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Manager Life Insurance

Hiawatha, Iowa, United States
August 27, 2018

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**** *********** *****

Marion, Iowa 52302



Over 20 years’ experience and knowledge in management, corporate strategy, finance, technology and risk management. Demonstrated ability collaborating with stakeholders, from board members and senior executives to line staff in order to achieve and exceed business goals and objectives. A leader adept in building teams, enhancing risk intelligence and driving growth and success.

Core competencies include:

Corporate Risk Management

Business Modeling & Process Improvement

Cost Analysis and Modeling

Measure and Manage Performance

Strategy Development and Execution

Managed Team of 10 Direct Reports

System Development & Methodologies

Audit Internal and External Processes


Robert Half (2017-present)

Project Manager- Contract employee

Direct and manage project development in the Agile environment

Define project scope and deliverables that support business goals

Develop project plans and schedules

Effectively communicate project plan and goals to team members

Transamerica Life Insurance Company (2015-2017)

Accounting Manager

Managed and directed the Solvency Two team which gathered N. American data and input into system to ensure solvency

Led the development of an international accounting software system

Formulated country unit strategies on gathering data for quantitative reports due to the Dutch regulator on a quarterly basis.

Managed weekly country unit Q&A calls with CFO’s from 11 different countries

Created, monitored and implemented Intra-Group Transaction Program documents ($6 million budget)

Prepared quarterly budgets and managed project costs

Worked with eleven country units gathering and validating country unit data streamlining their process and procedures

Developed, monitored, and improved processes and procedures for all country units

Determined how capital is spent, recognizing inefficiencies and recommending capital allocations for future expenditures

Recognized and address internal inefficiencies in office operations; evaluate operations for improvement opportunities and implement new procedures and controls

Securian Advisors (2012-2015)

Director of Finance

Directed and managed investments for the private client services accounts

Prepared operating budget for the firm, and provided monthly reports to business owners

Managed internal compliance team

Led quarterly sales presentations for the firm’s clients

Developed and implemented investment strategies for investors

Assisted in developing sales goals, marketing strategies and long term growth plans

United Fire Group (2001-2011)

Portfolio Manager

Managed $3.5 billion portfolio for a P&C and Life Company including $3.1 billion in corporate, agency, and municipal bonds and $500 million in equities

Managed all compliance with auditors and state regulators

Analyzed credits, negotiated terms and covenants on private placement investments

Evaluated financial risk and prepared financial forecasts, financing scenarios and other documents concerning capital management

Successfully negotiated with issuers, attorneys and fellow Bondholders on bankruptcy workouts

Analyzed current investments in the portfolio while performing due diligence for new investment opportunities using prospectus, 10-K financials, as well as third-party research such as Moody’s, S&P, CreditSights, GimmeCredit, and Morningstar

Planned short and long-term cash flows and assessed financial performance

Prepared operating budgets for the investment department

Authored quarterly Investment Committee reports for board meetings and presented reports to the Board

Worked with internal and external auditors on procedures, GAAP compliance, and policies and controls in the Investment and Accounting departments

Led the merger of insurance company’s investment department, merging and streamlining the two organizations

Managed analysts and investment accounting staff (5 people)

Researched changes in accounting principles related to life insurance and property and casualty products

Member of the following company committees: 401k executive committee, Pension fund executive committee, Enterprise Risk Management committee


Masters of Business Administration, 2006

University of Phoenix, Tempe, Arizona

Bachelor of Science Degree, Accounting, 1997

Iowa State University, Ames, Iowa


Marion Fire Fighter, Marion, Iowa 1999-2015

Swamp Fox Parade Coordinator and Volunteer

Board of Directors, Metro Youth Football

Volunteer coach for Youth Sports through YMCA, USSSA Baseball, Salvation Army Basketball, Metro Youth Football, Marion Parks and Recreation.

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