Minh Phan Email & Phone Number

Seattle, Washington, United States

Annuity AXIS conversion _ Built a Datalink process to pull inforce SQL data and set up AXIS cells, subfunds, and funds_ Set up an inforce clustering process (90% compression rate with 97% accuracy)_ Implemented FIA and RILA crediting strategies _ Implemented VA and FIA GLXB riders _ Implemented Stat (CARVM, VM21) and LDTI (DAC, FAS133, MRB) with reinsurance treaties_ Automated quarterly production processes using Elink Jobs script and VBA_ Built CARVM, FAS133, and MRB AXIS reconciliation

Greater Seattle Area

_ Resolved hundreds of questions from a wide variety of clients covering all facets of the functionality in the AXIS Annuity Module_ Provided training on AXIS Annuity module, Datalink, stochastic process, and AXIS cash flow reconciliation_ Enhanced and maintained knowledge base articles for US GAAP and VM21 for Variable Annuities_ Assisted new client with the model transition to AXIS

_ Developed and maintained VA hedging projection framework _ Supported product development by providing risk assessments for new products_ Provided analyses on the impact of changes to existing or new regulation, International Capital Standard, STAT Quantitative Impact Analysis_ Produced quarterly VA risk profile analysis to senior management_ Conducted feasibility analysis of reinsurance deals

Greater Minneapolis-St. Paul Area

_ Served as lead pricing actuary of FIA product, Essential Income 7 with volatility controlled index_ Validated asset liability projection model _ Reviewed and set 2014 pricing assumptions for all product lines_ Supported several ad hoc projects: LTC rate increase filing, hedging data improvement, return on risk capital implementation, pricing of a hybrid FIA with high cap and negative return buffer

_ Lead of quarterly projections of future GAAP FAS133/157 reserves, SOP 03-1 reserves, and DAC balances under various scenarios._ Produce GAAP income statements and balance sheets for corporate operating 3 years plan under various deterministic scenarios._ Develop and maintain MoSes liability model in support of GAAP financial projection._ Collaborate with application development team to validate Variable Annuity Hedging Application in support of dynamic hedging program for captive reinsurance._ Perform ad hoc financial impact and attribution analysis supporting evaluation of CPPI strategy, new fund mapping methodologies, and quarterly assumption updates.

Newport Beach, Ca

_ Produced quarterly projections of future STAT VA CARVM AG43 reserves and C3 Phase 2 capital under various scenarios._ Created quarterly Market Consistent Economic Value report for variable annuity business._ Produced tail risk report that addresses company earning under 1,000 stochastic real world scenarios._ Performed biweekly 12-month cash forecast for annuity division._ Prepared exhibits for presentation to Finance and Risk Management Committee.

Long Beach, Ca

_ Maintained and updated claim triangle to track current claims and estimate future claims._ Assisted in H1N1 financial impact analysis for quarterly earnings projection._ Assisted in production of year-end financial statments.