James T. Morris

Chairman, President & Chief Executive Officer at Pacific Mutual Holding Company

James T. Morris

James T. Morris

Chairman, President & Chief Executive Officer at Pacific Mutual Holding Company

Overview
Career Highlights

Pacific Mutual Life Insurance Co. of California
Pacific Life Insurance Company
Pacific Life Insurance Co. (Investment Portfolio)

RelSci Relationships

3811

Number of Boards

19

Birthday

01/11/1960 - Bryn Mawr, PA

Age

61

Relationships
RelSci Relationships are individuals James T. Morris likely has professional access to. A relationship does not necessarily indicate a personal connection.

Executive Vice President & Chief Financial Officer at Pacific LifeCorp.

Relationship likelihood: Strong

Director at Pacific Mutual Holding Company

Relationship likelihood: Strong

President at SALI Fund Management LLC

Relationship likelihood: Strong

Senior Vice President & General Counsel at Pacific LifeCorp.

Relationship likelihood: Strong

Executive Officer at Sali Multi Series Fund Ii 3c1 LP

Relationship likelihood: Strong

Senior Vice President & Chief Accounting Officer at Pacific LifeCorp.

Relationship likelihood: Strong

Secretary at Pacific Mutual Holding Company

Relationship likelihood: Strong

Executive Vice President & Chief Financial Officer at Pacific Life Insurance Company

Relationship likelihood: Strong

Former Chairman & Chief Executive Officer at Conexant Systems LLC

Relationship likelihood: Strong

Former Chief Financial Officer at Eureka Bank (Pittsburgh, Pennsylvania)

Relationship likelihood: Strong

Paths to James T. Morris
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James T. Morris
Chairman, President & Chief Executive Officer at Pacific Mutual Holding Company
Education
B.A. in Mathematics
Class of 1982

UCLA's primary purpose as a public research university is the creation, dissemination, preservation and application of knowledge for the betterment of our global society. To fulfill this mission, UCLA is committed to academic freedom in its fullest terms: We value open access to information, free and lively debate conducted with mutual respect for individuals, and freedom from intolerance. In all of our pursuits, we strive at once for excellence and diversity, recognizing that openness and inclusion produce true quality. These values underlie our three institutional responsibilities. Learning and teaching at UCLA are guided by the belief that undergraduate, graduate and professional school students and their teachers belong to a community of scholars. This community is dedicated to providing students with a foundational understanding of a broad range of disciplines followed by the opportunity for in-depth study in a chosen discipline. All members of the community are engaged together in discovering and advancing knowledge and practice. Learning occurs not only in the classroom but also through engagement in campus life and in communities and organizations beyond the university.

Memberships
Fellow
Current

Society of Actuaries (SOA) is a professional organization for actuaries based in North America. It was founded in 1949 as the merger of two major actuarial organizations in the United States: the Actuarial Society of America and the American Institute of Actuaries.It is a full member organization of the International Actuarial Association.

Member
Current

American Academy of Actuaries is a D.C.based 17,000 member professional association whose mission is to serve the public and the U.S. actuarial profession. Academy members include consultants, corporate executives and staff, regulators, government officials, academicians, and retired actuaries. Their areas of practice cover pensions, life insurance, casualty insurance, health insurance, financial reporting, risk management, and more.

Member
Current

CEO Action For Diversity & Inclusion is the CEO-driven business commitment to advance diversity and inclusion within the workplace. The company is headquartered in Chicago, IL.

Career History
President
1996 - Current

Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA.

Chairman, President & Chief Executive Officer
1982 - Current

Pacific Life’s Pacific Funds is a family of mutual funds designed for growth, income generation, and diversification. The firm’s managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. They provide value to their clients through high-quality service standards, thought leadership, and product innovation. The managers implement strategies using highly selective, active, and process-oriented approaches.

Chairman, President & Chief Executive Officer
Current

Pacific Mutual Holding Co. engages in the provision of insurance, financial services, and other investment-related businesses. It operates through the following segments: Life Insurance, Retirement Solutions, Aircraft Leasing, Reinsurance, and Corporate and Other. The Life Insurance segment includes universal life, indexed universal life, variable universal life, hybrid long term care, and term life insurance. The Retirement Solutions segment involves variable and fixed annuity products; mutual funds, and structured settlement and group retirement annuities which are offered through multiple distribution channels. The Aircraft Leasing segment offers aircraft leasing to the airline industry and provides brokerage and asset management services to other third parties. The Reinsurance segment provides reinsurance to insurance and annuity providers in the United Kingdom, Ireland, and Australia. The Corporate and Other segment consists of assets, liabilities, and activities which support the other operating segments of the firm. The company was founded in 1997 and is headquartered in Newport Beach, CA.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$100 - $249
2015

JANJ’s mission is to inspire and prepare young people in grades K-12 to succeed in a global economy through real world relationships with business, government, and education partners that can help them develop the employability and financial literacy skills needed to succeed in the 21st century. Our innovative hands-on curriculum – provided at no cost to schools, students, or their families – emphasizes real world learning experiences, and motivates youth to achieve by connecting them with corporate and community role models committed to investing in their future. A well-known leader in the field of financial literacy, career readiness, and economic education, JANJ is recognized by the NJ Department of Education, NJ Business & Industry Association, NJ Department of Labor & Workforce Development, NJ State Employment and Training Commission, and the office of the Lieutenant Governor. During the 2014-2015 school year, JANJ reached 57,502 students statewide through a dedicated network of 4,000+ corporate and community volunteers. Established in 1953, JANJ is one of 115 affiliates of JA USA,whose reach extends to 4.6 million+ students nationwide and 10 million+ worldwide.

$10K +
2002

JA Worldwide, Inc. engages in activities to oversee global fund raising, brand development and protection, quality assurance, and financial accountability. It educates students about workforce readiness, entrepreneurship, and financial literacy through experiential and hands-on programs. The firm’s programs include JA economics, JA global marketplace, JA innovation camp, JA success skills, and JA finance park. The company was founded by Horace Moses, Theodore Vail and Murray Crane in 1919 and is headquartered in Boston, MA.

Transactions
Details Hidden

Pacific Life Insurance Company raised money in a private placement transaction

Details Hidden

Pacific Life Insurance Company raised money in a private placement transaction

Details Hidden

Pacific Life Insurance Company raised money in a private placement transaction

Public Holdings
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