Experience

Athene

• United States
• Financial Services
• 700 & Above Employee

• Sr. Vice President - Relationship Manager at Athene USA

  • Apr 2022 - Present



Athene Annuity & Life Assurance /Company of New York

• National Accounts

• Vice President & Relationship Manager

  • Jan 2013 - Present

  Responsible for building and maintaining relationships with our Marketing Organizations in the Independent Distribution Channel while driving sales and profitability. Focusing on the fixed annuity marketplace for both manufactures and distributors of annuities. Athene Annuity can meet both your growth and income objectives for the future with high-quality fixed annuities offering competitive interest rates. Our leadership team draws upon decades of experience to bring you a suite of competitive retirement solutions that can play a key role in creating a more secure financial future. Rely on the wisdom and strength of a specialist. Rely on Athene Annuity. Show less



Presidential Life

• Senior Vice President & Chief Marketing Officer

  • May 2009 - Jan 2013

  Indentifyed and developed opportunities as part of a strategic initiative to create a Non-New York operating platform to compete on a National basis. Developed company's first ever Fixed Indexed Annuity. Responsible for sales of life and annuity products Nationally.

• Marketing Director & Regional Vice President

  • Jan 1997 - Apr 2009

  Responsible for the sales, marketing and distribution of Life and Annuity products Nationally. Instrumental in increasing the company's new premium revenue from $75 million to $900 million over a six year period. Consistently exceeded company's goals of fixed annuity and Life products while building relationships with many top producing general agents, brokers, wirehouses, banks and selected independent agents. Company leader in production by meeting or exceeding goals 10 out of 12 years. Responsible for manufacturing new products and implementation. Major strenghts include proven relationship building skills and thorough familiarity with insurance industry distribution channels. Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Northeastern Insurance & Annuity Associate Sales Director

  • Jan 1995 - Dec 1996

  Managed the growth and distribution of insurance and annuity products for the Northeast territory which consisted of 77 offices throughout New York and New England. Increased proprietary Variable annuity premium bo over 400% to $55 million and increased Life revenueby over 22% to $2.2 million. Acitvely managed 7 Estate Planning Specialists and 18 Variable annuity wholsalers. Worked directly with the National Sales Manager, Sales Director and Group President to create and implement company business plans to mmet objectives. Show less



Travelers Life & Annuity

• Financial Servies Manager

  • 1989 - 1995

  Responsible for the distribution of Life, Annuity and Long Term care in New York State Responsible for the distribution of Life, Annuity and Long Term care in New York State