Sotera Leadership
Renea Louie, ARM, ACI, Fellow
Renea Louie, ARM, ACI, Fellow
Renea Louie, ARM, ACI, Fellow
Renea Louie is a seasoned leader with over 20 years of experience in the Alternative Risk Transfer industry and prior 15 years in the hightech industry. As CEO of Sotera Global Management, she drives innovative risk transfer solutions for businesses worldwide, overseeing the operations with a focus on client success and industry excellenc
Renea Louie is a seasoned leader with over 20 years of experience in the Alternative Risk Transfer industry and prior 15 years in the hightech industry. As CEO of Sotera Global Management, she drives innovative risk transfer solutions for businesses worldwide, overseeing the operations with a focus on client success and industry excellence.
A recognized expert in captive management, Renea specializes in feasibility, formation, licensing, and ongoing management of captives and Self-Insured Groups, serving organizations of all sizes and sectors.
Renea’s leadership extends beyond Sotera, with a distinguished record of service in the risk management community. She has served two terms on the ICCIE board, remains active on its marketing committee, and has held key roles with CICA, RIMS, SIIA, and various state captive associations. Formerly a Director serving two terms and Chairman of CICA, she currently chairs the Western Region Conference.
In 2019, she earned the prestigious ICCIE Fellow Status, a testament to her contributions. A frequent speaker at industry events, Renea holds degrees in Risk Management and Insurance, blending academic rigor with practical expertise. Her vision and strategic insight continue to shape the future of alternative risk solutions globally.
Ashley Vees
Renea Louie, ARM, ACI, Fellow
Renea Louie, ARM, ACI, Fellow
Client Services Manager
With over 8 years of experience in the industry, Ashley brings a wealth of knowledge, expertise, and a strong commitment to client satisfaction. She believes in the core values of integrity, honesty, and transparency, always working with a client-first mentality. Ashley understands that strong, long-term relations
Client Services Manager
With over 8 years of experience in the industry, Ashley brings a wealth of knowledge, expertise, and a strong commitment to client satisfaction. She believes in the core values of integrity, honesty, and transparency, always working with a client-first mentality. Ashley understands that strong, long-term relationships are built on trust, open communication, and mutual respect, and she consistently goes above and beyond to ensure these values are at the forefront of every interaction.
Ashley has cultivated a deep understanding of her clients' needs, prioritizing their success and striving to deliver tailored solutions that drive positive outcomes. Whether working directly with clients or collaborating with regulators, Ashley is adept at navigating complex situations with a focus on clear communication and positive resolutions.
Ashley’s approach is not just about meeting expectations—it's about exceeding them. Ashley continues to grow professionally, always looking for innovative ways to enhance client experiences and create lasting, meaningful impact.
Tonya Stevenson
Renea Louie, ARM, ACI, Fellow
Tonya Stevenson
Captive AP/AR Manager
Tonya has extensive AP/AR experience in a variety of industries and has been a part of the Sotera team for 11 years. She brings a wealth of knowledge and expertise to her position as a manager. Tonya is responsible for entering transaction details, reconciling accounts, and monitoring and analyzing account informa
Captive AP/AR Manager
Tonya has extensive AP/AR experience in a variety of industries and has been a part of the Sotera team for 11 years. She brings a wealth of knowledge and expertise to her position as a manager. Tonya is responsible for entering transaction details, reconciling accounts, and monitoring and analyzing account information for our clients.
Tonya interacts with clients and the accounting department to ensure that all information is received and processed in a timely manner. She coordinates with vendors and clients, assists with audit and tax and quarter-end close.
Tonya is enthusiastic and a team player with excellent communication and problem solving skills. Tonya is a dedicated and creative problem solver with a passion for data analysis.
Charlotte Partamian
Charlotte Partamian
Charlotte Partamian
Senior Captive Accountant
Charlotte has been preparing financials for more than 30 years. Charlotte works in the financial management of captive insurance companies. She also works to ensure compliance with regulations and to provide accurate financial reporting.
Charlotte is known for implementing solutions that improve workflow efficie
Senior Captive Accountant
Charlotte has been preparing financials for more than 30 years. Charlotte works in the financial management of captive insurance companies. She also works to ensure compliance with regulations and to provide accurate financial reporting.
Charlotte is known for implementing solutions that improve workflow efficiency. She is hard working and a driven individual who isn't afraid to face a challenge.
Justin Kasmer
Charlotte Partamian
Charlotte Partamian
Captive Accountant
Justin brings over 7 years of accounting and finance experience to the team. He has worked extensively in the Reinsurance space and is responsible for managing the financials of captive insurance companies. Justin has a proven track record in working with large Captives and handling complex insurance and reinsurance agre
Captive Accountant
Justin brings over 7 years of accounting and finance experience to the team. He has worked extensively in the Reinsurance space and is responsible for managing the financials of captive insurance companies. Justin has a proven track record in working with large Captives and handling complex insurance and reinsurance agreements.
Justin takes a client focused approach to his work. Understanding that relationships are built on trust and trust in this industry is based on consistent and accurate results.
Beyond his background in accounting, Justin is known for his experience with automation of tasks and for improving and implementing efficient processes. He enjoys the complex nature of the insurance industry and is always looking for opportunities to challenge himself.
Christine Estrada
Charlotte Partamian
Christine Estrada
Client Services Specialist
Christine manages the many needs of our captive insurance clients including board meeting management, notary services, state and federal filings, designing and delivering training programs to help clients use our online products and services, vendor management and much more.
Christine joined the organization
Client Services Specialist
Christine manages the many needs of our captive insurance clients including board meeting management, notary services, state and federal filings, designing and delivering training programs to help clients use our online products and services, vendor management and much more.
Christine joined the organization in 2022. Her focus is building and maintaining positive client relationships by actively listening to their needs, addressing inquiries, resolving issues promptly, and providing exceptional service to ensure client satisfaction and loyalty, often acting as the primary point of contact for Sotera Global Managements clientele; Christine is skilled in problem-solving and utilizing customer relationship management tools to manage client accounts.
Throughout her career, Christine has excelled in various critical roles, including establishing and maintaining positive relationships with clients through proactive communication and personalized attention.
You can count on Christine to Show enthusiasm for support and a willingness to assist; Be the reason someone smiles today.
