Jeff Mello Email & Phone Number

United States, Us

Radnor, Pa, Us

Responsible for top line growth strategies including Corporate Development and M&A, Product Pricing Strategies and Implementation of enterprise (B2B and B2B2C) and direct to consumer (B2C) markets, and Revenue and Sales Forecasting.

Boston, Ma, Us

Responsible for Mergers and Acquisitions, Budgeting, Forecasting, Revenue and Bookings, Product Pricing and ProfitabilityAnaqua helps corporations and law firms turn intellectual property into competitive advantage. Our software platform, ANAQUA, unifies the critical tools, best practice workflows, data, documents and services into one efficient, intelligent environment so our clients operate more efficiently and make better decisions faster. Nearly a million IP professionals in over 150 countries use ANAQUA to manage more than a billion dollars in intellectual assets. Many of the best known brands and most innovative products were conceptualized, evaluated, protected and monetized through the ANAQUA platform. Anaqua is a privately-held company headquartered in Boston-US and has major European offices in London-UK and Pau-France as well as offices in other cities in North America, Asia and Europe. The expertise of our ANAQUA Services & Client Services staff, combined with our tested implementation methodology, delivers successful solutions on time and on budget.

Boston, Ma, Us

Responsible for managing the Budgeting and Reporting Process for the Product Group and Customer Advocacy Group within Personal Lines Insurance.

New York, Ny, Us

Responsible for the reporting and analysis of the Life and Annuity business, specifically focused on rate, credit, equity, and extraordinary insurance impacts to the business for both ongoing operations and M&A transactions. Primary responsibilities center on hedge sensitivity and other Profit and Loss delta reporting, asset portfolio reporting, rating agency management and M&A integration.

New York, Ny, Us

Global Atlantic is a financial services holding company seeking to acquire and grow leading businesses in the insurance and reinsurance space. We leverage our strong risk and investment management expertise to provide innovative solutions to our client franchise.The Life & Annuity (L&A) segment of Global Atlantic provides insurance, reinsurance and strategic solutions to participants in the U.S. life and annuity industry, helping them meet their long-term growth, risk and capital management objectives.

New York, New York, Us

• Manage P&L estimation process for 5 companies across 15 product lines including investment and hedge portfolio contributions and key on going drivers (e.g. premiums, benefits, Deferred Acquisition Costs, expenses)• Manage direct expense reporting, analytics, and projections to facilitate prudent expense management for all business lines at a detailed level, focusing on third party administration (TPA), custody fees, legal fees, and pass throughs• Produce/analyze investment portfolio reporting and analytics for multiple fixed income portfolios with a significant focus on realized/unrealized gains/losses and asset allocations (i.e. Corporates, CMBS, RMBS, CLOs, Governments/Municipals, Supra Nationals)• Additional reporting and analysis areas focused on board reporting, rating agency reporting, management reporting, budgeting, variance/trend, core driver, unit cost (a subset of the annualactuarial assumption review analysis), time study, compensation/head countOrigination• Create and analyze pro forma financial statements for M&A transactions with attention to detail on input variables including current and projected market sensitivities, size/scope of transactions, capital impacts, regulatory impacts• Perform due diligence on prospective clients and produce “highlight” materials for co-head of GSRG• Monitor industry environment and analyze sector companies for trends, macro/microeconomicfactors, regulatory impacts, and potential M&A opportunitiesExcellence• Selected for Business Management Role: 6 month program to report directly to Co-head/MD of GSRG, concurrent with active daily role reporting directly to CFO of GSRG. Achieved position based on exemplary potential within GSRG as a candidate for a strong management path highlighted by extraordinary abilities and outstanding drive• Consistently ranked as a top performer in the Goldman Sachs Reinsurance Group through defined metrics

New York, New York, Us

Key Responsibilities-Financial reporting for multiple business units, fixed income products, and derivatives on a GAAP and Statutory basis.Financial Reporting-Generate analytics on over $10.0 billion in assets under management for the Goldman Sachs Reinsurance Group focusing on market trends and core drivers of Variable Annuity, Variable Life, Traditional Life, and Accident and Health lines of business. Focal points include macro economic factors and revenue generation streams.Derivatives/Collateral Reporting- Responsible for the monthly reporting of derivative hedge balance sheets and P&L for two stand alone entities.Origination-Lead analytical testing and transactional processing on the accounting structures of newly acquired business units and reinsurance deals.TPA Management and Improvement-Manage three Third Party Administrator (TPA) relationships for general ledger accounting feeds with a focus on strengthening and improving processes and controls to increase the accuracy and efficiency of the internal general ledger and TPA derived reporting. Travel when needed.

Master Of Business Administration (Mba), Entrepreneurship, Strategy, Innovation

Bachelor Of Science In Business Administration, Finance, Economics