Trent Davis Email and Phone Number
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Experienced financial services professional with a unique blend of actuarial, distribution, and consulting experience. Collaborative leader, mentor, and problem solver with a proven track record in building successful partnerships, developing lines of business, and leading teams and projects to high levels of success. Deep experience working for large financial services organizations, start-ups, distributors, and consulting firms. Core strengths include:● Life Insurance & Annuities Strategy and Distribution ● Actuarial - Product Design and Development● Relationship Leadership and Account Management ● Illustration tools and software ● Staff Coaching & Mentoring ● Policy Administration(s) implementation● Strategic Planning & Execution ● Digital and business transformation● Human Capital / Distribution Operations ● Mergers and Acquisitions● Speaking Engagements Game-Changing Growth and Technology Work:● Co-founded American General Life of Bermuda, Ltd (Private Placement VUL / VA) which grew to over $2B in assets.● Led redevelopment of Sun Life's PPLI / PPVA business unit to over $1B in assets. ● Developed the life insurance industry’s first multi-carrier single interface illustration (B2B – Tracker)● Led internal resources and partnered with an external client’s team to develop a complete financial analysis for a top-six accounting firm’s $1 billion unfunded retirement defined benefit (pension) plan.
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Chief Of StaffActuarial Risk Management (Arm)Austin, Tx, Us
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Chief Of StaffActuarial Risk Management (Arm) Dec 2024 - PresentAustin, Texas, UsChief of Staff for Actuarial Risk Management (ARM)I partner with ARM's CEO to manage internal operations, assist in new deal success, and facilitate the growth of ARM into a global force.Since 2006, Actuarial Risk Management (ARM) has centered its offerings on strategic relationships and a deep team of tenured subject matter actuarial experts. With many top 30 accounting and professional firms turning exclusively to ARM for actuarial guidance and strategic advisory, ARM has earned the trust of many looking for an alternative voice. Now, with its own Latin America-based data and modeling teams (the DMI), ARM provides global insurers with a compelling reason to look beyond traditional outlets for comprehensive modeling and valuation capabilities. ARM and the ARM Network boast a resource pool of over 250 credentialed actuaries, averaging 27 years of experience across all actuarial disciplines – life, annuity, health, retirement, property, and casualty. ARM offers industry and geographical expertise to local, regional, national, and multinational clients. Beyond its technical expertise, ARM excels in straightforwardly communicating complex actuarial matters. For more information, visit www.actrisk.com. -
Life Insurance And Technology Council Member And ConsultantGlg (Gerson Lehrman Group) Jun 2014 - PresentNew York, Ny, Us -
Svp Client Services Life And Annuities Actuarial North AmericaWns Global Services Jul 2021 - Nov 2024New York, Us● Acted as a trusted advisor to seven insurance companies/brokers to influence the Business Change Management Practice on various initiatives supporting organizational strategy objectives. ● Increased firm revenue annually by partnering with external leadership and leveraging internal teams for new logos and cross-selling initiatives.● As North American Actuarial lead provided a strategic roadmap and created external partnerships that had a material impact on revenue growth. -
Board Member And TreasurerTexchange Austin Mar 2019 - Jul 2024Austin, UsTeXchange promotes the entrepreneurial environment in Texas and develops the next generation of executives for technology and life sciences companies. The Austin chapter brings together subject matter experts, industry thought leaders and proven entrepreneurs for informative and educational discussions on current topics in business. -
Director And Head Of InsuranceIronclad Strategies / Consulting Dec 2019 - Jun 2021Boutique wealth management firm • Serve as fractional CFO for high net worth and high-income clients. Led the development of planning strategies, project scopes, and client deliverables. Develop asset-liability scenarios, individual cash flow projections, and balance sheet summaries.• Led tax planning ideas for business owners and utilized life insurance and premium financing as an advanced planning tool.
