Old Mutual (Bermuda) Ltd.
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Old Mutual (Bermuda) Ltd. Employees
Employee
Years
Job
Industry
Alan Liebowitz Alan Liebowitz's Old Mutual (Bermuda) Ltd. Experience 2003 - 2009
Job Chairman & CEO at Hudson Financial Marketing Group, Inc.
Industry Investment Management
Experience
Hudson Financial Marketing Group, Inc. June 2014 - Present
AFL Consulting May 2012 - June 2014
P2international,Ltd. June 2009 - May 2012
Old Mutual (Bermuda) Ltd. 2003 - 2009
Citicorp Life, First Citicorp Life... 1995 - 2000
Skills
Investments, Risk Management, Insurance, Strategic Planning, Corporate Governance, Banking, Wealth Management, Mutual Funds, Hedge Funds, Negotiation, Asset Management, Due Diligence
Education
NYU School of Law 1976 — 1978
LL.M, Taxation
SUNY at Buffalo School of Law 1970 — 1973
JD
Hudson Financial Marketing Group, Inc. June 2014 - Present
AFL Consulting May 2012 - June 2014
P2international,Ltd. June 2009 - May 2012
Old Mutual (Bermuda) Ltd. 2003 - 2009
Citicorp Life, First Citicorp Life... 1995 - 2000
Skills
Investments, Risk Management, Insurance, Strategic Planning, Corporate Governance, Banking, Wealth Management, Mutual Funds, Hedge Funds, Negotiation, Asset Management, Due Diligence
Education
NYU School of Law 1976 — 1978
LL.M, Taxation
SUNY at Buffalo School of Law 1970 — 1973
JD
Gabriel L. Castellanos's Old Mutual (Bermuda) Ltd. Experience July 2012 - Present
Job Operations and Service Executive
Industry Insurance
Experience
Old Mutual (Bermuda) Ltd. July 2012 - Present
Old Mutual (Bermuda) Ltd. January 2011 - July 2012
AIG December 2007 - January 2011
AIG May 2005 - December 2007
AIG May 2003 - May 2005
Kemper Insurance March 1990 - May 2003
Skills
Underwriting, Process Improvement, Property & Casualty..., Insurance, Risk Management, Reinsurance, Executive Management, Financial Risk, Finance, Financial Analysis, Mergers & Acquisitions, Claim, Business Analysis, Brokers, Operations Management, Vendor Management, Financial Services
Education
Harvard Business School 2012 — 2012
Certificate, Breakthrough Service
Old Mutual (Bermuda) Ltd. July 2012 - Present
Old Mutual (Bermuda) Ltd. January 2011 - July 2012
AIG December 2007 - January 2011
AIG May 2005 - December 2007
AIG May 2003 - May 2005
Kemper Insurance March 1990 - May 2003
Skills
Underwriting, Process Improvement, Property & Casualty..., Insurance, Risk Management, Reinsurance, Executive Management, Financial Risk, Finance, Financial Analysis, Mergers & Acquisitions, Claim, Business Analysis, Brokers, Operations Management, Vendor Management, Financial Services
Education
Harvard Business School 2012 — 2012
Certificate, Breakthrough Service
Stephen Duff Stephen Duff's Old Mutual (Bermuda) Ltd. Experience 2000 - 2009
Job Senior Vice President, Sales at Northstar Financial Services (Bermuda) LTD
Industry Financial Services
Experience
Northstar Financial Services (Bermuda) LTD March 2015 - Present
Independent Offshore Product Distributor September 2012 - March 2015
The P2 Group 2009 - September 2012
Old Mutual (Bermuda) Ltd. 2000 - 2009
American General Annuity/Western National Life 1996 - 2000
Compulife 1990 - 1996
AMCORP 1988 - 1990
Meracor Insurance, Inc. 1986 - 1988
Frito-Lay, Inc. 1986 - 1988
Castle and Cooke, Inc 1977 - 1985
Skills
Sales Management, Key Account Management, New Business Development, Product Management, Motivational Speaking, Problem Solving, Alternative Investments, Financial Services, Investments, Insurance, Fixed Annuities, Variable Annuities, Product Development, Management, Banking, Mutual Funds, Financial Advisory, Wealth Management, Asset Allocation, Investment Advisory, Risk Management, Strategic Financial..., Securities, Portfolio Management, Financial Planning
Education
University of Arizona 1973 — 1977
Bachelor of Science in Business Administration, Accounting
Sehome High School, Bellingham, Washington 1970 — 1973
Northstar Financial Services (Bermuda) LTD March 2015 - Present
Independent Offshore Product Distributor September 2012 - March 2015
The P2 Group 2009 - September 2012
Old Mutual (Bermuda) Ltd. 2000 - 2009
American General Annuity/Western National Life 1996 - 2000
Compulife 1990 - 1996
AMCORP 1988 - 1990
Meracor Insurance, Inc. 1986 - 1988
Frito-Lay, Inc. 1986 - 1988
Castle and Cooke, Inc 1977 - 1985
Skills
Sales Management, Key Account Management, New Business Development, Product Management, Motivational Speaking, Problem Solving, Alternative Investments, Financial Services, Investments, Insurance, Fixed Annuities, Variable Annuities, Product Development, Management, Banking, Mutual Funds, Financial Advisory, Wealth Management, Asset Allocation, Investment Advisory, Risk Management, Strategic Financial..., Securities, Portfolio Management, Financial Planning
Education
University of Arizona 1973 — 1977
Bachelor of Science in Business Administration, Accounting
Sehome High School, Bellingham, Washington 1970 — 1973
Ericka Smith Ericka Smith's Old Mutual (Bermuda) Ltd. Experience December 2009 - March 2015
Job Product Manager at Kane LPI Solutions Ltd.
