About Leadership William Egan Chairman and Chief Executive Officer Read Bio Bruce Cheek Chief Operating Officer Read Bio Nikki Pall Assistant Vice President of Operations Read Bio Keith Dall Chief Actuary Read Bio Kevin Hart Chief Marketing Officer Read Bio Leslie Sutherland Vice President of Marketing Read Bio Gregory Lang Chief Financial Officer Read Bio Kent Nelson Assistant Vice President of Financial Reporting Read Bio Pete Rock Chief Compliance Officer Read Bio William Egan Chairman and Chief Executive Officer 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. Bruce Cheek Chief Operating Officer Mr. Cheek was most recently Executive Vice President and COO of a leading fixed annuity carrier, American Equity Investment Life Insurance Co. In his nearly 15 years there, he was responsible for operating departments including information systems, project management office, new business (including Suitability Committee), annuity service, claims, commission accounting, information security and administrative services. He also served on the senior management team exposing him to significant decisions regarding compliance, legal and state insurance matters including suitability reviews. Prior to American Equity, Mr. Cheek was a Vice President at another fixed annuity company, American Life and Casualty Insurance Company. Mr. Cheek served in several roles there including information technology, agent licensing, investment administration and model office. Mr. Cheek served as a founding board member of the Global Insurance Accelerator located in Des Moines, IA. Mr. Cheek attended American Institute of Business, earning an AA degree in Accounting and Computer Programming. Mr. Cheek also holds a Series 99 FINRA license as an Operations Professional. Keith Dall Chief Actuary Mr. Dall has over 30 years of experience in the life insurance industry. He most recently was an EVP and Chief Actuary of Delaware Life where he managed 30 employees. He oversaw the actuarial analysis of almost $40 billion of fixed annuity, variable annuity, and variable life reserves. During his time at Delaware Life he oversaw the pricing and design of fixed annuities, which increased over several years to over $2 billion of annual sales. Prior to this, Mr. Dall worked as an actuarial consultant for 16 years at Milliman, Inc. He became an Equity Principal and managed the Indianapolis financial service consulting office. During this time, he worked with many insurance carriers on acquiring companies, pricing products, setting reserves, reporting financials, managing risk, and analyzing asset and liability matching. Mr. Dall started his career at Lincoln Financial Group, performing a variety of tasks in several insurance product lines. He eventually became the Chief Actuary of one of their subsidiaries. Mr. Dall became a Fellow of the Society of Actuaries in 1992. He has been a frequent speaker at insurance industry meetings, has written many articles for insurance trade publications, and was the Chair of the SOA Marketing and Distribution Section Council. He graduated from the University of Southern Indiana with a Bachelor’s degree in Mathematics. Kevin Hart Chief Marketing Officer Mr. Hart brings over 30 years of financial services experience to Oceanview®️. He has sales and management experience in the annuity, mutual fund, structured products and non-trade REIT space and has been involved in leading an independent broker-dealer network. Mr. Hart brings with him an extensive background of sales management that began in the late 1980s when he helped launch American Scandia Variable Annuities. Later he led variable annuity sales and distribution at SunAmerica. Upon SunAmerica’s acquisition by AIG, Mr. Hart served as CEO/President of AIG Financial Network, where he oversaw the operations of six independent broker-dealers. Later, he served as President of Sun Life of Canada’s U.S. distribution of annuity products. He led the variable annuity and fixed indexed annuity initiatives at Security Benefit Life as well as the fixed annuity and structured products initiative at InCapital, and most recently built and led the capital markets division of Lightstone Real Estate. Mr. Hart graduated with a Bachelor of Science degree from Pennsylvania State University and holds FINRA Series 7, 24, and 63 registrations. Gregory Lang Chief Financial Officer 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. Leslie Sutherland Vice President of Marketing Mr. Sutherland comes to Oceanview Life and Annuity with 36 years experience in the financial services industry, having started as an account executive (stock broker) with EF Hutton. He has an extensive background in sales, sales management, business development and relationship management. He was a part of the original wire house team with American Skandia, where he also held management positions in Key Accounts, a Divisional Sales Manager and National Sales Manager for banks. Prior to his experience in Fixed and Fixed Indexed Annuities, he served as President of MetLife Investors as well as a Channel Head and President of General American Insurance. He is a proud alumnus of Ole Miss where he was Colonel Rebel 1975. Kent Nelson Assistant Vice President of Financial Reporting Mr. Nelson has over 30 years of experience in the insurance accounting industry with a primary focus on financial reporting. During that time Mr. Nelson was responsible for financial results for companies in the Life, Health and Property/Casualty fields. He most recently with MDwise, Inc. in the health insurance field with responsibilities for financial results four companies. Prior to this, Mr. Nelson worked in a variety of management positions with Indiana Farm Bureau Insurance with financial reporting responsibilities for two Life companies as well as one Property/Casualty company and an insurance agency. Mr. Nelson started his insurance career at American States Insurance, a part of Lincoln Financial Group, performing a variety of tasks in both the Life and Property/Casualty fields including financial results for the life operation. In addition Mr. Nelson managed a payroll deduction life insurance program. Mr. Nelson became Certified Public Accountant in 1984. He graduated from the Valparaiso University with a Bachelor’s degree in Accounting. Pete Rock Chief Compliance Officer 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. Nikki Pall Assistant Vice President of Operations Ms. Pall is a business development specialist with a strong technological background and joins Oceanview with many years of experience in the insurance industry. 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 Technology Enablement Manager for AIG responsible for the implementation of innovative technological advances with the company. 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.