Pacific Life Announces Officer Promotions
April 1, 2012 by Tennyson Oyler
press release
March 28, 2012, 12:13 p.m. EDT
NEWPORT BEACH, Calif., Mar 28, 2012 (BUSINESS WIRE) — Pacific Life Insurance Company’s Chairman and Chief Executive Officer James T. Morris recently announced seventeen officer promotions. The following promotions will be effective April 1, 2012.
T. Anthony “Tony” Premer to senior vice president, Real Estate Finance, Real Estate Division Mr. Premer joined Pacific Life in 1993 as a senior real estate analyst. He progressed through a variety of roles with increasing responsibility and in 2000 was promoted to vice president, Real Estate Finance. As senior vice president, he will continue to oversee Pacific Life’s commercial real estate debt investment portfolio totaling more than $10 billion. Pacific Life’s debt investments cover a wide array of property types including office, retail, industrial, apartments, hotels, resorts, and golf courses. A resident of Newport Beach, Mr. Premer received his bachelor’s degree in business administration from California State University, Fullerton.
Kevin Roddy, FLMI, to senior vice president, Finance, Life Insurance Division A resident of Coto de Caza, Mr. Roddy joined Pacific Life in 2008 as assistant vice president, Financial Reporting and Projects in the Life Insurance Division. He was promoted to vice president of Finance in 2009 and oversees financial, actuarial, reinsurance, and compliance issues. In addition, he develops financial strategies to support the Life Insurance Division’s short- and long-term profit objectives, while adhering to corporate capital requirements and enterprise risk management goals. As senior vice president, Finance, Mr. Roddy will continue to direct the financial, actuarial, reinsurance, and compliance areas within his division. Mr. Roddy received his bachelor’s degree in accounting from the University of Southern California.
Thomas “Tom” Bilello to vice president, Compliance, Life Insurance Division Mr. Bilello, a resident of Tustin, joined Pacific Life in 1994 as an advanced design consultant in the Life Insurance Division. He moved to the compliance area in 1996 and progressed to the role of assistant vice president, Compliance, in 2000. Since that time, his responsibilities have included advising management on legal and compliance matters and serving as his division’s compliance officer. As vice president, Mr. Bilello will manage the Life Insurance Division’s Compliance Department, including state product filing, tax compliance, and state sales materials review, and will serve as the division’s liaison to the Corporate Law and Compliance departments. Mr. Bilello received a bachelor’s degree in political science from the University of California, Los Angeles, a master’s degree in English from the University of California, Irvine, and a Juris Doctor from Harvard Law School.
Bernard “Barney” Dougherty to vice president, Portfolio Management, Corporate Division Mr. Dougherty joined Pacific Life in 1990 and has progressed through a series of positions of increasing responsibility, becoming an investment manager in 2000 and assistant vice president, Private Placement, in 2001. He later moved to assistant vice president, Portfolio Management, in 2005. As vice president, his role will expand to include management and direction of Pacific Life’s trading room, as well as formulating and executing plans for the bond portfolio designed to achieve strategic objectives. Mr. Dougherty has a bachelor’s degree in business administration from Montana State University, and is a resident of Irvine.
Tennyson Oyler to vice president, Brand Management and Public Affairs, Corporate Division A resident of Irvine, Mr. Oyler joined Pacific Life in 2002 as a public affairs analyst for the Corporate Division. He has since held a variety of roles of increasing responsibility prior to being promoted in 2008 to assistant vice president, Public Affairs with responsibility for management of the company’s public relations and media relations activities, including sponsorships and community relations. Mr. Oyler is also increasingly involved in the brand management and advertising functions of Pacific Life. He received his bachelor’s degree in international studies from Brigham Young University and his Master of Business Administration from the University of California, Irvine.
Jason Rosiak to vice president and senior managing director, Pacific Asset Management Mr. Rosiak joined the Pacific Asset Management (PAM) subsidiary of Pacific Life in 2007 as senior managing director and was promoted to assistant vice president and senior managing director in 2008. He has the responsibility for overseeing Pacific Asset Management’s trading and portfolio management activities, with investment strategies focused on bank loans, high yield bonds, investment grade bonds, and cash management. In his new role as vice president and senior managing director, Mr. Rosiak will continue providing leadership and direction for PAM in an expanded capacity. Mr. Rosiak received his bachelor’s degree in economics from the University of California, Los Angeles, and a Master of Business Administration from the University of Southern California.
