Leadership

Mr. Egan is a financial services executive with experience in both the insurance and asset management industries. From 2014 to 2016, he was a Managing Director at Oaktree Capital Management, L.P. responsible for developing Oaktree’s investment activities in the insurance and reinsurance industries.

From 2009 to 2014, Mr. Egan was Head of the Global Financial Institutions Group at Bank of America Merrill Lynch with responsibility for directing the bank’s global investment banking business for financial institutions, including depository institutions, insurance companies, asset managers, finance companies and financial technology companies.

From 2006 to 2008, he served as Head of the Financial Institutions Group, Americas of Merrill Lynch. Mr. Egan joined Merrill Lynch as Head of Insurance in 1999. Prior to joining Merrill Lynch, he was a Managing Director in the Financial Institutions Group of Credit Suisse First Boston. Prior to joining Credit Suisse in 1994, Mr. Egan was a partner in the law firm of LeBoeuf, Lamb, Greene and MacRae. Mr. Egan holds Bachelor of Arts and Juris Doctor degrees from the University of Virginia.

Mr. Lang has spent over 25 years focusing on the insurance industry. Prior to joining Oceanview®️, he worked at investment firms Citadel LLC, BlueCrest Capital Management and Suffolk Capital Management. During this time, he invested in a variety of insurance and non-insurance financial companies, with an emphasis on U.S.-listed insurance stocks. For a portion of his time at Suffolk, he also served as a member of the Board of Directors of an affiliated life insurance company, National Security Life and Annuity Company.

From 1999-2004, he was a member of the Investment Banking Department at Merrill Lynch & Co. Prior to joining Merrill Lynch, from 1993-1999, he was a member of the Investment Banking Department at Credit Suisse. At both Merrill Lynch and Credit Suisse, he focused exclusively on providing merger advisory, capital raising, demutualization and related services for the firm’s life insurance, property/casualty insurance and other insurance clients. He holds the CFA© designation and graduated cum laude from Columbia University with a Bachelor’s degree in Economics.

Ms. Gottlieb joined Oceanview in 2022 from Bayview Asset Management, LLC, where she had been Assistant Treasurer since joining in 2016. She was previously a Treasury Associate at Apollo Global Management’s residential mortgage REIT, Apollo Residential Mortgage, Inc. from 2011 through 2016. She began her career in 2008 as a financial controller at Deutsche Bank AG covering various business segments. Ms. Gottlieb holds a Bachelor of Science degree (Magna Cum Laude) in Accounting and Finance from Binghamton University (State University of New York).

Pete began his career in insurance at Prudential in 1984, where he held a variety of leadership positions in compliance and operations. He completed his 21 year Prudential career as a Compliance Director in the International Insurance Division. Pete has since served as a Chief Compliance Officer for multiple broker dealers, two large insurance and annuity distribution organizations, and one of the largest Fraternal Benefit Organizations, as well as multiple tenures as a senior member of an insurance compliance consultancy. He is currently the Chief Compliance Officer for Oceanview Life and Annuity Company.

Pete graduated summa cum laude from Delaware Valley College with a BS in Business Administration, completed his business graduate studies at Fairleigh Dickinson University, and is currently enrolled in a doctoral program studying clinical psychology. Pete lives in Pennsylvania and has seven children and eight grandchildren.

Rodney has extensive, international experience leading enterprise risk management (ERM) functions as well as providing value-adding, innovative ERM solutions. Most recently, Rodney was the Chief Risk Officer for Allstate Financial Products. For the Allstate enterprise, Rodney had oversight over Strategic Risk, Culture Risk, and Model Risk programs.

As a consultant, he advised life and non-life insurance companies, insurance regulators, and pension funds on issues such as risk management, financial modeling, and strategy. He has published several risk-focused articles and presented at multiple industry events.

Rodney is a Fellow of the Society of Actuaries and a Certified Enterprise Risk Analyst. He is also a Professional Risk Manager with the Professional Risk Managers International Association (PRMIA).

