A Team with Experience and Vision
We are a forward looking group of passionate insurance professionals with the relevant experience to match, coupled with a desire to build the insurance and reinsurance group of today and the future. We are culturally unique in many ways, and the individuals that form our team have varied backgrounds in actuarial, finance, distribution, investments, IT and M&A. We offer a spirit of entrepreneurialism combined with risk awareness. We are a collaborative group at Global Bankers and look forward to partnering with you on your business needs.
Vice Chairman & Co-CEO
Throughout his career, George has played a central role in over $50 billion of closed transactions and served in various executive positions spanning Finance, Strategy, Corporate Development/M&A, Investments, Enterprise Risk Management, Treasury and Investor Relations. His experience combines a unique mix of leadership at major firms such as MetLife and Bank of America with entrepreneurial ventures: he was a founding member of the Financial Institutions Group at Banc of America Securities; co-founded renewable energy and technology start-ups; and is an insure-tech angel investor. George began his career as a corporate attorney at Simpson Thacher & Bartlett LLP in New York City. He earned a J.D. from Harvard Law School and a B.S. in Management/Finance from Binghamton University.
Co-CEO & President
Lou has over 25 years’ experience in the insurance and reinsurance industry, most recently at Genworth Financial where he served in the roles of President of Life & Annuities and Chief Commercial Officer. He also spent ten years as a senior vice president with Wells Fargo & Co. and was executive vice president of Wells Fargo’s Bermuda-based reinsurance subsidiary, Union Hamilton Reinsurance, Ltd. He was instrumental in helping Union Hamilton grow from a start-up to a multi-billion dollar reinsurance company. He joined Wells Fargo and Union Hamilton as a result of Wells Fargo’s acquisition of Pivot, a leading insurance-focused technology and financial information services company of which he was co-founder and President. He holds a B.S. in Actuarial Science and Accounting from Ball State University.
Head of Capital and Mergers & Acquisitions (M&A)
Paul came to Global Bankers from J.P. Morgan, where he served as a Managing Director. He previously held leadership positions in insurance investment banking at Merrill Lynch and Credit Suisse First Boston. Paul holds a J.D. from the University of Virginia School of Law and a B.A. from Yale University.
Chief Financial Officer
Brian previously worked for nearly 15 years at Genworth Financial, culminating in managing a
$30 billion balance sheet as CFO of Life and Annuities. His time at Genworth also included almost five years as CFO of the Medicare Supplement business and three years as Vice President, Capital, FP&A, Sourcing & Facilities in the European Payment Protection business. Brian began his career in General Electric’s Financial Management Program. He holds a B.S. in Finance from Bentley University.
Chief Information Officer
Joe brings over 20 years of experience in implementing cutting-edge information technology systems in the finance and insurance industries with a recent focus on digital technologies. He was a Vice President of Information Technology at Genworth Financial, as well as a Senior Leader of IT Operations at GE Financial Assurance. He previously held high-level positions at Barclays Global Investors, Matson Navigation, and Amex Life Assurance. Joe holds a B.S. in Information and Computer Science from Georgia Tech.
Scott brings over 25 years of insurance and re-insurance experience. He has served as Head of Financial Solutions for SCOR Global Life Americas, as well as holding senior positions at Genworth Financial, Munich RE, and Aegon. He is a Fellow of the Society of Actuaries, Canadian Institute of Actuaries and a CFA Charterholder. Scott holds a B.Sc. in Statistics from the University of Western Ontario.
Chief Investment Officer
Chris has spent six years as the head of the global M&A team for Global Bankers’ parent company Eli Global, managing valuation, risk analysis, due diligence, and deal closing. He previously worked in deal analysis and execution for Anka Funds and Self-Help Credit Union, and in software management for SAIC. Chris holds a B.A. in Computer Engineering from Virginia Tech and an MBA with honors from the University of North Carolina's Kenan-Flagler Business School.
Executive Vice President, Human Resources & Talent Development
Sandy joins Global Bankers from Genworth Financial, where she held a series of roles in the Training and Development area and most recently served as Vice President, Human Resources. She previously served at General Electric, which became Genworth Financial in 2004. Her career began at the American Red Cross where she was the Training Leader in both the Princeton, NJ and Richmond, VA organizations. Sandy holds a B.S. from Lynchburg College with a Master’s Degree in Human Resource Development from George Washington University. She also holds SPHR and SCP designations from the Society of Human Resource Management.
