Prudential Financial

Director

• A research position within the Securitized Products group of PGIM Fixed Income focused on CLO credit strategies.
• Analyzing CLO collateral and structures and conducting surveillance on existing investments.
• Assigning and maintaining internal credit ratings.
• Evaluating relative value opportunities.
• Assessing CLO collateral managers and integrating macroeconomic and sector trends.
• Presenting and supporting investment research and relative value analysis to portfolio management teams.
• Analyzing CLO collateral, structural features, and documentation.
• Tracking portfolio positions to evaluate credit risk, rating stability, cash flow performance, and relative value opportunities.
• Conducting sensitivity and scenario analysis on CLO investments and automating analytical processes where appropriate.
• Performing ongoing surveillance of CLO portfolios, including monitoring collateral quality, manager behavior, and structural triggers.
• Engaging with market participants including collateral managers, rating agencies, trustees, and other investors to develop market insight.

Senior Director, Securitized Products Credit Research

Account Manager

• Achieve Sales and Growth Targets: Develop and implement a business plan, in partnership with Internal Sales Associate, focused on achieving key performance indicators, including sales and growth targets for Prudential’s expanding IMO suite of products.
• Relationship Development & Cultivation: Identify and engage potential IMO’s to build strategic partnerships that align with Prudential’s growth objectives. In addition, strengthen existing IMO relationships through consistent communication, support, and collaboration, ensuring long-term partnerships that contribute to sustained revenue growth and greater market share.
• Cross-Functional Collaboration: Partner with key functional areas, including Product, Technology, Marketing, Operations, Service, and Legal & Compliance, to gain comprehensive insights into financials and competitive intelligence.
• Product Support and Prioritization: Collaborate with the Product team to ensure that distribution needs are prioritized effectively. Support the team in balancing competing demands to maximize product impact and market success.
• Subject Matter Expertise: Serve as an expert in the Fixed Annuity market, providing insights into trends, products, and service. Maintain a deep understanding of the competitive landscape to guide strategic decision-making and support internal and external stakeholders.
• Enterprise Development: Direct and develop business strategies that align with Prudential’s brand image and ethical standards. Ensure all activities comply with relevant regulations and contribute to a positive company reputation.
• Training and Development: Assist in creating and delivering sales training programs for Prudential’s intermediary sales partners focused on the Fixed product portfolio, ensuring they have a keen understanding of Prudential’s key differentiators and overall value proposition.

Senior Account Manager – IMO

Claims Specialist

• Provide excellent customer service while managing approximately 95 Short-Term Disability (STD) claims.
• Oversee a portfolio of complex claims, including those involving co-morbidities, behavioral health issues, and self-reported symptoms.

Senior Disability Claims Examiner, Concierge Team

Full-stack Engineer

• Partner with product owners, analysts, engineers and business partners to deliver solutions to our Global Investment Operations teams.
• Provide leadership on end-to-end delivery of solutions.
• Lead, mentor and coach the technical teams as you implement solutions to sophisticated business problems.
• Build and optimize technology solutions using modern technology (e.g. Python, Java, SQL).
• Build and maintain data integrations with 3rd party vendors, internal systems and BlackRock Aladdin.
• Implement and integrate 3rd party tools for fit-for-purpose operations functions.
• Drive future state operations solutions to enhance productivity through automation and leveraging generative AI and machine learning techniques to drive efficiencies.

Director, Tech Lead – PGIM Fixed Income

• Develop architectural patterns, guidelines, and methods to manage data assets across the data life cycle, from acquisition through archival and purge
• Design and develop efficient BI solutions that meet the approved requirements and align with the IT and data strategy
• Build and maintain positive relationships with Information Technology team and business partners
• Act as technical expert for all BI and Data Modeling technologies
• Mentor and manage junior resources. Guide and assist the team on best practices; modify existing and develop new processes for smoother functioning
• Manage multiple tasks and projects simultaneously
• Effectively troubleshoot production issues and perform root-cause analysis

Vice President, Tech Lead – Private Credit

• Monitor the collection and due diligence materials as well as approval of due diligence materials reviewed by underwriting staff.
• Serve as the primary point of contact for clients and serve as the point of contact on credit and underwriting issues with the Agency, when necessary.
• Responsible for training team members.
• Complete review, analysis, and approval of due diligence materials related to loan submissions.
• Review and provide commentary on third party reports.
• Finalize the underwriting narrative and model and/or provide direction to underwriting staff.
• Ensure on-going communication on all aspects of the loan process with key stakeholders.
• Conduct site visits independently.
• Actively collaborate across the Underwriting team on portfolios or larger underwriting efforts.
• Ability to proactively collaborate with Agency partners as necessary throughout the transaction.
• Present to Investment/Loan Committee when necessary.
• Research and analyze markets/submarket trends and fundamentals.
• Management and mentorship of team analysts.

