Global Atlantic Financial Group
Industry: Insurance company
DescriptionCEO: Allan Levine CFO: Kim Lee Founded: 2004 Corporate secretary: Samuel Ramos Subsidiaries: Forethought Financial Group, Inc., Parent organization: Goldman Sachs
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Global Atlantic Financial Group Employees
Employee
Years
Job
Industry
Stephanie Rocha Stephanie Rocha's Global Atlantic Financial Group Experience September 2014 - Present
Job Financial Analyst at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group September 2014 - Present
Ernst & Young August 2012 - August 2014
ALPFA—Developing Latino Leaders for America May 2013 - May 2014
University of Massachusetts Amherst September 2009 - May 2012
University of Massachusetts School of Education September 2009 - May 2012
Isenberg School of Management, UMass Amherst January 2011 - December 2011
Ernst & Young June 2010 - August 2011
Law Offices of Gary H. Kreppel PC September 2007 - September 2009
Skills
Auditing, Analysis, Public Speaking, Leadership, Fluent in Portuguese, Teamwork, Financial Analysis, Spanish, Payroll, Nonprofits, Recruiting, Event Planning, Fundraising, Financial Reporting, Financial Accounting, Data Analysis, Hyperion Planning, PeopleSoft, Essbase
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2012
Bachelor of Business Administration (B.B.A.)
DCT University Center 2011 — 2011
Global Atlantic Financial Group September 2014 - Present
Ernst & Young August 2012 - August 2014
ALPFA—Developing Latino Leaders for America May 2013 - May 2014
University of Massachusetts Amherst September 2009 - May 2012
University of Massachusetts School of Education September 2009 - May 2012
Isenberg School of Management, UMass Amherst January 2011 - December 2011
Ernst & Young June 2010 - August 2011
Law Offices of Gary H. Kreppel PC September 2007 - September 2009
Skills
Auditing, Analysis, Public Speaking, Leadership, Fluent in Portuguese, Teamwork, Financial Analysis, Spanish, Payroll, Nonprofits, Recruiting, Event Planning, Fundraising, Financial Reporting, Financial Accounting, Data Analysis, Hyperion Planning, PeopleSoft, Essbase
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2012
Bachelor of Business Administration (B.B.A.)
DCT University Center 2011 — 2011
Samuel Ramos Samuel Ramos's Global Atlantic Financial Group Experience May 2013 - Present
Job EVP, General Counsel & Secretary at Global Atlantic Financial Group
Industry Investment Banking
Experience
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs May 1998 - April 2013
Sullivan & Cromwell LLP August 1992 - May 1998
Skills
Joint Ventures, Mergers, Insurance, Reinsurance, Compliance, Corporate Governance, Capital Markets, Securities Regulation, Corporate Finance, Securities, Executive Management, Banking, Mergers & Acquisitions, Private Equity
Education
Hofstra University School of Law 1988 — 1991
JD
Polytechnic Institute of New York University 1983 — 1988
MS, Systems Engineering
Cornell University 1978 — 1982
BS, Electrical Engineering
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs May 1998 - April 2013
Sullivan & Cromwell LLP August 1992 - May 1998
Skills
Joint Ventures, Mergers, Insurance, Reinsurance, Compliance, Corporate Governance, Capital Markets, Securities Regulation, Corporate Finance, Securities, Executive Management, Banking, Mergers & Acquisitions, Private Equity
Education
Hofstra University School of Law 1988 — 1991
JD
Polytechnic Institute of New York University 1983 — 1988
MS, Systems Engineering
Cornell University 1978 — 1982
BS, Electrical Engineering
Mark Elming Mark Elming's Global Atlantic Financial Group Experience October 2013 - Present
Job SVP Technology at Global Atlantic Financial Group
Industry Computer Software
Experience
Global Atlantic Financial Group October 2013 - Present
Aviva USA July 2011 - Present
Elming Consulting January 2011 - April 2011
Nationwide Insurance January 1997 - January 2011
AmerUS Life Insurance 1996 - 1997
Allstate Insurance 1986 - 1996
Skills
IT Management, Process Improvement, Program Management, Project Management, Team Leadership, PMO, Management, Collaborative Leadership, Team Building, Vendor Management, SDLC, Insurance, Agile Methodologies, IT Strategy, Software Development, PMP, Project Portfolio..., Leadership, Resource Management, Business Analysis
Education
University of Iowa
BBA, Management Information Systems
Global Atlantic Financial Group October 2013 - Present
Aviva USA July 2011 - Present
Elming Consulting January 2011 - April 2011
Nationwide Insurance January 1997 - January 2011
AmerUS Life Insurance 1996 - 1997
Allstate Insurance 1986 - 1996
Skills
IT Management, Process Improvement, Program Management, Project Management, Team Leadership, PMO, Management, Collaborative Leadership, Team Building, Vendor Management, SDLC, Insurance, Agile Methodologies, IT Strategy, Software Development, PMP, Project Portfolio..., Leadership, Resource Management, Business Analysis
Education
University of Iowa
BBA, Management Information Systems
Sophia DiPaolo's Global Atlantic Financial Group Experience January 2014 - Present
Job Winter Analyst at Global Atlantic Financial Group
Industry Biotechnology
Experience
Global Atlantic Financial Group January 2014 - Present
Dartmouth College March 2013 - Present
United States Senate June 2009 - December 2012
American Council of Life Insurers (ACLI) June 2012 - August 2012
Skills
Mandarin, Microsoft Excel, PowerPoint, Research, Quantitative Analytics, Event Planning, Constituent Relations, Mathematics, Biological Data Analysis, Engineering, iMovie
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Double Major: Bioengineering, Chinese
The Holton-Arms School 2002 — 2011
Global Atlantic Financial Group January 2014 - Present
Dartmouth College March 2013 - Present
United States Senate June 2009 - December 2012
American Council of Life Insurers (ACLI) June 2012 - August 2012
Skills
