Meet Global Atlantic

We are a leading U.S. retirement and life insurance company, built on a unique heritage, with an enduring commitment to keep the promises we make.

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Addressing your
financial protection needs

With competitive and innovative product designs, leading investment and integrated risk management, and highly experienced leadership – Global Atlantic is committed to addressing your financial protection needs. Today – and tomorrow.

Learn about our business, our approach, our people and our passion.

GAFG Timeline

Our History

The history of Global Atlantic is defined by patience and vision converging with opportunity and experience. Global Atlantic brings together people with deep experience at all levels of our organization garnered through decades of experience gained both at predecessor companies and throughout the industry.

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Global Atlantic Leadership

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Allan Levine

Chairman & Chief Executive Officer

Allan Levine, Chairman and Chief Executive Officer, is the co-founder of Global Atlantic. Previously he served as the CEO for the Goldman Sachs Reinsurance Group (GSRG), which became Global Atlantic upon separation from Goldman Sachs in 2013. His vision and strategic direction have guided the company from inception into a leader in the U.S. retirement and life insurance market. Prior to founding GSRG and assuming his current role, Allan was co-head of Goldman Sachs’ Firmwide Strategy Group. He joined Goldman Sachs in 1997, and was named managing director in 2002 and partner in 2006.

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Rob Arena

President

As President of Global Atlantic, Rob is highly engaged in the day-to-day management of the business and the company’s overall strategy. Rob has oversight over the company’s individual retirement and life insurance businesses, marketing, operations, and technology. He has more than 25 years of experience in the financial services industry, including leadership of The Hartford’s annuity business and President, Hartford Mutual Funds. Previously, he served as Senior Vice President for American Skandia/Prudential Annuities.

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Anup Agarwal

Chief Investment Officer

Anup oversees Global Atlantic’s Investment Office, which includes corporate credit, structured products, commercial real estate, operating assets, and private equity investments. He has more than 20 years of experience leading investment and research teams. Previously, Anup was Head of Residential, Commercial and Consumer Loans and Securities at Western Asset Management Company (WAMCO).

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Padma Elmgart

Chief Technology Officer

Padma brings 20 years of experience leveraging technology across operational, digital and investment initiatives to her role as CTO. She has served as a senior Chief Information Officer at Deutsche Bank Americas and previously held various investment, risk and technology positions with Barclays Capital/Lehman Brothers, JP Morgan Securities and CitiGroup.

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Kim Lee

Chief Financial Officer

Kim joined Global Atlantic as a founding member. As Chief Financial Officer, he is responsible for oversight of the firm’s Accounting, Actuarial, Risk Management, Corporate Development, Tax and Internal Audit departments. Previously, he worked in Goldman Sachs’ Financial Institutions Investment Banking division. Kim graduated from Brown University summa cum laude.

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Paula Nelson

President, Retirement

Paula joined what is now Global Atlantic in 2010 to lead the organization’s distribution of annuity products. She later assumed the role of President of Retirement for Global Atlantic, leading the organization to a record $8.4 billion in annuity sales in 2019. Paula has 35 years of experience in the financial services industry and is on the Executive Board for the Insurance Retirement Institute and the CEO Steering Committee for the ACLI, two of the industry’s leading trade organizations. Prior to working at Global Atlantic, Paula served as Chief Executive Officer and President of Transamerica Capital, Inc., a leading wholesale broker/dealer.

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Dan O’Shea

Chief Human Resources Officer

Dan is responsible for all of Human Resources at Global Atlantic inclusive of talent management and recruiting, compensation, benefits, performance management and all HR needs of the business. Prior to joining Global Atlantic, he spent 12 years in Human Resources at The Hartford in roles of increasing scope and responsibility. He earned his undergraduate degree in Psychology at Boston College and a PhD in Industrial and Organizational Psychology from the University of Connecticut.

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Samuel Ramos

Chief Legal Officer, General Counsel & Secretary

Samuel is General Counsel and Secretary of Global Atlantic Financial Group Limited. He is responsible for Global Atlantic’s Legal, Compliance, Corporate Governance, Regulatory and Government Affairs departments. Prior to Global Atlantic, he worked with numerous businesses in Goldman Sachs’ Securities Division. He also served as law clerk to Judge C. Arlen Beam of the Eighth Circuit Court of Appeals before joining the New York law firm of Sullivan & Cromwell, where he specialized in securities law.

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John Rugel

Chief Operations Officer

John is responsible for oversight of Global Atlantic’s in-force and new business insurance service and operations. He served as Senior Vice President of Life and Annuity Operations at Allstate. In more than two decades of industry, his experience spans underwriting, new business and operations leadership positions at Allstate, MetLife, American General/AIG.

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Manu Sareen

Head of Institutional and CEO, Global Atlantic Re Limited

Manu Sareen is responsible for institutional business and mergers and acquisitions (M&A), driving company growth through reinsurance and block acquisitions. During Manu’s time leading the reinsurance effort for Global Atlantic, the company has completed more than $50 billion in reinsurance and M&A deals. Prior to the spinout of Global Atlantic, Manu was a Managing Director in the Goldman Sachs Reinsurance Group. Previously, he worked in the investment banking group at Wasserstein Perella and helped start CashEdge, a leading provider of internet-based payment services.

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Philip Sherrill

Head of Corporate Development

Phil is responsible for strategy, mergers and acquisitions, investor relations, capital raising, and other corporate finance areas. Prior to assuming his current role, Phil worked closely on the company’s foundational transactions and its entry into current lines of business. A graduate of Harvard College, Phil worked in Goldman Sachs’ investment banking division before joining Goldman Sachs Reinsurance Group (GSRG), the predecessor to Global Atlantic prior to its separation in April 2013.

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Dave Wilken

President, Life

Dave brings more than 30 years of experience to his role as President, Traditional Life. He is responsible for life insurance business operations, including sales, product development, new business and underwriting. Formerly President of Individual Life for Voya’s Insurance Solutions business, where he had oversight of all Individual Life sales distribution, with a focus on growth in the accumulation and indexed market segments.

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Edward Wilson

Chief Risk Officer

Edward is responsible for enterprise-wide risk governance and oversight. Previously, Edward held a variety of roles in more than 26 years at Goldman Sachs, including Global Head of Risk for the Prime Services business, oversight of risk in the Equities Division, and various trading roles in the FX, Equity Derivatives and Interest Rate Products businesses.

MORE OF OUR LEADERSHIP
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Community Relations

Making a Difference

Global Atlantic believes we have a responsibility to support the communities where we work, and we focus our charitable efforts around this community-oriented philosophy.

  • Employees in each office are empowered to choose the local organizations we support to make a difference where we live and work.

  • Global Atlantic allocates funds each year for each of our 10 offices' local charitable endeavors.

  • Volunteer days provide an opportunity for employees to spend a day out of the office, giving back to the local community.

A Matching Gift Program encourages personal giving by matching employee charitable donations to eligible organizations.

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Diversity and Inclusion

Open minds open doors.

Great things happen when you harness the power of different perspectives and ideas in a diverse and inclusive workplace.

  • Employee resource groups, including a Women’s Network, provide personal and professional development opportunities.

  • Pledge to CEO Action for Diversity & Inclusion reinforces a commitment to welcoming open dialogue and tackling unconscious bias.

  • Conscious consideration of diversity and inclusion in our recruiting, personnel decisions and manager goal setting.