Anant BhallaChief Executive Officer & President
Anant Bhalla was appointed President of the Company on January 27, 2020 and Chief Executive Officer on March 1, 2020.
Prior to joining American Equity, Mr. Bhalla was a partner of Bhalla Capital Partners, from March 2019 to January 2020. From 2016 until 2019, he served as Executive Vice President and Chief Financial Officer of Brighthouse Financial, Inc. From 2014 until 2016, he served as Chief Financial Officer of Retail business for MetLife. Prior to MetLife, Mr. Bhalla served in numerous senior roles including Chief Risk Officer, Treasurer and other management roles at Fortune 500 companies, including American International Group, Lincoln National Corporation, and Ameriprise Financial.
Axel AndréExecutive Vice President & Chief Financial Officer
Axel André was appointed Executive Vice President and Chief Financial Officer of the Company on September 7, 2021.
Previous to American Equity, André was Executive Vice President and CFO for Jackson National. Prior to that he spent nearly 7 years at AIG. André joined AIG initially as Chief Risk Officer for Individual Retirement, Group Retirement, and Institutional Markets. He was promoted to Chief Financial Officer of Individual Retirement at AIG, where he was responsible for overseeing all aspects of the finance and actuarial value chain for the Individual Retirement business, including asset-liability management, hedging, reporting and capital management. Prior to his time at AIG, André served as a Managing Director on the Global Insurance Strategies team at Goldman Sachs. Andre holds a PhD in Physics from Harvard University and a Masters in Science in Physics from Imperial College in London.
Jim HamalainenExecutive Vice President, Chief Investment Officer & Chief Client Solutions Officer
Jim Hamalainen is Executive Vice President, Chief Investment Officer & Chief Client Solutions Officer at American Equity.
Prior to joining American Equity, he was EVP, Chief Risk Officer, at Brighthouse Financial, where he built a risk function focused on implementing proactive processes to manage risk. Prior to his time at Brighthouse, Mr. Hamalainen served as SVP, Treasury and Investment Management at Ameriprise Financial from 2010 to 2016. Before that he served in a number of finance, risk management and investment roles at Ameriprise and American Express Financial Advisors.
He started his career at IDS Financial Services after earning degrees from the University of North Dakota and the University of Minnesota.
Jeffrey D. Lorenzen, CFAExecutive Vice President & Chief Risk Officer
Jeffrey D. Lorenzen, CFA, is Executive Vice President and Chief Risk Officer of American Equity Investment Life Holding Company and American Equity Investment Life Insurance Company.
Prior to joining American Equity as Senior Vice President and Chief Investment Officer in February 2009, he was the President and Chief Investment Officer of WB Capital Management Inc., a wholly-owned subsidiary of West Bancorporation, Inc. He also served on the board of directors for WB Capital Management, Inc., and was a member of the management committee of West Bancorporation (Nasdaq; WTBA). Prior to 2006, Mr. Lorenzen was President and Chief Investment Officer of Investors Management Group, where he spent 14 years in a variety of investment leadership positions. He started his career at Statesman as a high-yield credit analyst in 1989.
Mr. Lorenzen received his B.B.A. in finance from the University of Iowa and and M.B.A. from Drake University. He earned his Chartered Financial Analyst (CFA) designation in 1993. Mr. Lorenzen has more than 25 years of experience in the investment and life insurance industries.
Phyllis ZanghiExecutive Vice President & Chief Legal Officer
Phyllis Zanghi is Executive Vice President and Chief Legal Officer. Ms. Zanghi joined American Equity in 2020 as General Counsel - U.S. Life Companies. She has over 20 years of legal experience in negotiating financial transactions, executive compensation, employee benefits, insurance products, company tax strategy, risk management, and ERISA compliance.
Prior to joining the Life Company, Ms. Zanghi served as Head of Tax and Associate General Counsel at Brighthouse Financial from 2017-2020. Prior to that, she held various roles, most recently as Senior Vice President, during her 19-year tenure with MetLife.
Ms. Zanghi completed her undergraduate studies at Rutgers University - New Brunswick and received her Juris Doctorate (JD) from St. John's University School of Law. She earned her Master of Law in Taxation (LLM) from the New York University School of Law.
Dewayne LummusSenior Vice President & Chief Accounting Officer
Dewayne Lummus was appointed Senior Vice President and Chief Accounting Officer of the Company on November 30, 2021.
Prior to joining American Equity, he was the Managing Director and Corporate Controller of Equitable Financial Life Insurance Company where, since 2019, he managed all aspects of accounting, financial reporting, reinsurance accounting and administration, and finance systems strategy.
Previously, Mr. Lummus served as Chief Financial Officer, Retail Financial Products, at Teachers Insurance and Annuity Association of America, from 2015-2019, where he oversaw segment-focused brokerage, insurance, educational savings and wealth management solutions. Before 2015, Dewayne was the deputy controller at Teachers and, prior to that, held various financial accounting and reporting positions with Voya (formerly ING).
Mr. Lummus graduated from Kennesaw State University with a bachelor's degree in accounting and is a certified public accountant. Dewayne has over 25 years of experience in the life insurance industry.