Alice Terlecky, FLMI, ACS, AIAA, to vice president, Client Services, Life Insurance Division Ms. Terlecky, a resident of San Clemente, joined Pacific Life in 1995 as a training specialist, responsible for the orientation and training of employees in new business and customer service areas. In 2003, she assumed the role of director of New Business and was promoted to assistant vice president, in 2006. In her current role, she is responsible for directing the administrative areas and ensuring effective customer service within the New Business organization. As vice president, she will be responsible for the overall management and direction of all Client Services Operations within the Life Insurance Division including Customer Service, Inforce Administration, Customer Relations, and Claims. Ms. Terlecky has a bachelor’s degree in French from the University of California, Los Angeles, and a Master of Business Administration, with a specialty in International Management, from the American Graduate School of International Management.
Keith Werschke, FSA, MAAA, to vice president, Aggregate Risk Management, Corporate Division Mr. Werschke joined Pacific Life in 1998 as an actuarial consultant for the Life Insurance Division. He has since held a variety of actuarial and asset/liability management roles of increasing responsibility prior to being promoted to assistant vice president, Actuarial, in 2006. Since 2008, he has been the assistant vice president, Enterprise Risk Management, responsible for managing the processes that provide consistent, high quality risk measures for Pacific Life’s divisions and subsidiaries. As vice president, he will continue to play a key role in ensuring the investments purchased, products written, and risk management strategies are consistent throughout Pacific Life. Mr. Werschke has a bachelor’s degree in mathematics from California State Polytechnic University, Pomona, and he currently resides in Laguna Hills.
Pam Askins to assistant vice president, Information Technology and Strategic Planning, Life Insurance Division A resident of Villa Park, Ms. Askins joined Pacific Life in 2003 as a director of Application Development in the Life Insurance Division and was accountable for managing various teams over the years including the Administrative Systems, Workflow, and Document Center application teams. In 2011, Ms. Askins assumed day-to-day leadership responsibilities for developing capabilities focused on increasing sales within the emerging affluent marketplace. As assistant vice president, Ms. Askins will expand upon her current leadership responsibilities managing both business initiatives and technology projects. She has a bachelor’s degree in industrial engineering from Stanford University.
Ben Flores, FSA, MAAA, to assistant vice president, Valuation and Product Reporting, Life Insurance Division Mr. Flores, a resident of Aliso Viejo, joined Pacific Life in 2008 as director, GAAP Valuation, in the Life Insurance Division. He is responsible for all actuarial valuation activities and for directing and developing a team in the preparation and review of various actuarial, reporting, and analysis work products. As assistant vice president, Mr. Flores will continue to oversee all quarterly and annual GAAP actuarial activities and will expand his role in strategy to encompass all areas of valuation and product reporting for the Life Insurance Division. He has a bachelor’s degree in probability and statistics from the University of California, Santa Barbara.
Doug Jackson to assistant vice president, Product Management and Sales Support, Retirement Solutions Division Mr. Jackson joined Pacific Life in 2009 as a field vice president, Fixed Annuities Sales and Development, in the Retirement Solutions Division. He transitioned to field vice president, Sales Development, in 2010 and broadened his responsibilities to include mutual funds. As assistant vice president, Product Management and Sales Support, Mr. Jackson will provide sales management with direction and guidance relating to retail strategy and will continue to provide his expertise on product sales and market distribution for annuities and mutual funds. A resident of Coto de Caza, Mr. Jackson has a bachelor’s degree in business administration from the University of Southern California.
Chin Kim, CFA, to assistant vice president, Advanced Marketing, Retirement Solutions Division Mr. Kim joined Pacific Life in 1998 as an advanced marketing representative in the Retirement Solutions Division. He has received several promotions since that time and is presently responsible for managing all aspects of the Advanced Marketing Department. This includes overseeing the creation of marketing materials and marketing plans, promoting Advanced Marketing concepts and strategies to clients, and managing and developing the Advanced Marketing team. As assistant vice president, Mr. Kim will continue to conduct research and develop marketing plans for line-of-business initiatives. He received his bachelor’s degree in history from the University of Michigan, Ann Arbor, and a Master of Business Administration from California State Polytechnic University, Pomona. He is a resident of Rancho Santa Margarita.
