Executive Vice President, Financial Operations
Jim Morgan is responsible for coordinating and managing all aspects of SBLI’s financial functions, including actuarial, finance, investments, and rating agency relationships.
Since joining SBLI in 1998, he has managed the Company’s investments and has also overseen underwriting, mail and fulfillment, facilities, sales and marketing, and records retention.
Prior to SBLI, Mr. Morgan worked at a series of local banks in investment and asset/liability management roles. During his tenure at each bank, he helped leverage the balance sheet by establishing a funding desk. The balance sheet more than doubled at each bank, and the institutions were ultimately acquired.