MEET OUR TEAMWhen you choose to work with Pacific Life, our team becomes your team.
Customer service is at the forefront of our organization. This commitment to building strong relationships is the foundation of our 153-year old company.
Let our experienced Pensions Solutions Team assist you with the level of dedication that your employees and retirees deserve for a secure future. See how we can create customized solutions with innovative products for your unique needs with impeccable and attentive care.
Meet Your Team.
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Speak with a team memberRequest a Quote
- Phone
- (877) 536-4382, Option 1
- Fax
- (949) 219-8628
- Address
- Pacific Life Insurance Company
Institutional Solutions
700 Newport Center Drive
Newport Beach, CA 92660
Customer Service
- Phone
- (833) 702-1617 (Toll-Free)
- Fax
- (469) 788-7137
Brian Woolfolk
Executive Vice President and Head of Institutional DivisionBrian is responsible for the establishment, growth and profitability of Pacific Life’s institutional product lines. Prior to his promotion to lead the new division in January of 2020, he was senior vice president of sales and chief marketing officer in the Retirement Solutions Division. Brian joined Pacific Life in 2010.
Paul Hance
Chief Financial OfficerPaul joined Pacific Life in 2020 and quickly advanced to his current role as Chief Financial Officer. An accomplished thought leader, with keen insights and strategic vision, Paul brings a wide variety of experience, creativity, and a deep understanding of financial services; having previously served as Chief Risk Officer, Chief Financial Officer, and Chief Actuary before joining Pacific Life. Paul was promoted to his current role in 2022.
Russ Proctor
AVP, Head of Pension Risk TransferRuss is responsible for managing the Pension Solutions team and consulting with companies and their advisers to reduce and remove financial risk inherent in their pension plans. He also works with companies who have defined contribution plans to provide guaranteed lifetime income options for plan participants. Russ joined Pacific Life in 2011.
Ruth Schau
Senior Director, Pension SolutionsRuth works with companies and their advisors to customize solutions to solving financial risks inherent in pension plans. Her focus is with organizations who sponsor defined contribution (DC) plans, such as 401(k) or 403 (b) plans to provide guaranteed lifetime income options for plan participants. Ruth joined Pacific Life in 2021.
Jen Wing
Director, Internal Sales Manager, Pension SolutionsJen is responsible for overseeing the Internal Sales team for the Pension Risk Transfer and Defined Contribution Lifetime Income product lines. She works with sales intermediaries and consultants, as well as plan sponsors and participants of defined benefit plans to ensure a smooth transition to Pacific Life. Jen joined Pacific Life in 2000.
Kristin Brooks
Senior Pensions Sales AssociateKristin works on the Solutions Team and is responsible for Pension Risk Transfer transactions which include bid/quote review, new sales development and post-sale Communication and oversight. She is also responsible for lifetime income solutions and managing PARS relationships. Kristin joined Pacific Life in 2008.
Octavio Dominguez
Senior Pensions Sales AssociateOctavio works on the Solutions Team for the Pension Risk Transfer and Defined Contribution Lifetime Income product lines. He helps ensure a smooth transition of plan participants to Pacific Life by working with plan sponsors and sales intermediaries. Octavio Joined Pacific Life in 2011.
Danielle Johnson
Senior Pensions Sales AssociateDanielle is responsible for the pre and post-sale coordination of Pacific Life’s Institutional Annuity products. In her role, she works on building strong relationships with our sales intermediaries and consultants, as well as plan sponsors and participants, providing exceptional customer service as participants transition to Pacific Life. Danielle joined Pacific Life 2002.
Scott McGill
Director of Operations, PensionsScott leads the Operations area for Pension Risk Transfer and Defined Contribution Lifetime Income annuities for the Institutional Division. He oversees a team that supports an industry-leading customer experience through the consistent and accurate handling of transaction requests across the lifecycle of our contracts. Scott joined Pacific Life in 2005.
Sara Faris
Senior Business Process Improvement AnalystSara supports the Pension Operations team focusing on the analysis of complex pre/post issue Pension Risk Transfers, pension administration and servicing other pension solution products in the Institutional Division. She delivers an industry-leading customer experience across the lifecycle of our contracts. Sara joined Pacific Life in 2006.
Jamie Finkral
Operations Service AnalystJamie joined Pacific Life in 2017 as an Annuities Product Specialist in the Retirement Solutions Division. Currently, she supports the Operations area for Pension Risk Transfer and Defined Contribution Lifetime Income annuities for the Institutional Division. She is a member of the team that supports an industry-leading customer experience through the consistent and accurate handling of transaction requests across the lifecycle of our contracts.
Chad Grosse
Operations Service AnalystChad supports the Operations area for Pension Risk Transfer and Defined Contribution Lifetime Income annuities for the Institutional Division. He is a member of the team that supports an industry-leading customer experience through the consistent and accurate handling of transaction requests across the lifecycle of our contracts. Chad joined Pacific Life in 2007.
Leslie Malloy
Operations Service AnalystLeslie works as a Pension Service Analyst on our Pensions Operations Team. She is focused on providing exceptional operational and administrative support for our Pension customers. Leslie joined Pacific Life in 2006.
Emily Steenson
Operations Service AnalystEmily supports the Pension Operations team focusing on the analysis of complex pre/post issue Pension Risk Transfers, pension administration and servicing other pension solution products in the Institutional Division. She delivers an industry-leading customer experience across the lifecycle of our contracts. Emily joined Pacific Life in 2014.