Senior Director, Underwriter

• Provide concierge-level customer service to one of Group Insurance’s largest clients
• Take a consultative approach in guiding and coaching client’s employees through the life cycle of a disability claim
• Deliver world-class service ensuring a more effortless experience for the employee
• Engage Expert Resources to further enhance the claim journey, addressing Behavioral Health and Vocational opportunities
• Interact directly with the Leave team at the client during quarterly virtual meetings
• Interface daily with the client’s Benefits Business Partners
• Seek opportunities to further enhance the claimant experience
• Serve as an ambassador for continuous process improvement within the Concierge Team
• Manage an assigned block of around 75 Long-Term Disability (LTD) and Short-Term Disability (STD) claims
• Oversee a block of complex claims, including those with co-morbidities, behavioral health issues, and self-reported symptoms

Senior Disability Claims Examiner

Systems Engineer

• Own end-to-end delivery and support of Fixed Income data products and initiatives working as part of a delivery team, collaborating with stakeholders, developers, QA to understand requirements, analyses and refine stories, design solutions, implement them, test them, and support them in production
• Act as a SME for driving root cause analysis and remediation for production incidents
• Translate Fixed Income business needs into clear, actionable technical requirements, including data mappings, transformations, and validation rules
• Work closely with data engineers to analyze existing data logic, read SQL/code, and validate that implementations align with business intent
• Proactively monitor data quality, identify issues, and take accountability for resolution, not just escalation
• Support Agile delivery by contributing to backlog refinement, sprint planning, story breakdown, and acceptance criteria
• Partner with Front Office, Risk, Operations, and downstream consumers to elicit requirements and resolve data questions
• Ensure data solutions meet production-grade standards for stability, accuracy, traceability, and auditability
• Continuously improve BAU processes, documentation, and controls to reduce recurring issues and operational risk

Technical Business Systems Analyst

• Manage a book of pending claims through effective time management to ensure timely payments
• Process decisions on claims through claim management system (Promise 360) and/or new business application (Compass)
• Approve and deny claim payments within authorization limits
• Render decisions on disability extension requests and traumatic injury claims within authorization limits
• Obtain necessary information for claim decisions from various sources including, but not limited to, the Veterans Administration, branches of service, beneficiaries, attorneys, and police departments.
• Correspond with claimants, law department, underwriting, Casualty Assistance Officers, attorneys, the Veterans Administration, and other interested parties through the life of a claim
• Prioritize work to ensure meeting of performance standards
• Other duties as assigned

Claims Examiner

• Provide concierge-level customer service to one of Group Insurance’s largest clients
• Take a consultative approach in guiding and coaching our client’s employees through the life cycle of a disability claim
• Deliver world-class service that ensures a more effortless experience for the employee
• Engage Expert Resources to further enhance the claim journey, addressing Behavioral Health and Vocational opportunities within their block of claims
• Interact directly with the Leave team at the client during quarterly virtual meetings
• Interface daily with the client’s Benefits Business Partners
• Seek out opportunities to further enhance the claimant experience
• Serve as an ambassador for continuous process improvement within the Concierge Team
• Oversee a block of complex claims, including those with co-morbidities, behavioral health issues, and self-reported symptoms

Financial Planning and Analysis

• Implementation of new accounting related to new business initiatives which includes:
• Creating Statutory and GAAP accounting examples of new transactions based on accounting guidance.
• Partnering with Operations to execute Table Maintenance System changes to support the accounting in the administration systems.
• Partnering with technology to test accounting transactions and reports programmed in the administration system/sub-ledger (PIPS) to ensure correct STAT and GAAP reporting.
• Updating relevant documentation to support the new business release.
• Processing and monitoring proofs and controls related to the administration systems to ensure accounting is correct.
• In addition, researching and resolving issues related to these proofs.
• Supporting other FSO teams, Operations and Finance in researching and resolving issues/questions related to policyholder accounting.
• Providing internal and external audit support on policyholder accounting.
• Various ad-hoc requests as needed.

