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William Formon, Age 5715 Rickbern St, Rye, NY 10580

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Known as:
William Forman Bill Formon Kimberely Formon
Related to:
Jessica A Formon 37 Genevieve P Formon 36

William Formon Phones & Addresses

15 Rickbern St, Rye, NY 10580 (914) 481-4234 (914) 921-1130

95 Cervantes Blvd, San Francisco, CA 94123

159 Glen Park Ave, San Rafael, CA 94901 (415) 457-1373

Orangeburg, NY

1100 Broad St, Philadelphia, PA 19146 (215) 790-9876

Washington, DC

Westchester, NY

Marina, CA

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Social networks

William Formon

Linkedin

Work

Company: New york life insurance company 2015 to 2015 Position: Vice president, business-enabling services, life and long-term care department

Education

Degree: Master of Business Administration, Masters School / High School: The Wharton School 1997 to 1999 Specialities: Management, Finance

Skills

Insurance • Securities • Financial Analysis • Financial Modeling • Strategic Planning • Product Management • Management Consulting • Process Improvement • Investments • Financial Reporting • Strategy • Financial Services • Risk Management • Leadership • Project Coordination • Life Insurance • Business Process Improvement • Business Analysis • Series 7 • Project Planning • Research • Presentation Development • Legal Issues • Mutual Funds • Financial Planning • Analytics • Program Management • Writing Skills • Project Implementation • Business Reporting • Executive Reporting • Presenter • Process Optimization

Industries

Insurance

Mentions for William Formon

Career records & work history

Lawyers & Attorneys

William Formon Photo 1

William Formon - Lawyer

Specialties:
Insurance Law, Insurance Regulation, SEC Enforcement, Securities, Securities Litigation
ISLN:
900795303
Admitted:
1992
University:
Georgetown University, B.A., 1989; Georgetown University, B.A., 1989

William Formon resumes & CV records

Resumes

William Formon Photo 12

William Formon

Location:
15 Rickbern St, Rye, NY 10580
Industry:
Insurance
Work:
New York Life Insurance Company 2015 - 2015
Vice President, Business-Enabling Services, Life and Long-Term Care Department New York Life Insurance Company 2013 - 2015
Vice President, Technology, Insurance and Agency Group New York Life Insurance Company 2010 - 2013
Vice President, Strategic Projects, U.s Life Insurance and Agency New York Life Insurance Company 2009 - 2010
Vice President, Office of the Chairman, President and Chief Executive Officer New York Life Insurance Company 2004 - 2009
Vice President, Individual Annuity Department Oracle 2002 - 2004
Director, Product Planning Oracle 2001 - 2002
Group Product Manager, Siebel Return on Investment Team Oracle 1999 - 2001
Senior Product Manager, Siebel Financial Services Ge Capital 1998 - 1998
Summer Associate, Capital Markets Services Csc Index 1996 - 1997
Management Consultant Patpatia & Associates 1995 - 1996
Management Consultant Debevoise & Plimpton 1992 - 1995
Attorney The White House 1990 - 1990
Law Clerk To the Chief Counsel To the Vice President of the United States
Education:
The Wharton School 1997 - 1999
Master of Business Administration, Masters, Management, Finance University of Pennsylvania Carey Law School 1989 - 1992
Doctor of Jurisprudence, Doctorates, Law Georgetown University 1986 - 1989
Bachelors, Bachelor of Arts, Government
Skills:
Insurance, Securities, Financial Analysis, Financial Modeling, Strategic Planning, Product Management, Management Consulting, Process Improvement, Investments, Financial Reporting, Strategy, Financial Services, Risk Management, Leadership, Project Coordination, Life Insurance, Business Process Improvement, Business Analysis, Series 7, Project Planning, Research, Presentation Development, Legal Issues, Mutual Funds, Financial Planning, Analytics, Program Management, Writing Skills, Project Implementation, Business Reporting, Executive Reporting, Presenter, Process Optimization

Publications & IP owners

Us Patents

Flexible Premium Income Annuity System And Method

US Patent:
2009010, Apr 23, 2009
Filed:
Oct 18, 2007
Appl. No.:
11/874374
Inventors:
Jodi L. Kravitz - New York NY, US
William Formon - Rye NY, US
International Classification:
G06Q 40/00
G06F 17/10
G06F 17/40
US Classification:
705 36 R, 705 39
Abstract:
A computerized method and system for providing a flexible income annuity includes inputting a plurality of premium payments for the income annuity from an investor, the flexible premium payments being received on different dates. The computerized method and system further includes computationally aggregating income benefits from the one or more investment vehicles of the income annuity where the income benefits are associated with premium payments received on different dates. The method and system further includes calculating an income payment based the aggregated income benefits and outputting the income payments to a payee on one or more selected disbursement dates. Therefore, the investor is provided the flexibility to make premium payments for the income annuity on varying dates.

Flexible Premium Income Annuity System And Method

US Patent:
2015007, Mar 12, 2015
Filed:
Mar 21, 2014
Appl. No.:
14/221495
Inventors:
Jodi L. Kravitz - New York NY, US
William Formon - Rye NY, US
International Classification:
G06Q 40/08
US Classification:
705 4
Abstract:
A computerized method and system for providing a flexible income annuity includes inputting a plurality of premium payments for the income annuity from an investor, the flexible premium payments being received on different dates. The computerized method and system further includes computationally aggregating income benefits from the one or more investment vehicles of the income annuity where the income benefits are associated with premium payments received on different dates. The method and system further includes calculating an income payment based the aggregated income benefits and outputting the income payments to a payee on one or more selected disbursement dates. Therefore, the investor is provided the flexibility to make premium payments for the income annuity on varying dates.

Possible Relatives

William R Stamps  William J Stanaland  William J Stancil  William R Standifer  William W Standiford  William J Standish  William R White  William L Jolly  William M Stank  William T Stankiewicz 

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