Industry Insurance
Experience
Kane LPI Solutions Ltd. March 2015 - Present
Old Mutual (Bermuda) Ltd. December 2009 - March 2015
BNP Paribas March 2008 - November 2009
Allstate Insurance May 2003 - March 2008
Bernard Hodes 2002 - 2002
Skills
Business Analysis, Documentation, Access, Excel, Customer Relations, Outlook, PowerPoint, Word, Insurance, Internal Controls, Process Improvement, Microsoft Office, Data Analysis, SOX, Forecasting, Equities, Financial Modeling, Fixed Income, Investments, Financial Analysis, Microsoft Excel, Asset Managment, Sarbanes-Oxley Act, Valuation, Microsoft Word, Risk Management, Software Documentation, Customer Service, Accounting, Finance, Hedge Funds, Management, Business Process, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
MBA Candidate, Operations Management
NYU SCPS 2012 — 2012
Project Management
Villanova University 2011 — 2011
Masters Certification, Business Analysis/Six Sigma
Morgan State University 1998 — 2002
BS, International Finance
Brooklyn Tech
Kane LPI Solutions Ltd. March 2015 - Present
Old Mutual (Bermuda) Ltd. December 2009 - March 2015
BNP Paribas March 2008 - November 2009
Allstate Insurance May 2003 - March 2008
Bernard Hodes 2002 - 2002
Skills
Business Analysis, Documentation, Access, Excel, Customer Relations, Outlook, PowerPoint, Word, Insurance, Internal Controls, Process Improvement, Microsoft Office, Data Analysis, SOX, Forecasting, Equities, Financial Modeling, Fixed Income, Investments, Financial Analysis, Microsoft Excel, Asset Managment, Sarbanes-Oxley Act, Valuation, Microsoft Word, Risk Management, Software Documentation, Customer Service, Accounting, Finance, Hedge Funds, Management, Business Process, Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
MBA Candidate, Operations Management
NYU SCPS 2012 — 2012
Project Management
Villanova University 2011 — 2011
Masters Certification, Business Analysis/Six Sigma
Morgan State University 1998 — 2002
BS, International Finance
Brooklyn Tech
Vik Muktavaram's Old Mutual (Bermuda) Ltd. Experience 2012 - 2014
Job Risk Advisor, Board Member
Industry Executive Office
Experience
Vik Muktavaram July 2014 - Present
The Bridge Academy July 2015 - Present
Old Mutual (Bermuda) Ltd. 2012 - 2014
Old Mutual Bermuda 2011 - 2012
Independent Professional September 2005 - January 2011
Research Square, Inc. 2009 - 2011
Aetna 2001 - 2005
First USA 1998 - 2001
Skills
Risk Management, Strategy, Operations, Derivatives, Equity Derivatives, Options Strategies, Hedging, Business Strategy, Alternative Investments, Equities, Currency, IT Strategy, Pricing Strategy, Management Consulting, Strategic Consulting, Enterprise Risk..., Mergers, Financial Analysis, Volatility, Corporate Development, Data Transformation, Due Diligence, Financial Markets, Rates, Leadership, Investments, Capital Markets, Strategic Financial..., Restructuring, Financial Modeling, Business, Venture Capital, Technology Management, Corporate Finance, Credit, Financial Risk, Program Management, Investment Banking, Asset Managment, Acquisition Integration, Go-to-market Strategy, Negotiation, Private Equity, Fixed Income, Portfolio Management, Sourcing, Strategy Execution, Emerging Markets, Financial Services, Valuation
Education
Harvard Business School 2013 — 2013
Executive Education, Leadership
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, General
Oklahoma State University 1994 — 1996
Master of Science (MS), Computer Science
Osmania University 1990 — 1994
Vik Muktavaram July 2014 - Present
The Bridge Academy July 2015 - Present
Old Mutual (Bermuda) Ltd. 2012 - 2014
Old Mutual Bermuda 2011 - 2012
Independent Professional September 2005 - January 2011
Research Square, Inc. 2009 - 2011
Aetna 2001 - 2005
First USA 1998 - 2001
Skills
Risk Management, Strategy, Operations, Derivatives, Equity Derivatives, Options Strategies, Hedging, Business Strategy, Alternative Investments, Equities, Currency, IT Strategy, Pricing Strategy, Management Consulting, Strategic Consulting, Enterprise Risk..., Mergers, Financial Analysis, Volatility, Corporate Development, Data Transformation, Due Diligence, Financial Markets, Rates, Leadership, Investments, Capital Markets, Strategic Financial..., Restructuring, Financial Modeling, Business, Venture Capital, Technology Management, Corporate Finance, Credit, Financial Risk, Program Management, Investment Banking, Asset Managment, Acquisition Integration, Go-to-market Strategy, Negotiation, Private Equity, Fixed Income, Portfolio Management, Sourcing, Strategy Execution, Emerging Markets, Financial Services, Valuation
Education
Harvard Business School 2013 — 2013
Executive Education, Leadership
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, General
