Former Life and Annuity President and CFO
Contact this Expert Witness
- Phone: (508) 954-9309
- Cell: (508) 954-9309
Specialties & Experience of this Expert Witness
General Specialties:
Insurance and ActuarialKeywords/Search Terms:
Annuities, IUL, Life Insurance, Variable Annuities, Indexed AnnuitiesEducation:
BS, University of IllinoisYears in Practice:
40Number of Times Deposed/Testified in Last 4 Yrs:
0Additional Information
Fellow of the Society of Actuaries with 40 years of experience in life insurance and annuities. Former CFO (2010–2013) and President & CFO (2013–2017) of Forethought Life Insurance Company, and President of Commonwealth Life and Annuity Company (2003–2009), overseeing companies with $5B+ in assets. Expert in life insurance and annuity product design, executive governance, and regulatory compliance, having designed or supervised 25+ products, including Indexed Universal Life, Variable Life, Fixed Annuities, Indexed Annuities, and Variable Annuities. Extensive experience with all 50 state regulatory filings, federal litigation, and board-level oversight. Testified as a company witness in federal litigation (U.S. District Court, Chicago 2004). Current privately owned annuity company board director, Audit Committee member, and Investment Committee chair.