Destiny Lara
AVP, Financial Education and Participant ExperienceDestiny is responsible for the pricing and design of Pension Risk Transfer products as well as defined contribution plan initiatives. Destiny joined Pacific Life in 2011.
Ahmet Kamil
Strategic Partnerships DirectorAhmet joined Pacific Life as a Director of Product Development in May of 2020. He brings with him nearly 15 years of financial services experience with a decade of that spent in the insurance industry in various roles ranging from sales and distribution to defined contribution lifetime income product development. Ahmet’s focus in his current role is bringing to life the defined contribution lifetime income strategy for Pacific Life.
Tim Kim
Director of Actuarial PricingTim started his career at Pacific Life in 2001 and currently oversees the Transactions team, responsible for pricing Pension Risk Transfer transactions. He brings a diverse background of life insurance pricing, reinsurance, and pension consulting to the team.
Wayne Huang
Director of Data ScienceWayne leads the data analytics team in the Institutional Division. Prior to Pacific Life, he was the Head of Data Science at Spruce, a FinTech startup. Before that he was the Head of Predictive Analytics at Prudential Group Insurance. He holds a Ph.D. from Stevens Institute of Technology, an MBA from the State University of New York at Albany, and a BS from National Central University in Taiwan.
Crew Sullivan
AVP Pricing ProjectsCrew leads the Pricing Projects Team for Institutional Division. His team’s responsibilities include implementing new product features/capabilities for the Pensions team, new product implementation, and model platform changes. Crew joined Pacific Life June 2020.
Jim Breen
AVP, Head of MarketingJim leads the marketing efforts for the Institutional Division, including Pension Risk Transfer, Defined Contribution Lifetime Income, Stable Value, Health Savings Account, and Funding Agreement business. He joined Pacific Life in 2015 and brings over 20 years of experience to the team.
Joe Krum
Senior Vice President, Pacific Life’s Global Institutional Investment GroupSince joining Pacific Life in 2001, Joe surpassed over 30 years of industry experience and served in a variety of key roles, including VP, Treasurer of Pacific Life. Joe was also responsible for spearheading the development of Pacific Life’s Sustainable Bond Framework and the issuance of the company’s inaugural sustainability bond, as well as the global expansion of Pacific Life’s Funding Agreement-Backed Note (FABN) platform. Joe was promoted to his current role in 2023.
Lance Doherty
AVP, Capital Markets GroupLance’s responsibilities include funding agreements, FHLB funding, and securities lending income businesses. Since joining Pacific life in 2006, he has held various roles within Corporate Treasury, including capital markets, liquidity management, and short-term investing.
Ron Canent
Director, Capital Markets GroupRon joined Pacific Life Insurance Company in 1998. He focuses on Funding Agreements, Working Capital Finance Investments, Securities Lending, and Federal Home Loan Bank programs.
Maya T. Pillai
Assistant Vice President, Head of Stable Value WrapMaya is responsible for managing the Stable Value Wrap team, which focuses on market development and growth. Maya works with Stable Value Investment Managers to provide a Stable Value option for retirement plan participants and education savings account holders. Since 2009, Maya has held various roles within the Stable Value industry; she joined Pacific Life in 2018.
Christine Bass
AVP, Head of New MarketsChristine is responsible for the Health Savings Account business and developing products in new markets. Christine joined Pacific Life in 2022 and has over 15 years of actuarial experience, across life, annuity, and institutional products in U.S. and international markets. Her career has also included roles at Bain Capital, Milliman, and Prudential Financial. She is a Fellow of the Society of Actuaries and holds an MBA from the University of Chicago, Booth School of Business.
Adam Gilbert
HSA Product ManagerAdam manages the Health Savings Account business. He joined Pacific Life in 2020 and has robust experience in stable value and institutional markets. Adam is a Fellow of the Society of Actuaries.
Marti Vaughan
Operations Service AnalystMarti is on the Operations Team for the Pension Risk Transfer and Defined Contribution Lifetime Income products. She works to ease the transition to Pacific Life and provides long-term, quality care to plan participants. Marti joined Pacific Life in 2018.
Ivy Wu
VP, Head of Pricing and AnalyticsIvy is responsible for pricing, assumptions, product design, and data analytics for the Customer Solutions Group products and joined Pacific Life in 2022. She has over 20 years of actuarial experience, with more than 12 years of that focused on institutional retirement products. She is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries.
Michael Oler
AVP, Head of Defined Contribution Lifetime IncomeMichael is responsible for leading the growth of the Defined Contribution Lifetime Income business. Before joining Pacific Life, Michael was the Retirement Income Product Manager at T. Rowe Price. His career in retirement services has also included strategic roles at BlackRock, MetLife, and PricewaterhouseCoopers. Michael joined Pacific Life in 2022.
Chris McGlynn
Director of Pension SalesChris is responsible for consulting with organizations and their intermediaries on Pension Risk Transfer and Defined Contribution Lifetime Income solutions. Through these institutional retirement collaborations, Chris partners to provide innovative opportunities for plan sponsors to manage future employer-retirement cost volatility and the option to offer its employees with in-plan guaranteed income options for retirement. Chris joined Pacific Life in 2022.
Karen Neeley
Vice President, Institutional Retirement Solutions GroupKaren has served in the financial services industry for nearly two decades, with extensive experience in retirement, across the DB and DC sectors. She has held leadership positions at several Fortune 500 companies. Karen is responsible for go-to-market strategy, distribution, customer and partner engagement, and product development for Pension Risk Transfer and Defined Contribution Lifetime Income product solutions. Karen joined Pacific Life in 2023.