David Dickey Email & Phone Number

Mahwah, New Jersey, United States

Park Ridge, New Jersey, United States

Greater New York City Area

Developed financial and actuarial assumptions used for a variety of business purposes including the pricing of new products, financial reporting and forecasting, Economic Capital, Asset Adequacy Testing, Risk Based Capital and other regulatory and reporting requirements.Prepared and oversaw quarterly Cash from Insurance Operations forecast and capital related cash flows.Oversaw calculation of quarterly earned rates and resulting fixed account interest crediting rates for variable and universal life policies.Oversaw calculation, reporting and analysis of quarterly Net Interest Margin.Managed preparation of quarterly actual and forecast of Risk Based Capital at the legal entity and product level.Prepared product and entity level GAAP Return on Required Capital ratios.Designed and implemented best in class operating cash management monitoring and transfer process for Prudential’s regulatory insurance entities, maximizing investment income by minimizing idle cash.Managed Life Insurance Non-Guaranteed Elements reporting process including annual statutory reporting.Researched, develop and present ideas for capital optimization to the Mergers and Acquisition (M&A) team, as needed, including the Hartford Life acquisition.Researched, analyze and summarized benefits of reinsurance to the capital, surplus and RBC ratio of the Individual Life business.Actively supported Prudential’s demutualization, Initial Public Offering and the creation of Prudential’s Closed Block.Provided estimates of liability duration for use by Asset and Liability management in setting asset duration targetsOversaw development of SEC Low Interest Rate disclosure.Supported Internal and External Audit activities and SOX / MAR requirements.Experienced in managing staff including the selection of new team members.Prepared select investment related Experience Assumptions.Assisted in the governance of the experience assumption development, approval, and implementation process.

Responsible for development of multi-year planning of key business drivers including hiring, staffing, agent retention, sales on a compensation and gross basis and productivity measures.Created management results decks for review with senior management to support better decision making.Partnered with leading agent to develop cross-selling opportunities between agent and institutional Prudential Capital clients.Assisted in the design of a compensation plan for a leading structured settlement captive agent.Prepared multi-year forecast of investment results on a statutory and GAAP basis.Responsible for writing and effectively communicating management discussion and analysis of statutory results.Experienced in managing several staff members.Prepared management accounting basis financials including default loss reserves and investment year results.Managed investment accounting supporting the Leveraged Buyout and Corporate Social Responsibility portfolios managed by the Specialized Finance Group.Foreign tax reclaim coordinator responsible for filing tax relief forms with countries with reciprocal tax agreements with the United States.Performed investment accounting for several general account segments and the PRIVEST Private Placement Separate Account.

Bachelor'S Degree, Finance, General

Master Of Business Administration - Mba, Finance, General