Patrick E. Falconio

Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA.

Transamerica Finance Corp. engages in the provision of investment and financial services. It offers life insurance, pension, and leasing. The company is headquartered in Rosemont, IL.

Clark Consulting LLC provides executive compensation and benefit consulting services. It provides services to corporations, banks, and healthcare organizations. The company was founded by Robert K. Clark and David A. Bardes in 1967 and is headquartered in Greenwich, CT.

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Pacific Mutual Holding Co. engages in the provision of insurance, financial services, and other investment-related businesses. It operates through the following segments: Life Insurance, Retirement Solutions, Aircraft Leasing, Reinsurance, and Corporate and Other. The Life Insurance segment includes universal life, indexed universal life, variable universal life, hybrid long term care, and term life insurance. The Retirement Solutions segment involves variable and fixed annuity products; mutual funds, and structured settlement and group retirement annuities which are offered through multiple distribution channels. The Aircraft Leasing segment offers aircraft leasing to the airline industry and provides brokerage and asset management services to other third parties. The Reinsurance segment provides reinsurance to insurance and annuity providers in the United Kingdom, Ireland, and Australia. The Corporate and Other segment consists of assets, liabilities, and activities which support the other operating segments of the firm. The company was founded in 1997 and is headquartered in Newport Beach, CA.

Pacific Life & Annuity Co. provides life insurance, annuities, structured settlement annuities and other investment products and services for individuals and businesses. It also offers wealth preservation, retirement income, income for life, investment products and services, mutual funds, annuities, life insurance, financial protection, and wealth accumulation. The company is headquartered in Newport Beach, CA.

Founded in 1985, Berthel Fisher & Co. Financial Services, Inc. is a registered broker/dealer headquartered in Cedar Rapids, Iowa. The firm provides a full range of securities and brokerage services to their clients. They do not provide any internal research. Berthel Fisher is the broker subsidiary of Berthel Fisher & Co.

The American Chamber of Commerce in the Netherlands is a chamber of commerce that was founded in 1961. The non-profit company is based in Amsterdam, Netherlands.

Pacific LifeCorp provides life insurance services and products. It also provides variable annuities and investment products. The company was founded in 1997 and is headquartered in Newport Beach, CA.

Vereniging Aegon NV operates as holding firm, which engages in the provision of financial services. The company was founded in 1978 and is headquartered in The Hague, the Netherlands.

Part of Aegon NV, Aegon Union Aseguradora De Seguros Y Reaseguros provides insurance services. The company is based in Madrid, Spain.

Aegon UK Plc provides retirement, workplace savings, and protection solutions. The company was founded on December 1, 1998 and is headquartered in London, the United Kingdom.

Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.

The American Academy of Actuaries provides leadership, objective expertise, and actuarial advice on risk and financial security issues to assist public policymakers on all levels. The private company is based in Washington and has subsidiaries in the United States. The academy also sets qualification, practice, and professionalism standards for actuaries credentialed by one or more of the five U.S.-based actuarial organizations.

The Geneva Association provides international think tank of the insurance industry. It offers research programs such as financial stability and regulation, extreme events and climate risk, global ageing, cyber and innovation, and the protection gap. The company was founded by Fabio Padoa Schioppa, Raymond Barre, and Orio Giarini in 1973 and is headquartered in Zurich, Switzerland.

California Pacific Medical Center Foundation operates medical centers. The private company is based in San Francisco, CA.

Aegon THTF Life Insurance Co., Ltd. operates as a life insurance carrier. The joint venture company is based in Shanghai, China.

European Financial Services Round Table operates as an association to regulate the financial risks. It specializes in bringing together chairman and chief executives of European banks and insurance companies. The purpose of the EFR is to contribute to the European public policy debate on issues relating to financial services and to the financial stability with the completion of the single market in financial services. The company was founded in 2001 and is headquartered in Brussels, Belgium.

Part of Aegon NV, Aegon España SAU is a Spanish Madrid-based company led by CEO Tomas Alfaro. The company offers a range of insurance products, including health, dental, and life insurance, as well as personal and occupational accident insurance. Aegon's philosophy is centered around care, and they strive to provide tailored coverage to meet the needs of their customers.

Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA.

Part of ASR Nederland NV, AEGON Nederland NV is a Dutch company that provides life, accident, and health insurance. The company is based in The Hague, the Netherlands. Allegra Cristina C. van Hövell-Patrizi has been the CEO of the company since 2021. AEGON Nederland was acquired by ASR Nederland NV from Aegon Ltd. on July 04, 2023 for $4,564.50 million.

Aria Retirement Solutions, Inc. engages in the operation of a platform that provides fee-based retirement insurance solutions. It offers accumulation, retirement income, principal protection, and wealth transfer to clients. It also offers life insurance and annuities. The company was founded by David Stone, Jay Miller, and R. Scott Strait in 2010 and is headquartered in San Francisco, CA.

Pacific Life Insurance Co. (Investment Portfolio) (Pacific Life-IP) is the investment portfolio division of Pacific Life Insurance Co., ultimately held by Pacific Mutual Holding Co. The firm helps individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life-IP is headquartered in Newport Beach, California.

Aspida Holdings Ltd. engages in the provision of insurance and reinsurance products for individuals and institutions. The company is headquartered in the United States.