July 28, 2014 3:19 AM ET

Insurance

Company Overview of Ohio National Financial Services, Inc.

Company Overview

Ohio National Financial Services, Inc. provides insurance protection and wealth accumulation products. The company offers life insurance, fixed and variable annuities, disability income insurance, and retirement planning products. It also provides various securities, such as health savings accounts, mutual funds, college savings plans, direct participation programs, cash management vehicles, tax-advantaged investments, group retirement products, unit investment trusts, structured products, stocks, and bonds. Ohio National Financial Services, Inc. was formerly known as The Ohio National Life Insurance Company and changed its name to Ohio National Financial Services, Inc. in 1996. The company ...

One Financial Way

Cincinnati, OH 45242-5852

United States

Founded in 1909

Phone:

513-794-6100

Fax:

513-794-4504

Key Executives for Ohio National Financial Services, Inc.

Chairman
Age: 61
Vice Chairman and Chief Risk Officer
Chief Compliance Officer and Senior Vice President
Executive Vice President and Senior Agency Officer
Age: 59
Chief Agency Officer and Senior Vice President
Compensation as of Fiscal Year 2014.

Ohio National Financial Services, Inc. Key Developments

Ohio National Financial Services Promotes Todd Brockman to Vice President, Mutual Funds

Todd Brockman was promoted to vice president, mutual funds at Ohio National Financial Services in Montgomery.

Ohio National Financial Services Expands to South America

Ohio National Financial Services announced that it is expanding to South America by acquiring part of a Brazilian firm. The joint venture allows Ohio National to expand into Brazil. The company had previously expanded into Chile and Peru.

Ohio National Financial Services, Inc. Announces Executive Changes

Ohio National announced that Nancy A. Dalessio is joining the organization as executive vice president and chief administrative officer, effective July 14, 2014. Dalessio has more than 30 years of senior leadership positions in the financial services industry, including senior vice president and executive officer of information systems and technology. She also has executive level experience in investment technology and operations, human resources and corporate facilities. Most recently, she was senior vice president and chief information officer of Ameritas, headquartered in Lincoln, Neb. Dalessio has been serving as a strategy consultant to Huffman and Ohio National leadership since January. During the next six months, Dalessio will be working closely to transition operations currently reporting to Howard C. Becker, CLU, ChFC, prior to his planned December retirement. Becker, a 36-year associate of Ohio National, has been executive vice president since 2011 and chief administrative officer since 2008. Dalessio will be responsible for the insurance operations area, the solutions group and the information technology department. Reporting to Dalessio will be Richard J. Bodner, ACS, CIOP, senior vice president, insurance operations, and Traci Nelson, vice president and program manager.

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Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
June 23, 2014
Centauro Vida e Previdência S.A.
 

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