Phil Lee Email & Phone Number

Greater Hartford

Enterprise Capital Strategist at NEAM, Inc. focusing on the capital management and corporate development activities for U.S. insurance companies.

New York, New York

□ BenchmaRQ® (Guy Carpenter’s industry leading standardized capital modeling service)- Building 100+ companies’ capital models each year based on public data and standardized assumptions.- Creating the reports and presenting to clients/prospects. Also providing advisory on risk tolerance statements and other ERM related topics based on modeling results.- Providing comparison of results with peers/competitors so the company has a clearer idea where they are in terms of risk/return profile.- Updating, maintaining, and improving the toolkit including yearly database update and parameter recalculation. Helping/implementing automation over the work process.- Creating the exhibits to help understand the meaning of results, especially for audience without analytical background.□ BenchmaRQ+® (Customized capital modeling with in-depth analyses)- Building the customized capital models with internal information as inputs. All major risk categories’ simulation can be refined to better reflect clients’ risk and opportunity. - Having worked on various non-standard features upon requests from clients, including but not limited to potential M&A, reinsurance optimization, asset reallocation, and growth scenario evaluation.□ Risk Benchmarks Research (Annual report published by Guy Carpenter looking into the U.S. P&C industry)- Having been in charge of reconciliation of statutory data and provided analyses on market trend, noticeable changes, performance by carrier/market segment, and other relevant issues.

Storrs, Ct

□ Provided Guy Carpenter & Company, LLC ("Sponsor"​) with the services in connection with developing Sponsor's technology in enterprise risk management. - Refining the contents in BenchmaRQ, a standardized capital model.- Partnering with Sponsor actuaries in Strategic Advisory to build BenchmaRQ capital models.- Assisting in the analysis of P&C industry claim data which will be published in Sponsor's Insurance Risk Benchmark report in September 2014.

Storrs, Connecticut

68, Jongno 5 Gil, Jongno Gu, Soul, Korea

□ Was in charge of Company's Economic Capital Modeling - Measured the risk, set the risk limit and allocated the capital accordingly.□ Monitored and prescreened the unknown risk in underwriting/reserving function to assure the continuity of operation.□ Complied with the regulation and reported to the regulator. (FSS)

68 Jongno 5 Gil, Jongno Gu, Seoul, Korea

Gangnam-Gu, Seoul, Korea

Suwon, Gyeonggi-Do, Korea

Master'S Degree, Actuarial Science

Master'S Degree, Electrical Engineering

Bachelor'S Degree, Electrical Engineering

High School Diploma