Associates

Jeffrey Davis

Jeffrey Davis joined TRC Financial in 2005. He brings over twenty years of experience in management, marketing and administration to TRC Financial. Jeff’s career began at Security of Denver, an ING Company, where he managed the company’s product development and corporate owned life insurance initiatives. Following his career at ING, Jeff pursued an opportunity at the Management Compensation Group (now Mullin/TBG) in Los Angeles where he was a Senior Manager for the company’s case design team. Jeff was instrumental in designing corporate executive benefit programs including deferred compensation and supplemental executive retirement plans for Fortune 500 companies. Most recently, Jeff was Vice President at Key Bank within the Benefit Finance Group where he focused on the Bank’s bank owned life insurance initiatives by working directly through Key’s corresponding bank relationships and clients. Jeff has extensive experience at a high level in all the technical aspects of bank owned life insurance including product pricing, actuarial science, executive benefit plan design, plan security, plan implementation and plan administration for both BOLI and the respective benefits they are funding.

 

Jeff’s career is characterized by having the ability to bring innovative solutions to product utilization and design in addition to having a comprehensive understanding of both the technical aspects of bank owned life insurance as well as the compliance and regulatory issues involved in maintaining an efficient BOLI portfolio.

 

Jeff resides in Denver, Colorado.

 

jdavis@trcfinancial.com

CO License #rpi00069498

James R. Wagner

Jim Wagner joined TRC Financial in 2014. He brings over 30 years of experience in the development, implementation, and funding management of COLI and BOLI for financial institutions and corporations. Jim began his career in the life insurance business and held a number of positions before becoming Chief Marketing Officer for Chubb Life where he developed a number of COLI and BOLI products. Jim then helped pioneer the marketing of insurance through banks at both First Union and Key Bank where he started their Benefit Finance Groups. At both banks, Jim helped manage their internal BOLI portfolios and was a leading force in improving performance of these large holdings. Jim joined Clark Consulting in 1999 and worked in the financial institution practice. For the past 20 years, Jim has been consulting with financial institutions on BOLI and non-qualified executive benefit plans on a nationwide basis.

Jim is a graduate of Miami University and received an MBA from Xavier University. Jim holds both the CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations. Jim and his wife Dianne have 3 daughters.

 

jwagner@trcfinancial.com

MO License #0270901