Mark Urbanak: 16 years of insurance quantitative analysis supporting agents and brokers. Licensed broker since 2005. Evaluates term policies for PolicyFlex clients. Assists in Term Extension sales and processing. Former co-founder of Integrated Plan Designs, Inc., responsible for insurance valuation and modeling. Developed proprietary methods of life insurance policy analysis to help insureds. Prior to 2001, assistant technology officer for Benefit Technologies, Inc. Developed and automated patented optimization engine of flexible benefit design.
Georges Holzberger: 33 years of experience in financial services, including marketing, fund raising, investor relations, and executive recruiting for Wall Street firms and investment managers. Formerly a founding partner and Head of Marketing / Investor Relations for Plainfield Asset Management from 2005 to 2010. Based in Greenwich CT, Plainfield grew to $5 billion in assets under management and was focused on distressed, special situations and event-driven strategies. Previously spent 20 years in the search industry with Russell Reynolds Associates, Highland Search Group, and Sextant Search Partners.
Martin Levion: 30 years of risk management, complex structuring, systems, portfolio management, and capital markets experience. Founded and managed the Derivatives and Financial Products Group at Societe Generale from 1990 to 2007: a $250 billion business consisting of Fixed Income Derivatives, Credit Derivatives, Municipal Finance, Structured Credit Products, Principal Finance, Credit Arbitrage, Emerging Markets Arbitrage, and Structured Tax Products. Previously he was a member of the Fixed Income Arbitrage group and the Interest Rate Swap group of Salomon Brothers Inc. in both New York and London from 1985 to 1990.