Roleen De Ono, Chfc®, Enrolled Actuary Email & Phone Number

I help families achieve their American Dream by helping them find their True Purpose for Money so they can live life with purpose, fulfillment, love, and generosity.

Certification Progress• Currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. - Completed the Education Requirement. - Successfully passed the CFP® exam.

- Led a team of actuaries in completing 250+ termination liability estimates and special calculations to PBGC actuaries.- Supported PBGC NRAD in estimating unpaid employer contributions and lien amounts.- Completed Human Resource Due Diligence reports for various Merger and Acquisition (M&A) clients.- Assisted in special projects and negotiations generating $500M+ in client savings.- Managed, supervised, motivated, and mentored 6 direct reports.- Trained team members and reviewed work of other team members for accuracy and quality.

SENIOR ACTUARY/CONSULTANT, March 2016 – June 2019• Presented and delivered actuarial valuations and special projects. • Led and anticipated client/project needs and developing alternative solutions. • Developed relationships with current and prospective clients.• Involved in management of day-to-day interactions with clients and internal team. ACTUARY, March 2015 – February 2016• Conducted complex benefit studies, actuarial assumption studies and decrement analyses. • Assisted with the initial transition of new clients and set up valuations and benefit calculation systems for multiple plan structures.• Implemented various statistical data analyses to create dynamic asset and liability modeling. • Contributed to new business proposals and proposal development.• Motivated, mentored, and managed 2 direct reports.ASSOCIATE ACTUARY, August 2013 – February 2015• Processed and checked valuations for pension plans of various sizes, benefit formulas and plan years.• Prepared materials for various meetings and assisted with presentation of results to clients.• Analyzed and reviewed all aspects of valuation results including review of liabilities, sample lives, gain/loss analysis, pricing, and funding models.• Developed valuation assumptions through experience studies using data analytics. • Trained team members and reviewed work of other team members for accuracy and quality. ACTUARIAL ANALYST, May 2007 – July 2013• Performed each step of pension valuations cycle including post-retirement H&W benefit valuations.• Validated, reconciled, and reviewed participant/member data for actuarial valuation. • Reviewed Plan Documents and performed benefit calculations for multiple pension plans.• Prepared PPA projections, options, and consulting materials for client meetings.

Douglasville, Ga

• Sold various insurance products to clients (whole life, term life, health, and dental).• Interviewed clients and reviewed policies to provide them with the best coverage and premium options available based on their financial needs and goals.• Conducted both in-home and group presentations and provided detailed explanations of policy guidelines and benefits to clients and their families.• Developed relationships with current and prospective clients.

Bachelor Of Business Administration - Bba, Actuarial Science

Bachelor Of Business Administration - Bba, Finance, Concentrating Financial And Investment Management