Mandarin, Microsoft Excel, PowerPoint, Research, Quantitative Analytics, Event Planning, Constituent Relations, Mathematics, Biological Data Analysis, Engineering, iMovie
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Double Major: Bioengineering, Chinese
The Holton-Arms School 2002 — 2011
Fayez Ali Fayez Ali's Global Atlantic Financial Group Experience March 2013 - Present
Job Head of Technology Infrastructure at Global Atlantic Financial Group
Industry Information Technology and Services
Experience
Global Atlantic Financial Group March 2013 - Present
Goldman Sachs December 2009 - March 2013
Goldman Sachs January 2000 - December 2009
Merrill Lynch January 1998 - January 2000
Lucent Technologies January 1995 - January 1998
Skills
Market Data, Trading Systems, Due Diligence, Fixed Income, Asset Managment, Bloomberg, Hedge Funds, Mergers, Structured Products, Business Continuity..., Enterprise Architecture, Investments, Derivatives, Access, Vendor Management, Data Center, Active Directory, Asset Management, Virtualization, Citrix, Servers, Storage Virtualization
Education
New Jersey Institute of Technology 1990 — 1994
Bachelor of Science, Computer Engineering
Global Atlantic Financial Group March 2013 - Present
Goldman Sachs December 2009 - March 2013
Goldman Sachs January 2000 - December 2009
Merrill Lynch January 1998 - January 2000
Lucent Technologies January 1995 - January 1998
Skills
Market Data, Trading Systems, Due Diligence, Fixed Income, Asset Managment, Bloomberg, Hedge Funds, Mergers, Structured Products, Business Continuity..., Enterprise Architecture, Investments, Derivatives, Access, Vendor Management, Data Center, Active Directory, Asset Management, Virtualization, Citrix, Servers, Storage Virtualization
Education
New Jersey Institute of Technology 1990 — 1994
Bachelor of Science, Computer Engineering
Jaci Logue's Global Atlantic Financial Group Experience October 2013 - December 2014
Job Sales Analyst / Salesforce
Industry Insurance
Experience
Accordia Life December 2014 - May 2015
Global Atlantic Financial Group October 2013 - December 2014
Aviva USA October 2008 - October 2013
M&I Bank January 2004 - September 2008
AmerUs Group May 2002 - January 2004
AmerUs Group September 2001 - May 2002
Skills
Insurance, Life Insurance, Finance, Mortgage Lending, Customer Service, Loans, Curriculum Development, Training, PowerPoint development, Sales Management, Estate Planning, Relationship Management, Retirement Planning, Financial Services, Sales Operations, Sales, Marketing, Retirement, General Insurance, Customer Retention, Account Management, Business Planning, Leadership, Banking, Term Life Insurance, Universal Life, Credit, Risk Management, Strategic Financial..., Building Relationships, Employee Benefits, Sales Presentations, Financial Risk
Education
AIB College of Business 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
AIB College of Business 1998 — 2000
Associate's degree, Business and Finance
Southeast Warren High School 1995 — 1998
Accordia Life December 2014 - May 2015
Global Atlantic Financial Group October 2013 - December 2014
Aviva USA October 2008 - October 2013
M&I Bank January 2004 - September 2008
AmerUs Group May 2002 - January 2004
AmerUs Group September 2001 - May 2002
Skills
Insurance, Life Insurance, Finance, Mortgage Lending, Customer Service, Loans, Curriculum Development, Training, PowerPoint development, Sales Management, Estate Planning, Relationship Management, Retirement Planning, Financial Services, Sales Operations, Sales, Marketing, Retirement, General Insurance, Customer Retention, Account Management, Business Planning, Leadership, Banking, Term Life Insurance, Universal Life, Credit, Risk Management, Strategic Financial..., Building Relationships, Employee Benefits, Sales Presentations, Financial Risk
Education
AIB College of Business 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
AIB College of Business 1998 — 2000
Associate's degree, Business and Finance
Southeast Warren High School 1995 — 1998
Denise Pierson's Global Atlantic Financial Group Experience October 2013 - Present
Job VP, GAAP Reporting for Accordia Life, a subsidiary of Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group October 2013 - Present
Randstad Sourceright August 2013 - October 2013
Telligen 2007 - 2013
Principal Financial Group 1999 - 2007
Principal Financial Group 1992 - 1999
Coopers & Lybrand 1989 - 1992
Skills
Financial Reporting, Managerial Finance, Process Improvement, Budgets, Accounting, Strategic Planning, Account Reconciliation, Forecasting, Accounts Payable, CPA, Auditing, Internal Controls, Strategic Financial..., Financial Accounting, General Ledger, Variance Analysis, PowerPoint, Microsoft Office, Business Analysis, Finance, Microsoft Excel, Financial Analysis, Payroll, Sarbanes-Oxley Act, Microsoft Word, Business Process..., Internal Audit, Team Building, Access, GAAP, Financial Audits, Financial Statements, Tax Preparation, Corporate Finance, Tax, Leadership, Accounts Receivable, Banking, SEC filings, Cash Flow, Management, Fixed Assets, Analysis, Training, US GAAP, Policy, Risk Management, Employee Benefits, Cash Management, Software Documentation
Education
Iowa State University - College of Business
Business, Accounting
Global Atlantic Financial Group October 2013 - Present
Randstad Sourceright August 2013 - October 2013
Telligen 2007 - 2013
Principal Financial Group 1999 - 2007
Principal Financial Group 1992 - 1999
Coopers & Lybrand 1989 - 1992
Skills
Financial Reporting, Managerial Finance, Process Improvement, Budgets, Accounting, Strategic Planning, Account Reconciliation, Forecasting, Accounts Payable, CPA, Auditing, Internal Controls, Strategic Financial..., Financial Accounting, General Ledger, Variance Analysis, PowerPoint, Microsoft Office, Business Analysis, Finance, Microsoft Excel, Financial Analysis, Payroll, Sarbanes-Oxley Act, Microsoft Word, Business Process..., Internal Audit, Team Building, Access, GAAP, Financial Audits, Financial Statements, Tax Preparation, Corporate Finance, Tax, Leadership, Accounts Receivable, Banking, SEC filings, Cash Flow, Management, Fixed Assets, Analysis, Training, US GAAP, Policy, Risk Management, Employee Benefits, Cash Management, Software Documentation
