Patrick Wallner Email & Phone Number

An actuary with 20+ years of experience in valuation. Specialties include disabled life reserves in Group LTD and Group Life, related experience analysis and modeling, earnings by source, and experience with all other types of reserves in Group products.Expertise in managing and performing valuation and experience analysis functions on a sound, value-added basis.Successfully created, communicated and implemented numerous reserve basis updates and reserve system conversions through analysis, delegation to and development of others, and partnerships with operations, management, auditors and information technology.Cash flow testing of assets supporting reserves; analysis of reserve adequacy.Creation of activity-based metrics and analytical capabilities related to revenue.Currently active on industry groups related to valuation of disabled life reserves and experience analysis: Society of Actuaries Experience Committees - Group Long Term Disability and Group Life. ADDITIONAL SKILLS:Presentation skills with use of effective and engaging visuals.Effective explanation of actuarial concepts and rationale to non-actuarial business partners.Coaching others.

Stewardship of Unum’s LTD and Group Life reserve processes, assumptions and adequacy.Partnerships with external auditors including financial closes and reserve basis updates.Manage experience reviews in support of reserve bases, reserve adequacy studies and cash flow testing.Lead enhancements of analytical capabilities and process efficiency by leveraging technology and coaching staff to do the same.Review of company experience supporting reserve bases and reserve adequacy studies.Cash flow testing oversight.Voluntary Worksite Benefits claim incidence and policy lapse metrics.2014 Valuation Actuary Symposium session speaker: "New Disability Reserving Standards"2012 GLTD Valuation Table, American Academy of Actuaries Work Group

Master Of Science (M.S.), Mathematics With Concentration In Actuarial Science

Bachelor Of Science (B.S.), Mathematics And Computer Science