Bio
Credentials
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Fellow, Society of Actuaries
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Member, American Academy of Actuaries
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Experience
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United States
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Financial Services
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700 & Above Employee
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Chief Actuary
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Feb 2024 - Present
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Chief Risk Officer, Retail Solutions
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Jun 2023 - Feb 2024
Risk Officer for Individual Life, MoneyGuard, Executive Benefits, Individual Annuities, Lincoln Financial Network
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Chief Financial Officer, Life & Annuity Solutions
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Jul 2022 - Jun 2023
Led a team of 150 financial professionals. $300B of AUM. $1.1B of GAAP operating earnings. $200M of statutory distributable earnings. $4.4B of capital.
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Chief Financial Officer, Annuity Solutions & Lincoln Financial Distributors
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May 2020 - Jul 2022
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Chief Financial Officer, Life Solutions
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May 2012 - May 2020
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Vice President, Insurance and Retirement Solutions Finance
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Apr 2006 - May 2012
Over this period took on progressively more responsibilities in leading various financial operations for Lincoln. My teams provided financial, strategic and operational guidance to LFG’s individual life, individual annuity and group protection businesses.
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Vice President, Life Valuation Officer
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Feb 2005 - Mar 2006
Financial Reporting Actuary responsible for all actuarial aspects of our life insurance accounting.
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Assistant Vice President, Financial Planning and Analysis
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Feb 2001 - Jan 2005
Financial Reporting Actuary specializing in managing JP’s intangible assets and liabilities
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Assistant Actuary
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Jan 1998 - Jan 2001
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USLIFE
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Neptune, NJ
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Assistant Actuary
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Sep 1994 - Dec 1997
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Neptune, NJ
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MacKeen & Bailey
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Winston-Salem, NC
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Consulting Actuary
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Dec 1988 - Sep 1994
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Winston-Salem, NC
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Integon Life Insurance Company
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Winston-Salem, NC
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Actuarial Student
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Jun 1986 - Nov 1988
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Winston-Salem, NC
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Education
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University of North Carolina at Chapel Hill
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University of North Carolina at Chapel Hill
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Industry Focus. “Actuarial Services”
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