Education
Iowa State University - College of Business
Business, Accounting
Robert Tomaino Robert Tomaino's Global Atlantic Financial Group Experience December 2009 - Present
Job Vice President, National Accounts at Global Financial Accordia Life
Industry Insurance
Experience
Global Atlantic Financial Group December 2009 - Present
Skills
Insurance, Life Insurance, Underwriting, Term Life Insurance, Fixed Annuities
Education
George Mason University
Global Atlantic Financial Group December 2009 - Present
Skills
Insurance, Life Insurance, Underwriting, Term Life Insurance, Fixed Annuities
Education
George Mason University
JJ Kennedy, MBA's Global Atlantic Financial Group Experience April 2013 - Present
Job AVP Online, Marketing Technology & Digital Innovation
Industry Internet
Experience
Global Atlantic Financial Group April 2013 - Present
Pets Remembered Veterinary Clinic August 2011 - Present
Jackson Hewitt August 2010 - September 2011
Evil Genius Interactive September 2003 - January 2011
Action 2002 - 2007
Pitney Bowes 2000 - 2002
eRoom Technology 1998 - 2000
Roxy.com 1998 - 1998
Anysoft 1996 - 1998
Skills
Strategic Thinking, Marketing Strategy, Web Marketing Strategy, Web Marketing, Internet Strategy, SEO, Business Strategy, Business Process..., Small Business, New Business Development, Team Building, Team Leadership, Process Optimization, Market Research, Metrics, E-commerce, Leadership, Start-ups, Management, Strategic Planning, Budgets, Mobile Devices, Cross-functional Team..., Digital Marketing, CRM, Marketing, Strategy, Project Management, P&L Management, Strategic Partnerships, Sales, Social Media, Online Marketing, Brand Development, Email Marketing, Lead Generation, B2B, Customer Acquisition, PPC, Entrepreneurship, Online Advertising, Web Development, Product Marketing, Analytics, SEM, Social Media Marketing
Education
University of Rhode Island - College of Business Administration 1994 — 1996
Master of Business Administration (M.B.A.), Marketing / Information Systems, 3.94
Massachusetts College of Liberal Arts 1990 — 1994
BS/BA, Business/Psychology
Taconic 1986 — 1990
Diploma, Drafting/Design Engineering Technologies/Technicians
Global Atlantic Financial Group April 2013 - Present
Pets Remembered Veterinary Clinic August 2011 - Present
Jackson Hewitt August 2010 - September 2011
Evil Genius Interactive September 2003 - January 2011
Action 2002 - 2007
Pitney Bowes 2000 - 2002
eRoom Technology 1998 - 2000
Roxy.com 1998 - 1998
Anysoft 1996 - 1998
Skills
Strategic Thinking, Marketing Strategy, Web Marketing Strategy, Web Marketing, Internet Strategy, SEO, Business Strategy, Business Process..., Small Business, New Business Development, Team Building, Team Leadership, Process Optimization, Market Research, Metrics, E-commerce, Leadership, Start-ups, Management, Strategic Planning, Budgets, Mobile Devices, Cross-functional Team..., Digital Marketing, CRM, Marketing, Strategy, Project Management, P&L Management, Strategic Partnerships, Sales, Social Media, Online Marketing, Brand Development, Email Marketing, Lead Generation, B2B, Customer Acquisition, PPC, Entrepreneurship, Online Advertising, Web Development, Product Marketing, Analytics, SEM, Social Media Marketing
Education
University of Rhode Island - College of Business Administration 1994 — 1996
Master of Business Administration (M.B.A.), Marketing / Information Systems, 3.94
Massachusetts College of Liberal Arts 1990 — 1994
BS/BA, Business/Psychology
Taconic 1986 — 1990
Diploma, Drafting/Design Engineering Technologies/Technicians
Jason Castillo's Global Atlantic Financial Group Experience May 2013 - July 2014
Job Mapfre USA Senior Stat Accountant Life
Industry Insurance
Experience
MAPFRE U.S.A. Corp. July 2014 - Present
Global Atlantic Financial Group May 2013 - July 2014
Commonwealth Annuity May 2009 - April 2013
The Hanover Insurance Group January 2007 - April 2009
The Hanover Insurance Group December 1999 - November 2006
Skills
Financial Analysis, Financial Reporting, Insurance, Internal Controls, SEC filings, Accounting, Analysis
Education
Assumption College 1993 — 1997
Bachelor's degree, Accounting
MAPFRE U.S.A. Corp. July 2014 - Present
Global Atlantic Financial Group May 2013 - July 2014
Commonwealth Annuity May 2009 - April 2013
The Hanover Insurance Group January 2007 - April 2009
The Hanover Insurance Group December 1999 - November 2006
Skills
Financial Analysis, Financial Reporting, Insurance, Internal Controls, SEC filings, Accounting, Analysis
Education
Assumption College 1993 — 1997
Bachelor's degree, Accounting
Angela Becker, ALMI, ACS Angela Becker, ALMI, ACS's Global Atlantic Financial Group Experience October 2013 - September 2014
Job Senior Specialist, Shared Services at Global Atlantic Financial Group Limited
Industry Insurance
Experience
Global Atlantic Financial Group Limited September 2014 - Present
Global Atlantic Financial Group October 2013 - September 2014
Aviva USA October 2012 - October 2013
Aviva USA October 2010 - October 2013
Iowa Nightlife August 2012 - April 2013
Aviva USA October 2011 - October 2012
Aviva USA January 2008 - October 2011
Deery Brothers Chevrolet October 2006 - July 2007
Capital Land Services, INC 1997 - 2000
Skills
Photoshop, Photography, Excel, Outlook, Digital Photography, Adobe Acrobat, Word, SharePoint, SnagIt, Internet Explorer, Microsoft Word, Microsoft Excel, Retirement Planning, Life Insurance, WebEx, Brainshark, Women Leaders, Charity Work, PowerPoint, Fixed Annuities, Term Life Insurance, Insurance, Customer Service, Retirement, Program Management, Leadership, Marketing, Universal Life, Training, Visio, Sales, Marketing Communications, Relationship Management, Newsletters, Business Requirements, Process Improvement, Vendor Management, Financial Services, Product Development