Head of Risk & Strategy
Will has served in leadership positions at Financial Guaranty, Benfield, Swiss RE, Ernst & Young and New York Life. Most recently, he created Factor Re, a low cost and efficient financing vehicle for the embedded value in life insurance blocks. Will holds a B.A. with honors from Yale University, a J.D. from the University of Colorado, and an LL.M. in Taxation from New York University.
President & CEO of Eli Business Solutions
Rengarajan has rich and diversified experience in insurance, financial services and information technology industries across North America, the UK, Continental Europe and India. His key areas of expertise include outsourcing and offshoring strategies, feasibility due diligence, and setting up offshore operations centers. He has held global leadership positions with multinational companies including Capgemini and Vertex. Rengarajan holds a Bachelor of Commerce from the University of Madras and is a qualified Cost & Management Accountant, Company Secretary and a Fellow in Insurance.
Tamre has more than 16 years of experience as a corporate and transactional lawyer, specializing in the insurance and financial services industry. He comes to Global Bankers from Nationwide, where he served as AVP, Associate General Counsel for Mergers and Acquisitions. Prior to joining Nationwide, Tamre worked in Chicago at Sidley Austin LLP and Locke Lord LLP and his practice focused on a wide variety of corporate, transactional and insurance regulatory matters. Tamre holds a B.A. in English from the University of Michigan and a J.D. with honors from Ohio State University, Moritz College of Law.
President, Colorado Bankers Life Insurance Company® (CBLife)
David joined CBLife in 2013 as Senior Vice President of Sales before becoming President in 2016. Prior to joining CBLife, he served as Executive Director of Individual Life and Annuities as well as Executive Director of Sales Operations and Corporate Communications for Dearborn National. Previously, he was a consultant to defined contribution plan sponsors and led strategic national account teams for Prudential Insurance, Pacific Life Insurance and Scudder / Kemper Investments. David holds a B.A. in Political Science from DePauw University, with Fellow Life Management Institute (FLMI) and Chartered Life Underwriter (CLU) designations.
President, Bankers Life Insurance Company
John has over 30 years of experience in the insurance industry, most recently serving as the State Executive Director of Wisconsin for Farmers Insurance. His years of experience holding positions in all aspects of the insurance industry has strategically driven Bankers Life to expand dynamically in new and existing markets. John holds a B.B.A. degree from Northern Arizona University and an MBA from the University of Phoenix.
Head of Regulatory and Strategic Affairs
Ray brings more than 40 years of experience in insurance and accounting, having most recently served as Senior Deputy Commissioner for the North Carolina Department of Insurance. As the primary solvency regulator, he was responsible for five divisions (Actuarial Services, Alternative Markets, Captive Insurance Companies, Financial Evaluation and Market Regulation) and a trust overseeing insolvent insurers under the control of the North Carolina Commissioner of Insurance. Ray holds a B.B.A. degree from IONA College and a CPA designation.
SVP Chief Compliance and Audit Officer
Louis served 24 years for the North Carolina Department of Insurance, most recently as Chief Deputy Commissioner. In this role he oversaw all insurance operations including the Personnel division, Information Systems and Controller’s Office. Louis began his career as a Policy Analyst at Durham Life Insurance Company after receiving his B.S. from the University of North Carolina at Wilmington.
Vice President, Corporate Finance/M&A
Dean joined Global Bankers with 10 years of corporate finance experience, having previously served as Director, Corporate Finance/M&A for Argo Group. In that role, he led the company’s M&A team responsible for mergers, acquisitions, divestitures, capital solutions and other strategic initiatives. Dean holds a B.B.A. degree in Finance and Accounting from the Stephen M. Ross School of Business at the University of Michigan.
Jean Claude Uhlenhaut
M&A Associate – Europe
Jean Claude is responsible for generating and managing M&A deals in various sectors including insurance, financial services and healthcare services within the European market from Global Bankers' Malta office. Prior to joining Eli Global in 2015, Jean Claude was a Manager for Investment Promotion at Malta’s Economic Development Agency and served as Malta’s Commercial Attaché for Australia between 2011 and 2013. Jean Claude holds a Master of Commerce: Business Strategy from the University of New South Wales, Sydney and a Bachelor of Commerce from the University of Malta.