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Professional Experience
Prior to joining Huron Robb spent 15 years with PricewaterhouseCoopers LLP (PwC). He also spent a year with Aon Re Services a group that supported Aon Re's brokers in structuring reinsurance deals. Most recently Robb was chief financial officer of a publicly traded specialty finance REIT.
As CFO of Deerfield Triarc Capital Corp. (ticker symbol: DFR) Robb was responsible for the finance function including GAAP and tax accounting SEC reporting investor relations and cash management. During his tenure DFR completed its initial public stock offering.
As a senior manager in PwC's Assurance practice Robb led large audit engagements for financial services clients. His role included negotiating fee arrangements setting and managing engagement budgets staff deployment and management detailed audit planning and plan execution and client relationship management.
Representative examples of Robb's engagement experience include:
Audit
Life insurance companies including Northwestern Mutual Lutheran Brotherhood Midland National American Family Jackson National and Fortis Financial Group. Areas of specific insurance expertise include GAAP accounting for life and annuity reserves deferred acquisition costs investment accounting and valuation SEC reporting and statutory insurance accounting and reporting.
Multiline property and casualty insurance companies including State Farm and Sentry. In addition to the areas of insurance expertise listed above Robb has significant experience with property/casualty loss reserve accounting and reporting.
Numerous registered investment company complexes. Areas of specific expertise include investment valuation share class-specific expense and equity issues Investment Company Act of 1940 regulations SEC reporting and mutual fund tax accounting.
Numerous variable insurance products separate accounts. Robb has extensive experience with the subset of regulations in the '40 Act specific to separate accounts accounting issues relating to unit value calculations and equity allocations and all aspects of SEC and GAAP reporting.
Private equity and venture capital managers including Crescendo Ventures. Areas of specific expertise include portfolio company valuation income and gain allocation calculations distributions equity class issues and financial reporting.
Special projects
Acquisition due diligence reviews for several insurance clients which involved assessing GAAP and statutory accounting and reporting methods procedural reviews and reviewing valuations of certain accounts such as DAC and reserves.
Reviews of investment procedures for the real estate and derivatives portfolios at a state pension fund manager including making change recommendations to the entity's governing committee of state legislators.
Insurance Marketplace Standards Association (IMSA) certification examinations at several large multi-channel insurers. These exams involved reviewing companies' procedures surrounding product sales practices including: product marketing advertising materials agent licensing and education agent customer interaction and state insurance commission registration.
Management of a regional team for NASD registered representative field examination program for a large financial services company. Similar to the IMSA engagements described above this project involved review of sales practices but in this case of a broker-dealer licensed with the National Association of Securities Dealers and its registered representatives. Products included mutual funds variable annuities and variable life insurance contracts.
Education & Certifications
Bachelor of Business Administration University of Wisconsin-Madison
Certified Public Accountant Illinois and Minnesota
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