DANIEL G. LEVAN

*** *********** ****** ****, **********, GA 30725

adcvuk@r.postjobfree.com

C: 615-***-****

CHIEF FINANCIAL OFFICER

EXECUTIVE SUMMARY

Trained by GE, AIG, TD Bank, AEGON in Senior Roles, all making a significant impact on people, processes, and ultimately performance, including multiple cultures such as Russia, Caribbean, Asia, and North America. Named SBA Small Businessperson of the Year in Tennessee. Growth-focused Officer with the ability to manage human, financial, and information resources strategically in Senior Leadership roles. Highly effective leading people toward meeting an organization’s vision, mission, and goals in an environment that fosters respect, appreciation, and teamwork without the unnecessary boundaries of hierarchy. Lead change in insurance, banking, and energy consulting businesses in exponential speed to capture market-share, meet forecast plans, and bring a profitable return. Accomplished by applying technical knowledge (see independent degrees and designations), analyzing the problem, mitigating unnecessary risk, and delivering high-quality results. Highly talented at driving operations from startup to $16B operations. Respected professional offering skills in recruiting and hiring gifted employees. AREAS OF BUSINESS ACUMEN AND EXPERTISE

Profit/ROI Improvement - Turnaround Strategy - International Sourcing/Alliances - KPI Management - Integrations - SOPs - Continuous Improvement - Risk Management- Safety Growth Initiatives - Presentations - Analyzing Data - Global Initiatives - CRM - SLA’s – Logistics - Capital Expenditures - Fast-Paced Environments - Crisis Management - Talent Management - Sales Plans - Communications - Accountability - Multi-site - Global Operations Management- Kaizen Techniques - Project Planning - Pricing Cost Control - Strategies P&L - Operations Management - Revenue Generation - Supply Chain - Customer Service - Change Management -5SBudget - Product Management - Business Strategy - Performance Management- Business Development - SEO -ATP Strategic Direction - Training & Development

- Strategic Planning - LEAN Manufacturing - Brand Strategy- Lean Management - Joint Venture Partnerships PROFESSIONAL EXPERIENCE

TD REINSURANCE

Barbados, West Indies

CHAIR & MANAGING DIRECTOR

2010 - 2012

• Deployed diverse strategies and tactics to achieve 10%+ CAGR, integrate activities with TDI and other TDBG businesses, while ensuring 7-10% of holding company's after-tax earnings. Total premiums over $1.3 billion with profits of $500 million.

• Improved Board Governance; developed and implemented of Risk Appetite Statement, Risk Dashboard, Risk Appetite Scorecard, and AM Best Rating upgrade.

• Required actuarial level analytics is auditing the risks traded with ~20 non-North American counterparties as underline risk was Canadian

• Diminished pricing by 45-50 bpts as a Senior leader that directed the risk and reinsurance business / function.

• Rehired by my ex-boss at Genworth Life for this position after he moved to TD Insurance as EVP President.

GENWORTH FINANCIAL INC (x-GE Co)

Richmond, VA

SR. VICE PRESIDENT, FINANCE

2008 - 2009

• Securitized $2.8B of risk during the ‘09 financial crisis. Securitized or refinanced the security of mortality cashflows.

• Overseer of capital management of domestic companies: $12B Assets,

$3B Assets Under Management, $300B Indemnity Face.

• Governed Capital SBU with total reports of 25+ employees including 3 Vice Presidents.

• Navigated the financial crisis, and still raised capital due to meet Mortgage Insurance company cash needs.

• Restructured Life products to sell mortality risk to reinsurers and pension plans, reduced operating cost by 15% (many involved), and

• Securitized long-term risks with Wall Street bankers. GENWORTH FINANCIAL INC. Continued…

CHIEF FINANCIAL OFFICER

2007 – 2009

• Oversaw all strategic and financial planning, budgets, accounting, reporting and analysis; controlled $15B Assets, $2-3B Revenue; $300M Net Income.

• Partnered with President in presenting business to CEO and Directors. Led teams of 85 employees which included 11+ direct reports plus Controller's Group.

• Directed $2.5B XXX/AXXX securitization funding via insurance notes, LoC, and co-insurance structures.

• Repositioned asset portfolio strengthening balance sheet thereby mitigating mark to market impairments.

• Cashflow tested in stress scenario models.

• Extensive knowledge of finance, actuarial science, accounting, and audit to lead Financial, Risk, and Underwriting organizations.

