LIFE INSURANCE - Key Persons
Job Titles:
- Senior Vice President and Co - Head of New York Life 's Foundation
- Senior Vice President and Co - Head of the Foundational Business
Aaron Ball is senior vice president and co-head of New York Life's Foundational Business. Mr. Ball leads the retail product solutions, service, purchase experience, underwriting and marketing teams. He joined New York Life in February 2015 as the Long-Term Care Solutions business leader and was appointed to New York Life's Executive Management Committee in September 2020.
Prior to joining New York Life, Mr. Ball served from 2003 to 2015 as senior vice president with Genworth Financial, where he led the company's long-term care in-force business and new product development efforts and provided legal and regulatory expertise as general counsel for several of the company's insurance businesses. From 2000 to 2003, he served as vice president and chief compliance officer of AmSouth Investment Services. Before joining AmSouth, Mr. Ball was senior vice president and chief legal officer for M&T Brokerage.
Mr. Ball earned a BA from Loyola College in Maryland, and a JD from the University of Baltimore School of Law. He is a graduate of the executive leadership program at the University of Virginia Darden School of Business. In addition, he serves as a member of the board for LIMRA and LOMA, the Eluna Network, and LTC Reinsurance PCC. Mr. Ball is also the executive sponsor of ENABLE, one of New York Life's Employee Resource Groups which helps raise awareness of and advocates for people with disabilities.
Job Titles:
- Executive Vice President
- Head
- Executive Vice President and Head of the Strategic Businesses
Alain Karaoglan is executive vice president and head of the company's Strategic Businesses, which include New York Life Group Benefit Solutions, Group Membership Association Division, Institutional Annuities, Institutional Life, New York Life Direct, New York Life Investment Management, and Seguros Monterrey New York Life. Mr. Karaoglan joined New York Life in 2019 and was appointed to the Executive Management Committee in March 2020.
Prior to joining New York Life, he served as chief operating officer for Voya Financial from 2012 to 2018, where he was a member of Voya's Executive Committee and oversaw all of Voya's businesses, including Annuities, Employee Benefits, Individual Life, Investment Management, and Retirement. Before joining Voya, he was the head of Divestitures at American International Group, where he helped restructure the company after the 2008 financial crisis.
Previously, Mr. Karaoglan held senior roles in the investment banking and insurance industries, including at Banc of America, Deutsche Bank, Donaldson Lufkin & Jenrette, First Boston Corporation, and Bear Stearns.
Mr. Karaoglan has an MBA from the Tuck School of Business at Dartmouth College, and a Bachelor of Arts in economics and Bachelor of Science in business administration, magna cum laude, from Pepperdine University.
Job Titles:
- Managing Director of Strategy for the Investments Division
- Senior Vice President and Head of Strategic Capabilities
- Senior Vice President and Head of Strategic Capabilities at New York Life
Alex Cook is senior vice president and head of Strategic Capabilities at New York Life, and he is responsible for enterprise technology, corporate development and strategy, data and analytics, change enablement, and New York Life Ventures, the company's venture capital arm. Mr. Cook is focused on driving strategic growth, innovation, and data-based decision making through better technology, data, and analytics. He was appointed to New York Life's Executive Management Committee in March 2020.
Mr. Cook joined New York Life in 2010 as managing director of strategy for the Investments Division, and then he became head of Corporate Strategy from 2012 to 2014. In 2015, Mr. Cook assumed the role of senior vice president and head of Strategy, Data & Analytics for the Insurance and Agency Group. From 2016 to 2017, he took on additional responsibilities for marketing strategy, customer experience, and market research and insights as the chief customer & analytics officer. From 2017 to 2019, Mr. Cook served as senior vice president, chief data & analytics officer, and head of Retail Life and Underwriting.
Prior to New York Life, Mr. Cook served as head of Strategy & Analysis at Morgan Stanley Investment Management; CFO/COO for Banking and Capital Advisory at JP Morgan Private Bank; and head of Strategy & Development for JPMorgan Asset & Wealth Management.
