Abacus Life Solutions

Revolutionizing the Life Settlement Market
In our life solutions business, we specialize in helping clients achieve financial security by providing a suite of retirement products and acting as a solutions provider to institutions.
Since 2004, we have purchased life insurance policies from consumers seeking liquidity and have actively managed those policies over time. With over $10 billion in face value of policies purchased, we have helped thousands of clients maximize the value of life insurance.
In our institutional business, we help insurance carriers and re-insurance optimize their legacy liabilities and create innovative consumer-facing products by offering a broad toolkit of data-based solutions.
Nearly $3 Billion in AUM
A Market Leader in Longevity-Based Investing
Trusted by Institutional & Retail Investors
A Leader in Life Insurance-Based Investments
Through Abacus Life Settlements, Abacus Global has built one of the most sophisticated platforms for acquiring, managing, and optimizing life insurance policies as an alternative asset class. Since 2004, we have been providing liquidity solutions for policyholders while creating investment opportunities that are largely uncorrelated with traditional market movements. With over $10 billion in face value of life insurance policies purchased, we have helped thousands of individuals maximize the financial potential of their life insurance while delivering stable, long-term returns for investors.
Our institutionalized origination and portfolio management process is driven by deep industry expertise, proprietary underwriting models, and a robust servicing infrastructure. Backed by a 100+ person team, we have established long-term partnerships with 78 institutional investors and a network of over 30,000 financial advisors. Operating in 49 states, we manage and service policies for large asset managers and third-party investment funds, ensuring transparency, efficiency, and compliance at every stage.


Innovation Backed by Experience
As a member of the Life Insurance Settlements Association (LISA), we are committed to maintaining the highest standards of ethics, regulatory compliance, and client confidentiality. We adhere to HIPAA and privacy laws to safeguard financial, health, and medical information, and we are proud to be a BBB Accredited Business with an A+ rating.
At Abacus Global, we are not just managing assets—we are redefining the role of life insurance in financial planning and investment strategy, offering a new level of security and opportunity for policyholders and investors alike.
The Abacus Team

Stuart Little, CLU®, MBA
National Sales Director

Ashleigh Hammad
Director of Sales

Daniel Brown
Account Manager

Brandon Huebsch
Business Development Manager

Scott Flowers
Account Executive

Jim Passarelli
Account Executive

Benjamin Moore
Account Executive

Lehy Felix
Account Executive

Harrison Bahlow
Business Development Representative

Canton Kaumatule
Business Development Representative

Cassie Schaelling
Managing Director - Client Direct

Courtney Pezzopane
Director of Sales - Client Direct

Matthew Vaughn
Senior Trading Analyst

Fiona Li
Senior Account Executive

Jordan Morgan
Account Executive

Ben Schieffelin
Account Executive

Erica Bargas
Account Executive

Jackson Tyner
Account Executive

Gage Velin
Account Executive

Harley Schaelling
Account Executive

Natalie Cash
Account Executive

David Ward
Senior Business Development Representative

Chriss Gifford
Business Development Representative

Diego Torres
Business Development Representative

Emily Gardner
Director of Broker Services

Efi Laina
Sales Manager - Broker Services

Jeff Smith
Vice President of Marketing

Gary Turner
Director of Marketing

Logan Brown, MS
Marketing Specialist

Blake Gallimore
Director of Corporate Marketing & Communications

David Jackson
Director of IR/Capital Markets

Tim Leonard
CISO | Managing Director of Technology

Wilson Bautista
IT Manager

David Lara
Level 2 IT Support Specialist

Brandon Quinn
Level 1 IT Support Specialist

Krissy Lubrano
Managing Director of Operations & HR

Dakota Jackson
HR Specialist

Wendy O'Donnell
Contracts Attorney

Nancy Gouin
Office Manager

Blanca Diaz
Senior Case Processor

Sylvia McDade
Case Processor

Katelyn Maffett
Case Processor

Gigi Pope
Case Processor

Cassi Walsh
Case Processor

Kelli Heilman
Case Processor

Sidney Howard
Case Processor

Erica Cormany
Senior Policy Acquisition Manager

Megan Schulte
Policy Acquisition Manager

Janine Allen
Senior Closing Specialist

Nathan Hausmann
Senior Closing Specialist

Kolby Skolnik
Closing Specialist

Victoria Berezein
Closing Specialist

Liz Andree
Closing Specialist

Dalton Burdette
Closing Specialist

Tracey Ford
Closing Specialist

Celeste Higgins
Contracts Manager

Nicole Lehman
Senior Contracts Specialist

Nathan Klawinski
Senior Contract Specialist

Gaia Rose
Contract Specialist

Win Lei
Contract Specialist

Tammie Nieves
Contract Specialist

Tammy Leach
Contract Specialist

Alexa Morales
Senior Policy Verification Specialist

Avery Donelick
Policy Verification Specialist

Nick Sawuk
Managing Director

Shawn Petrunak
Managing Director of Capital Markets

Erika Blackwell
Managing Director of Portfolio & Acquisitions

Daniel Cusimano
Trading Specialist

Nolan McNealy
Capital Markets Analyst

Ryan Santo
Capital Markets Analyst

Anissa Lindsay
Managing Director of Servicing

Angie Quinn
Director of Claims

Kiana Williams
Lead Servicing Agent

Corinne St Laurent
Servicing Agent

Lise Bazin
Servicing Agent

Adrienne Reid
Servicing Agent

Sherri Rubin
Servicing Agent

Chloe Reddy
Servicing Agent

Heaven McIver
Servicing Agent

Megan Cole
Servicing Agent

Shelby Theisen
Servicing Agent

Patti Hughes
Policy Servicing Specialist

Shaylene Mason
Policy Onboarding Specialist

Susan Long
Policy Underwriting Analyst

Samantha Jacoby
Policy Verification Specialist

Layne Gierke
Director of Risk

Amine Mahboub
Senior Pricing Analyst

Bradley Post
Pricing Analyst Level II

Kyle Gabriele
Pricing Analyst

Roman Syed
Pricing Analyst

Kevin David
Senior Data Analyst

Robert Soronellas
Data Analyst

Francisco De Miranda
Policy Risk Analyst

Frank Walden
Director of Finance

Alexei Solomon
Director of SEC Reporting & Technical Accounting

Jamie Suber
Internal Audit Manager

Samantha Whitman
Senior Accountant

Nicole Mortensen
Senior Accountant

Devin Day
Accounting Analyst
