Senior Financial Services

STEPHEN POSTON

** *********** ******* **, *** Woodlands, TX 77382 /713-***-**** /*********@*******.***

SUMMARY AND PROFILE

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

Leadership/communication skills Exceptional interpersonal skills Market research and analysis

Client account management Performance management New product delivery

Product development Budgeting expertise Customer-oriented

Self-motivated

PROFESSIONAL EXPERIENCE

The Woodlands, TX

Self-Employed Financial Services Industry Consultant

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 - 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.

Senior EVP National Account Manager

01/2000 - 09/2005

Responsibilities included managing all of AIG & 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 - 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 - 12/1996

Responsible for managing investment and insurance product relationships, new product approval, and marketing

EDUCATION AND OTHERS

University of California, Berkeley

Bachelor of Arts: Economics

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