Mr. Cook earned a Bachelor of Science in economics and decision sciences and an MBA in strategy and operations research from Carnegie Mellon University.
Job Titles:
- Senior Vice President, Head of Life Products
Amanda Kuhl is the Head of Life Products at New York Life, the largest mutual life insurer in the United States with over $1.2 billion in 2022 sales. In this role, Amanda leads the team responsible for the development of new products for New York Life's core life insurance business, focused on delivering best-in-class experiences for clients, financial professionals, and distribution partners. She oversees strategy and optimization for New York Life's existing life insurance policy owners and manages the third-party distribution and operations teams.
Amanda joined New York Life in 2005 as part of the Actuarial Development Program. Prior to her current role, she held multiple actuarial roles of increasing responsibility, including leading the pricing of the company's Retail Life insurance and Institutional Life insurance products. Most recently, Amanda was responsible for the product management and sales support functions of New York Life's Retail Life Insurance products. Amanda began her career at Mercer HR Consulting.
Amanda earned a Bachelor of Science from Boston College. She is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. She also serves as a member of the editorial advisory board for Life Annuity Specialist and is a member of the LIMRA Life Insurance Executive Advisory Board.
Job Titles:
- Chief Investment Officer
- Executive Vice President
- Chairman of the Board of Directors of Good Shepherd Services
- Executive Vice President and Chief Investment Officer of New York Life Insurance Company, Responsible for Investment Strategy, Asse
Anthony Malloy is executive vice president and chief investment officer of New York Life Insurance Company, responsible for investment strategy, asset allocation, and management of the company's assets. Mr. Malloy is also the chief executive officer of NYL Investors, the firm's insurance asset management subsidiary. He was appointed to New York Life's Executive Management Committee in January 2017.
Mr. Malloy joined New York Life in 1999 and has more than 35 years of investment management and financial services experience. He has held various positions of increasing responsibility at New York Life, including senior managing director and head of Fixed Income, as well as managing director and head of Leveraged Finance.
Prior to joining New York Life, Mr. Malloy held senior positions in lending and debt capital markets with J.P. Morgan, Toronto-Dominion, and First Chicago.
Mr. Malloy serves as the chairman of the board of directors of Good Shepherd Services. He earned a BA in English and economics from Middlebury College, and an MBA in finance from New York University.
Barbara G. Novick, elected a director in 2021, is a co-founder and former vice chairman of BlackRock. Ms. Novick serves as the chair of the Investment Committee and is a member of the Insurance & Operations Committee.
Job Titles:
- Chief Risk Officer
- Senior Vice President
Benjamin (Ben) Rosenthal joined New York Life in May 2016 and serves as Senior Vice President and Chief Risk Officer leading Risk Management for the company.
Job Titles:
- Chief Information Officer
- Senior Vice President
- Senior Vice President and Chief Information Officer at New York Life
Bill Cassidy is Senior Vice President and Chief Information Officer at New York Life, the largest mutual life insurer in the United States and one of the largest life insurers in the world. He oversees enterprise technology, focused on continuing the company's strong commitment to and investment in technology, and on driving solutions that benefit New York Life's customers, financial professionals, and employees.
Prior to assuming the CIO position, Mr. Cassidy served as senior vice president and head of shared services technology which included overseeing enterprise computing services, enterprise architecture, enterprise data, information security, digital, and technology strategy planning. He joined New York Life in 2018 as CIO of investments technology, responsible for providing technology solutions to New York Life Investments.
Before joining New York Life, Mr. Cassidy served as chief information officer for Och-Ziff Capital Management, a publicly traded alternative asset management firm, where he was responsible for all global technology including business facing application development and integration as well as the firm's global technical infrastructure. He previously held roles of increasing responsibility at BlackRock, Western Asset Management, and Goldman Sachs.
Mr. Cassidy earned a bachelor's degree in Computer Mathematics from Long Island University-Southampton Campus.
