Kevin Adamson

Experience

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  ERNST & YOUNG, LLP

  Jul 1988 - Jul 1997

  Senior Manager-Audit

  Assigned to the Audit Department with recruiting, staff management and client responsibilities, progressing from Staff to Senior Manager. Performed financial audits, including risk analysis and review of internal controls and business processes for a range of clients including stock life insurance holding company and related Investment management subsidiaries, property/casualty companies, managed care and health care entities

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  Swiss Re

  Jul 1997 - Mar 2004

  Director of Financial Operations

  Financial Controller for the Reinsurance Division of Lincoln Financial Group. Responsible for all phases of the financial operations of the Lincoln Re entities and lines of business including reporting, planning, budgeting, expense management, regulatory and accounting issues. Main contact for lines of business regarding accounting, financial matters and developing issues to ensure consistency and overall issue resolution. Supported CFO in all financial issues and decisions as senior accounting and financial resource individual. Supervised and managed the work and progress of five direct reports and twenty-five indirect reports. Show less

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  Lincoln Financial Group

  Apr 2004 - Mar 2017

  Chief Operating Offcier- Lincoln Investor Advisor Corporation

  Chief Operating Officer and Product DevelopmentResponsibilities included all aspects of the 1940 Act Funds sold through Lincoln’s variable insurance and retail products with over $140B in assets and generating $220M in revenue annually. Led all business, financial, product development and operational aspects of the registered investment adviser. Guided the fund complex from 7 funds and $7B to 95 funds and $80B during my tenure. Co-Portfolio Manager of over 20 proprietary mutual funds of funds, responsible for asset allocation strategies, underlying fund selection and volatility management, with $30B in AUM. Led and managed fifteen direct and indirect reports, including officer level staff.• Organized and administered the quarterly internal adviser Board and the seven-person independent external Fund Board meetings, in all phases of agenda preparation, speaker roles, risk assessments and logistics. Served as President of the Funds from 2016-2017.• Served as member of the Board of Directors for the Staff Benefit Plans, a $450M United Kingdom-based pension plan.• Completed and led the product development and creation of over 80 new sub-advised accounts, including various funds of funds, managed risk funds, target risk and target maturity funds to be used in all product lines. Work included new product strategy and idea generation, manager selection, SEC and Board approval and ultimate product placement within distribution. • Created and coordinated the manager research and due diligence procedures and reporting mechanisms, including on site visits and quarterly updates for all 1000 mutual funds in order to maximize potential investment performance. • Led efforts and coordination with legal and the SEC on registered fund substitutions and fund selection. • Chaired the Lincoln Investment Advisor Governance, Risk Management, Portfolio Construction, and Fair Value Pricing Committees. Show less

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  Corebridge Financial

  Apr 2018 - now

  Senior Vice President- Investment Solutions

  Senior Vice President, Investment Solutions of the AIG Group Retirement Group in April 2018. Serve as a key member and leader of a dedicated team of investment professionals around the Group Retirement product portfolio strategy within AIG/VALIC. Strategic business partner responsible for developing, managing, and leading the investment product solutions through product and fund research and design, fund development, pricing, implementation, product management and strategy with manager research and business management of the VALIC company Funds. His focus is to bring quality investment solutions to AIG clients. Show less