10 New York Life finance leaders

Chief financial officer for institutional annuities, vice president of FP&A and asset management controller are among the roles held by these ten New York Life finance leaders, one of whom has since moved on. A reader can learn how finance leaders work at New York Life from people who have held the role.

10 professionals1 companyData retrieved October 17, 2026

Professionals to explore

  1. Brooke Austin

    LinkedIn

    Experience: Director, New York Life Investment Mgmt FP&A · New York Life

    Director, New York Life Investment Mgmt FP&A at New York Life since February 2023, based in the New York City area and tagged at director level in finance and accounting. Brooke Austin was Senior Vice President - ICG Executive Decision Support (2021–2023) and Vice President - ICG Executive Decision Support (2019–2021) at Citi, and Finance Manager - Funding Strategy & Analytics at American Express (2018–2019).

  2. Chase Gibson

    LinkedIn

    Experience: Corporate Vice President - FP&A, Group Benefit Solutions · New York Life

    Corporate Vice President - FP&A, Group Benefit Solutions at New York Life since May 2022, based in Philadelphia and tagged at vice president level in finance and accounting. Chase Gibson was Corporate Vice President - Accounting, Group Benefit Solutions at New York Life (2021–2022), and Financial Planning and Analysis Manager (2015–2021) and Financial Analysis Senior Specialist (2010–2015) at Cigna Healthcare.

  3. David Tauber

    LinkedIn

    Experience: Head of FP&A / Strategic Insights for Wealth Management Solutions · New York Life

    Head of FP&A / Strategic Insights for Wealth Management Solutions at New York Life, based in Larchmont, New York; the profile dates the head role to December 2015 and describes benchmarking and analysis (financial, strategic and operational) across the Wealth Management Solutions segment. David Tauber was Associate Analyst at KBW (2005–2006), Credit Analyst at AM Best (2003–2005) and Associate at PwC (1994–1998).

  4. Debra Curran

    LinkedIn

    Experience: Vice President & Asset Management Controller · New York Life

    Vice President & Asset Management Controller at New York Life since January 2018, with the role listed in Jersey City, New Jersey and tagged at vice president level in finance and accounting. Debra Curran was VP Investment Accounting & Reporting and Co-Chair of The Women's Initiative ERG (2008–2017) and Corporate Vice President in Charge of Separate Accounts Management (2006–2008) at New York Life.

  5. Eric Hoffmann, CFA

    LinkedIn

    Experience: Chief Financial Officer, Institutional Annuities · New York Life

    Chief Financial Officer, Institutional Annuities at New York Life since June 2020, based in New York; the profile describes a seasoned executive with a mix of finance, investments and insurance experience. Eric Hoffmann, CFA was Head of Asset Liability Management (2017–2020), Head of Investment Strategy & ALM, Insurance Group (2012–2017) and Head of Investment Strategy & ALM, US Life Insurance (2009–2012) at New York Life.

  6. Helen Wei

    LinkedIn

    Experience: Vice President, Strategic Insurance Businesses FP&A · New York Life

    Vice President, Strategic Insurance Businesses FP&A at New York Life since June 2026, based in the New York City area and tagged at vice president level in finance and accounting. Helen Wei was Vice President, Finance Lead - Agency, Field Experience (2025–2026), Vice President, CFO of Wealth Management Solutions (2021–2024) and Vice President, Enterprise Financial Planning & Analysis (2016–2021) at New York Life.

  7. John Fleurant

    LinkedIn

    Experience: Former Executive Vice President and Chief Financial Officer · New York Life

    Former Executive Vice President and Chief Financial Officer at New York Life (2013–2019); the profile describes a strategic CFO with expertise in finance transformation, business strategy, change management and business analytics. John Fleurant was Senior Vice President, Finance and Controller at New York Life (2010–2013), Executive Vice President and Chief Financial Officer at F&G (2019–2022) and Corporate Controller at Prudential Financial (2010).

  8. Mike Simonelli

    LinkedIn

    Experience: Corporate Vice President, Surplus Management Account - Financial Planning & Analysis Lead · New York Life

    Corporate Vice President, Surplus Management Account - Financial Planning & Analysis Lead at New York Life since September 2018, based in New York City. Mike Simonelli was Corporate Vice President, Wealth Management - Financial Planning & Analysis (2017–2018), Senior Associate, Wealth Management - Investment Research & Due Diligence (2016–2017) and Senior Associate, Budget and Cost Accounting (2014–2016) at New York Life.

  9. Terrence Boorman

    LinkedIn

    Experience: Corporate Vice President - Finance & Administration · New York Life

    Corporate Vice President - Finance & Administration at New York Life since September 2011, based in Danbury, Connecticut and tagged at vice president level in finance and accounting. Terrence Boorman was Director of Finance & Administration at New York Life (2007–2011), and the profile headline reads Corporate Vice President - Finance & Administration at New York Life Insurance Company.

  10. Tricia White, CPA, MBA

    LinkedIn

    Experience: Corporate Vice President -Financial Management · New York Life

    Corporate Vice President -Financial Management at New York Life since December 2006, based in the New York City area; the profile describes delivering financial reporting and analysis to meet needs of business units and senior management. Tricia White, CPA, MBA was Financial Analyst at HBO (2001–2006) and Senior Auditor at EY (1997–2001).

Choose the right perspective

Pick the person whose own title and scope are closest to your question, and check the dates on each role. Match the kind of work as well, since a planning leader, a controller and a treasury or tax leader will answer from different vantage points.

Questions to take into the conversation

  1. 01What took most of your time in your current finance role, and how did you decide what to handle yourself and what to delegate?
  2. 02How did you work with business leaders when forecasts and plans needed to change?
  3. 03What did you carry over from earlier roles that changed how you run a finance team?

Reaching New York Life finance leaders

How can I contact one of these New York Life 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: New York Life, based on profile data retrieved on October 17, 2026. Being listed here doesn't mean someone has agreed to take calls.

How much does it cost to reach New York Life finance leaders?

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Can an AI agent ask one of these New York Life 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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