Job Titles:
- Chief Executive
- Director
- Member of the Audit Committee
Claire L. Babineaux-Fontenot, elected a director in 2021, is chief executive of Feeding America. Ms. Babineaux-Fontenot is a member of the Audit Committee and the Investment Committee.
Job Titles:
- CEO
- Chairman
- Chairman of the Board
- President
- Chairman, President & CEO of New York Life Insurance Company
- Director in 2021, Is New York Life 's CEO & President
Craig DeSanto is Chair, President & CEO of New York Life Insurance Company, the nation's largest mutual life insurer. New York Life provides insurance and investment solutions to individuals and businesses and operates one of the world's largest global asset managers through New York Life Investments, with more than $750 billion in assets under management.
Mr. DeSanto was appointed to New York Life's Executive Management Committee in January 2017 and has served as president since July 2020 and as a member of the company's Board of Directors since February 2021. He became the company's 19th chief executive in April 2022, and Chair of the Board in April 2023.
Mr. DeSanto joined New York Life in 1997 as an actuarial summer intern. At different points in his career with the company, he led the retail life insurance business, the institutional life insurance business, and Eagle Strategies. In 2015, he was appointed leader of the company's strategic businesses, where he strengthened and further diversified a portfolio of businesses that complement and support the company's core retail insurance business. He also led the acquisition of the New York Life Group Benefit Solutions business in 2020, the largest acquisition in New York Life's history.
Mr. DeSanto currently serves on the boards of the American Council of Life Insurers and the Partnership for New York City. He is also a former board member of LL Global Inc.
Mr. DeSanto earned a Bachelor of Science degree from Cornell University, is a Fellow of the Society of Actuaries, and a member of the American Academy of Actuaries.
Donna H. Kinnaird, elected a director in 2017, was the chief operating officer and senior executive vice president of Reinsurance Group of America Inc. Ms. Kinnaird serves as chair of the Audit Committee and is a member of the Insurance & Operations Committee and the Investment Committee.
Job Titles:
- Head of Retail
- Senior Vice President
- Fellow of the Society of Actuaries
- Member of the American College 's Advisory Board for Its Center for Retirement Income
- Senior Vice President and Head of Retail Products
Dylan Huang is senior vice president and head of retail products at New York Life, with oversight across life insurance, annuity, disability income, long-term care, business solutions, investments, and wealth management solutions. In addition, Mr. Huang is a member of various senior management committees, including the Product Approval, Capital Investment, Asset-Liability, and Operating Expense Committees.
Mr. Huang began his career at New York Life in 2001 and advanced to leadership roles of increasing scope in the company's life insurance, annuities, agency, corporate finance, long-term care, and wealth management departments. He is recognized as a thought leader in the industry for product development, patents, and award-winning retirement research and is frequently sought by members of the media for his insights on retirement topics. In 2021, Mr. Huang received the Outstanding 50 Asian Americans in Business Award from the Asian American Business Development Center.
Mr. Huang is a member of The American College's advisory board for its Center for Retirement Income, which elevates retirement income planning knowledge of financial service professionals to improve retirement security for Americans. He also sits on the board of Virtual Enterprises International, an organization dedicated to providing middle and high school students with immersive business and entrepreneurial experiences.
Mr. Huang is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. He holds a Master's degree from the University of Connecticut and a Bachelor's degree from the University of British Columbia.
Edward D. Shirley, elected a director in 2015, was the president and chief executive of Bacardi Limited. Mr. Shirley is vice chair of the Audit Committee and is a member of the Insurance & Operations Committee and the Talent, Diversity & Compensation Committee.
Job Titles:
- Chief Financial Officer
- Executive Vice President
- Executive Vice President and Chief Financial Officer of New York Life Insurance Company, Responsible for the Actuarial and Finance
- Member of the Board of Open Lending Corporation
Eric Feldstein is executive vice president and chief financial officer of New York Life Insurance Company, responsible for the Actuarial and Finance teams, Treasury, and Controllers, as well as oversight of Risk Management. Mr. Feldstein joined the company in October 2019 and was appointed to New York Life's Executive Management Committee at that time.
