Jim Purvis

Experience

• 

  Ohio Casualty Group

  Aug 1990 - Jul 1998

  Accounting Manager

  SEC Reporting, general ledger, investment accounting, reinsurance accounting, management reporting

• 

  Ohio National Financial Services, Inc.

  Jan 1998 - Oct 2005

  VP, Financial Reporting

  Responsible for all financial reporting (US GAAP, statutory, management) for $20b insurance group; handled consolidations, holding company cash flow management, audit coordination for multiple legal entities within the corporate structure.

• 

  ING Investment Management

  Oct 2005 - Sept 2008

  Responsible for investment accounting for $80b of affiliate insurance company assets, reporting on US GAAP, statutory (insurance) and IFRS bases as well as SEC reporting. Responsible for consolidated reporting group providing investment reporting support to affiliate insurance companies.

  • VP, Head of Proprietary Client Finance

    Jan 2008 - Sept 2008

  • VP, Cons Reporting and Fin Analytics

    Oct 2005 - Jan 2008
• 

  Aegon USA

  Sept 2008 - Apr 2010

  VP, US Corporate Controller

  Responsible for US corporate accounting functions; duties included IFRS, US GAAP and statutory reporting, audit coordination, interface with global management, accounting expert on multiple cross functional team projects.

• 

  Guggenheim Insurance

  Apr 2010 - Feb 2021

  Managing Director and COO / Treasurer

  Responsible for multiple facets of insurance operations including financial reporting, regulatory compliance and integration / management of outsourcing relationships.

• 

  Clear Spring Property and Casualty Group of Group 1001

  Feb 2021 - now

  CEO and President