Oklahoma State University 1994 — 1996
Master of Science (MS), Computer Science
Osmania University 1990 — 1994
Monika Cwynar Monika Cwynar's Old Mutual (Bermuda) Ltd. Experience June 2010 - March 2012
Job Senior Financial Analyst at Johnson & Johnson
Industry Consumer Goods
Experience
Johnson & Johnson April 2014 - Present
Unilever March 2012 - August 2013
Old Mutual (Bermuda) Ltd. June 2010 - March 2012
AIG July 2007 - June 2010
CFDL Certified Public 2006 - 2007
Skills
Financial Reporting, Financial Analysis, General Ledger, Accounting, Reconciliation
Education
Kean University 2002 — 2007
M.S, Accounting
University of Maria Curie 1997 — 2002
M.S, Marketing
Johnson & Johnson April 2014 - Present
Unilever March 2012 - August 2013
Old Mutual (Bermuda) Ltd. June 2010 - March 2012
AIG July 2007 - June 2010
CFDL Certified Public 2006 - 2007
Skills
Financial Reporting, Financial Analysis, General Ledger, Accounting, Reconciliation
Education
Kean University 2002 — 2007
M.S, Accounting
University of Maria Curie 1997 — 2002
M.S, Marketing
Andrew Darfoor, ACMA, MBA's Old Mutual (Bermuda) Ltd. Experience March 2010 - July 2012
Job SVP & CEO, Sun Life Financial International
Industry Financial Services
Experience
Sun Life Financial August 2013 - Present
Old Mutual (Bermuda) Ltd. March 2010 - July 2012
Old Mutual (Bermuda) Ltd. March 2009 - March 2010
Old Mutual October 2007 - March 2009
Credit Suisse September 2004 - September 2007
Ernst & Young May 2000 - August 2004
UBS 1998 - 2000
Computer Sciences Corporation 1995 - 1998
Education
INSEAD 2011 — 2011
Harvard Business School 2008 — 2008
Cranfield University - Cranfield School of Management 2004 — 2005
Executive MBA
Queen Mary, U. of London 1992 — 1995
Bachelor of Science (BSc)
Sun Life Financial August 2013 - Present
Old Mutual (Bermuda) Ltd. March 2010 - July 2012
Old Mutual (Bermuda) Ltd. March 2009 - March 2010
Old Mutual October 2007 - March 2009
Credit Suisse September 2004 - September 2007
Ernst & Young May 2000 - August 2004
UBS 1998 - 2000
Computer Sciences Corporation 1995 - 1998
Education
INSEAD 2011 — 2011
Harvard Business School 2008 — 2008
Cranfield University - Cranfield School of Management 2004 — 2005
Executive MBA
Queen Mary, U. of London 1992 — 1995
Bachelor of Science (BSc)
Woody Victor Woody Victor's Old Mutual (Bermuda) Ltd. Experience December 2010 - October 2012
Job
Industry Investment Management
Experience
Carthage Capital Group January 2010 - Present
Old Mutual (Bermuda) Ltd. December 2010 - October 2012
Viacom/BET Networks March 2006 - November 2009
Rue Delmas, Inc. October 2001 - December 2006
Accenture July 1994 - October 2001
Skills
Venture Capital, Product Development, Customer Relations, Integration, Software Development, Structured Finance, Real Estate Finance, Strategic Planning, Financial Modeling, Corporate Finance, Valuation, Business Strategy, Due Diligence, Business Planning, Asset Management, Private Equity, Investments, Financial Analysis, Strategy Development, Negotiation, Management Consulting, Business Analysis, New Business Development, Marketing Strategy, Team Leadership, Investment Banking, Change Management, Capital Markets, Budgeting, Forecasting, Contract Negotiation, Team Building, Start-ups, Process Improvement, Excel, Analysis, Entrepreneurship, Financial Planning, Budgets, Asset Managment, Strategy, Business Development, Competitive Analysis, Finance, Management
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
UCLA Anderson School of Management 2008 — 2008
NAMIC - ELDP
Brown University 1990 — 1994
B.S.
Regis High School 1987 — 1990
Carthage Capital Group January 2010 - Present
Old Mutual (Bermuda) Ltd. December 2010 - October 2012
Viacom/BET Networks March 2006 - November 2009
Rue Delmas, Inc. October 2001 - December 2006
Accenture July 1994 - October 2001
Skills
Venture Capital, Product Development, Customer Relations, Integration, Software Development, Structured Finance, Real Estate Finance, Strategic Planning, Financial Modeling, Corporate Finance, Valuation, Business Strategy, Due Diligence, Business Planning, Asset Management, Private Equity, Investments, Financial Analysis, Strategy Development, Negotiation, Management Consulting, Business Analysis, New Business Development, Marketing Strategy, Team Leadership, Investment Banking, Change Management, Capital Markets, Budgeting, Forecasting, Contract Negotiation, Team Building, Start-ups, Process Improvement, Excel, Analysis, Entrepreneurship, Financial Planning, Budgets, Asset Managment, Strategy, Business Development, Competitive Analysis, Finance, Management
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
UCLA Anderson School of Management 2008 — 2008
NAMIC - ELDP
Brown University 1990 — 1994
B.S.