Education
Cornell College 1991 — 1995
BSS, English
LOMA.org
Global Atlantic Financial Group Limited September 2014 - Present
Global Atlantic Financial Group October 2013 - September 2014
Aviva USA October 2012 - October 2013
Aviva USA October 2010 - October 2013
Iowa Nightlife August 2012 - April 2013
Aviva USA October 2011 - October 2012
Aviva USA January 2008 - October 2011
Deery Brothers Chevrolet October 2006 - July 2007
Capital Land Services, INC 1997 - 2000
Skills
Photoshop, Photography, Excel, Outlook, Digital Photography, Adobe Acrobat, Word, SharePoint, SnagIt, Internet Explorer, Microsoft Word, Microsoft Excel, Retirement Planning, Life Insurance, WebEx, Brainshark, Women Leaders, Charity Work, PowerPoint, Fixed Annuities, Term Life Insurance, Insurance, Customer Service, Retirement, Program Management, Leadership, Marketing, Universal Life, Training, Visio, Sales, Marketing Communications, Relationship Management, Newsletters, Business Requirements, Process Improvement, Vendor Management, Financial Services, Product Development
Education
Cornell College 1991 — 1995
BSS, English
LOMA.org
Alex Sienkiewicz Alex Sienkiewicz's Global Atlantic Financial Group Experience January 2014 - Present
Job Senior Analyst at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group January 2014 - Present
Global Atlantic Financial Group June 2013 - December 2013
Goldman Sachs June 2012 - May 2013
Bentley Investment Group January 2011 - May 2012
Goldman Sachs June 2011 - August 2011
Skills
Access, PowerPoint, Bloomberg, Word, Outlook, Excel, Factset, Morningstar, Equities
Education
Bentley University 2008 — 2012
BS, Economics & Finance
Bond University 2011 — 2011
Semester Abroad, Economics/Econometrics
Global Atlantic Financial Group January 2014 - Present
Global Atlantic Financial Group June 2013 - December 2013
Goldman Sachs June 2012 - May 2013
Bentley Investment Group January 2011 - May 2012
Goldman Sachs June 2011 - August 2011
Skills
Access, PowerPoint, Bloomberg, Word, Outlook, Excel, Factset, Morningstar, Equities
Education
Bentley University 2008 — 2012
BS, Economics & Finance
Bond University 2011 — 2011
Semester Abroad, Economics/Econometrics
Cory Witty's Global Atlantic Financial Group Experience October 2013 - Present
Job AVP, Information Technology at Global Atlantic Financial Group
Industry Information Technology and Services
Experience
Global Atlantic Financial Group October 2013 - Present
Aviva plc November 2011 - September 2013
ITAGroup April 2008 - November 2011
ITAGroup February 2005 - March 2008
Genesis10 June 2004 - February 2005
Relationship Marketing October 2000 - May 2004
Silicon Plains Technologies November 1998 - October 2000
DST Systems October 1997 - November 1998
Cerner Corporation June 1993 - September 1997
Skills
Agile Methodologies, SDLC, Requirements Analysis, Agile Project Management, Business Analysis, Requirements Gathering, Vendor Management, Quality Assurance, Resource Management, Coaching, Microsoft SQL Server, Leadership, T-SQL, Management, Team Building, Software Development
Education
Iowa State University - College of Business 1988 — 1993
Global Atlantic Financial Group October 2013 - Present
Aviva plc November 2011 - September 2013
ITAGroup April 2008 - November 2011
ITAGroup February 2005 - March 2008
Genesis10 June 2004 - February 2005
Relationship Marketing October 2000 - May 2004
Silicon Plains Technologies November 1998 - October 2000
DST Systems October 1997 - November 1998
Cerner Corporation June 1993 - September 1997
Skills
Agile Methodologies, SDLC, Requirements Analysis, Agile Project Management, Business Analysis, Requirements Gathering, Vendor Management, Quality Assurance, Resource Management, Coaching, Microsoft SQL Server, Leadership, T-SQL, Management, Team Building, Software Development
Education
Iowa State University - College of Business 1988 — 1993
Evan Chan Evan Chan's Global Atlantic Financial Group Experience May 2013 - Present
Job Vice President at Global Atlantic Financial Group
Industry Investment Banking
Experience
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs July 2008 - April 2013
Education
MIT 2004 — 2008
Bachelor of Science, Finance
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs July 2008 - April 2013
Education
MIT 2004 — 2008
Bachelor of Science, Finance
Vernon Beckford's Global Atlantic Financial Group Experience September 2013 - Present
Job Vice President at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group September 2013 - Present
Skills
Business Strategy, Due Diligence, Investments, Real Estate, Structured Finance, Valuation, Commercial Real Estate, Loans, Strategy
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Columbia University in the City of New York 2000 — 2004
Bachelors
New Rochelle High School 1996 — 2000
Global Atlantic Financial Group September 2013 - Present
Skills
Business Strategy, Due Diligence, Investments, Real Estate, Structured Finance, Valuation, Commercial Real Estate, Loans, Strategy
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Columbia University in the City of New York 2000 — 2004
Bachelors
New Rochelle High School 1996 — 2000
Jennifer Potthoff's Global Atlantic Financial Group Experience May 2013 - Present
Job
Industry Insurance
Experience
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs October 2012 - Present
Skills
Project Management, Human Resources, Internal Communications, Vendor Management, Communication Training, Change Management, Strategic Planning, Corporate Communications, Performance Management, Strategy, Business Analysis, Social Networking, Organizational..., Management Consulting, Employee Engagement, Leadership Development, Management, Business Strategy, Personnel Management, Program Management, Leadership
Education
