Assistant Vice President, Retirement Practice
New York, Ny
Managed the offshoring of the retirement practice’s actuarial valuation work to its captive in Bangalore, India. The project included a review of domestic valuation practices, development of standard practices, recruiting and training of Bangalore team, and transition to a new valuation system. In this role, reported to the Executive Vice President and Chief Actuary. Marketed the retirement practice’s administration services, developed new offerings (retirement modeling tools, call center, etc.), and led an onsite actuarial data review project for California State Teachers’ Retirement System (CalSTRS) and an online retirement choice project with a financial planning call center for a privately-held, family-owned food company.