Prior to joining New York Life, Mr. Feldstein served as chief financial officer of Health Care Service Corporation from 2016 until 2019, with responsibility for the company's accounting, financial planning, treasury, tax, product pricing, and procurement activities. From 2010 to 2016, Mr. Feldstein served as an executive vice president of American Express Company. Before joining American Express, he served as chief financial officer and a partner of Eton Park Capital Management LP.
Mr. Feldstein began his career in the treasury office of General Motors Corporation in 1985, and through 2008 he held various positions of increasing responsibility at General Motors, including serving as treasurer of the company and chief executive officer of GMAC Financial Services.
Mr. Feldstein is a member of the board of Open Lending Corporation, a publicly traded company that offers loan analytics, risk-based pricing, and default insurance to financial institutions in support of their auto loan underwriting activity and management of their auto loan portfolios.
Mr. Feldstein earned a BA from Columbia University and an MBA from Harvard University.
Gerald B. Smith, elected a director in 2012, is the chairman and former chief executive of Smith, Graham & Co. Investment Advisors, L.P. Mr. Smith is a member of the Investment Committee and the Talent, Diversity & Compensation Committee.
Job Titles:
- President of the New York Life Foundation
- Senior Vice President and President, New York Life Foundation
Heather Nesle is president of the New York Life Foundation, the charitable foundation created by New York Life Insurance Company. In addition to her Foundation duties, she is senior vice president of New York Life's Corporate Responsibility Department.
Job Titles:
- Chief Human Resources Officer
- Executive
- Senior Vice President
- Senior Vice President and Chief Human Resources Officer at New York Life
Joanne H. Rodgers, Senior Vice President and Chief Human Resources Officer at New York Life. Under her leadership, the Human Resources function manages the company's efforts to attract, develop and retain top-tier talent while enabling New York Life's businesses and supporting its diverse and welcoming workplace.
Ms. Rodgers joined the company in 1994 in the Corporate Compliance department, where she assumed roles of increasing responsibility, including compliance oversight of the company's broker dealers, investment advisory subsidiary, and international operations. She was promoted to Vice President in 2009 and played a lead role on the Corporate Strategy team. From 2012 to 2015, she served as the company's Chief Diversity Officer and in 2015, became the Senior HR Business Partner for the Insurance & Agency Group. She assumed oversight of Compensation, Benefits, HR Operations, Corporate Security, and Employee Relations in 2018, and earlier this year was named head of Human Resources. She also served as chair of the Women's Leadership Program, now known as The Women's Initiative.
Prior to joining New York Life, Ms. Rodgers served as an examiner at NASD (now FINRA). She holds a Bachelor of Arts degree in Business Administration from Franklin & Marshall College.
Joanne H. Rodgers appointed to Executive Management Committee.
Job Titles:
- Head
- Senior Vice President
- Senior Vice President and Head of New York Life Ventures
Joel founded NYL Ventures in 2012 and is responsible for steering all activities of the group, including the sourcing and management of strategic venture capital and growth equity investments, as well as the facilitation of strategic startup partnerships across New York Life. Over the last decade, NYL Ventures has executed over 65 venture capital investments and produced top quartile investment returns since inception. In addition, the group has added innovative capabilities across the company's business operations, consistently averaging one PoC every 2.
NYL Ventures also houses Innovation Services, a team dedicated to promoting a growth mindset across New York Life and supporting enterprise strategic initiatives by applying human centered design methodologies.
Prior to founding NYL Ventures, Joel was Chief of staff and Director of Strategy and M&A within New York Life's asset management business. Before joining New York Life, Joel held roles at the intersection of financial services and technology at Deutsche Asset Management and Hewitt Associates.
Joel is a Board Member of the Eagle Academy Foundation and serves as an Advisory Board Member for 8VC and Flybridge. Additionally, Joel is a Strategic Advisor for FTV Capital and is a Member of the Editorial Advisory Panel for Innovation Leader.
