Designed and implemented strategies for mergers and acquisitions. Managed global portfolios to support insurance liabilities• Played integral role on global deal team to acquire US, UK, and Canadian mortality, annuity, and pension blocks• Successfully executed investment repositioning strategies resulting in achievement of ROI targets• Created, implemented, and managed risk and capital allocation strategies • Managed mortality, annuity, long-term care, and group portfolios• Managed Canadian and Australian portfolios• Selected external managers to fill niches including high yield emerging market debt, infrastructure, UK commercial mortgage loans, UK core fixed income• Successfully added new asset classes to the platform• Routinely and successfully presented new ideas to executive leadership

• Guide clients in making appropriate asset allocation decisions based on liability characteristics and capital market assumptions• Responsible for pension asset liability studies and risk assessments from detailed technical ALM modeling to final client presentation• Assist clients with all aspects of liability driven investing (LDI) including negotiating with LDI asset managers• Conduct capital market analysis and special studies; summarize and present results

• Client relationship manager; served as day-today contact with individuals at all levels including CFO, controller, and senior human resource staff• Lead retirement actuary and consultant for large global clients• Consulted with clients regarding all aspects of benefit programs including investment strategy, funding strategy, accounting, and design• Fostered strong client relationships through delivery of creative, high-quality consulting• Worked closely with investment consultants to implement and monitor allocation strategies • Lead training sessions on benefits and actuarial topics for local office • Responsible for billing and contracting

• Lead retirement actuary and consultant for mid-size and large clients• Consulted with clients regarding all aspects of retirement, health, and disability programs• Assessed funding and accounting impact of mergers/acquisitions/divestitures• Managed a variety of projects including plan design changes, pension and retiree welfare actuarial funding and accounting valuations • Presented to focus groups to gather input for potential program changes• Determined financial implications of union negotiations as related to employee benefits

Assistant Actuary, Annuity Solutions • Responsible for annuity product design including development of the equity indexed annuity• Worked with a wide range home office and field people to determine and implement product strategy• Responsible for calculating annuity interest rates and communicating results to senior managementStaff Actuary, Life Products• Calculated quarterly interest rate credited on UL cash values and communicated results to senior management • Served as pricing consultant on team to develop terminal illness benefit rider • Worked with field illustrations to implement and test new formulas • As a quality team member, worked with field staff and employees throughout the company to arrive at optimal solutions