Regis High School 1987 — 1990
Carlos A. Muñoz Carlos A. Muñoz's Old Mutual (Bermuda) Ltd. Experience December 2006 - September 2010
Job Vice President, Relationship Manager at Morgan Stanley
Industry Financial Services
Experience
Investec Asset Management April 2011 - July 2011
Old Mutual (Bermuda) Ltd. December 2006 - September 2010
Citigroup Asset Management April 2005 - December 2006
Citigroup April 2005 - December 2006
Consulting Group/TRAK January 2005 - April 2005
Putney Student Travel June 2003 - November 2004
Skills
Asset Management, Wealth Management, Business Strategy, Customer Relations, International Business, International Sales, International Business..., Business Relationship..., Product Management, Asset Managment, Business Development, Product Development, Relationship Management, Sales Management, Mutual Funds, Alternative Investments, Investments, Customer Service, Management, Series 7
Education
Iona College 2008 — 2010
Master Business Administration, Marketing & International Business
The University of Chicago 2008 — 2008
Executive Education, Strategic Marketing Management Certificate
University of Rhode Island 1999 — 2003
Bachelor of Arts, French Language & Literature International Business
Euromed Marseille - ESC Marseille 2002 — 2002
Economics and International Business
Investec Asset Management April 2011 - July 2011
Old Mutual (Bermuda) Ltd. December 2006 - September 2010
Citigroup Asset Management April 2005 - December 2006
Citigroup April 2005 - December 2006
Consulting Group/TRAK January 2005 - April 2005
Putney Student Travel June 2003 - November 2004
Skills
Asset Management, Wealth Management, Business Strategy, Customer Relations, International Business, International Sales, International Business..., Business Relationship..., Product Management, Asset Managment, Business Development, Product Development, Relationship Management, Sales Management, Mutual Funds, Alternative Investments, Investments, Customer Service, Management, Series 7
Education
Iona College 2008 — 2010
Master Business Administration, Marketing & International Business
The University of Chicago 2008 — 2008
Executive Education, Strategic Marketing Management Certificate
University of Rhode Island 1999 — 2003
Bachelor of Arts, French Language & Literature International Business
Euromed Marseille - ESC Marseille 2002 — 2002
Economics and International Business
Migdalia Morales Migdalia Morales's Old Mutual (Bermuda) Ltd. Experience September 2011 - October 2012
Job AXA Advisor
Industry Financial Services
Experience
AXA Advisors September 2013 - Present
Old Mutual (Bermuda) Ltd. September 2011 - October 2012
MetLife April 2000 - September 2011
Skills
Product Marketing, Management, Investments, Financial Analysis, Portfolio Management, Risk Management, Insurance, Financial Planning, Wealth Management, Finance, Retirement Planning, Securities, Equities, Life Insurance, Asset Management, Business Analysis, Strategy, Retirement, Financial Services, Fixed Income, Mutual Funds, Investment Advisory, Asset Allocation, Financial Advisory
Education
Kean University
Bachelor's degree, Economics
AXA Advisors September 2013 - Present
Old Mutual (Bermuda) Ltd. September 2011 - October 2012
MetLife April 2000 - September 2011
Skills
Product Marketing, Management, Investments, Financial Analysis, Portfolio Management, Risk Management, Insurance, Financial Planning, Wealth Management, Finance, Retirement Planning, Securities, Equities, Life Insurance, Asset Management, Business Analysis, Strategy, Retirement, Financial Services, Fixed Income, Mutual Funds, Investment Advisory, Asset Allocation, Financial Advisory
Education
Kean University
Bachelor's degree, Economics
Jay Judas's Old Mutual (Bermuda) Ltd. Experience June 2010 - June 2011
Job Managing Director at Crown Global Insurance Group LLC
Industry Financial Services
Experience
Crown Global Insurance Group LLC August 2015 - Present
P.J. Scooter, LLC (d/b/a skoah Boston) December 2009 - Present
BF&M Insurance Group June 2011 - May 2015
Old Mutual (Bermuda) Ltd. June 2010 - June 2011
Sun Life Financial March 2004 - April 2010
Nationwide Financial September 1999 - March 2004
Net Worth Advisors, LLC January 1998 - August 1999
Skills
Insurance, Negotiation, Business Development, Strategic Financial..., Investments, Management, Mutual Funds, Risk Management, Marketing, CRM, Leadership, Relationship Management, Financial Services, Strategy, Sales, Wealth Management..., Skin Care Products, Corporate Governance, Life Insurance, Finance, Wealth Management, Financial Planning
Education
Northeastern University
Masters of Science (M.Sc.)
Rutgers University School of Law - Camden
JD
University of Northern Iowa
BA
Crown Global Insurance Group LLC August 2015 - Present
P.J. Scooter, LLC (d/b/a skoah Boston) December 2009 - Present
BF&M Insurance Group June 2011 - May 2015
Old Mutual (Bermuda) Ltd. June 2010 - June 2011
Sun Life Financial March 2004 - April 2010
Nationwide Financial September 1999 - March 2004
Net Worth Advisors, LLC January 1998 - August 1999
Skills
Insurance, Negotiation, Business Development, Strategic Financial..., Investments, Management, Mutual Funds, Risk Management, Marketing, CRM, Leadership, Relationship Management, Financial Services, Strategy, Sales, Wealth Management..., Skin Care Products, Corporate Governance, Life Insurance, Finance, Wealth Management, Financial Planning
Education
Northeastern University
Masters of Science (M.Sc.)
