
Timeline
About me
Experienced actuary specializing in model development and project management
Education

University of oregon
1993 - 1996Ms mathematics
Southern oregon university
1989 - 1993Bs mathematics
Experience

Computer task group
Nov 1996 - Jan 2002Systems analystWeb Team Internet Specialist & Technical Leader, Alyeska Pipeline Service Co., 2000 – 2002 • Managed and reported team status, including progress statistics and success rates, using Excel macros.• Trained and mentored other team members to fill end-user support roll and provided supervision.• Provided end-user support and training for 80 webmasters using FrontPage.• Served as liaison between clients and web programming staff.Project Coordinator / Statistician / Software Engineer, Regence BlueCross BlueShield of Oregon, 1998 – 2000 • Managed team statistics and tracked Y2K schedule for 100-person team by writing Excel macros with Visual Basic and using an Access database for analysis and reporting.• Developed date rollover planning, creating a schedule for the weeks before and after 1/1/2000.• Coordinated and compiled final documentation of entire Y2K project.• Developed disaster contingency plan, ensuring business continuity.Associate Software Engineer, Regence BlueCross BlueShield of Oregon, 1996 – 1998 • Prepared and executed baseline and acceptance testing, installation and aged-date testing of Y2K changes.• Analyzed systems and remediated code using JCL, COBOL II, ISPF / TSO, FTP, Visio and Excel.• Mentored junior team members in analysis and programming. Voir moins

Standard insurance company
Jan 2003 - Jan 2018Assistant actuaryManaged Valuation and Model Development for Annuities (Deferred, Indexed, and Immediate).• Created and analyzed monthly, quarterly, and annual valuation reports (Statutory, GAAP, Purchase GAAP) to ensure accuracy and determine root cause of trends – with presentation to senior management. • Performed detailed analysis of actuarial reporting systems to improve accuracy and time to completion.• Provided technical leadership to team of actuarial students, planning and directing actuarial projects.• Mentored actuarial students, providing guidance, training and advice. Voir moins

Vantis life insurance company
Jan 2019 - Jan 2021Associate actuaryManaged Valuation and Model Development for Life (Term, Whole Life, various specialty products) and Annuities, including separate models for NY subsidiary, using MG-ALFA software.• Implemented annual Cash Flow Testing process, including experience studies, model maintenance, static and dynamic validation, reporting, and writing memos for regulatory submission.• Created and analyzed monthly, quarterly, and annual valuation reports.• Modernized valuation reporting process to increase accuracy and decrease time to completion. Voir moins

Penn mutual life ins company
Jan 2021 - Jan 2023Manager & actuaryManaged Valuation and Model Development for Life (Term, Whole Life, various specialty products) and Annuities, including separate models for NY subsidiary, using MG-ALFA software.• Implemented annual Cash Flow Testing process, including experience studies, model maintenance, static and dynamic validation, reporting, and writing memos for regulatory submission.• Created and analyzed monthly, quarterly, and annual valuation reports.• Modernized valuation reporting process to increase accuracy and decrease time to completion. Voir moins

Sammons financial group companies
Jan 2023 - Mar 2024Actuarial contractorAnnuity modeling specialist. Designing and implementing enhancements to a GGY AXIS model in a strong control environment. Advising other actuaries on requirements for reverses and projections for ALM, CFT, C3P1, and other actuarial reports.

Acumen group
Jan 2024 - nowActuarial consultantContract role with various companies. Projects include developing actuarial experience studies, model development for compliance with Bermuda Monetary Authority requirements, and others.
Licenses & Certifications

Chartered enterprise risk analyst
Society of actuariesMay 2007
Member of the american academy of actuaries (maaa)
American academy of actuariesJan 2020
Fellow of the society of actuaries
Society of actuariesDec 2009
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