French Culinary Institute 2004 — 2004
Certificate
Syracuse University 1989 — 1993
1993
high school
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs October 2012 - Present
Skills
Project Management, Human Resources, Internal Communications, Vendor Management, Communication Training, Change Management, Strategic Planning, Corporate Communications, Performance Management, Strategy, Business Analysis, Social Networking, Organizational..., Management Consulting, Employee Engagement, Leadership Development, Management, Business Strategy, Personnel Management, Program Management, Leadership
Education
French Culinary Institute 2004 — 2004
Certificate
Syracuse University 1989 — 1993
1993
high school
Debra Casey, CPA's Global Atlantic Financial Group Experience August 2015 - Present
Job VP of Investment Accounting Policy at Global Atlantic
Industry Insurance
Experience
Global Atlantic Financial Group August 2015 - Present
John Hancock May 2006 - Present
The Hanover Insurance Group January 2005 - April 2006
The Hanover Insurance Group 2000 - 2006
The Hanover Insurance Group 1997 - 2000
Skills
Accounting Policy, Technical Accounting, Financial Reporting, Insurance, Accounting, US GAAP, Statutory, IFRS, SEC reporting, Reporting & Analysis, 10Q, Ad Hoc Reporting
Education
University of Notre Dame 1983 — 1987
Bachelor of Business Administration, Accounting
Global Atlantic Financial Group August 2015 - Present
John Hancock May 2006 - Present
The Hanover Insurance Group January 2005 - April 2006
The Hanover Insurance Group 2000 - 2006
The Hanover Insurance Group 1997 - 2000
Skills
Accounting Policy, Technical Accounting, Financial Reporting, Insurance, Accounting, US GAAP, Statutory, IFRS, SEC reporting, Reporting & Analysis, 10Q, Ad Hoc Reporting
Education
University of Notre Dame 1983 — 1987
Bachelor of Business Administration, Accounting
Cindy Sippel's Global Atlantic Financial Group Experience January 2014 - Present
Job Senior Analyst at Global Atlantic Financial Group
Industry Insurance
Experience
Global Atlantic Financial Group January 2014 - Present
Principal International, Inc. October 2005 - January 2014
Sauer-Danfoss January 2002 - October 2005
Principal Financial Group January 1991 - January 2002
Education
Iowa State University - College of Business 1987 — 1990
BBA, Accounting
St. Mary's 1971 — 1975
Global Atlantic Financial Group January 2014 - Present
Principal International, Inc. October 2005 - January 2014
Sauer-Danfoss January 2002 - October 2005
Principal Financial Group January 1991 - January 2002
Education
Iowa State University - College of Business 1987 — 1990
BBA, Accounting
St. Mary's 1971 — 1975
Deb Keene, MBA's Global Atlantic Financial Group Experience April 2013 - June 2015
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Barrie Ribet's Global Atlantic Financial Group Experience May 2015 - Present
Job Senior Vice President at Global Atlantic
Industry Financial Services
Experience
Global Atlantic Financial Group May 2015 - Present
Goldman Sachs February 2006 - Present
Fannie Mae 2004 - 2006
Education
University of Pennsylvania 2000 — 2004
Global Atlantic Financial Group May 2015 - Present
Goldman Sachs February 2006 - Present
Fannie Mae 2004 - 2006
Education
University of Pennsylvania 2000 — 2004
Amanda Steward's Global Atlantic Financial Group Experience October 2013 - September 2014
Job PR Manager at Athene USA
Industry Marketing and Advertising
Experience
Athene USA September 2014 - Present
Global Atlantic Financial Group October 2013 - September 2014
Aviva USA August 2010 - October 2013
Metro Waste Authority July 2009 - July 2010
Greater Des Moines Partnership February 2006 - June 2009
Greater Des Moines Partnership February 2002 - February 2006
Hanser & Associates May 1999 - February 2002
State of Iowa Forestry Division January 1997 - May 1998
Strategic America 1998 - 1998
Adair County Free Press 1995 - 1996
Skills
Public Relations, Marketing, Event Planning, Media Relations, Advertising, Leadership, Customer Service, Business Development, Marketing Strategy, Strategic Planning, New Business Development, Management, Training, Marketing Communications, Event Management, Sales, Insurance, Budgets, Account Management, Integrated Marketing, Program Management, Recruiting, Social Media Marketing
Education
Greater Des Moines Leadership Institute 2009 — 2010
Graduate
Iowa State University 1995 — 1999
BA, Journalism, Emphasis in Public Relations
Athene USA September 2014 - Present
Global Atlantic Financial Group October 2013 - September 2014
Aviva USA August 2010 - October 2013
Metro Waste Authority July 2009 - July 2010
Greater Des Moines Partnership February 2006 - June 2009
Greater Des Moines Partnership February 2002 - February 2006
Hanser & Associates May 1999 - February 2002
State of Iowa Forestry Division January 1997 - May 1998
Strategic America 1998 - 1998
Adair County Free Press 1995 - 1996
Skills
Public Relations, Marketing, Event Planning, Media Relations, Advertising, Leadership, Customer Service, Business Development, Marketing Strategy, Strategic Planning, New Business Development, Management, Training, Marketing Communications, Event Management, Sales, Insurance, Budgets, Account Management, Integrated Marketing, Program Management, Recruiting, Social Media Marketing
Education
Greater Des Moines Leadership Institute 2009 — 2010
Graduate
Iowa State University 1995 — 1999
BA, Journalism, Emphasis in Public Relations
Erin Seymour's Global Atlantic Financial Group Experience October 2013 - Present
Job Business Relationship Manager at Global Atlantic Financial Group
Industry Insurance
Experience
Global Atlantic Financial Group October 2013 - Present
Aviva USA November 2012 - October 2013
Aviva USA August 2010 - November 2012
Aviva USA August 2008 - August 2010
Aviva USA July 2007 - August 2008
Coach July 2003 - July 2007
Skills
