Alan Goldman Email & Phone Number

Greater New York City Area

• Reporting to the CIO, responsible for developing and maintaining an efficient and cost effective investment management environment with robust internal controls and best in breed systems. Fostered a collaborative and.
• Led the initiative to evaluate and ultimately build an investment team with internal trading capabilities. Prior to my joining, Catlin had outsourced 100% of their investment management. The project scope included.
• Led the project integrating the Catlin and XL investment departments post merger. The objective was to create a unified, consistent, and more efficient combined investment platform. Project scope included systems.
• Performed due diligence on external assets managers and monitored regulatory and guideline compliance on all portfolios
• Sought continuous improvements and refinements to the investment environment – challenged the status quo looking for opportunities to be better.
• Saved several hundred thousand in expenses by re-negotiating contracts with vendors. Brought contract termination dates for systems/services with co-dependencies in line to make future changes less costly to implement.

New York NY

• Held several of senior executive positions: Chief Operating Officer: Managed a staff of 40 investment professionals responsible for investment operations, treasury, security lending and investment accounting.
• Over $100 billion in assets under management.
• Improved efficiency as measured by cost per assets under management by over 10%.
• Responsible for overseeing external and internal audits, State Insurance Department examinations, operational risk assessments, and SOX reviews. Senior Vice President, Controller: Responsible for financial and.
• Established Swiss Re’s security lending and repo trading unit (formerly outsourced)
• Generated in excess of $400 million in lending fees for the Group.

New York, NY

Conducted financial statement audits and internal control assessments for both large multinational and regional companies. Worked with the company’s CFO’s, Controllers and accounting staff in the review and validation of the accounting records and the financial statements. Conducted sample testing and analyzed all material expense and asset/liabilities.

Ms, Accounting

Bs, Economics