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Paul Iannelli

Second Vice President and Assistant C... at Guardian Life
Intro Book
Paul Iannelli, a seasoned finance professional with 30 years of experience, holds a B.B.A. from Baruch College, and is proficient in English and Italian, with expertise in financial analysis, planning, and modeling.
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Location
Allentown, Pennsylvania, United State...
Languages
  • English Native or bilingual proficiency
  • Italian Elementary proficiency
Skills
  • Financial Analysis
  • Financial Planning
  • Insurance
  • Variable Annuities
  • Variable Life
  • Show all
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Bio

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Paul Iannelli is a seasoned finance executive with 30 years of experience driving strategic growth and operational excellence. As Second Vice President and Assistant Controller at Guardian Life, he spearheaded product accounting, finance, and treasury functions, leading numerous system implementations and conversions. Iannelli holds a Bachelor of Business Administration from Baruch College and is a Certified Public Accountant (CPA) and Certified Treasury Professional (CTP), further solidifying his expertise in financial management and control.

Credentials

  • Certified Treasury Professional
    Association for Financial Professionals
    May, 1994
    - Jun, 2026
  • Certified Public Accountant
    -
    Oct, 1981
    - Jun, 2026
  • Master Fellow, Life Management Institute
    -

Experience

  • Guardian Life
    • Bethlehem, PA
    • Second Vice President and Assistant Controller
      • Apr 1985 - Nov 2015
      • Bethlehem, PA

      Assistant Controller for the Individual Life and Retirement Solutions Businesses which entailed responsibility for Product Accounting for Individual Life (Traditional, Universal and Variable), Annuity (Fixed and Variable) and 401K Products and Legal Entity Cash Management.Finance lead of numerous...

  • New York Life Insurance Company
    • Greater New York City Area
    • Manager, Statements And Accounts
      • Jun 1983 - Mar 1985
      • Greater New York City Area

      Managed the preparation of the Statutory and SEC financials for General & Separate Accounts in various insurance entities. Responsibilities included the filing of statements and supplementary information to all US states and Canadian provinces. Performed daily mutual fund pricing for equity ...

  • Don Talbot, CPA
    • Greater New York City Area
    • Senior Staff Accountant
      • Jul 1979 - May 1983
      • Greater New York City Area

      Performed various duties for a small CPA firm. Managed client relationships for audits, compilations and reviews. Prepared corporate, payroll and individual tax returns.

Education

  • 1978 - 1979
    Baruch College, City University of New York (CUNY)

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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