal and compliance activities worldwide. He also spent more than a decade in numerous leadership roles at McKesson Corporation (NYSE: MCK). John supported more than 100 acquisitions as the company grew to more 15,000 retail locations in 20 countries. John has previously served as Senior Attorney at the U.S. Securities and Exchange Commission and served as counsel for two different divisions at the U.S. Department of Justice. He graduated cum laude from Santa Clara University and holds a law degree from the George Washington University Law School.
• Michael Wilson

  Senior Vice President, Corporate Development

  Michael Wilson joined WageWorks in 2007. He is responsible for strategic corporate development activities, with a focus on the identification, acquisition, and integration of acquisitions and partnerships. Prior to WageWorks, he served as Vice President, Corporate Development at Alliance Data, a provider of loyalty, marketing and payment solutions, and Principal at eOne Global, a venture partnership between First Data Corporation and iFormation Group. In addition, he has held senior positions at First Data Resources, First Data International and Booz-Allen & Hamilton. Mike has a B.A. in economics and mathematics from Northwestern University and an M.B.A. from Harvard University.

Board of Directors 

• Stuart Harvey

  Executive Chairman of the Board

  Stuart Harvey has served as Executive Chairman of the Board since September 2018. Mr. Harvey is currently the Non-Executive Chairman of Paysafe Group, a multinational payments company. Previously, Mr. Harvey served as President and Chief Operating Officer of Piper Jaffray Companies where he was responsible for the operations of the company’s global investment banking, equities, public finance, fixed income and asset management businesses. Mr. Harvey was with Elavon Global Acquiring Solutions, Inc. from 2003 to 2010, and in 2010, he became the Chairman, President and Chief Executive Officer of Ceridian Corporation. In 2013, Mr. Harvey became Chairman and Chief Executive Officer of Comadara, Inc., a subsidiary that was split off by Ceridian that managed fleet and corporate card payments and services, while continuing to serve as Executive Chairman of Ceridian. Mr. Harvey received a bachelor’s degree from Saint John’s University, an M.B.A. from the Kellogg School of Management at Northwestern Univerisity and a J.D. from the George Washington University Law School. He also serves on the board of directors of Trustwave Holdings, Inc. and on the board of trustees of Saint John’s University. We believe that Mr. Harvey possesses specific attributes that qualify him to serve as a member of our Board, including his past business and operational experience.
• Edgar Montes

  President and Chief Executive Officer

  Edgar Montes was named President and Chief Executive Officer and a member of the Board in April 2018. Edgar had previously served as President since December 2016 and Chief Operating Officer since December 2012. Prior to his appointment as COO, Edgar held the position of Senior Vice President, Service Delivery Operations since March 2012, and also held the position of Vice President, Operations from November 2006 until March 2007. Prior to joining WageWorks, Edgar held a variety of leadership positions with American Express, most recently as Vice President, Customer Service, where he was responsible for overseeing customer service, from December 1982 until November 2006. Edgar holds an M.B.A., a B.S. in Accounting and a B.S. in Real Estate from Arizona State University.
• Thomas A. Bevilacqua

  Lead Independent Director

  Thomas A. Bevilacqua has served as a member of our Board since November 2009, as a member of our compensation committee since February 2010, as a member of our nominating and corporate governance committee since February 2011, and as Lead Independent Director since October 2018. Mr. Bevilacqua has served as a Managing Director with VantagePoint Capital Partners, a venture capital firm, since November 2007, where he focuses on investments in the Internet and information technology market. Prior to joining VantagePoint, Mr. Bevilacqua served as Executive Vice President of E*TRADE Financial from 1997 to 2002, where he served in a variety of operational roles and established E*TRADE's acquisition and investment strategies. While at E*TRADE, Mr. Bevilacqua founded ArrowPath Venture Partners, an early stage venture capital fund that was later spun out from E*TRADE, and served as the Managing Partner of that firm from 1999 to November 2007. Mr. Bevilacqua was previously a partner at two leading Silicon Valley law firms, Brobeck, Phleger & Harrison LLP and Orrick, Herrington & Sutcliffe LLP. Mr. Bevilacqua received a J.D. from the University of California, Hastings College of the Law and a B.S. in business administration from the University of California at Berkeley. We believe Mr. Bevilacqua possesses specific attributes that qualify him to serve as a member of our Board and as a member of our compensation committee and nominating and corporate governance committee given his knowledge of technology investments and internet services, his financial literacy and his general business and legal experience.
• Bruce G. Bodaken

