10 Equitable finance leaders
Senior vice president and chief accounting officer, group treasurer and director of finance are among the roles held by these ten Equitable finance leaders, some of whom have since moved on. A reader can learn how finance leaders work at Equitable from people who have held the role.
Professionals to explore
Ashley Hall
LinkedInExperience: Director, Program Manager | Finance · Equitable
Ashley Hall has been Director, Program Manager | Finance at Equitable since August 2022, describing leading transformation programs across the finance organization while working with accounting and actuarial executives. Ashley Hall was Program Manager III | Finance Business Operations at Equitable from 2019 to 2022 and AVP, Project Manager | Program Delivery Office at LPL Financial from 2016 to 2019.
Carol Macaluso, CPA
LinkedInExperience: Managing Director - Head of Finance Operations · Equitable
Carol Macaluso, CPA has been Managing Director - Head of Finance Operations at Equitable since January 2020, with a headline naming Equitable Financial Life Insurance Company. Carol Macaluso was Managing Director, Finance Business Operations at AXA US from 2018 to 2020, Managing Director, IPO Readiness Lead from 2017 to 2018 and Senior Vice President and Business Unit CFO - Retirement Savings Segment there from 2012 to 2014.
Dewayne Lummus, CPA
LinkedInExperience: Head of Accounting and Controls · Equitable
Dewayne Lummus, CPA was Head of Accounting and Controls at Equitable from September 2024 to March 2026 and has been VP, Controller at Penn Mutual since March 2026. Dewayne Lummus was Managing Director, Corporate Controller at Equitable from 2019 to 2021, SVP and Chief Accounting Officer at American Equity from 2021 to 2024 and Vice President, CFO of Retail Products at TIAA from 2016 to 2019.
Joshua Kagel
LinkedInExperience: Director, Business CFO Unit · Equitable
Joshua Kagel has been Director, Business CFO Unit at Equitable since May 2026, with a headline of Director, Finance Business Partner at Equitable. Joshua Kagel was Lead Manager - Business CFO Unit at Equitable from 2024 to 2026, Senior Manager - Business CFO Unit from 2022 to 2024 and Lead Associate - Finance there from 2018 to 2022.
Michael Anderson, MBA
LinkedInExperience: Director, Finance - Group Retirement, Institutional & Employee Benefits · Equitable
Michael Anderson, MBA has been Director, Finance - Group Retirement, Institutional & Employee Benefits at Equitable since May 2026, with a headline of Business Unit CFO naming earnings performance and capital allocation. Michael Anderson was Lead Manager, Finance - Employee Benefits at Equitable from 2023 to 2026 and Senior Manager, Finance - Wealth Management there from 2020 to 2023.
Michael Matteo
LinkedInExperience: Director of Finance · Equitable
Michael Matteo has been Director of Finance at Equitable since September 2023, with a headline naming FP&A, wealth management, forecasting, KPI development and executive reporting. Michael Matteo was Lead Manager - Finance at Equitable from 2021 to 2023 and Senior Manager - Finance there from 2018 to 2021.
Nick Chan, CFA
LinkedInExperience: Business CFO and Head of M&A · Equitable
Nick Chan, CFA has been Business CFO and Head of M&A at Equitable since October 2025. Nick Chan was Corporate CFO and Head of Strategic Transactions at Equitable from 2024 to 2025, Deputy Treasurer there from 2021 to 2024 and a Principal at Oliver Wyman from 2010 to 2021, and is based in New York.
P Scott Peterson
LinkedInExperience: Head of Liquidity Management · Equitable
P Scott Peterson has been Head of Liquidity Management at Equitable since July 2024, based in Charlotte, North Carolina. P Scott Peterson was Treasurer at American Equity from 2021 to 2024, Head of Treasury at EquiTrust Life Insurance Company in 2020 and an Assistant Treasurer at Brighthouse Financial from 2016 to 2020.
Peter Tian
LinkedInExperience: Group Treasurer · Equitable
Peter Tian has been Group Treasurer at Equitable since June 2024, with a headline of Group Treasurer at Equitable Holdings, and also lists membership of the Insurance Policy Advisory Committee of the Federal Reserve Board since 2026. Peter Tian was Head of Product & Inforce, Individual Retirement at Equitable from 2020 to 2024 and Deputy Chief Risk Officer there from 2019 to 2020.
William Eckert
LinkedInExperience: Senior Vice President, Chief Accounting Officer · Equitable
William Eckert has been Senior Vice President, Chief Accounting Officer at Equitable since January 2020 and also lists Managing Director, Chief Accounting Officer and Corporate Controller at AXA US since August 2018. William Eckert was SVP Corporate Controller and Principal Accounting Officer at Athene from 2016 to 2018 and Chief Accounting Officer at KKR from 2008 to 2012.
Choose the right perspective
Pick the person whose finance work is closest to your question, since accounting and controls, treasury and liquidity, business-unit finance, M&A and finance operations involve different work. Check the dates on each role to see how current the experience is.
Questions to take into the conversation
- 01What did you focus on first when you took on your current finance role, and why?
- 02How do you decide which forecasts and reports deserve the most scrutiny each quarter?
- 03What have you learned from your own work about partnering with business leaders on financial targets?
Reaching Equitable finance leaders
How can I contact one of these Equitable finance leaders?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 1 company: Equitable, based on profile data retrieved on October 19, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach Equitable finance leaders?
You choose the offer, starting at $5 per person. The offer is what the person receives, and Instant Expert's fee is added on top, so a $100 offer costs you $125. The fee is 20% of what you pay. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
Can an AI agent ask one of these Equitable finance leaders a question?
Yes. An agent with a USDC wallet on Base can ask one question without an Instant Expert account. It names the person, for example by the LinkedIn URL on this page, and pays per ask over x402 (HTTP 402). The person answers in writing or by voice note, and if nobody answers within 7 days, the payment goes back to the wallet automatically. Claude and ChatGPT can do the same through the Instant Expert connector: setup is at /docs/mcp for Claude and /docs/chatgpt for ChatGPT. x402 docs
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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