Joel Dickson

About Joel Dickson

Results-focused finance executive with over 25 years of demonstrated portfolio management, financial, operational, and strategic planning experience in the insurance and energy industries. Exceptional combination of business and leadership acumen with proven success in managing complex and multifaceted initiatives to deliver superior results and achieve targeted business goals. Known for pioneering solutions that enhance portfolio returns, improve profits, reduce costs, increase efficiency, improve processes, and enhance enterprise-wide financial performance. Excellent relationship builder; collaborating with and facilitating stakeholder groups across all organizational levels, including C-Level.

Experience

1. Senior Vice President, Insurance Portfolio Management

   Corebridge Financial

   Sep 2022 — Present · Houston, TX, US

   Formerly AIG InvestmentsWork closely with the Chief Investment Officer in accomplishing a variety of portfolio management issues for the various corporate lines of business related to the $200+ billion of assets backing the consumer insurance segment. Manage a group of analysts supporting the line of business asset allocation initiative. In addition, oversight of $11 billion of fixed annuity third party managed portfolios and $2 billion in invested assets supporting various separate and reinsurance accounts. Ensure the duration, credit quality, industry concentration, and other restrictions or limitations are in compliance with the investment guidelines. Provide guidance to trading personnel for strategically investing cash from a ratings, duration, and industry concentration standpoint. Prepare and present reports to internal committees, board of directors, rating agencies, advisers, and clients. Accomplishments:• Crafted and implemented a monthly line of business reporting package to apprise management of any shifts in the portfolio’s strategic asset allocation, duration, or yield, including commentary to explain any portfolio management actions executed over the course of the period.• Developed and managed a process to track and provide summary and detail level reporting of scarce invested asset allocations.• Instrumental in the development and preservation of internal control procedures for line of business asset allocations.

Education

• Mays Business School - Texas A&M University

  Masters, Accounting

  1995 — 1996

• Mays Business School - Texas A&M University

  Bachelor of Business Administration (B.B.A.), Accounting

  1990 — 1995

Skills

• Budget
• Financial Risk
• Financial Reporting
• Valuation
• Data Analysis
• Financial Accounting
• Finance
• Forecasting
• Strategic Financial Planning
• Financial Analysis
• Investments
• Risk Management
• Financial Modeling
• Accounting