John Walters Email & Phone Number

Charleston, SC, US

San Antonio, Texas Metropolitan Area

New York, New York

Clearwater Florida

Amerilife Holdings is the premier provider of middle market life and health insurance products in the US. Amerilife was recently acquired by private equity firm JC Flowers and Co. John will be Lead Director working with management and JC Flowers to grow Amerilife and expand their reach throughout the US.

Athens, Georgia Area

Mid-sized asset and retirement plan manager in Athens Georgia specializing in active ETF management.

Responsible for leading all aspects of the Hartford Life businesses: global variable annuities, life insurance, retirement plans, group benefits, mutual funds, and institutional investments. Actively involved with corporate and mutual fund boards, public investors, business strategy, and business development. Managed $1B expense budget, including budget.

Led all adviser-centric asset accumulation and protection businesses for Hartford Life in the U.S., including mutual funds, annuities, retirement plans, institutional products, and individual life insurance, with $300B in assets and $1.2B in earnings, and 6,000 associates focused on developing and distributing investment products for intermediary.

• Responsible for the asset accumulation businesses of the Hartford, including mutual funds, annuities, institutional products, retirement plans, and retail brokerage. Assets exceeded $250B and earnings peaked at about.
• Built the investment management and mutual funds business of The Hartford from $10B to $45B over six years. Expanded from seven to 54 funds, executed one acquisition, and built distribution for advisers, RIA’s.
• Developed strong sub-adviser oversight and fiduciary platform, and worked closely with internal and external managers on both mutual fund and general account investment strategy.

• Responsible for managing sales of all investment products and services through over 5,000 investment advisors across the country, as well as leading all aspects of product management and marketing through advisers..
• Led integration of Wheat First Securities into First Union, including products, operating platform, sales, and marketing. Also involved in acquiring and integrating two additional firms.
• Created two successful new efforts to leverage banking capabilities in lending and trust services for brokerage clients.

• Wheat First was a leading privately-held regional broker dealer based in Richmond, VA, with over 1,700 financial advisers. Wheat was acquired by First Union in 1998.Responsible for all aspects of product offerings of.
• Developed the advisory program and one of the first mutual fund wrap programs in the industry, FundSource.

Mba

Bs, Business Administration