Rodney holds a BS Economics (Actuarial Science and Finance) degree from the University of Pennsylvania.

Ben Faught is a seasoned professional in the life insurance industry with over 10 years of experience. He currently works at Oceanview Life and Annuity, which he joined in September 2020. At Oceanview, Ben has been integral to various areas of the business, including pricing, valuation, asset liability management, and product management.

Before joining Oceanview, Ben worked for five years at Delaware Life, gaining extensive experience in financial planning and analysis, risk management, asset liability management, and annuity valuation. Prior to that, Ben worked in the risk management department at Great American Financial Group, focusing on asset liability projection and analysis, actuarial model development, and fixed indexed annuity hedging. Ben began his career at Indiana Farm Bureau Insurance.

Ben is a highly qualified professional; He is a Fellow of the Society of Actuaries, a Certified Enterprise Risk Analyst, and a member of the American Academy of Actuaries. Ben holds a Bachelor of Science in Mathematics from Indiana University.

As a business development and sales leadership executive, Jim brings over 25 years of success and expertise in building and leading high-performance organizations in financial services, wealth management, insurance, and investments. Jim has held senior sales leadership and relationship management roles with Lincoln Financial, Voya Financial, Prudential Financial, and most recently with National Western Life serving as Head of Sales for Annuities and Life.

Jim has deep experience in leading rapid turnaround efforts, successfully guiding organizational change, and navigating businesses through complex challenges, regardless of the internal or market challenge. His leadership style is based on an entrepreneurial mindset – an ownership mentality that positively impacts each decision and achievement. Beyond expertise, Jim understands how to build organizational cultures based on credible and transparent customer relationships-the cornerstone of his extensive portfolio of solid industry relationships.

Jim and his wife Leslie live in Bryn Mawr, Pa, have 4 grown children.

With over two decades of experience in the annuities industry, Dan Gallina is a seasoned professional who has held various pivotal positions in his career. He has worked in product development, sales leadership, key account management, and as a top sales leader at renowned firms such as Pacific Life, Allstate Distributors, Genworth Financial, and most recently National Western Life where he served as the AVP of Annuity Sales.

Dan’s proficiency in the annuities industry has been refined through hands-on experience, enabling him to provide innovative solutions to complex business problems and consistently exceed sales targets. He is an excellent communicator who excels at building strong relationships with clients, stakeholders, and partners. His creative problem-solving skills and out-of-the-box thinking have earned him a reputation in the industry. He has an in-depth understanding of the annuities market and is always looking for ways to innovate and stay ahead of the curve.

In addition to his professional achievements, Dan holds FINRA Series 7, 6 & 63 licenses. He resides in Rochester, NY with his wife and five children.

Troy Glover brings over a decade of expertise in global third-party governance, risk management, and procurement within the financial services and insurance industries. His leadership spans teams of over 1,000 and includes P&L responsibility for a $200 million business unit.

Most recently, at Bank of New York (BNY), Troy led a team across the US, Poland, and India, overseeing third-party onboarding, contract negotiation, and risk assessment for $5 billion in annual spend. He was selected to drive BNY’s procurement transformation, including consolidating platforms to enhance user experience.

Previously, at AIG’s Life and Retirement Division, he managed relationships with 15 third-party administrators covering 5 million policies, ensuring service quality and managing financial and data security risks. At American Express, he led global third-party oversight and chaired the Corporate Third Party Risk Committee, optimizing compliance, service, and risk management for high-risk vendors. Troy also served as President and Board Director of AMEX Assurance Company, providing buyer protection to 30 million cardholders.

Earlier in his career, Troy led New York Life’s largest customer organization, the Insurance and Agency Service Group, managing a $150 million budget for life and annuity product servicing.

Troy has been on the Boys and Girls Club of Newark’s Board of Trustees since 2015, currently serving as board president. He holds an MBA from Cornell University and a BA from Brandeis University.