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Robert Simon
Robert Simon is Chief Financial Officer of 21st Services. He is responsible for the
company's proprietary information systems to control life expectancy, underwriting and post-purchase
policy servicing operations. He also manages the premium servicing function for 21st
Services' clients as well as all financial, technology and administrative aspects of 21st
Holdings, LLC and its operating entities.
Bob has more than 12 years experience in the viatical and life settlement industry. He started his
career as Controller for a large U.S. licensed viatical provider and later served as its Chief Financial
Officer. In these capacities he was responsible for developing procedures, controls and information
systems that allowed the company to dramatically increase its purchasing volumes and manage a growing
portfolio of policies in a controlled fashion. Bob implemented a complex corporate structure designed
to support the public securitization of viatical policies and he managed all administrative, compliance
and reporting functions for a $600 million revolving credit facility to fund policy purchases. Bob was
also responsible for negotiating a reinsurance treaty with a major reinsurance firm and a backup servicing
agreement with a national bank. Before entering the life insurance settlement industry, Bob held a
variety of financial, audit and marketing positions with several large financial, transportation and
energy companies.
Bob holds a bachelor's degree in accounting from the University of Minnesota, Minneapolis, an MBA
from the University of St. Thomas and is a Certified Public Accountant and Certified Information Systems
Auditor. |
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