Recipient the annual Blue Shield of California Pat Boone Spirit Award for exemplary performance for 2012 (highest award Blue Shield offers) as a result of contributions to automation of pricing of manual book of business.Rebuilt commercial medical pricing model, associated modules, and underlying database from the ground up for manual and experience underwriting, for both new and renewing business.Results:● Reduced time to perform batch pricing of book of business from 8 hours to 35 minutes, permitting quicker turn around of actuarial factor development, disruption analyses, and revenue projections● Improved data integrity through monthly reconciliation of data from multiple sources, and integration of new data sources. This in turn improves the quality of disruption analyses and financial projections● Less underwriter data entry and risk of error as a result of leveraging additional new data sources and automating and integrating previously separate manual processes.● Simpler maintenance of model and associated modules● Transparent and self-documenting methodologies and factor developmentMember of core team in automated creation of bundled medical and specialty sales package.Goals include:● Streamline approval process for sales negotiations● Automatically compile complete broker / customer sales package● Closed loop data flow from sales opportunity to closed sale● Real-time revenue tracking for released and sold cases

Updated mid/large commercial group pricing model to use contracted IPA rates to project professional capitation component of cost of health care.Created new tool to produce sales exhibits for renewing manual business, allowing faster and more accurate turn-around for high volume end of year quoting. Reduced time to create sales exhibits in PDF format from approximately 2 minutes to under 10 seconds. Permits sales to apply negotiated rate concessions without additional interaction with underwriting, resulting in additional efficiency gains.Managed remediation and programming of monthly experience data extracts due to replacement of legacy data marts. Updated all pricing tools to accommodate changes to underlying data types.Built tool to clean, transform, and load new business census, experience, and large claims data from incumbent carriers. Tool automates several data scrubbing steps that were previously performed manually and prone to, or permitted errors.Managed implementation of new pricing methodology for new business.

Recipient the annual Blue Shield of California Pat Boone Spirit Award for exemplary performance for 2010 (highest award Blue Shield offers) as a result of the financial impact of new stop loss rating model on stop loss underwriting.Worked in conjunction with stop loss underwriting and actuarial to develop an in-house stop loss pricing tool to: ● price specific and aggregate stop loss insurance ● produce sales exhibits for stop loss and ASO products ● save and retrieve completed quotes and perform batch simulationsResults ● eliminated dependence on vendor software ● threefold increase in underwriter productivity ● eliminated risk of error from manually passing data between applications.Transitioned fully insured sales reporting from an Excel based application to an Intranet / Business Objects / PDF reporting application. Results in faster and more secure sales package creation and enhanced exhibit formatting. Application also permits search and retrieval of saved sales packages from a secure server.Transitioned an existing ASO pricing model from an Access back-end to SQL Server for greater scalability and performance.Implement updates to the mid/large commercial medical rating model to incorporate new products and improve rating methodologies.Reduced time taken for commercial medical pricing simulations from 8 to 2 hours, enabling iterative and more refined analysis of the impact of factor and rating methodology changes.

● Prepare monthly/quarterly financial packages for property owners, banks, and management ● Create annual budgets, CAM reconciliations, and pro-forma financials ● Prepare monthly escrow draw packages for residential rehabilitation loans ● Create ad-hoc SQL reports in Yardi to reduce work associated with preparation of financial statements ● Automate monthly reporting tasks, annual budget spreadsheets, and annual CAM reconciliation spreadsheets by creating VBA macros, VBA Add-Ins, and Argus queries against SQL Server back-end.

Actuarial pension consulting.

Authored a technical report presenting theory and results of research on deterministic and stochastic reaction diffusion Turing-Torus systems, extending research of Alan Turing in a 1-dimensional ring to a 2-dimensional torus.Simulations performed on SIMD parallel computer.