Our Team

At Abacus Life we know that the foundation of any company is the people we employ. We seek out the best talent to work as part of our team. We pride ourselves on being able to understand the finer details of the cases that we take on.

Our Mission

Abacus is a leading vertically integrated alternative asset manager specializing in life insurance products. Since 2004, the company has purchased life insurance policies from consumers seeking liquidity and has actively managed those policies over time (via trading, holding, and/or servicing). With over $2.9 billion in face value of policies purchased, Abacus has helped thousands of clients maximize the value of life insurance.

Over the past 19 years, the company has built an institutionalized origination and portfolio management process that is supported by a 78-person team, long-term relationships with 78 institutional partners and 30,000 financial advisors, and the ability to operate in 49 states. The company has serviced approximately $950 million in policies and has managed assets for large asset managers and third-party investment funds. Abacus has underwritten and valued approximately $520 million of policies on behalf of third parties.

Abacus’ leadership team averages 20+ years of experience and have been innovators since the life settlements industry’s inception in the mid-90s. The company is a proud member of the Life Insurance Settlements Association (LISA) and complies with HIPAA and privacy laws to maintain and protect confidentiality of financial, health, and medical information. Abacus is also proud to be a BBB Accredited Business with an A+ rating.

Hallmarks of Our Success

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Large Purchase Range

At Abacus, we purchase life insurance policies with face values ranging from $100,000 to $50 million. Ensuring that no matter how small or large your policy may be, we likely can assist you.

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Unsurpassed Service

We believe in supporting and connecting with our clients during these times and we back it up with things like our Lapsesaver Program.

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Policies Purchased

We are a direct buyer with excellent relationships, we can work to accommodate nearly any policy, so long as the insured is qualified.

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Faster Offers

With our exclusive 24-hour pricing, Abacus is the right choice to finish your settlement as quickly as possible.

Jay Jackson

President & CEO
Sean McNealy

Sean McNealy

Managing Partner
Scott Kirby

Scott Kirby

Managing Partner
Matthew Ganovsky

Matthew Ganovsky

Managing Partner
Shane McGonnell

Shane McGonnell

Vice President
Samantha Butcher

Samantha Butcher

VP of Operations
Karen Teller

Karen Teller

VP of Finance and HR
Bill McCauley

Bill McCauley

Chief Financial Officer
Dani Theobald

Dani Theobald

Lead/General Counsel
Jeff Smith

Jeff Smith

Senior Managing Director of Marketing
Cassie Schaelling

Cassie Schaelling

Managing Director of Direct to Consumer
Ashleigh Hammad

Ashleigh Hammad

Director of Sales
Stuart Little

Stuart Little

Director of Sales
Tim Leonard

Tim Leonard

Director of IT

Courtney Pezzopane

Director of Sales - Client Direct

Efi Laina

Sales Manager – Client Direct

Daniel Brown

Account Executive

Emily Gardner

Director of Broker Services

John Aldridge

Account Executive

Liz Andree

Account Executive

Fiona Li

Account Executive

Jordan Morgan

Account Executive

Kolby Santo

Account Executive

Scott Flowers

Account Executive

Toni Riddle

Account Executive

Victoria Berezein

Account Executive

David Ward

Account Executive

Ben Schieffelin

Account Executive

Harrison Bahlow

Account Executive

Deven Patel

Account Executive

Gabe Tilford

Account Executive

Ryan Santo

Account Executive

Blake Gallimore

Marketing Specialist

Zaid Anwar

Marketing Specialist

Daniel Cusimano

Trading Specialist
Erika Blackwell

Erika Blackwell

Director of Policy Acquisitions
Erica Cormany | Abacus Life

Erica Cormany

Senior Policy Acquisition Manager

Nathan Hausmann

Policy Acquisition Manager

Denise Tanner

Policy Acquisition Manager

Megan Schulte

Policy Acquisition Manager

Krissy Lubrano

Managing Director of Operations & HR
Sherri Ballentine

Sherri Ballentine

Case Manager

Susan Long

Servicing Agent

Martie Aguilera

Contracts Analyst

Gaia Rose

Case Processor

Blanca Diaz

Case Processor

Anetra Draine

Case Processor
Celeste Higgins

Celeste Higgins

Contracts Manager
Alexa Morales

Alexa Morales

Contracts Analyst
Nicole Lehman

Nicole Lehman

Senior Contracts Analyst
Tracey Ford

Tracey Ford

Contracts Analyst

Kim Rasi

Contracts Analyst

Nathan Klawinski

Contracts Analyst

Dalton Burdette

Policy Acquisition Manager

Tammy Leach

Contracts Analyst
Win Lei

Win Lei

Contracts Analyst

Janine Allen

Contracts Analyst

Frank Walden

Director of Finance

Nicole Mortensen

Senior Accountant

Angie Quinn

Director of Servicing
Layne Gierke

Layne Gierke

Senior Financial Analyst

Armando Cabrera

Financial Engineer

Matthew Olivos

Web Developer

Patrick Galloway

Full Stack Developer

Shawn Petrunak

Director of Capital Markets
Kevin David

Kevin David

Financial Analyst

Amine Mahboub

Pricing Analyst

Matthew Vaughn

Pricing Analyst

Bradley Post

Pricing Analyst

Francisco De Miranda

Pricing Analyst

Tom MacDonald

Financial Analyst
Erin Perkins

Erin Perkins

Servicing Agent

Patti Hughes

Servicing Agent

Kiana Williams

Servicing Agent

Shaylene Mason

Servicing Agent

Corinne St Laurent

Servicing Agent

Lise Bazin

Case Processor

Samantha Whitman

Senior Accountant

Nancy Gouin

Office Manager

*On Average, An Offer Is Generated 14-21 Days After Receiving An Insured’s Application. After An Offer Is Accepted Funds Are Typically Available In A Clients Bank Account Within 21 Days. These Numbers Are Based On The Most Recent Six Months Of Cases Closed By Abacus. **The Average Percent Of Face Value Paid By Abacus For A Policy Is 23.3%. This Number Can Fluctuate Greatly Based On An Individual’s Specific Impairments And Age.