Controller - Employee Benefits
Controller, Employee Benefits• Member of Sr. Mgmt Team managing Group Life, Disability, Medical Stop Loss, Supp Health and Voluntary Worksite (UL, IWL, STD, Supp Health) businesses• 5 Direct Reports, 38 staff - responsible for all FP+A and Accounting functions• 2003 Gross Revenues of $1.3B, 6-year CAGR – Revenue 15%, Earnings 13%, Expenses 1%; most profitable EB operation in US according to LIMRA on a margin basisCFO, ReliaStar Financial Markets• Business portfolio responsible for asset accumulation – time spent primarily on significant operational, financial, regulatory issues, and M&A with respective management teams• 3 Broker Dealers (BD) – Introducing, Self-Clearing, CD origination between financial institutions• ReliaStar Bank – OTS charter (bank products for PPGA’s, later sold to Capital One becoming their digital banking chassis)• ReliaStar Trust Bank – (obtained OCC charter, one of first banks to begin operations within insurance holding company structure)• ReliaStar Financial Lifelines – (retail marketing to life insurance beneficiaries)• Developed, led RLR and ING BD integration strategy Director of M&A-ReliaStar Employee Benefits Director of Due Diligence and Partnerships-ReliaStar Employee Benefits Manager of Accounting-ReliaStar Employee BenefitsInternal Audit-ReliaStar Staff Accountant/Intern-ReliaStar Investment Operation