Life Risk Management

Corporate Actuarial - Model Development

Starting January 2017 until I left, I was responsible for the quarterly Individual Life short-term financial forecast. I also supported the capital forecast and capital transfer process for Life. I also reviewed and provided support for the 3Q actuarial assumption review (AAR) as it related to FAS97 DAC/UREV, FAS 113 and SOP 03-1 balances. -In a prior role, I was responsible for retail annuity valuation for all variable, payout, fixed deferred and indexed annuity products. I was the… Show more Starting January 2017 until I left, I was responsible for the quarterly Individual Life short-term financial forecast. I also supported the capital forecast and capital transfer process for Life. I also reviewed and provided support for the 3Q actuarial assumption review (AAR) as it related to FAS97 DAC/UREV, FAS 113 and SOP 03-1 balances. -In a prior role, I was responsible for retail annuity valuation for all variable, payout, fixed deferred and indexed annuity products. I was the resident expert on AG33, AG34, AG39, AG43, VA C3P2. Provided oversight on SOX 404 controls and testing for GAAP, statutory and tax annuity reserving.-In a prior role, I was responsible for implementing VACARVM, calculating annual RBC C3 Phase 2 requirement for variable annuities, supporting others' ability to learn and use the actuarial modeling software ALFA Show less

Variable annuity pricing; Product development and risk analysis for GMWB

Retirement plan persistency reporting; Defined benefit valuation; Defined benefit plan change cost analysis; Retiree benefit calculations