Experience

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  Ohio national financial services

  Jan 2006 - Jan 2008

  Senior actuarial analyst

  Pricing and product development for term, whole life, and universal life insurance productsProvided sales, administration, and actuarial support for growing Bank-Owned Life Insurance lineServed as lead pricing actuary for reprice of BOLI UL product for 2001 CSO table conversionCreated and maintained models for interest rate and cost of insurance resetting for inforce UL blockDeveloped tools and training procedures to test new product policies for quality assurance

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  Lincoln financial group

  Jan 2008 - now

  Direct the design and development of new approaches to inforce management to drive industry-leading innovations and differentiation in the marketplaceOversee a team dedicated to analysis and redetermination of non-guaranteed elementsOversee Lincoln's Inforce Optimization initiative, which identifies opportunities to generate additional earnings through campaigns that are mutually beneficial to Lincoln's policyholders and shareholdersServe on Lincoln’s Actuarial Executive Committee, tasked with strategic oversight of company’s Actuarial Development Program (ADP) Show less Oversaw program with annual budget of $1M-$2M – funded employees represent actuarial, distribution, marketing, business development and customer service business areas Led effort to re-structure Lincoln’s Business Retention program to add proactive measures (including predictive modeling) and prioritize the retention of business that has high future value to company Gained approval from New York Department of Financial Services for unique exchange program to re-deploy capital in a more efficient mannerOther initiatives included post-level term premium optimization, wellness programs, cross-sell initiatives, other exchange programs, and policyholder education programs Show less Led team responsible for the development, pricing, and implementation of individual universal life, indexed universal life, variable universal life and term productsProvided direction and strategic oversight for all individual life product development effortsEngaged distribution partners to present product features and competitive profile and solicit feedbackPresented risk and profitability analysis for product approval from senior management in Insurance Solutions and corporate business areasKey product initiatives included the development of the innovative Treasury Indexed UL product, a re-engineering of the VULONE product that became the industry’s leading VUL product, and an overhaul of Lincoln’s guaranteed universal life business to align with revisions to Actuarial Guideline 38 Show less

  • Vice President, Inforce Business Leader

    Jan 2017 - now

  • Assistant Vice President, Life Inforce Optimization

    Jan 2014 - Jan 2017

  • Assistant Vice President, Core Life Product Development

    Jan 2012 - Jan 2014

  • Actuarial Associate, Actuary

    Jan 2008 - Jan 2012