Joel Steinberg is a senior advisor to Ted Mathas, Chairman and CEO. Most recently, Joel was Senior Vice President and Chief Risk Officer of New York Life Insurance Company where he was responsible for the company's risk management activities until March 2020.
Mr. Steinberg joined New York Life in 1983, immediately after college. He progressed through the company's Actuarial Student Program, earning Fellowship in the Society of Actuaries in 1988. As an actuarial student from 1983 to 1988, Mr. Steinberg had rotations in Universal Life Pricing, Cash Flow Testing, and Controllers.
After attaining Fellowship, Mr. Steinberg focused on small group health insurance business and Individual Life Pricing, eventually serving as head of the U.S. Individual Life Pricing unit. He also previously served as Chief Financial Officer for the Life and Annuity business and as the company's Chief Actuary and interim Chief Financial Officer.
Mr. Steinberg earned a B.A. in Mathematics from the University of Pennsylvania, is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries.
Job Titles:
- Advisory Board Member of New York Life 's Latinos for Excellence
- Chief Diversity Officer
- New York Life 's Chief Diversity Officer
Jomil Guerrero is New York Life's Chief Diversity Officer, responsible for building on the company's strong diversity, equity, and inclusion (DE&I) foundation and continuing to embed a diverse and inclusive culture into New York Life's talent practices, business strategy, and community engagement.
Ms. Guerrero has been a dynamic and passionate driver of DE&I efforts both within and outside New York Life. She served as a co-lead of the company's Social Justice Working Group advising the Social Justice Steering Committee established in 2020. The Group's recommendations included evolving New York Life's Office of Diversity & Inclusion to become the Diversity, Equity & Inclusion Center for Awareness and Advocacy (DE&I Center), which focuses on continuing inclusion and engagement initiatives while expanding professional development with a goal of personal growth and career mobility for diverse employees.
In addition, Ms. Guerrero is an Advisory Board Member of New York Life's Latinos for Excellence, Advancement & Development (LEAD) Employee Resource Group (ERG). She previously served as a Co-Chair of ENABLE, the company's ERG dedicated to raising disability-focused awareness. She also recently became a Board member of the Reasons to Smile Foundation Inc., a non-profit dedicated to helping people with intellectual and developmental disabilities reach their potential within the workforce and community. For her work in advancing DE&I, Ms. Guerrero was included in Profiles in Diversity Journal's inaugural list of Latino Leaders Worth Watching in 2021.
Job Titles:
- Senior Vice President, Human Resources, Head of Business Enablement and Diversity, Equity, and Inclusion
Kathleen Navarro is Senior Vice President, Human Resources, Head of Business Enablement and Diversity, Equity, and Inclusion at New York Life. She is responsible for leading the company's integrated diversity, equity and inclusion strategy and manages the HR business partners, strategy, and analytics teams supporting the strategic goals of the company.
Ms. Navarro joined New York Life in 1994 and has held a variety of finance, strategy, and operations roles spanning Insurance and Agency, Investments, and Corporate Departments. Prior to her current role, she was the head of Talent Management and the company's Chief Diversity Officer. She previously co-led New York Life's employee resource group for women.
Ms. Navarro holds an MBA in Accountancy from Baruch College Zicklin School of Business, a BS in Statistics and Management from New York University Stern School of Business, and a certification in Building & Leading Diverse Organizations from the Harvard Kennedy School Executive Education. She sits on the board of the National Diversity Council and is a member of Beta Gamma Sigma and the Financial Women's Association. She has been recognized for her efforts in championing DE&I by numerous organizations, including DiversityGlobal, Black Enterprise, the National Diversity Council, and was included in the inaugural Power Women list by amNewYork & PoliticsNY.
Job Titles:
- Executive Vice President and Head of Agency
- New York Life As an Agent
Mark Madgett is executive vice president & head of Agency in charge of New York Life's career Agency distribution system, which comprises more than 12,000 agents affiliated with 116 General Offices across the country, as well as the business units that provide strategy and support for the company's agents and field managers. He was appointed to New York Life's Executive Management Committee in December 2015.