Rutgers University School of Law - Camden
JD
University of Northern Iowa
BA
Michael Venezia, MS's Old Mutual (Bermuda) Ltd. Experience 2010 - 2011
Job Vice President Finance at AXIS Accident and Health
Industry Insurance
Experience
AXIS Accident and Health June 2011 - Present
Strategic & Tactical Solutions, LLC 2009 - 2012
Old Mutual (Bermuda) Ltd. 2010 - 2011
Aviva 2009 - 2010
Munich Re America 2006 - 2009
SBLI USA 2000 - 2006
Gerling Global Reinsurance Corporation 1999 - 2000
Empire Insurance Group 1998 - 1999
Reliance National Insurance Company 1991 - 1998
Skills
GAAP, Business Process, Due Diligence, Strategic Planning, Market Research, Cost Accounting, Performance Improvement, Project Management, Reinsurance, Financial Modeling, Information Technology, New Business Development, Risk Management, Strategic Financial..., Investment Portfolio, Sarbanes-Oxley Act, P&L Management, Insurance, Supply Chain Management, Enterprise Risk..., Financial Analysis, Team Leadership, Business Planning, Financial Risk, Management, Recruiting, Forecasting, Finance, Mergers & Acquisitions, Strategy, Leadership, Financial Reporting, Budgets, Managerial Finance, Executive Management, Accounting, Portfolio Management, Investments, Internal Controls, Financial Planning, Analysis, Business Analysis, Financial Services, Budgeting
Education
New York University 2003 — 2007
Masters, Management & Systems
New York University 2000 — 2002
Advanced Professional Certificate, Information Technology
Saint John's University 1984 — 1988
Bachelors, Finance
AXIS Accident and Health June 2011 - Present
Strategic & Tactical Solutions, LLC 2009 - 2012
Old Mutual (Bermuda) Ltd. 2010 - 2011
Aviva 2009 - 2010
Munich Re America 2006 - 2009
SBLI USA 2000 - 2006
Gerling Global Reinsurance Corporation 1999 - 2000
Empire Insurance Group 1998 - 1999
Reliance National Insurance Company 1991 - 1998
Skills
GAAP, Business Process, Due Diligence, Strategic Planning, Market Research, Cost Accounting, Performance Improvement, Project Management, Reinsurance, Financial Modeling, Information Technology, New Business Development, Risk Management, Strategic Financial..., Investment Portfolio, Sarbanes-Oxley Act, P&L Management, Insurance, Supply Chain Management, Enterprise Risk..., Financial Analysis, Team Leadership, Business Planning, Financial Risk, Management, Recruiting, Forecasting, Finance, Mergers & Acquisitions, Strategy, Leadership, Financial Reporting, Budgets, Managerial Finance, Executive Management, Accounting, Portfolio Management, Investments, Internal Controls, Financial Planning, Analysis, Business Analysis, Financial Services, Budgeting
Education
New York University 2003 — 2007
Masters, Management & Systems
New York University 2000 — 2002
Advanced Professional Certificate, Information Technology
Saint John's University 1984 — 1988
Bachelors, Finance
Duncan Brewster's Old Mutual (Bermuda) Ltd. Experience January 2012 - Present
Job Head of Financial Planning & Systems at Old Mutual (Bermuda) Ltd.
Industry Investment Management
Experience
Old Mutual (Bermuda) Ltd. January 2012 - Present
Old Mutual (Bermuda) Ltd. August 2010 - December 2011
Old Mutual March 2007 - July 2010
Old Mutual South Africa February 2002 - February 2007
Old Mutual South Africa February 2001 - January 2002
Old Mutual South Africa February 1999 - January 2001
Old Mutual South Africa April 1995 - January 1999
Old Mutual South Africa January 1995 - March 1995
Stocks and Stocks January 1994 - December 1994
South African Defence Force January 1993 - December 1993
Skills
Financial Modeling, Investments, Asset Managment, Strategy, Solvency II, Risk Management, Financial Risk, Strategic Financial..., Life Insurance, Retail Banking, Financial Analysis, Valuation, Mergers, Sarbanes-Oxley Act, Business Transformation, Change Management, Internal Controls, Equities, Business Strategy, Investment Banking, Due Diligence, Internal Audit, Portfolio Management, Capital Markets, Corporate Finance, Business Analysis, Financial Services, Alternative Investments, Auditing, Insurance, Banking, Stakeholder Management, Consolidation, Forecasting, Accounting, Financial Reporting, Enterprise Risk..., Governance, Managerial Finance, Management Consulting, Asset Management, Analysis, Mergers & Acquisitions, Budgets, Finance, Business Planning, Private Equity, Executive Management, Operational Risk, Management
Education
University of South Africa/Universiteit van Suid-Afrika 1996 — 1999
Bachelor of Commerce (B.Com.), Accounting and Auditing
College of Cape Town 1994 — 1994
Information Technology Diploma, Computer and Information Sciences, General
University of Cape Town 1989 — 1992
Bachelor of Science (B.Sc.), Economics
South African College High School 1984 — 1988
Matriculation Exemption
Old Mutual (Bermuda) Ltd. January 2012 - Present
Old Mutual (Bermuda) Ltd. August 2010 - December 2011
Old Mutual March 2007 - July 2010
Old Mutual South Africa February 2002 - February 2007
Old Mutual South Africa February 2001 - January 2002
Old Mutual South Africa February 1999 - January 2001
Old Mutual South Africa April 1995 - January 1999
Old Mutual South Africa January 1995 - March 1995
Stocks and Stocks January 1994 - December 1994
South African Defence Force January 1993 - December 1993
Skills
