Meet Our Staff
Bob Thompson is the principal officer of Annuity Transfers, Ltd. He received a BA from the University of Texas at Austin in December of 1982 and a MA from George Washington University in Washington, D.C. in May of 1989. Bob began his professional career in consumer finance with General Motors Acceptance Corporation. He worked in the banking industry, building and managing consumer loan portfolios. He then spent over nine years managing financial and administrative operations for the United States Government. He spent the last five years of his government career overseas, serving in Japan and the United Kingdom. Prior to establishing this business in March 2003, Bob spent over five years as an executive in the financial services industry. Bob has a strong background in the legal and administrative issues related to the transfer of structured settlement payment streams.
Brandon Black is the Chief Financial Officer of Annuity Transfers, Ltd. He received a Bachelor of Science in Management from the University of Northern Colorado in December of 1997 and a Masters in Business Administration with an emphasis in Accounting from the University of Phoenix in October of 2006. Brandon began his financial career in 1998 as an underwriter for Safeco Insurance Company and has a background in commercial banking, having spent two years as an analyst with Cobank in Denver, Colorado, and the last six years with First Bank of Canyon Creek (now First Community Bank) as Senior Vice President and Commercial Lender prior to joining Annuity Transfers, Ltd. in May of 2009. Brandon is the primary contact for Annuity Transfers, Ltd. investment community, responsible for financial reporting, and day-to-day financial oversight of the company’s operations.
Shannon Harvey is Director/Contract Buying at Annuity Transfers, Ltd. She received a Bachelor of Science from Texas A&M University in August of 1991. Her sales career spans 13 years ranging from Account Executive to VP Sales/Marketing. As VP Sales/Marketing she developed several successful marketing and advertising campaigns. Most recently Shannon was a Senior Account Executive for Pitney Bowes, Inc. for six years where she earned several Sales Excellence and Sales Leadership Club awards. At Annuity Transfers, Ltd. she is responsible for coordinating the entire sales process from the initial customer contact to final funding.
Jean McCleneghan is the Legal Assistant at Annuity Transfers, Ltd. Jean prepares and reviews legal pleadings, and coordinates the flow of legal documentation related to the statutory approval of structured settlement transfers. She received her BA degree from the University of Rochester in Rochester, NY in 1983 and continued her education by receiving a Paralegal Certificate from Southeastern Paralegal Institute in Dallas, Texas in 1997. Jean began working in the financial services industry as a Quality Control Specialist. Her responsibilities included review of all financial transactions to ensure compliance with underwriting criteria. Jean has developed Customer Service and Quality Control training programs, and served as Quality Control Manager. During her career as a Paralegal, Jean has worked in both private practice and in the corporate realm in areas such as bankruptcy, civil litigation and intellectual property. As a Paralegal she has received recognition awards for her role in managing assignments of global trademarks and increased database efficiency for reporting legal expenditures.