• GE’s systems and processes were significantly more advanced than the rest of the industry and logarithms for managing were exception based.

• Rehired by my ex-boss, Transamerica Reinsurance CFO, for this position after he moved to GE Capital as the division CFO. AIG EASTERN EUROPE

Moscow, Russia

CONTROLLER, FINANCIAL OFFICER

2004-2007

• Navigated the company to profitability in 30 months with 50% less than expected capital budgeted. Captured 30% market share in 3 years.

• Opened 18 agency offices in 15 cities across European Russia. Executed

“Greater Russia Project” to capture ~30% market share in 3 years; doubling and tripling top line and keeping expenses relatively flat. Exported model to other Eastern European countries.

• Directed the Central and Eastern Europe financial planning, budgets, accounting, operations, reporting, cash management and analysis which included 6B Assets; $2-3B Revenue; $500M Net Income.

• Valuated and negotiated purchase of minority shareholders for AIG / ALICO companies in Russia, Poland, Czech, and Hungary for $500M. TRANSAMERICA REINSURANCE

International Division

VICE PRESIDENT OF FINANCE &

OPERATIONS

2001- 2004

• Maintained full responsibility for financial and operational functions for division. Risk locations included the following countries: Argentina, Chile, Mexico, Australia, Singapore, Hong Kong, China, Japan, Korea, Taiwan and Ireland. Built coalitions with local country managers, foreign customers, and foreign regulators to solve local risk issues.

• Team member that grew EBITDA from the negative start-up to $350M

• Directed from AEGON and reported Dutch GAAP financials ENERG3 / Scenic Energy

Chattanooga, TN

MANAGING DIRECTOR & OWNER

2012 – 2020

• Received the TVA Distinguished Award and Tennessee’s SBA Business Person of the Year.

• Championed client satisfaction by producing savings of 20-40% with a 20%+ return.

• Identifying, quantifying and captured Clean Energy incentives, rebates, tax credits, and grants as a private organization or on behalf of clients. Typically, 10-50% of project costs. All projects started with Grant searches and application. Success rate extremely high for rewards.

• Raised $50M for clean energy projects.

• Deployed proactive succession planning by passing on leadership of the organization to two qualified individuals in the US and Canada. The business was a start-up and funded by personal capital.

• Under LOI for PE roll-up (Pause until pandemic lifts/markets recover) OTHER FULL-TIME ROLES

UNUM

Abbott Laboratories International

PWC Public Accounting

1985- 2001

• Supported manufacturing in various countries (~60) where pharmaceutical company distributed products. Planning, reporting, auditing, and mitigating business issues.

• Traded, accounted, reported, and managed Insurance Risks with International Reinsurers, predominately Asian and European counterparties. Virtually all risks but significant efforts in mortality and morbidity risks.

• Supported Public entries in reporting financials under GASB

(Government Accounting Standards Board). Typically, medical organizations and municipalities.

PART-TIME ROLES

TurboTax

10XB Captive Management

Amphora Captive Management

Summerfest Sales

1975- 2020

• Call Center tax support for users of TurboTax for a couple months before US Taxes are due to be filed. Tax Advice and Product Support.

• Providing consulting and board representation for Captive Insurance companies for Canadian, UK, and US organizations.

• Sold Milwaukee Summerfest Music Festival Tickets for 20 years from 13-33 years of age, typically making nearly my starting salary at PWC. EDUCATION

MASTER OF BUSINESS ADMINISTRATION

Emphasis International Finance (with Distinction) DePaul University Illinois CERTIFIED PUBLIC ACCOUNTANT, “in active”

University of Illinois, AICPA 001619987; ICPA original certification #34502, current #239015188 BACHELOR OF SCIENCE DEGREE

Accounting & Business Administration Grace College DESIGNATIONS

ACI Captive Insurance - International Center for Captive Insurance Education (ICCIE) ACS Customer Service – LOMA Insurance

AIAA Insurance Agency – LOMA Insurance

ALHC Life and Health Claims - ICA Risk Management Consultants BREEAM Certified Building Science – BRE International CLU Certified Life Underwriter - The American College of Financial Services FLMI Fellow Life Mgt Institute – LOMA Insurance

HIA Healthcare Insurance - America's Health Insurance Plans MHP Managed Healthcare - America's Health Insurance Plans RHU Register Health Underwriter - The American College of Financial Services REBC Registered Employee Benefits - The American College of Financial Services LINKEDIN PROFILE

https://www.linkedin.com/in/danielglevan/

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