Financial Modeling, Investments, Asset Managment, Strategy, Solvency II, Risk Management, Financial Risk, Strategic Financial..., Life Insurance, Retail Banking, Financial Analysis, Valuation, Mergers, Sarbanes-Oxley Act, Business Transformation, Change Management, Internal Controls, Equities, Business Strategy, Investment Banking, Due Diligence, Internal Audit, Portfolio Management, Capital Markets, Corporate Finance, Business Analysis, Financial Services, Alternative Investments, Auditing, Insurance, Banking, Stakeholder Management, Consolidation, Forecasting, Accounting, Financial Reporting, Enterprise Risk..., Governance, Managerial Finance, Management Consulting, Asset Management, Analysis, Mergers & Acquisitions, Budgets, Finance, Business Planning, Private Equity, Executive Management, Operational Risk, Management
Education
University of South Africa/Universiteit van Suid-Afrika 1996 — 1999
Bachelor of Commerce (B.Com.), Accounting and Auditing
College of Cape Town 1994 — 1994
Information Technology Diploma, Computer and Information Sciences, General
University of Cape Town 1989 — 1992
Bachelor of Science (B.Sc.), Economics
South African College High School 1984 — 1988
Matriculation Exemption
Sosena Lemma, MA Sosena Lemma, MA's Old Mutual (Bermuda) Ltd. Experience July 2011 - April 2014
Job Product Consultant at Moody's Analytics
Industry Insurance
Experience
Moody's Analytics June 2014 - Present
Old Mutual (Bermuda) Ltd. July 2011 - April 2014
Heartbeat Experts March 2010 - July 2011
IMS Health November 2008 - October 2010
IMS Health October 2009 - March 2010
Skills
Market Research, Strategic Planning, Data Analysis, Business Analysis, Business Strategy, Project Management, Business Intelligence, Change Management, Management Consulting, Project Planning, Process Improvement, Vendor Management, Segmentation, Strategy, Analysis, Analytics, Competitive Intelligence, Access, Business Analytics, Leadership, Business Development
Education
Trinity College-Hartford 2003 — 2007
BA, Economics
The New School 2010 — 2012
MA, International Affairs
Villanova University 2012 — 2012
Graduate Certificate, Project Management in IT/IS, A
Moody's Analytics June 2014 - Present
Old Mutual (Bermuda) Ltd. July 2011 - April 2014
Heartbeat Experts March 2010 - July 2011
IMS Health November 2008 - October 2010
IMS Health October 2009 - March 2010
Skills
Market Research, Strategic Planning, Data Analysis, Business Analysis, Business Strategy, Project Management, Business Intelligence, Change Management, Management Consulting, Project Planning, Process Improvement, Vendor Management, Segmentation, Strategy, Analysis, Analytics, Competitive Intelligence, Access, Business Analytics, Leadership, Business Development
Education
Trinity College-Hartford 2003 — 2007
BA, Economics
The New School 2010 — 2012
MA, International Affairs
Villanova University 2012 — 2012
Graduate Certificate, Project Management in IT/IS, A
Benton Brown's Old Mutual (Bermuda) Ltd. Experience January 2011 - February 2013
Job Systemically Important Financial Institutions
Industry Investment Management
Experience
RGP November 2014 - Present
Tatum April 2013 - November 2014
Old Mutual (Bermuda) Ltd. January 2011 - February 2013
Resources Global Professionals November 2005 - December 2010
Aetna May 2000 - November 2005
KPMG September 1999 - March 2000
Rioux, Brown & Company March 1996 - September 1999
Shawmut National 1992 - 1996
Connecticut Savings Bank 1988 - 1990
Skills
Enterprise Risk..., Risk Management, Risk, Capital Markets, Financial Risk, Derivatives and hedging, Liquidity risk, Market risk, Solvency II, VAR, Economic Capital, RAROC, Annuities, Health Insurance, Bank Treasury, Regulatory Liaison, Derivatives, Credit Derivatives, M&A experience, FSA, Emerging Markets, Liquidity Risk, Investment Strategies, IT Audit, FX Options, Commercial Banking, Market Risk, Venture Capital, Mortgage Lending, Risk Management..., Economics, Strategy, Budgets, Currency, Business Planning, Fixed Annuities, Hedging, Capital, Quantitative Analytics, Asset Allocation, Liquidity, Cash Management, Investor Relations, Stress Testing, Retail Banking, Asset, Treasury, Financial Risk..., Regulations, Hedge Funds
Education
Trinity College-Hartford 2001 — 2004
MA, Economics
Columbia University in the City of New York 1977 — 1981
BA, Poli Sci
RGP November 2014 - Present
Tatum April 2013 - November 2014
Old Mutual (Bermuda) Ltd. January 2011 - February 2013
Resources Global Professionals November 2005 - December 2010
Aetna May 2000 - November 2005
KPMG September 1999 - March 2000
Rioux, Brown & Company March 1996 - September 1999
Shawmut National 1992 - 1996
Connecticut Savings Bank 1988 - 1990
Skills
Enterprise Risk..., Risk Management, Risk, Capital Markets, Financial Risk, Derivatives and hedging, Liquidity risk, Market risk, Solvency II, VAR, Economic Capital, RAROC, Annuities, Health Insurance, Bank Treasury, Regulatory Liaison, Derivatives, Credit Derivatives, M&A experience, FSA, Emerging Markets, Liquidity Risk, Investment Strategies, IT Audit, FX Options, Commercial Banking, Market Risk, Venture Capital, Mortgage Lending, Risk Management..., Economics, Strategy, Budgets, Currency, Business Planning, Fixed Annuities, Hedging, Capital, Quantitative Analytics, Asset Allocation, Liquidity, Cash Management, Investor Relations, Stress Testing, Retail Banking, Asset, Treasury, Financial Risk..., Regulations, Hedge Funds
Education
Trinity College-Hartford 2001 — 2004
MA, Economics
Columbia University in the City of New York 1977 — 1981
BA, Poli Sci
Rufina Yagudina's Old Mutual (Bermuda) Ltd. Experience September 2012 - April 2015
Job Assistant Controller at Brown Harris Stevens
Industry Real Estate
Experience
Halstead Property Development Marketing August 2015 - Present
Clipper Equity April 2015 - July 2015
Old Mutual (Bermuda) Ltd. September 2012 - April 2015
