Chairman and Chief Executive Officer
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.
Chief Financial Officer
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.
Controller and Treasurer
Vice President of Financial Reporting
Chief Compliance Officer
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.
Chief Risk Officer
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.
VP & Chief Actuary
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.
Vice President of Operations
She began her industry experience in 2005, working for Sun Life Financial Distribution. In 2009, she moved on to a cutting-edge leading industry mobile software company with a specific focus on financial services for all annuity and mutual fund products. From 2013 to 2019, Nikki was a Director of Technology Enablement for AIG, responsible for the implementation of innovative technological advances.
Nikki was one of the first females to graduate from The Pennsylvania State University with a Bachelor of Science, from the Information of Sciences & Technology (IST) program and with a minor in Speech Communications. She has held both her Series 6 & Series 63 licenses for annuities.
Executive Vice President of Marketing
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.
Assistant Vice President, National Accounts
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.