  Independent Director

  Bruce G. Bodaken has served as a member of our Board since September 2005, as Chairman of our audit committee from May 2009 to November 2014 and as a member of our audit committee since February 2006. Mr. Bodaken served as Chairman and CEO of Blue Shield of California from 2000 to 2012, where he was responsible for strategy and management of California’s third largest insurer, with $10 billion in revenue. Prior to that, Mr. Bodaken served as Blue Shield of California’s President and COO from 1996 to 2000. He has been on the board of directors of Rite Aid Corporation since May 2013. Mr. Bodaken is a member of the faculty at University of California, Berkeley, in the Division of Health Policy Management. Mr. Bodaken holds a M.A. from the University of Colorado and a B.A. from Colorado State University. We believe that Mr. Bodaken possesses specific attributes that qualify him to serve as a member of our Board and to serve as a member of our audit committee, including his extensive business experience as an executive in the health insurance industry.
• Jerome D. Gramaglia

  Independent Director

  Jerome D. Gramaglia has served as a member of our board of directors since November 2002, as a member of our compensation committee since October 2003, as the chairman of our compensation committee since February 2006 and as a member of our nominating and governance committee since August 2014. Mr. Gramaglia is a private investor/advisor to consumer-oriented technology start-ups. From March 2011 to July 2011, Mr. Gramaglia served as interim Chief Executive Officer and President of Acxiom Corporation, a leading provider of marketing data, services and technology. Mr. Gramaglia previously served as Partner for ArrowPath Venture Partners and as President and Chief Operating Officer for E*TRADE Group, Inc., a leading provider of electronic financial services. Mr. Gramaglia has also served on the boards of directors of Coldwater Creek, a national retailer of women’s apparel, from June 2004 to September 2013 and Acxiom since August 2009, where he currently serves as non-executive chairman of the board. Mr. Gramaglia received a B.A. in Economics from Denison University. We believe Mr. Gramaglia possesses specific attributes that qualify him to serve as a member of our board of directors and to serve as the chairman of our compensation committee, including his experience in various executive roles of a public company, his service on the board of other public companies and his marketing, financial, technology and management expertise.
• Robert L. Metzger

  Independent Director

  Robert L. Metzger has served as a member of our Audit Committee and our Board since February 2016, as a member of our audit committee since February 2016 and as a Chairman of our audit committee since February 2017. Mr. Metzger served as a Partner at William Blair & Company from 2005-2015 after joining the firm in 1999. He served as the Head of the Technology and Financial Services Investment Banking Groups from 2011-2015 and 2007 – 2015, respectively. During his 15+ year career at William Blair, he completed in excess of 100 transactions and also acted as Chairman of the firm’s Audit Committee from 2013-2015. Prior to joining William Blair & Company, he worked from 1990-1994 at Price Waterhouse in Audit and Audit Advisory Services, in the Financial Institutions Group at A.T Kearney, Inc. from 1995-1997, and in the Investment Banking Division of ABN AMRO Incorporated from 1997-1999. Currently, Mr. Metzger is a faculty member at the University of Illinois where he is the Director of the Investment Banking Academy and College of Business Honors Programs. Mr. Metzger has served on the board of directors and as the chair of the audit committee of Millennium Trust since March, 2016. Mr. Metzger has also served on the board of directors and as the audit committee chair of USA Technologies since May, 2016. Mr. Metzger holds an MBA with concentrations in finance and strategy from J.L. Kellogg Graduate School of Management, Northwestern University and a B.S. in Accountancy from the University of Illinois at Urbana-Champaign. We believe Mr. Metzger possesses specific attributes that qualify him to serve as a member of our Board and Chairperson of our audit committee, including his significant experience as an investment banker, and financial and accounting expertise.
• George P. Scanlon

  Independent Director

  George P. Scanlon has served as a member of our Board and audit committee since October 2018. He is an accomplished executive and private investor, previously serving as Chief Executive Officer of Fidelity National Financial, Inc. (NYSE: FNF) from October 2010 to December 2013. Mr. Scanlon joined FNF as Chief Operating Officer in June 2010 from FIS (NYSE: FIS), where he served as Executive Vice President of Finance. Prior to the acquisition by Fidelity National Information Services of Metavante Corporation in October 2009, Mr. Scanlon served as the Chief Financial Officer for FIS. He also served as the Chief Financial Officer for BFC Financial Corporation (Nasdaq: BBX) and Levitt Corporation. In addition to WageWorks, he currently serves on the boards of Landstar System (NASDAQ: LSTR) and Cyndx Holdco Inc. (private financial technology firm). We believe Mr. Scanlon possesses specific attributes that qualify him to serve as a member of our Board and audit committee, including his leadership, operational and financial experience at high-growth business services organizations.