Since 2012, Dan has led trading in Derivatives, including Swaps, Futures and Options, using these products to hedge both interest rate and equity-related risk. Dan implemented a comprehensive hedging strategy to hedge a variety of annuity product and balance sheet risks. Since the launch of Protective’s FIA product have become active in trading SPX Flex options to hedge the risks associated with this book of business.
Dan joined Protective in 2009 to optimize the investment accounting system from a markets-based perspective culminating in a reinstallation.
Prior to Protective, Dan spent most of his career working as a portfolio manager for Large Banks such (HSBC for 12 years, BB&T for 2 years) investing in bank portfolio products including: MBS, ABS, Treasuries, Agencies and Corporate Bonds. Additionally, he developed strategies to provide for effective asset/liability management using various derivative products.