Carmen Ortiz-McGhee

Chief Operating Officer

Carmen Ortiz-McGhee is Chief Operating Officer of the National Association of Investment Companies (NAIC). As part of the executive leadership team, Carmen will oversee many of NAIC’s primary initiatives to include industry research, events, communications and new member engagement. Further, she will collaborate with NAIC’s CEO Robert Greene in the development of new services and solutions for the members.

Prior to joining NAIC, Carmen was Senior Vice President and Head of Sales for Aon in the DC, MD and VA (DMV) region. In this role she was responsible for driving growth across all product lines throughout the market. Carmen was responsible for the turnaround of the DMV sales team, culture and performance, leading to its highest revenue generation in a decade, generating 127% of the goal and 150% YOY growth. Carmen also served as a member of Aon’s Diversity & Inclusion Board. In 2014, she was selected as one of Business Insurance Magazine’s Top 25 Women to Watch.

Prior to that role, Carmen served as Executive Vice President of Sales for Aon Cornerstone Innovative Solutions. Aon Cornerstone was tasked with sourcing and vetting MWDBE firms, building strategic alliances and go-to-market strategies with them to meet the increasing demand by Aon’s clients for subcontracting with those firms. Prior to joining Aon, she was the Vice President of Business & Investment Development for a boutique real estate private equity firm with $1 billion in AUM.

Previously, Carmen was President of The Marathon Club (TMC), an organization established to accelerate relationships among the best and brightest business minds in the U.S. to create enhanced wealth creation and deal flow for ethnically diverse professionals. Carmen led programs both in the US and abroad. Prior to leading TMC, Carmen created value for a number of non-profit organizations. In her various roles at these organizations, Carmen led corporate fundraising strategies; membership recruitment efforts, raising the diversity and number of participants; content development, innovating unique approaches and managing the logistical implementation of the annual meetings, trade shows & conferences.

Carmen currently serves as Chair of the Board of New America Alliance, Inc. and is a member of the Executive Committee of the Board of Directors of the National Education Association Foundation. She is licensed in Life & Health and Property & Casualty insurance brokerage and lives in Virginia with her husband and their three children.

 

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