Microsoft Office, Project Coordination, Project Planning, Business Meetings, Eye for Details, Dedicated Professional, Insurance, Salesforce.com, Life Insurance, Recruiting, Management, Account Management, Sales, Marketing, Business Planning, Data Analysis, Retirement Planning, Sales Management, Relationship Management, Health Insurance, Employee Benefits, CRM, Sales Operations, Sales Presentations, Vendor Management, Leadership, Call Centers, Team Building, Process Improvement, Customer Retention, Training, Business Analysis, Strategic Planning, New Business Development, Customer Experience, Customer Satisfaction, Forecasting, Cross-functional Team..., Team Leadership, Team Management, Marketing Strategy, Customer Service, Analysis, Business Development, Product Marketing, Sales Process, Building Relationships, Business Process..., Strategy, Financial Services
Education
Iowa State University - College of Business 1998 — 2003
Bachelor of Science (B.S.), Marketing
Global Atlantic Financial Group October 2013 - Present
Aviva USA November 2012 - October 2013
Aviva USA August 2010 - November 2012
Aviva USA August 2008 - August 2010
Aviva USA July 2007 - August 2008
Coach July 2003 - July 2007
Skills
Microsoft Office, Project Coordination, Project Planning, Business Meetings, Eye for Details, Dedicated Professional, Insurance, Salesforce.com, Life Insurance, Recruiting, Management, Account Management, Sales, Marketing, Business Planning, Data Analysis, Retirement Planning, Sales Management, Relationship Management, Health Insurance, Employee Benefits, CRM, Sales Operations, Sales Presentations, Vendor Management, Leadership, Call Centers, Team Building, Process Improvement, Customer Retention, Training, Business Analysis, Strategic Planning, New Business Development, Customer Experience, Customer Satisfaction, Forecasting, Cross-functional Team..., Team Leadership, Team Management, Marketing Strategy, Customer Service, Analysis, Business Development, Product Marketing, Sales Process, Building Relationships, Business Process..., Strategy, Financial Services
Education
Iowa State University - College of Business 1998 — 2003
Bachelor of Science (B.S.), Marketing
Andrew Morse's Global Atlantic Financial Group Experience June 2014 - Present
Job CPA at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group June 2014 - Present
Delaware Life Insurance March 2014 - June 2014
John Hancock Financial Services September 2013 - March 2014
BELL (Building Educated Leaders for Life) November 2007 - September 2013
PricewaterhouseCoopers 2002 - 2007
Skills
Analysis, Finance, Budgets, General Ledger, Variance Analysis, Financial Analysis, Strategic Planning, Financial Modeling, QuickBooks, Microsoft Excel, Sarbanes-Oxley, Consolidation, GAAP, Account Reconciliation, Fund Accounting, SEC filings, Business Analysis, Internal Audit, Process Improvement, Managerial Finance, Payroll, Insurance, Not for Profit
Education
Suffolk University - Sawyer School of Management 2000 — 2002
MBA, Accounting and Finance
Colby College 1993 — 1997
BA, History, German
Global Atlantic Financial Group June 2014 - Present
Delaware Life Insurance March 2014 - June 2014
John Hancock Financial Services September 2013 - March 2014
BELL (Building Educated Leaders for Life) November 2007 - September 2013
PricewaterhouseCoopers 2002 - 2007
Skills
Analysis, Finance, Budgets, General Ledger, Variance Analysis, Financial Analysis, Strategic Planning, Financial Modeling, QuickBooks, Microsoft Excel, Sarbanes-Oxley, Consolidation, GAAP, Account Reconciliation, Fund Accounting, SEC filings, Business Analysis, Internal Audit, Process Improvement, Managerial Finance, Payroll, Insurance, Not for Profit
Education
Suffolk University - Sawyer School of Management 2000 — 2002
MBA, Accounting and Finance
Colby College 1993 — 1997
BA, History, German
Jay Izzo's Global Atlantic Financial Group Experience January 2014 - Present
Job Vice President at Global Atlantic Financial Group
Industry Information Technology and Services
Experience
Global Atlantic Financial Group January 2014 - Present
Global Atlantic Financial Group May 2013 - December 2013
Commonwealth Annuity, a Goldman Sachs Co. July 2008 - April 2013
Resources Global Professionals May 2006 - July 2008
Comsys 2001 - 2006
LeapSource 1998 - 2001
Arthur Andersen 1996 - 1998
Skills
Financial Analysis, Risk Management, Financial Reporting, Sarbanes-Oxley Act, Business Process...
Education
Arizona State University - W. P. Carey School of Business 1994 — 1995
MS, Accounting Information Systems
University of Rhode Island 1988 — 1992
BS, Accounting
Global Atlantic Financial Group January 2014 - Present
Global Atlantic Financial Group May 2013 - December 2013
Commonwealth Annuity, a Goldman Sachs Co. July 2008 - April 2013
Resources Global Professionals May 2006 - July 2008
Comsys 2001 - 2006
LeapSource 1998 - 2001
Arthur Andersen 1996 - 1998
Skills
Financial Analysis, Risk Management, Financial Reporting, Sarbanes-Oxley Act, Business Process...
Education
Arizona State University - W. P. Carey School of Business 1994 — 1995
MS, Accounting Information Systems
University of Rhode Island 1988 — 1992
BS, Accounting
Frank Robertson's Global Atlantic Financial Group Experience May 2013 - Present
Job Vice President at Global Atlantic Financial Group
Industry Insurance
Experience
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs January 2005 - April 2013
MetLife May 2000 - December 2004
PricewaterhouseCoopers January 1998 - May 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
Rowan University 1994 — 1996
BS Business Administration, Accounting
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs January 2005 - April 2013
MetLife May 2000 - December 2004
PricewaterhouseCoopers January 1998 - May 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
Rowan University 1994 — 1996
BS Business Administration, Accounting
Brad Schoeberl's Global Atlantic Financial Group Experience October 2013 - June 2015
Job IT Project Manager at Lifespace Communities, Inc.