Mr. Madgett joined New York Life as an agent in 1986. He entered management in 1992 and became managing partner of the Seattle General Office in 1998. Under his leadership, the Seattle General Office became one of the strongest agencies in the company and a perpetual leader in agent retention, among other areas. As a managing partner, Mr. Madgett was widely acknowledged as a leader among his peers and was twice elected to serve as chair of the Managing Partners Advisory Council. He is a lifetime member of the Partner's Round Table. Mr. Madgett joined the Home Office leadership team and was named senior vice president in September 2014. He assumed leadership of the Agency Department in January 2016.
Mr. Madgett serves on the National Board of After-School All-Stars, which supports students in developing skills and habits needed to succeed in life, school, and future careers. He also serves on the board of St. Mary's College in California, where he earned a degree in business.
Mark L. Feidler, elected a director in 2006, is a founding partner of MSouth Equity Partners and was the president, chief operating officer, and a director of BellSouth Corporation. Mr. Feidler serves as chair of the Talent, Diversity & Compensation Committee and is a member of the Governance Committee and the Investment Committee.
Michele G. Buck, elected a director in 2013, is chairman, president, and chief executive of The Hershey Company. Ms. Buck is a member of the Governance Committee and the Talent, Diversity & Compensation Committee.
Paula A. Steiner, elected a director in 2021, was the chief executive of Health Care Service Corporation. Ms. Steiner is a member of the Insurance & Operations Committee, the Investment Committee, and the Talent, Diversity & Compensation Committee.
Ralph de la Vega, elected a director in 2009, is chairman of the De la Vega Group LLC, and was the vice chairman of AT&T Inc. and chief executive of AT&T Business Solutions and AT&T International LLC. Mr. de la Vega is a member of the Governance Committee and the Insurance & Operations Committee.
Robert B. Carter, elected a director in 2016, is chief information officer of FedEx Corporation, executive vice president of FedEx Information Services, and co-chief executive of FedEx Services. Mr. Carter serves as chair of the Insurance & Operations Committee and is a member of the Audit Committee.
Job Titles:
- Chairman
- Chairman of the Governance Committee
- Chief Executive
- Director
- Member of the Audit Committee
Robert F. Friel, elected a director in 2019, was the chairman & chief executive of PerkinElmer Inc. Mr. Friel serves as chair of the Governance Committee and is a member of the Audit Committee.
Job Titles:
- Senior Vice President and Head of New York Life 's Group Benefit Solutions
- Senior Vice President and Head of New York Life Group Benefit Solutions ( GBS ) and the Group Membership Association Division ( GMAD )
Scott Berlin is Senior Vice President and Head of New York Life's Group Benefit Solutions (GBS) business and also Head of the Group Membership Association Division (GMAD). GBS is a leader in the group insurance market, helping businesses and their employees to be more financially protected and productive, while GMAD underwrites group life and disability income programs for professional associations and other groups.
Mr. Berlin joined New York Life as an actuarial trainee in 1990. In 1996, he joined the Individual Life department, where he held roles of increasing responsibility including Senior Vice President in charge of the Individual Life department. He was named Chief Financial Officer of New York Life Enterprises in 2010, where he was responsible for overseeing financial results of all Enterprises' international and domestic businesses. Mr. Berlin also led the Institutional Life business, most recently from 2019 to 2021.
Mr. Berlin earned a bachelor's degree in Mathematics from the University of Michigan, is a fellow of the Society of Actuaries, and a member of the American Academy of Actuaries.
Job Titles:
- Executive Vice President and Chief Legal & Administrative Officer
- Executive Vice President and Chief Legal & Administrative Officer of New York Life Insurance Company
- Member of the New York State Bar
Sheila Kearney Davidson is executive vice president and chief legal & administrative officer of New York Life Insurance Company. She oversees the Office of the General Counsel, Corporate Compliance, Corporate Communications, Corporate Events, Corporate Responsibility, Human Resources, the Office of the Corporate Secretary, and the Office of Governmental Affairs.
