STEPHEN POSTON
** *********** ******* **, *** Woodlands, TX 77382
Telephone: 713-***-****
*********@*******.***
SUMMARY
Senior Financial Services Executive with more than 30 years of experience in the Insurance and Banking Industry. Managed
the daily business activities of a $50 billion Insurance Subsidiary for 10 years. Managed through the 2008 Financial Crisis.
SKILLS
Performance management Product development
Leadership/communication skills New product delivery
Exceptional interpersonal skills Client account management
Customer-oriented Budgeting expertise
Self-motivated Market research and analysis
EXPERIENCE
Self-Employed Financial Services Industry Consultant
The Woodlands, TX 07/2016 - Present
Offer consulting advise to Consulting Companies on Leadership, Financial Markets and Products, Product Management, Marketing and Crisis Management
AIG - Western National Life
Houston, TX
Chief Operating Officer / Chief Administrative Officer Western National Life 09/2005 to 12/2015
Reporting to the President and CEO, responsible for managing the day to day business activities of AIG's Individual Fixed
Annuity Subsidiary with assets over $50 billion. Responsibilities included overseeing product design, development, and
pricing, managing implementation, third party asset managers, proprietary product
relationships and annual budgeting. Acted as the chief interface with distribution, account management, actuary, legal,
operations and internal asset management. Interfaced with all levels of AIG Executive Management. Results included
producing $1 billion in average annual pretax operating income
Senior EVP National Account Manager 01/2000 to 09/2005
Responsibilities included managing all of AIG's fixed annuity proprietary and retail product relationships and a team of
4 Account Managers. Additional responsibilities included product management, design, development, implementation
and pricing, managing third party asset management relationships, annual budgeting, the Broker/Dealer channel and
a team of 10 internal wholesalers.
VP National Sales Manager 01/1997 to 01/2000
Reporting to the Chief Marketing Officer responsible for managing a team of 10 external and 5 internal wholesalers as well
as managing our proprietary product relationships. Activities included new hiring, sales and product training, budgeting and
marketing. Also involved with product development and pricing.
FIRST NATIONWIDE BANK - CAL FED BANK
San Francisco, CA
EVP Product, Marketing and Sales 06/1986 to 12/1996
Responsible for managing investment and insurance product relationships, new product approval, and marketing
EDUCATION AND TRAINING
BACHELOR OF ARTS: ECONOMICS University of California, Berkeley