Industry Insurance
Experience
Lifespace Communities, Inc. July 2015 - Present
Global Atlantic Financial Group October 2013 - June 2015
Aviva Life and Annuity Company July 2013 - October 2013
Aviva Life and Annuity Company May 2013 - July 2013
Aviva Life and Annuity Company March 2011 - April 2013
Transamerica Life Insurance Company March 2010 - April 2011
Transamerica Life Insurance Company November 2006 - February 2010
Transamerica Life Insurance Company April 2001 - October 2006
Skills
Insurance, Business Analysis, SDLC, Business Requirements, Process Improvement, Life Insurance, Requirements Analysis, Requirements Gathering, Analysis, Software Documentation, Access, Project Management, Visio, Quality Assurance, Relationship Management, Change Management, Strategic Planning, Software Project..., Leadership
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
BBA, Finance
Linn Mar
Lifespace Communities, Inc. July 2015 - Present
Global Atlantic Financial Group October 2013 - June 2015
Aviva Life and Annuity Company July 2013 - October 2013
Aviva Life and Annuity Company May 2013 - July 2013
Aviva Life and Annuity Company March 2011 - April 2013
Transamerica Life Insurance Company March 2010 - April 2011
Transamerica Life Insurance Company November 2006 - February 2010
Transamerica Life Insurance Company April 2001 - October 2006
Skills
Insurance, Business Analysis, SDLC, Business Requirements, Process Improvement, Life Insurance, Requirements Analysis, Requirements Gathering, Analysis, Software Documentation, Access, Project Management, Visio, Quality Assurance, Relationship Management, Change Management, Strategic Planning, Software Project..., Leadership
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
BBA, Finance
Linn Mar
Jason Roach's Global Atlantic Financial Group Experience May 2013 - Present
Job SVP at Global Atlantic Financial Group Limited
Industry Investment Management
Experience
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs June 2009 - May 2013
Banc of America Securities April 2005 - April 2009
PricewaterhouseCoopers June 2002 - April 2005
Skills
Operations Management, Equities, Financial Modeling, Financial Analysis, Fixed Income, Capital Markets, Prime Brokerage, Securities Lending, Equity Derivatives, Insurance, Derivatives, Private Equity, Bloomberg, Portfolio Management, New Business Development, Trading
Education
Bryant University
BS, Accounting / Finance
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs June 2009 - May 2013
Banc of America Securities April 2005 - April 2009
PricewaterhouseCoopers June 2002 - April 2005
Skills
Operations Management, Equities, Financial Modeling, Financial Analysis, Fixed Income, Capital Markets, Prime Brokerage, Securities Lending, Equity Derivatives, Insurance, Derivatives, Private Equity, Bloomberg, Portfolio Management, New Business Development, Trading
Education
Bryant University
BS, Accounting / Finance
David Pohl's Global Atlantic Financial Group Experience October 2013 - Present
Job Senior Statistical Modeler at Global Atlantic Financial Group
Industry Insurance
Experience
Global Atlantic Financial Group October 2013 - Present
Aviva USA December 2012 - September 2013
Rockwell Collins April 2000 - November 2012
DEVRO-TEEPAK, INC January 1987 - March 2000
Skills
Statistics, Predictive Analytics, Design of Experiments, SAS, Data Mining, Statistical Modeling, ANOVA, Data Analysis, SPC, Predictive Modeling, Experimental Design, Regression, Simulation, Analytics
Education
Iowa State University
Master of Science, Statistics
Global Atlantic Financial Group October 2013 - Present
Aviva USA December 2012 - September 2013
Rockwell Collins April 2000 - November 2012
DEVRO-TEEPAK, INC January 1987 - March 2000
Skills
Statistics, Predictive Analytics, Design of Experiments, SAS, Data Mining, Statistical Modeling, ANOVA, Data Analysis, SPC, Predictive Modeling, Experimental Design, Regression, Simulation, Analytics
Education
Iowa State University
Master of Science, Statistics
Brock Scheck's Global Atlantic Financial Group Experience October 2013 - Present
Job VP Internal Sales Support
Industry Insurance
Experience
Global Atlantic Financial Group October 2013 - Present
Aviva Life Insurance May 2004 - September 2013
Aviva Life and Annuity Company 2004 - September 2013
Aviva USA 2009 - January 2013
Aviva 2009 - January 2013
Education
The University of Kansas 1998 — 2000
Master' Degree, Accounting
Washburn University 1992 — 1997
Bachelor of Science (BS), Finance & Economics
Global Atlantic Financial Group October 2013 - Present
Aviva Life Insurance May 2004 - September 2013
Aviva Life and Annuity Company 2004 - September 2013
Aviva USA 2009 - January 2013
Aviva 2009 - January 2013
Education
The University of Kansas 1998 — 2000
Master' Degree, Accounting
Washburn University 1992 — 1997
Bachelor of Science (BS), Finance & Economics
Adam Lucas's Global Atlantic Financial Group Experience February 2014 - Present
Job Manager, Field Training Development at Global Atlantic Financial Group (formerly Aviva USA)
Industry Insurance
Experience
Global Atlantic Financial Group February 2014 - Present
Global Atlantic Financial Group October 2013 - February 2014
Aviva USA January 2002 - October 2013
Aviva Life Insurance January 2001 - January 2012
AmerUs Group 2002 - 2006
Skills
Fixed Annuities, Life Insurance, Customer Service, Employee Benefits, inflation-indexed bond, Training, Disability Insurance, Underwriting, Insurance, Term Life Insurance, Retirement, Building Relationships, Variable Annuities, Retirement Planning, Recruiting, Sales, Long-term Care
Education
Des Moines Area Community College
Associate of Science (AS)
Global Atlantic Financial Group February 2014 - Present
Global Atlantic Financial Group October 2013 - February 2014
Aviva USA January 2002 - October 2013
Aviva Life Insurance January 2001 - January 2012
AmerUs Group 2002 - 2006
Skills
Fixed Annuities, Life Insurance, Customer Service, Employee Benefits, inflation-indexed bond, Training, Disability Insurance, Underwriting, Insurance, Term Life Insurance, Retirement, Building Relationships, Variable Annuities, Retirement Planning, Recruiting, Sales, Long-term Care
Education
Des Moines Area Community College
Associate of Science (AS)
Justin Katchis's Global Atlantic Financial Group Experience May 2013 - November 2014
Job Investment Banker at Jordan Edmiston Group
Industry Financial Services
Experience
Jordan Edmiston Group November 2014 - Present
Global Atlantic Financial Group May 2013 - November 2014
Goldman Sachs January 2013 - April 2013
Goldman Sachs June 2011 - December 2012
Skills
Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Social Media Marketing, Insurance, Financial Modeling, Financial Analysis, Finance, Investment Banking, Corporate Finance
Education
Boston College 2007 — 2011
Bachelor of Science in General Management, Finance, History
University Pompeu Fabra 2009 — 2009
Economics; History and Spanish
Horace Greeley High School 2004 — 2007
Jordan Edmiston Group November 2014 - Present
Global Atlantic Financial Group May 2013 - November 2014
Goldman Sachs January 2013 - April 2013
Goldman Sachs June 2011 - December 2012
