Nancy J. Trick

As Chief Financial Officer, Ms. Trick oversees and manages all aspects of The Peninsula Group’s forecasting, modeling, reporting and accounting functions. Ms. Trick began serving Peninsula as an advisor to its life settlement origination company in 2003. She joined the management team as its CFO in early 2005. Prior to joining Peninsula, Ms. Trick spent more than twenty-five years in senior financial capacities, including Chief Financial Officer, for several real estate ownership, management and asset management concerns and served as a Director of the Reznick Group, a leading national public accounting firm. Ms. Trick also participated on the task force organized by the Life Insurance Settlement Association (LISA) to support the American Institute of Certified Public Accountants in issuing the Financial Accounting Standards Board (FASB) Staff Position to FASB Technical Bulletin 85-4, which significantly changed the accounting for life settlements and made it easier for public companies to own investments in life settlements. More recently, she is involved with the Life Insurance Settlement Association in dealing with Revenue Rulings 2009-13 and 2009-14. She earned a Bachelor of Science in Education from Illinois State University and a Bachelor of Science in Accounting from the University of Maryland. She is also a Certified Public Accountant.


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