Experience

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  State street bank

  Jan 1994 - Jan 1997

  Sr. investment accountant

  I joined State Street Bank (formerly known as Investors Fiduciary Trust Co.) as an investment accountant and was promoted to Sr. Investment Accountant in 1996. As a Sr. Investment Accountant my responsibilities included: verified daily cash and Net Asset Value; reviewed daily general ledger activity; trained new accountants; monthly trade verification audits; customer service to clients and internal staff; and worked as a team leader/member in multiple special projects such as developing procedure manuals and mutual fund profiles.General responsibilities in the investment accountant position included: daily maintenance of general ledger accounts and supporting records for mutual fund clients with assets in excess of $800 million; calculated daily cash available; recorded portfolio transactions, income and expense accruals; monitored trade settlement and income collection; calculated and reported Net Asset Value daily; reconciled cash and asset accounts; performed monthly audits of general ledger accounts, and provided client customer service. Show less

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  Americo financial life and annuity

  Jan 1997 - Jan 2000

  Reinsurance specialist

  General responsibilities included: preparation of annual statement Schedule S-Statement of Reinsurance Ceded and Assumed; quarterly reconciliation of all ceded and assumed general ledger accounts; quarterly analysis of reinsurance premiums and reserves; preparation of reinsurance work papers; administration of monthly premium payments, policy transactions, reconciliation of payables and receivables, review of new business added to the reinsurance administration system; and corresponding with reinsurance companies and providing customer service to reinsurers and other internal departments.Special projects included: audits of reinsured blocks of business; retention studies; drafting amendments to reinsurance agreements; Y2K testing; development and coordination of the reinsurance administration system coding for the placement of new business; and training new staff. Show less

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  National association of insurance commissioners (naic)

  Aug 2000 - now

  Sr. manager i - life/health financial analysis

  I joined the National Association of Insurance Commissioners in August 2000 as the life/health financial analyst. I am currently the senior life/health financial analysis manager in the Financial Regulatory Services Division. In this position, I oversee the NAIC's quarterly/annual financial analysis process relating to nationally significant life and health insurers. I also supervise the continued maintenance and improvements to the financial analysis solvency tools. I also provide staff support to the Financial Analysis (E) Working Group, Receivership and Insolvency (E) Task Force, and other solvency and receivership related working groups of the NAIC, including the facilitating of information flow between regulators, and compiling and analyzing information related to issues being addressed by the working groups.I manage six professional staff, including a program manager and analysts. I hold the Fellow, Life Management Institute (FLMI) designation. Show less