Senior Financial Reporting Associate – Accounting Implementation Solutions

Compliance

• Fast-paced environment supporting various business and control partners, advising on compliance risks associated with initiatives, projects, and operational activities
• Execute and manage Corporate Function Compliance programs, including but not limited to Personal Conflicts of Interest and Outside Business Activities, Institutional Conflicts of Interest, Gifts & Entertainment monitoring and approvals, Personal Securities Trading reviews, vendor and third party reviews and Responsible Artificial Intelligence business use case reviews
• Support the Compliance Risk Management (CRM) activities for the Corporate Functions, including inherent and residual risk assessments, development and execution of testing and monitoring plans and documentation of results, issues, and action plans
• Review and monitor regulatory law changes (alerts) applicable to the Corporate Functions and coordinate with business owners to assess applicability, identify control gaps, and document responses
• Escalate material compliance risks and issues to Compliance leadership

Compliance Manager, Corporate Functions Compliance

• Accountable for direct support of the Team Lead on the claim team ensuring optimal claims handling and timely, accurate decisions of the claim team
• Provides guidance and technical support to the claim team to ensure, timely and accurate decision for our customers
• Displays behaviors of engagement and problem solving on a consistent basis resulting in the team's increased efficiency and high quality claims management for the benefit of the overall customer experience
• Demonstrated ability to deliver accurate, dependable, and trustworthy service to our customers
• Demonstrated ability to lead others to improved effectiveness through coaching, feedback, and problem solving
• Collaborates effectively across team and organization to elevate performance across functions
• A strong customer focus evidenced through maintaining customer relationships
• Project participation and/or management at the team and organizational level in accordance with our strategic imperatives

Disability Claims Specialist

Client Services Representative

• Serve as the designated contact for assigned clients, managing and resolving service inquiries with professionalism and urgency
• Conduct on-camera calls with clients and brokers, maintaining a professional and polished presence while ensuring clear, effective communication and fostering positive engagement
• Apply a consultative and customer-focused approach to address service needs and deliver a positive experience
• Build and maintain strong relationships with client representatives, producers, and brokers
• Deliver consistent, high-quality service by adhering to established processes and industry standards
• Recognize recurring issues and contribute observations and insights to support root cause analysis and improvement
• Collaborate cross-functionally to support resolution of process gaps
• Participate in process improvement initiatives by providing input, feedback, and execution support
• Demonstrate openness to change and support continuous improvement efforts
• Manage multiple priorities effectively in a fast-paced, evolving environment

Senior Client Services Specialist – Group Insurance

Insurance

• Lead the team to achieve customer service and claims management excellence.
• Ensure accuracy of benefits paid on disability claims based on the deductible sources of income (offsets) and other contractual provisions outlined within the certificates.
• Monitor, track and analyze reporting to ensure appropriate offset management of claims.
• Develop effective action plans that result in improved team and individual performance.
• Build and maintain internal and external customer relationships.
• Provide direct reports with ongoing support, appropriate training, positive/constructive feedback, coaching and recognition in an inclusive manner.
• Drive employee engagement and continuous process improvement to remove barriers and enhance team effectiveness.
• Provide for business continuity by identifying potential successors and emerging leaders for the key leadership positions on your teams.
• Ensure team is in compliance with their obligations regarding risk identification, risk assessment and risk monitoring, control, and escalation.

Senior Director, Securitized Products Credit Research

Senior Account Manager – IMO

Senior Disability Claims Examiner, Concierge Team

Director, Tech Lead – PGIM Fixed Income

Vice President, Tech Lead – Private Credit

Senior Director, Underwriter

Senior Disability Claims Examiner

Technical Business Systems Analyst

Claims Examiner

Senior Disability Claims Examiner

Senior Financial Reporting Associate – Accounting Implementation Solutions

Compliance Manager, Corporate Functions Compliance

Disability Claims Specialist

Senior Client Services Specialist – Group Insurance

Group Insurance Team Lead, Claims