Ms. Davidson joined New York Life in 1991, and she has served in many leadership positions in legal, compliance, and administrative areas. She was appointed to New York Life's Executive Management Committee in January 2001.
Ms. Davidson is a member of the New York State Bar. She serves on the boards of Fairfield University, Madison Square Park Conservancy, and the Citizens Budget Commission. She is a frequent speaker on legal and compliance best practices and diversity.
In 2018, the New York City Bar Association honored Ms. Davidson with its Diversity and Inclusion Champion Award. In 2016, the National Law Journal named Ms. Davidson one of America's 50 Outstanding General Counsel, citing her commitment to diversity. She is the founding executive sponsor of The Women's Initiative, New York Life's Employee Resource Group that connects and empowers women across the company.
Ms. Davidson graduated cum laude from Fairfield University with a BA. She received her JD from George Washington University.
Job Titles:
- Head of Financial Wellness
Suzanne Schmitt is Head of Financial Wellness for New York Life. In this capacity, she's accountable for helping to drive the expansion of financial education and guidance offerings across strategic channels; building and leading a team that's responsible for developing a differentiated model for financial wellness; and integrating human-centered guidance and digital tools to assist individuals in achieving their financial goals.
Suzanne brings more than 15 years of experience in consumer insights, product development and positioning, as well as marketing and market enablement in financial services to this role.
Prior to joining New York Life, she served as Vice President of Financial Wellness for Prudential Financial where she a led a team that worked with clients and prospects to leverage financial wellness products, services and solutions to improve organizational and individual financial health; drove thought leadership; measured outcomes attributable to adoption and engagement with financial wellness; and led market positioning. Before joining Prudential, Suzanne served as Vice President of Family Engagement at Fidelity Investments. In this capacity, she led the firm's aging investor strategy, inclusive of content development, partnerships and market enablement; developed life event experience and integration of life events with financial wellness.
Suzanne holds BA degrees from Douglass College in Communications and Psychology, an MA in Organizational Development and Leadership from Gonzaga University, and Certificates in Gerontology and Elder Abuse Prevention from USC. She's co-taught Aging Entrepreneurship at Brown University and holds a patent for assessing health and wealth.
Job Titles:
- Director
- Chairman of the Board and Former Chief Executive
Theodore A. Mathas, elected a director in 2006, is New York Life's chair of the board and former chief executive.
Thomas C. Schievelbein, elected a director in 2006, was the chairman, president, and chief executive of the Brink's Company and was also the president of Northrop Grumman Newport News. Mr. Schievelbein serves as lead director and is a member of the Governance Committee, the Investment Committee and the Talent, Diversity & Compensation Committee.
Job Titles:
- Head of New York Life 's Retail
- Senior Vice President and Head of Retail Annuities
Todd Taylor is the Head of New York Life's Retail Annuities business, an industry leader with over $22 billion in 2022 sales. In this role, he is responsible for leading all aspects of one of the company's largest profit centers, including strategy, product development, marketing, and operations, as well as external sales and service.
Todd joined New York Life in 2008 as part of the company's actuarial training program and has had roles of increasing responsibility across the insurance and annuity businesses and corporate areas, including pricing and product development, financial projections and planning, and corporate strategy and internal consulting. Most recently, he led strategy and analytics for Retail Annuities.
He has authored a number of articles and whitepapers on retirement topics, including those on the value of income annuities in retirement income strategies, the impact of behavioral economics on retiree spending behavior, and healthcare expenditures in retirement. He also holds a patent for a retirement product allocation framework (the "Efficient Income Frontier").
Todd graduated with a Bachelor of Science in Economic Analysis and Math, summa cum laude, from Binghamton University and is a Fellow of the Society of Actuaries. He is a member of advisory boards for The American College's Center for Retirement Income, Insured Retirement Institute (IRI), and the Investment and Wealth Institute's Retirement Management Advisor (RMA) Commission.