Oceanview Life and Annuity
Shari Gottlieb serves as the Treasurer and Controller at Oceanview Life and Annuity since April 2022. Previously, Shari held the position of First Vice President and Assistant Treasurer at Bayview Asset Management, LLC, from October 2016 to June 2022, where responsibilities included managing relationships with repo financing counterparties and negotiating legal documentation for managed funds. Prior to that, Shari was a Treasury Associate at Apollo Global Management LLC from October 2011 to September 2016 and worked at Deutsche Bank as an Associate in Global Finance & Foreign Exchange Financial Control and as an Analyst in Compensation Analytics. Shari Gottlieb holds a Bachelor of Science degree in Accounting and Finance from Binghamton University and has undertaken studies at the University of Bath.
Oceanview Life and Annuity
Oceanview Life and Annuity Company focuses on providing high-quality retirement products and services to its policyholders and maintaining financial protection over the life of their policies. Oceanview offers fixed annuities that are distributed through networks of agents, banks, and broker-dealer intermediaries in select states. Oceanview has partnered with Oceanview Asset Management, LLC, a wholly-owned subsidiary of Bayview Asset Management, LLC (“Bayview”), to serve as Oceanview’s investment manager. In May 2018, Bayview raised $1 billion of equity capital from institutional investors to fund Oceanview. Bayview, headquartered in Coral Gables, FL, is an investment management firm primarily focused on mortgage credit. Bayview has a proven track record of investing since 1995 and manages Oceanview’s portfolio with an emphasis on high-quality mortgages and other related assets. As of June 30, 2021, Bayview oversees approximately $14.9 billion in assets under management.