Joseph “JG” Lallande to assistant vice president, Counsel, Corporate Division A resident of Newport Beach, Mr. Lallande joined Pacific Life in 2010 as an attorney consultant for the Corporate Division. He has become a valuable member of the team, providing legal services to internal clients and Pacific Life Fund Advisors. He has been instrumental in recommending cost effective legal resources and helping to establish a new subsidiary of Pacific Life, Pacific Global Advisors. As assistant vice president, Mr. Lallande will continue to provide legal support and will increase his accountabilities and reach across Pacific Life’s divisions and subsidiaries. He has a bachelor’s degree in political science from the University of California, Davis, and a Juris Doctor from the University of Houston Law Center.
Liam Monaghan, FSA, FIA, MAAA, to assistant vice president, Variable Annuity Product Actuary, Retirement Solutions Division Mr. Monaghan joined Pacific Life in 2010 as an actuarial consultant for the Retirement Solutions Division. He became an actuarial director within six months where accountabilities included establishing variable annuity product pricing and analysis procedures that facilitated rapid product development. As assistant vice president, Mr. Monaghan will provide strategic and tactical actuarial leadership for the variable annuity product line and design new products that meet the needs of key distribution partners, producers, and consumers. A resident of Manhattan Beach, Mr. Monaghan has a bachelor’s degree in actuarial science from the University of Cape Town, South Africa.
Brian Robertson, CFA, to assistant vice president and managing director, Pacific Asset Management Mr. Robertson, a resident of Irvine, joined Pacific Life in 2000 as a customer services representative in the Retirement Solutions Division. In 2003, he moved to the Securities area in the Investment Management area as an analyst and was promoted several times. He later joined Pacific Asset Management in 2008 as manager, and is currently director of Portfolio Management. In this role, he is responsible for managing multiple portfolios to maximize total return performance. As assistant vice president, Mr. Robertson will continue to articulate the investment outlook and evaluate relative security value in both primary and secondary markets. Mr. Robertson has a bachelor’s degree in economics from the University of Michigan.
Kevin Steiner, CFA, to assistant vice president, Mutual Funds Compliance, Corporate Division Mr. Steiner joined Pacific Life in 2002 as a senior variable product analyst in the Corporate Law Department. In his current position of director of Mutual Funds Compliance, he is responsible for overseeing the securities trading activity of outside fund managers and managing the day-to-day compliance and operational matters of Pacific Select Fund and Pacific Life Funds. As assistant vice president, Mr. Steiner will assume more responsibilities and will be the point person for overseeing the effectiveness of the Funds’ trading activity. A resident of Huntington Beach, Mr. Steiner has a bachelor’s degree in finance and a Master of Business Administration from Pepperdine University.
Sherri Wiseman, CMP, to assistant vice president, Meeting and Event Marketing, Life Insurance Division A resident of Laguna Niguel, Ms. Wiseman joined Pacific Life in 2000 as a senior meeting planner in the Life Insurance Division. She steadily progressed in her role with increasing responsibilities, becoming the director of Meeting and Event Marketing in 2007. She has been responsible for all internal and external meetings for the Life Insurance Division, as well as the management of some of the Corporate Division’s off-site meetings. As assistant vice president, Ms. Wiseman will continue to support her division’s meeting and event marketing needs. Ms. Wiseman has bachelor’s degrees in art and communications from Nebraska Wesleyan University.
About Pacific Life
Offering insurance since 1868, Pacific Life provides a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. For additional company information, including current financial strength ratings, visit Pacific Life online at www.PacificLife.com .
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of May 2011 is compiled by Pacific Life using the 2011 FORTUNE 500® list.
SOURCE: Pacific Life
Pacific Life
Tennyson Oyler, 949-219-3248
TOyler@PacificLife.com
Copyright Business Wire 2012
