BANK COMPENSATION GROUP - Key Persons
Job Titles:
- Consultant
- Regional Consultant
Job Titles:
- Actuary Principal
- Actuary Principal, Director of Design and Analysis
Joe has many years of experience in the field of qualified and non-qualified benefits. At one point in his career, he helped manage over $5 billion in benefit liabilities. He has both developed and implemented COLI and BOLI products. Joe's expertise includes insurance product knowledge, benefit and illustration system design, and actuarial administration.
Job Titles:
- Consulting Principal / Chartered Life Underwriter
Chartered Life Underwriter
Chartered Financial Consultant
Registered Executive Benefit Consultant
Washington & Lee University
Lexington, Virginia | BA in Economics
Mike is a former banker
and financial consultant.
His background includes
fixed income investments,
life insurance, banking and
executive benefit consult-
ing. He is known for his
extensive knowledge of
accounting and compliance
issues, benefit plan designs, BOLI prod-
ucts, and compensation trends. Mike is a
popular speaker at bank and treasurer
association meetings and other finance-
related forums.