Gregory J Leone, FLMI
Senior Vice President of Administrative Services
Greg Leone has overall responsibility for managing and coordinating all activities relating to BOLI plan installation and ongoing administration activities. He has over fifteen years of insurance and investment related experience. Seven of the fifteen are specifically in the design and administration of executive benefit plans and broad based plans informally funded with COLI or BOLI. Greg has worked for several national firms. Most recently Greg was a Manager of Design and Analysis for Clark Consulting in Dallas, Texas. He was also a Senior Financial Analyst for the Newport Group in Orlando, FL. Greg started his career as an Actuarial Analyst for American Bankers Insurance Group in Miami FL. He also spent a number of years as an actuarial programmer for a large software development firm. Greg has a Bachelor’s degree in Mathematics from Florida State University and is a Fellow of the Life Management Institute. He also holds the series 7, 63, 65 and 24 securities licenses.
