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Education: BS Degree, Mathematics (minors in Actuarial Science & Economics).
Affiliations: FSA. MAAA.
Description: Responsible for Valuation of Life, Annuity, and Group business, Cash Flow Testing, and Planning and Budgeting. Manage monthly valuation and actuarial financial reporting process. Oversees management reports and detailed analysis of earnings. Prepare CFO for quarterly analyst calls. Coordinate cash flow testing projections Produce Memorandum in Appointed Actuary role. Oversees budget projections and 5-year planning forecasts for earnings and strategic planning. Manages actuaries and professional staff. Heavy experience in STAT and GAAP financial reporting and earnings analysis. Incorporated a purchased and an assumption reinsurance block into financial reporting process. Heavy expertise in TAS models for cash flow testing, embedded value financial reporting, reengineering of GAAP process projections, quarterly financial statements and product forecasts budgets. 15+ years experience, 10+ managerial.
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