Experience

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  Aviva canada

  May 2003 - Apr 2004

  Actuarial intern, national personal lines pricing

  Assisted with pricing analysis and rate filings for personal line automobile and home insurance products

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  Principal financial group

  Sept 2004 - Dec 2004

  Actuarial intern, retirement actuarial consulting group

  Assisted with DB pension valuations and review of actuarial assumptions

• 

  Ernst & young llp

  May 2005 - Aug 2005

  Actuarial intern, insurance and actuarial advisory services

  Participated in a number of consulting projects including health reserving analysis, review of variable annuity claims, and valuation of fixed annuity benefits

• 

  Pricewaterhousecoopers llp

  Jan 2006 - Apr 2006

  Actuarial intern, human resources services

  Prepared pension reviews in accordance with U.K. and international accounting standards

• 

  Lehman brothers

  Sept 2006 - Dec 2006

  Intern, insurance products group

  Assisted in the structuring and execution of life insurance securitization transactions

• 

  Ernst & young llp

  Aug 2007 - May 2010

  Actuarial consultant, insurance and actuarial advisory services

  Provided consulting services in a range of areas including development/review of variable annuity valuation models and hedging strategies, US GAAP and statutory audits of various life and health products, as well as actuarial remediations, process improvements, model conversion projects

• 

  Sun life

  Jun 2010 - now

  Oversee the Global ALM, US ALM and UK ALM functions Established the Global ALM function and led a wide range of initiatives aimed at enhancing investing strategies, financial reporting, and ALM processes at the global level Provide governance, expertise, and guidance across SLF Canada to support product design and pricing activities in accordance with SLF Canada strategies, as well as the oversight of reinsurance activities and compliance across SLF Canada Pricing for the full suite of DB pension risk transfer products (annuity buy-outs, annuity buy-ins, longevity insurance), including working closely with plan sponsors and pension consultants to develop customized de-risking solutions that address the unique needs and challenges of each pension plan Pricing and governance of a range of GRS products, including group retirement saving plans and segregated fund guarantees

  • VP, Global ALM

    Jul 2021 - now

  • AVP, Global ALM Initiatives

    Aug 2019 - Jun 2021

  • AVP, Canadian Actuarial, Pricing

    Dec 2014 - Aug 2019

  • Director, Pricing, DB Solutions

    May 2012 - Dec 2014

  • Director, Actuarial Pricing, Group Retirement Services

    Jun 2010 - Aug 2012