Skills
Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Social Media Marketing, Insurance, Financial Modeling, Financial Analysis, Finance, Investment Banking, Corporate Finance
Education
Boston College 2007 — 2011
Bachelor of Science in General Management, Finance, History
University Pompeu Fabra 2009 — 2009
Economics; History and Spanish
Horace Greeley High School 2004 — 2007
Brian Hendry's Global Atlantic Financial Group Experience May 2013 - Present
Job Senior Vice President at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs March 2008 - April 2013
Credit Suisse April 1997 - March 2008
AIG August 1995 - April 1997
Republic New York Corporation September 1990 - August 1995
Skills
Series 7, Securities, Investment Banking, Derivatives, Asset Management, Investment Management
Education
Pace University - Lubin School of Business 2002 — 2005
Master of Business Administration (MBA), Finance
University at Albany 1986 — 1990
Bachelor of Science (BS), Accounting
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs March 2008 - April 2013
Credit Suisse April 1997 - March 2008
AIG August 1995 - April 1997
Republic New York Corporation September 1990 - August 1995
Skills
Series 7, Securities, Investment Banking, Derivatives, Asset Management, Investment Management
Education
Pace University - Lubin School of Business 2002 — 2005
Master of Business Administration (MBA), Finance
University at Albany 1986 — 1990
Bachelor of Science (BS), Accounting
Hogan Chen's Global Atlantic Financial Group Experience January 2014 - Present
Job Vice President at Global Atlantic Financial Group
Industry Investment Management
Experience
Global Atlantic Financial Group January 2014 - Present
Skills
Structured Finance, Bloomberg, Hedge Funds, Derivatives, Trading, Funding, CDO, Portfolio Management, Equities, Fixed Income, Structured Products, Financial Modeling, Credit Derivatives, Capital Markets, Valuation
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelors of Science, Economics, Mathematics
Global Atlantic Financial Group January 2014 - Present
Skills
Structured Finance, Bloomberg, Hedge Funds, Derivatives, Trading, Funding, CDO, Portfolio Management, Equities, Fixed Income, Structured Products, Financial Modeling, Credit Derivatives, Capital Markets, Valuation
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelors of Science, Economics, Mathematics
Jayabal Shanmugam's Global Atlantic Financial Group Experience April 2013 - Present
Job Vice President at Global Atlantic Financial Group
Industry Information Technology and Services
Experience
Global Atlantic Financial Group April 2013 - Present
Goldman Sachs April 2000 - April 2013
Jean Martin August 1999 - April 2000
Mentor/Speedex Trading LLC March 1999 - July 1999
Technocats Software Solutions June 1998 - February 1999
Automobile Manufacturing Company February 1997 - May 1998
Bhabha Atomic Research Centre November 1995 - January 1997
Skills
Project Management, System Development Life..., User & Technical..., Test Case Planning &..., Technical Documentation, System Integration and..., Best Practice..., Backup & Business..., Policies & Procedures..., Capacity Planning and..., Vendor Management, Relationship Management, Trading Systems, Equity Derivatives, Market Data, Interest Rate..., Asset Management, Derivatives, Swaps, Fixed Income, FX trading, Commodity Markets, O/S: Microsoft Windows,..., Software: Java, C#.NET,..., Database: Sybase,..., Tools: Eclipse, Visual...
Education
Indira Gandhi National Open University 1998 — 1999
Post Graduate Diploma in Operation Management, Business Administration, Management and Operations, A
Indira Gandhi National Open University 1996 — 1998
Diploma in Management (DIM), Business Administration and Management, General, A
University of Madras 1992 — 1996
Bachelor of Engineering (B.E.), Electrical & Electronic / Information Technology, University First Rank - 86% Overall score
Global Atlantic Financial Group April 2013 - Present
Goldman Sachs April 2000 - April 2013
Jean Martin August 1999 - April 2000
Mentor/Speedex Trading LLC March 1999 - July 1999
Technocats Software Solutions June 1998 - February 1999
Automobile Manufacturing Company February 1997 - May 1998
Bhabha Atomic Research Centre November 1995 - January 1997
Skills
Project Management, System Development Life..., User & Technical..., Test Case Planning &..., Technical Documentation, System Integration and..., Best Practice..., Backup & Business..., Policies & Procedures..., Capacity Planning and..., Vendor Management, Relationship Management, Trading Systems, Equity Derivatives, Market Data, Interest Rate..., Asset Management, Derivatives, Swaps, Fixed Income, FX trading, Commodity Markets, O/S: Microsoft Windows,..., Software: Java, C#.NET,..., Database: Sybase,..., Tools: Eclipse, Visual...
Education
Indira Gandhi National Open University 1998 — 1999
Post Graduate Diploma in Operation Management, Business Administration, Management and Operations, A
Indira Gandhi National Open University 1996 — 1998
Diploma in Management (DIM), Business Administration and Management, General, A
University of Madras 1992 — 1996
Bachelor of Engineering (B.E.), Electrical & Electronic / Information Technology, University First Rank - 86% Overall score
Matthew Plett's Global Atlantic Financial Group Experience March 2014 - Present
Job Actuary at Global Atlantic Financial Group
Industry Insurance
Experience
Global Atlantic Financial Group March 2014 - Present
Athene USA August 2013 - March 2014
Aviva USA January 2012 - August 2013
Skills
Actuarial Science, Data expert, Experience Studies, Fixed Annuities, Insurance, Proficient in microsoft..., Proficient in SAS, Life Insurance, Stochastic Modeling, Monte Carlo Simulation, Assumption setting, Financial Modeling
Education
University of Northern Iowa 2008 — 2011
Statistics and Actuarial Science, Finance
Global Atlantic Financial Group March 2014 - Present
Athene USA August 2013 - March 2014
Aviva USA January 2012 - August 2013
Skills
Actuarial Science, Data expert, Experience Studies, Fixed Annuities, Insurance, Proficient in microsoft..., Proficient in SAS, Life Insurance, Stochastic Modeling, Monte Carlo Simulation, Assumption setting, Financial Modeling
Education
University of Northern Iowa 2008 — 2011
Statistics and Actuarial Science, Finance
Kathleen Redgate's Global Atlantic Financial Group Experience May 2013 - Present
Job Chief Operating Officer at Global Atlantic Financial Group
Industry Financial Services
Experience
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs 2000 - 2013
Goldman Sachs 2000 - 2013
U.S. Department of State 1987 - 2000
Skills
International..., Management, Strategic Planning, Leadership, Equities, Project Management, Financial Services
Education
Boston College
Bachelor of Arts (BA), History
Global Atlantic Financial Group May 2013 - Present
Goldman Sachs 2000 - 2013
Goldman Sachs 2000 - 2013
U.S. Department of State 1987 - 2000
Skills
International..., Management, Strategic Planning, Leadership, Equities, Project Management, Financial Services
Education
Boston College
Bachelor of Arts (BA), History
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO