Mrs. Davidson is a Principal of Parkway and has been with the company for the last 20 years. She has served in her current capacity as Chief Operating Officer for the last 10 years. She joined Parkway with previous insurance experience that included the preparation of statutory investment schedules, annual statement development and investment department functions. Her past accounting experience with both Life and P&C companies has greatly enriched the value Parkway adds to its clients. Mrs. Davidson has a detailed knowledge of special insurance reporting that includes Schedule D, Schedule E, IMR/AVR, Summary Investment Schedule, Risk Based Capital, A.M. Best Reports and others. She is trained on top insurance accounting software and often develops training tools for employees and insurance clients.
Mrs. Davidson’s unique in-depth knowledge of both investment vehicles and statutory accounting allows her to model the impact of potential or proposed investment choices on the financial statements of the company. Her professional approach, expertise, and attention to detail have aided her in the oversight of Parkway’s client reporting department. In addition to oversight of the department, Mrs. Davidson works directly with insurance clients in many areas related to the comprehensive consulting services of Parkway. She is a member of the North American Securities Valuation Association (NASVA) and attends regulatory meetings. She is extremely knowledgeable of NAIC and state insurance regulations and has a dedicated educational approach when working with her team. She is also a Registered Investment Advisory Representative and able to serve Parkway and clients in many areas when needed.
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Lisa L. Davidson
Lisa L. Davidson
PRINCIPAL AND CHIEF OPERATING OFFICER
I grew up around here, and it was really great to get to take my daughter sightseeing around New York. Our favorite place to visit was Ellis Island, where so many people in America can trace back their roots and family history. After visiting Ellis Island we arrived at my niece's wedding, where my daughter met family members she'd never even seen before. It was a wonderful homecoming trip in so many ways. We came away with the sense that family and roots are important. They teach us who we are and where we come from, but more so, they teach us of the kind of courage and greatness we are capable of.