Julia leads Prudential’s U.S. Pension Risk Transfer business. In that role, Julia holds responsibility for helping pension plan sponsors achieve their pension de-risking goals by securing their promises with Prudential and a commitment to flawless execution, top-tier service and administration for annuitants.
In Julia’s most recent prior role, she served as the Chief Risk Officer of Prudential’s U.S. Businesses, where she partnered with the U.S. businesses to advance strategic objectives while protecting the long-term health of the enterprise. She had been the Chief Risk Officer for Prudential’s Individual Life and Annuities businesses before that.
Since joining Prudential in 2004, Julia has led the Market Risk Reporting & Analytics Group, was the Chief of Staff to Prudential’s Chief Investment Officer and held roles within U.S. Portfolio Management and PGIM Private Capital. As a market risk leader, Julia engaged in global and U.S. regulatory advocacy around insurance capital standards and key industry issues related to market risks.
Julia earned her MBA from New York University’s Stern School of Business and her BA in mathematics from the University of Delaware.
Disclaimer
Pension and medical risk transfer products are insurance products issued by The Prudential Insurance Company of America (PICA), Newark, NJ, a wholly owned subsidiary of Prudential Financial Inc. (PFI). PICA is solely responsible for its contractual and financial obligations. Guarantees are dependent on the claims-paying ability of PICA and are subject to certain terms, conditions, and limitations.
Certain insurance products used to transfer pension risk, including PICA’s Portfolio Protected Buy-Out and Portfolio Protected Buy-In, may utilize a separate account established by PICA, in which case, premium paid to PICA under the group annuity contract is deposited into a separate account. The payment obligations specified in the group annuity contracts for such products are insurance claims supported by the assets in the separate account, and if such assets are not sufficient, by the claims-paying ability of PICA, subject to certain terms conditions, and limitations.
This material is intended for informational purposes only. Before entering into a transaction or pursuing a strategy of the types described herein, you should consider the suitability of the transaction or strategy to your particular circumstances and independently review (with your professional advisors as necessary) the specific financial risks as well as the legal, regulatory, investment, credit, tax, and accounting consequences.
Products not available in all states.
Reinsurance products are issued by PICA. Neither PICA nor its parent company PFI, headquartered in the United States, is affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. PICA is solely responsible for its financial condition and contractual obligations. PICA is not authorized or regulated by the U.K. Prudential Regulation Authority or regulated by the Financial Conduct Authority, nor does it offer insurance or reinsurance in the United Kingdom. PICA is not authorized or regulated by the Office of Superintendent of Financial Institutions for Canada or by the Financial Services Commission of Ontario. PICA is not authorized or regulated by supervisory authorities in the European Economic Area (EEA). PICA provides insurance products for U.S. pension plans in the United States and off-shore U.K. reinsurance to companies that have acquired U.K. pension risk through transactions with U.K. plan sponsors.
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CA Certificate of Authority (PICA) For Compliance Use Only #1179
For compliance use only:1081125-00001-00