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DirectorAlvarez & Marsal Jul 2016 - Nov 2019New York, Ny, UsUnique experience with multiple A&M groups: Executive Compensation, Private Equity, Insurance, and Tax• Recruited to lead internal resources and partner with an external client’s executive team to develop a complete financial analysis and solution for a top six accounting firm’s $1 billion unfunded retirement defined benefit (pension) plan that would save client up to $25 MM annually.• Subject matter expert that oversaw team’s distribution effectiveness project of an insurance branch system including project scope, current state assessment, financial and data analysis, conclusions / recommendations, and presentation of findings to Private Equity clients. • Co-developed RFP's for strategy and transformational projects with Life and Annuity carriers -
Vice PresidentLion Street Dec 2010 - Nov 2015Austin, Texas, UsRecruited as employee #9 to develop a distribution strategy and a life insurance platform for a start-up venture capital-funded insurance group focused on high-net-worth and corporate clients.• Co-led development of the carrier platform and establishing criteria for preferred carries• Developed Lion Street’s Tracker, in partnership with Ebix, the life insurance industry's first single interface, multi-carrier illustration tool that presents multiple product solutions simultaneously and improves user group efficiency by 10 x on-time and within budget. Led internal team and partnered with outside vendors and customers through all phases of the product’s life cycle. • Led team to develop an internal broker commission system for over 100 producers and 30 carriers. • Developed content and hosted a monthly webcast (Product / Sales ideas) and led the product team for the development of digital life insurance product benchmark tools: product competitiveness, specs, and riders, for 25 carriers and 120+ products.• Recruited firms and frequent speaker at Lion Street events. -
Regional Vice President SalesPrudential Financial 2010 - Dec 2010Newark, New Jersey, UsWholesale fixed and variable life Insurance to career agents in seven states. -
Vice PresidentSun Life Financial 2004 - 2009Oo• Led re-development of Sun’s private placement life insurance and annuity strategy including: new business and underwriting operations, product offering, pricing, compensation, reinsurance, technology solutions, marketing and distribution plans. • Increased Annual Sales from $0 to over $250 MM with total assets ~ $1 billion by developing relationships, executing over 50 selling agreements, and on-boarding advisors in multiple sales channels (internal and external) Brokerage, Independents and Financial Institutions.• Managed exclusive relationship with Raymond James’s Wealth Management Group, The Royal Bank of Canada, and UFC Marketing. • Promoted to Vice President from Regional Vice President in 2006.• Sun Life Private Placement Sales and Team Award Winner 2008. -
Co-FounderAig American General Sep 1996 - Nov 2003Co founded American General Life of Bermuda, Ltd.Co-founded Bermuda based 953 (d) US tax compliant insurance company that developed, sold, and administered Insurance Products designed for High Net Worth Clients with hedge funds as investment options. • Led the development of American Generals (AIGs) offshore PPVUL product including product pricing, compensation agreements, reinsurance, and marketing materials for start-up insurance company that has since sold over $2 Billion in individual premium. • Led the finance function for AG Bermuda including initial capital requirements from corporate leadership, initial and ongoing FP&A models, reporting P&L results.• Co-developed technology plan and lead outsourcing team in partnership with McCamish and Andessa, TPA for illustrations, administration and broker compensation.• Completed American General’s largest ever individual life insurance transaction of $100 million premium.• Transitioned from Finance and Product to lead business development efforts and increase assets to over $500 MM.Led Product Development for AG's Institutional Markets group - 8 new products (UL, VUL, and VA) in 12 months for multiple channels - High net worth, banks, and independents brokers. Product Management lead for 7702 testing for Illustration Software and internal system conversion.
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Associate ActuaryWinterthur Life Sep 1994 - Sep 1996Member of a three-year old reinsurance company focused on new growth opportunities. Developed Winterthur’s first consolidated company plan including earnings, capital requirements, dividend payments, sales reporting, and expenses. Analyzed new business ventures and profitability of existing business
Trent Davis Skills
Trent Davis Education Details
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The University Of Texas At AustinMathematics -
Westlake High School
Frequently Asked Questions about Trent Davis
What company does Trent Davis work for?
Trent Davis works for Actuarial Risk Management (Arm)
What is Trent Davis's role at the current company?
Trent Davis's current role is Chief of Staff.
What is Trent Davis's email address?
Trent Davis's email address is tr****@****ail.com
What is Trent Davis's direct phone number?
Trent Davis's direct phone number is +183272*****
What schools did Trent Davis attend?
Trent Davis attended The University Of Texas At Austin, Westlake High School.
What are some of Trent Davis's interests?
Trent Davis has interest in Family, Traveling, Children, University Of Texas Football.
What skills is Trent Davis known for?
Trent Davis has skills like Insurance, Life Insurance, Investments, Fixed Annuities, Financial Services, Business Development, Retirement, Financial Planning, Series 7, Retirement Planning, Financial Advisory, Leadership.
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