GLOBAL FUNDS - Key Persons
Anna brings 14 years of experience in the insurance linked market and serves as the Portfolio Manager at Global Funds. Anna was awarded a Lifetime Achievement Award by ELSA members in recognition for her achievements on behalf of ELSA and the U.S. life settlement industry.
Anna holds a Master of Arts Degree in Germanic Studies with a concentration in Language, Literature and Culture from the University of Maryland College Park and a Bachelor of Arts in German with a double major in International Relations from the University of Buffalo.
Elizabeth has over 20 years of professional experience in life insurance and the financial services industry. Elizabeth's duties include not only running policy analytics but reviewing and researching of medical files, data analysis and support for the Portfolio Manager.
Elizabeth completed the CLU (Chartered Life Underwriter) designation and is also a licensed Life Insurance Agent in California.
Job Titles:
- Managing Director
- Business Executive
Mark is an experienced business executive with a proven track record in the insurance and fintech sectors. Mark serves as CEO of Global Funds.
Mark is a decorated former Captain in the United States Marine Corps and earned his Master of Arts degree from George Washington University and his Bachelor of Science degree from University of Oklahoma.
Job Titles:
- Certified Public Accountant
- CFO
José is a Certified Public Accountant with over 15 years of accounting and auditing experience in the private and public sectors.
During his years in the private sector, he acquired expertise in planning, executing, and supervising a wide array of financial statement audits, internal control reviews and policies, writing policy and procedure requirements.