HARTFORD, Conn.--(BUSINESS WIRE)--The Phoenix Companies, Inc. (NYSE:PNX) today announced that Naomi Baline Kleinman, CLU, has been named treasurer, in addition to her current responsibilities as vice president, investor relations. Ms. Kleinman assumed the treasurer role from Bonnie Malley, executive vice president and chief financial officer, and continues to report to Ms. Malley.
Ms. Kleinman will now oversee the company’s treasury functions in addition to rating agency and investor relations and strategic projects.
“Naomi has been instrumental to many important corporate initiatives in her 18 years with Phoenix, and she has been an invaluable partner to me,” Ms. Malley said.
Ms. Kleinman has served in a variety of finance positions, played critical roles in a range of strategic projects including the company’s 2001 demutualization, disposition of non-strategic assets and businesses and various financing transactions, and was chief of staff to the CEO. She has managed rating agency relations since 2001 and investor relations since 2009.
Prior to joining Phoenix, Ms. Kleinman worked at Connecticut Mutual in positions of increasing responsibility in investments and corporate finance.
Ms. Kleinman has an A.B. in Mathematics from Dartmouth College and an M.B.A. in Management Science from the Wharton School, University of Pennsylvania. She holds the Chartered Life Underwriter designation and is a member of the National Investor Relations Institute (NIRI).
ABOUT PHOENIX
The Phoenix Companies, Inc. (NYSE:PNX) helps financial professionals provide solutions, including income strategies and insurance protection, to families and individuals planning for or living in retirement. Founded as a life insurance company in 1851, Phoenix offers products and services designed to meet financial needs in the middle income and mass affluent markets. Its distribution subsidiary, Saybrus Partners, Inc. offers solutions-based sales support to financial professionals and represents Phoenix’s products among key distributors, including independent marketing organizations and brokerage general agencies. Phoenix is headquartered in Hartford, Connecticut, and its principal operating subsidiary, Phoenix Life Insurance Company, has its statutory home office in East Greenbush, New York. For more information, visit www.phoenixwm.com.
