Robert Winawer Email & Phone Number

Boston, Massachusetts, United States

Hartford, Connecticut Area

Principal for Oliver Wyman's U.S. Actuarial Life Practice. Primary responsibilities are to provide actuarial consulting services to various insurance entities and organizations.

Greater Boston Area

• Capital Management: Designed / implemented the internal reinsurance structure instrumental to Global Atlantic’s Bermuda presence at divestiture from Goldman Sachs
• Financial Reporting: Performed various valuation / financial reporting responsibilities such as B36 embedded derivative reporting and designing/executing a $75mm profit from portfolio rebalancing
• Experience Analysis: Performed all experience studies (except one segment) supporting pricing, financial reporting, and appraisals with no unlocking greater than $10mm in eight years and fifteen appraisals
• Reinsurance: Performed all indemnity reinsurance appraisal diligence and managed the company’s 500+ treaty program including negotiating rate increase abatements of $95mm cash and $50mm postponements/removals
• FP&A: Performed all FP&A functions including implementation of actuarial models-based forecasting system and working with the Origination Team to evaluate / implement several block acquisitions
• Risk Management: Wrote the company’s first Enterprise Risk Report, assisted the CRO with the company’s first ORSA, and ran the company’s weekly interest rate risk hedging program / executive market risk reports

West Chester PA

• Capital Management: Managed US capital and rating agency relationships, including design / implementation of internal reinsurance and other measures releasing over $1B of regulatory capital
• Financial Reporting: Served as Appointed Actuary of ING USA as well as responsible for US GAAP, IFRS, and embedded value reporting of the retail annuity line of business
• Experience Analysis: Performed annuity line experience studies including support to manage shock lapses
• Risk Management: Reporting to CRO, reviewed US statutory valuation for complex products and supported the company’s market consistent direction
• Liability Management: Evaluated financial profitability and risks of all significant retail annuity business unit products and ventures
• Liability Modeling: Built and utilized actuarial annuity line of business projection models including implementation of the company’s first principles-based statutory valuation NAIC C3P2

Stamford, Connecticut

Implemented and maintained all valuation and financial reporting functions for this start-up company including self-administration of the Modified Coinsurance arrangement that funded the organization, performed asset liability management analyses, and designed / implemented experience studies

Calumet City, IL

• Oversaw Embedded Values for the group
• Performed all actuarial functions for ILONA’s combination direct response and debit company including serving as Appointed Actuary, developing products, optimizing distribution profitability, financial reporting under.

Buffalo Grover, Illinois

Implemented actuarial valuations required by US GAAP for both domestic and international clients of the firm including Banner Life US, M&G/Swiss Re Australia, and INA Italy

New York, New York

Reported directly to partner in charge of US Insurance Operations, part of audit team on all eastern clients including MetLife, TIAA-CREF, and Prudential

Teaneck, New Jersey

Master Of Business Administration - Emba, Leadership

Bachelor Of Arts - Ba, Mathematics

Master Of Business Administration - Mba

Education record