Guardian Life Insurance April 2008 - September 2012
EmblemHealth (HIP) April 2006 - April 2008
NYSE Euronext (SIAC) September 1999 - April 2006
HMS September 1998 - September 1999
Lindblad Expeditions (Special Expeditions) March 1997 - September 1998
Skills
Finance, IFRS, Auditing, GAAP, Risk Management, Accounting, Financial Analysis, Sarbanes-Oxley Act, PeopleSoft, Insurance, Visio, Financial Reporting, Strategic Financial..., Financial Modeling, Internal Audit, Internal Controls, Financial Services, Financial Planning, Process Improvement, Financial Statements, Variance Analysis, Account Reconciliation
Education
City University of New York-Brooklyn College 1991 — 1996
Bachelor of Science (BS), Accounting
Halstead Property Development Marketing August 2015 - Present
Clipper Equity April 2015 - July 2015
Old Mutual (Bermuda) Ltd. September 2012 - April 2015
Guardian Life Insurance April 2008 - September 2012
EmblemHealth (HIP) April 2006 - April 2008
NYSE Euronext (SIAC) September 1999 - April 2006
HMS September 1998 - September 1999
Lindblad Expeditions (Special Expeditions) March 1997 - September 1998
Skills
Finance, IFRS, Auditing, GAAP, Risk Management, Accounting, Financial Analysis, Sarbanes-Oxley Act, PeopleSoft, Insurance, Visio, Financial Reporting, Strategic Financial..., Financial Modeling, Internal Audit, Internal Controls, Financial Services, Financial Planning, Process Improvement, Financial Statements, Variance Analysis, Account Reconciliation
Education
City University of New York-Brooklyn College 1991 — 1996
Bachelor of Science (BS), Accounting
Chris Yarosh's Old Mutual (Bermuda) Ltd. Experience January 2005 - June 2009
Job Regional Vice President at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Investacorp, Inc. June 2009 - June 2014
Old Mutual (Bermuda) Ltd. January 2005 - June 2009
Nationwide Financial June 2000 - December 2005
Franklin Templeton Investments September 1998 - May 2000
Skills
Strategic Partnerships, Mutual Funds, Financial Services, Sales, Business Development, Insurance, Sales Operations, Investments, Series 7, Fixed Annuities, Financial Planning, Finance
Education
University of Florida - Warrington College Of Business 1993 — 1997
B.S., Finance & Insurance
Sun Life Financial June 2014 - Present
Investacorp, Inc. June 2009 - June 2014
Old Mutual (Bermuda) Ltd. January 2005 - June 2009
Nationwide Financial June 2000 - December 2005
Franklin Templeton Investments September 1998 - May 2000
Skills
Strategic Partnerships, Mutual Funds, Financial Services, Sales, Business Development, Insurance, Sales Operations, Investments, Series 7, Fixed Annuities, Financial Planning, Finance
Education
University of Florida - Warrington College Of Business 1993 — 1997
B.S., Finance & Insurance
Phillip Yoo's Old Mutual (Bermuda) Ltd. Experience October 2010 - August 2012
Job Investment Analyst at Sun Capital Advisers, LLC
Industry Investment Management
Experience
MIT Sloan School of Management 2014 - 2014
Massachusetts Pension Reserves Investment Management 2014 - 2014
Southpaw Asset Management LP 2014 - 2014
Bank Street Group June 2013 - August 2013
Old Mutual (Bermuda) Ltd. October 2010 - August 2012
Swiss Re 2009 - 2010
Prudential Financial April 2007 - May 2009
HSBC August 2006 - September 2006
UBS Wealth Management June 2006 - August 2006
Johnson & Johnson May 2005 - December 2005
Skills
Accounting, Insurance, Valuation, Financial Modeling, Financial Analysis, Mergers, Investment Banking, Capital Markets, Financial Reporting, Equities, Private Equity, Bloomberg, Hedge Funds, Derivatives, Investments, Due Diligence, Portfolio Management, Fixed Income, Corporate Finance, Asset Managment, Alternative Investments, Asset Management, Emerging Markets, Mergers & Acquisitions, Forecasting, Venture Capital, Finance
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
New York University 2007 — 2009
Penn State University 2002 — 2006
MIT Sloan School of Management 2014 - 2014
Massachusetts Pension Reserves Investment Management 2014 - 2014
Southpaw Asset Management LP 2014 - 2014
Bank Street Group June 2013 - August 2013
Old Mutual (Bermuda) Ltd. October 2010 - August 2012
Swiss Re 2009 - 2010
Prudential Financial April 2007 - May 2009
HSBC August 2006 - September 2006
UBS Wealth Management June 2006 - August 2006
Johnson & Johnson May 2005 - December 2005
Skills
Accounting, Insurance, Valuation, Financial Modeling, Financial Analysis, Mergers, Investment Banking, Capital Markets, Financial Reporting, Equities, Private Equity, Bloomberg, Hedge Funds, Derivatives, Investments, Due Diligence, Portfolio Management, Fixed Income, Corporate Finance, Asset Managment, Alternative Investments, Asset Management, Emerging Markets, Mergers & Acquisitions, Forecasting, Venture Capital, Finance
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
New York University 2007 — 2009
Penn State University 2002 — 2006
Spiros Tsaketas's Old Mutual (Bermuda) Ltd. Experience 2012 - March 2014
Job Senior Consultant at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2014 - Present
OLD MUTUAL (BERMUDA) LTD. 2012 - March 2014
PRIVATE EXPORT FUNDING CORPORATION (PEFCO) 2006 - 2012
Genworth Financial 2005 - 2006
Freddie Mac 2003 - 2005
Natixis 1998 - 2005
ASAHI Bank 1997 - 1998
Societe Generale 1978 - 1997
Skills
Risk Management, Financial Reporting, Internal Controls, Financial Analysis, Financial Risk, Accounting, Investments, Finance, Banking, Sarbanes-Oxley Act, Fixed Income, Capital Markets, Derivatives, Credit, Private Equity, Portfolio Management, Loans, Structured Finance
Education
Pace University - Lubin School of Business
