Dorothy J. Meggie

Investment Data Analyst at Nassau Re

Dorothy J. Meggie, CFA has a diverse work experience spanning over several companies.

Dorothy J. currently works at Nassau Financial Group as an Investment Data Analyst. In this role, they serve as the primary contact for data analysis, pre-processing, and ongoing maintenance of credit and securitized products information. Dorothy J. collaborates with various departments within the company and analyzes the conceptual soundness of security model inputs/outputs.

Prior to their current role, Dorothy worked at Cigna as a Financial Analyst Senior Specialist from 2015 to 2019. Here, they analyzed and consolidated financial projections for Cigna's Global Health Care operations. Dorothy J. also developed new and insightful analyses related to revenue, earnings, and membership forecasts. Additionally, they created capital plans for Cigna regulated entities and discussed emerging business trends.

Before Cigna, Dorothy was employed at People's Capital and Leasing Corp as a Senior Portfolio Analyst from 2014 to 2015. In this position, they were responsible for performing credit and collateral analysis to identify risk within the equipment finance portfolio. Dorothy J. managed a portfolio of credits, requested financial statements, performed quarterly borrower financial reviews, and tested financial covenants to determine compliance.

From 2007 to 2014, Dorothy worked at Aetna as a Corporate Finance Analyst. Dorothy J.'skey responsibilities included playing a key role in bond issuance activity, administering the share repurchase program, and providing market commentary for senior management. Dorothy J. also conducted competitor analysis and determined transaction size and timing.

Prior to Aetna, Dorothy held various roles at Webster Bank from 2001 to 2006. Dorothy J. served as the Vice President, Portfolio Manager Financial Institutions/Counterparty Risk, where they analyzed and created credit memorandums in support of lending to insurance companies. Dorothy J. also monitored the portfolio of borrowers to ensure credit quality and performed quarterly and annual reviews. Additionally, they held positions as an Assistant Vice President, Loan Review Credit Analyst and Assistant Vice President, Senior Asset Liability Analyst at Webster Bank.

Dorothy's early career includes roles as a Consultant - Investment Analyst at Webster Bank, a Business Analyst at Cigna, a Business Analyst at SS&C Technologies, and an Assistant Vice President at Ironwood Capital. These roles involved analyzing portfolios of investments, performing industry studies, and working on securitization transactions.

Overall, Dorothy J. Meggie, CFA has a strong background in financial analysis, risk management, and portfolio management across multiple sectors and industries.

Dorothy J. Meggie, CFA holds a Bachelor of Science in Mechanical Engineering (BSME) from Tufts University. Dorothy J. obtained their Master of Business Administration (MBA) with a specialization in finance from the University of Connecticut School of Business in the years 1992 to 1994. Prior to their higher education, they attended Wethersfield High School, although the specific dates and degree obtained are unknown.

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Timeline

  • Investment Data Analyst

    2019 - present

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