Dr. Amanda Yoho Promoted to Proformex President and CEO, Effective September 1, 2026

Amanda was promoted to President in December 2024 and has strengthened Proformex’s vision of elevating life insurance and annuities, so they’re managed as part of holistic financial lives. She has grown Proformex’s presence with the largest banks, broker-dealers, RIA firms, and BGAs and IMOs with an emphasis on creating solutions that deliver business-ready life insurance and annuity information to financial professionals. In July 2026, she spearheaded Proformex’s launch of Willow, a suite of AI-enabled solutions that brings this information securely into the AI tools and workflows financial professionals use today. It is Proformex’s most significant product release to date.

“I’m continuously energized by the fresh ideas Amanda brings to Proformex and her vision for our future,” said Mike Pepe, Chief Strategy Officer and Founder of Proformex. “She delivers modern solutions to the complex data challenges this industry faces, and she cares deeply about building a strong culture around our people.”

“I’m honored to lead Proformex in this new capacity,” said Amanda Yoho. “Our team will always be the strength of our company. We’ve built incredible momentum, and I look forward to continuing this exciting chapter of growth for Proformex, our partners, and the financial professionals and policyowners we serve. In so many ways, I feel we’re just scratching the surface of the positive results we can create in this industry.”

Amanda first joined the Proformex executive team as Chief Technology Officer, where she built the data and product infrastructure that still powers the platform today. Prior to Proformex, she spent more than four years at IBM’s Watson Health and holds a Ph.D. in physics from Case Western Reserve University.

About Proformex

Proformex is the world’s leading platform for annuity and life insurance portfolio management. Its information, risk management, and sales-enablement solutions centralize hard-to-get data from insurance carriers and transform it into business-ready insights teams can act on now. Proformex works with wirehouses, broker-dealers, trust departments, IMOs and BGAs, and RIA firms to help financial professionals lower risk in their business, grow sales, and deepen client relationships. More than just technology, Proformex serves as a strategic partner to the businesses and professionals it supports.

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