MBA
Queens College
BA, Accounting
Deutsche Bank March 2014 - Present
OLD MUTUAL (BERMUDA) LTD. 2012 - March 2014
PRIVATE EXPORT FUNDING CORPORATION (PEFCO) 2006 - 2012
Genworth Financial 2005 - 2006
Freddie Mac 2003 - 2005
Natixis 1998 - 2005
ASAHI Bank 1997 - 1998
Societe Generale 1978 - 1997
Skills
Risk Management, Financial Reporting, Internal Controls, Financial Analysis, Financial Risk, Accounting, Investments, Finance, Banking, Sarbanes-Oxley Act, Fixed Income, Capital Markets, Derivatives, Credit, Private Equity, Portfolio Management, Loans, Structured Finance
Education
Pace University - Lubin School of Business
MBA
Queens College
BA, Accounting
Thais Gherardi's Old Mutual (Bermuda) Ltd. Experience August 2010 - March 2013
Job Compliance Leader at GE
Industry Financial Services
Experience
GE Capital March 2013 - Present
Old Mutual (Bermuda) Ltd. August 2010 - March 2013
Banco Fator April 2009 - July 2010
Citigroup April 2006 - March 2009
Citigroup April 2004 - December 2005
Banco Itaú April 2001 - July 2003
Lloyds TSB June 2000 - February 2001
Skills
Compliance, AML, KYC, OFAC, Trusts, Estate Planning, Private Banking, Asset Managment, Investments, Equities, Fixed Income, Operational Risk, Risk Management, Financial Markets, Mutual Funds, Variable Annuities, Latin America, Brazilian Portuguese
Education
STEP-Society of Trust and Estate Practitioners 2006 — 2007
Trust and Estate Foundation Diploma
ANBID (Brazilian 'Series 7') 2003 — 2003
Financial Services License
Pontifícia Universidade Católica de São Paulo 1997 — 2003
Law, Law, JD
Universidade de São Paulo 1998 — 2000
Art, Art
Colégio Santo Américo
GE Capital March 2013 - Present
Old Mutual (Bermuda) Ltd. August 2010 - March 2013
Banco Fator April 2009 - July 2010
Citigroup April 2006 - March 2009
Citigroup April 2004 - December 2005
Banco Itaú April 2001 - July 2003
Lloyds TSB June 2000 - February 2001
Skills
Compliance, AML, KYC, OFAC, Trusts, Estate Planning, Private Banking, Asset Managment, Investments, Equities, Fixed Income, Operational Risk, Risk Management, Financial Markets, Mutual Funds, Variable Annuities, Latin America, Brazilian Portuguese
Education
STEP-Society of Trust and Estate Practitioners 2006 — 2007
Trust and Estate Foundation Diploma
ANBID (Brazilian 'Series 7') 2003 — 2003
Financial Services License
Pontifícia Universidade Católica de São Paulo 1997 — 2003
Law, Law, JD
Universidade de São Paulo 1998 — 2000
Art, Art
Colégio Santo Américo
Karen Pietropaolo, MBA's Old Mutual (Bermuda) Ltd. Experience April 2003 - March 2009
Job Executive Vice PresidentBusiness Development at LGI Forensic Engineering, P.C.
Industry Legal Services
Experience
LGI Forensic Engineering, P.C. December 2011 - Present
P2group (Bermuda) Ltd. February 2010 - December 2011
Old Mutual (Bermuda) Ltd. April 2003 - March 2009
Sage Life (Bermuda) Ltd March 2002 - April 2003
IFMG Independent Financial Marketing Group April 1993 - March 2002
Financial Insurance Services, Inc. 1991 - 1993
Marketing One Incorporated 1990 - 1991
Skills
Marketing Strategy, Marketing Communications, Process Improvement, Small Business, Strategic Planning, Online Advertising, Business Planning, Business Continuity, Project Management, Document Management, Operations Management, Vendor Management, Cost Control, Insurance, Investments
Education
Iona College 1988 — 1990
MBA, Marketing
State University of New York College at Oneonta 1984 — 1988
BS, Business Economics
LGI Forensic Engineering, P.C. December 2011 - Present
P2group (Bermuda) Ltd. February 2010 - December 2011
Old Mutual (Bermuda) Ltd. April 2003 - March 2009
Sage Life (Bermuda) Ltd March 2002 - April 2003
IFMG Independent Financial Marketing Group April 1993 - March 2002
Financial Insurance Services, Inc. 1991 - 1993
Marketing One Incorporated 1990 - 1991
Skills
Marketing Strategy, Marketing Communications, Process Improvement, Small Business, Strategic Planning, Online Advertising, Business Planning, Business Continuity, Project Management, Document Management, Operations Management, Vendor Management, Cost Control, Insurance, Investments
Education
Iona College 1988 — 1990
MBA, Marketing
State University of New York College at Oneonta 1984 — 1988
BS, Business Economics
Leslee Harrell's Old Mutual (Bermuda) Ltd. Experience January 2008 - December 2010
Job Accounting Professional
Industry Accounting
Experience
Old Mutual (Bermuda) Ltd. January 2008 - December 2010
T. Rowe Price April 2006 - January 2008
Prudential Financial (Formerly CIGNA Retirement & Investment Services) February 1999 - March 2006
Skills
Oracle, Microsoft Office, Hyperion, AS2000 (WINGS Software)
Education
Temple University - Fox School of Business and Management 1994 — 1998
Bachelors of Business Administration, Accounting
Old Mutual (Bermuda) Ltd. January 2008 - December 2010
T. Rowe Price April 2006 - January 2008
Prudential Financial (Formerly CIGNA Retirement & Investment Services) February 1999 - March 2006
Skills
Oracle, Microsoft Office, Hyperion, AS2000 (WINGS Software)
Education
Temple University - Fox School of Business and Management 1994 — 1998
Bachelors of Business Administration, Accounting
Betsy Nardi's Old Mutual (Bermuda) Ltd. Experience November 2009 - Present
Job AVP and Product Manager at Old Mutual (Bermuda) Ltd.
Industry Investment Management
Experience
Old Mutual (Bermuda) Ltd. November 2009 - Present
MetLife March 2005 - November 2009
Education
The University of Texas at Austin
Old Mutual (Bermuda) Ltd. November 2009 - Present
MetLife March 2005 - November 2009
Education
The University of Texas at Austin