Leo (Zixuan) L. Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Shanghai, China

• Created a pricing model for a short-term health insurance quota share treaty by fitting Poisson frequency and Gamma severity models and estimating net loss ratios under different assumptions of model parameters
• Conducted an in-depth research on incidence rates, medical expenses and therapies of Alzheimer Disease and Hypertension Complications and presented to management for potential product development opportunities
• Monitored frequency and lapse rates for Critical Illness coverages using SQL, summarized key observations and reported to senior actuaries in a timely manner

Beijing

• Assisted in quarterly IBNR calculations using Bornhuetter-Ferguson and Chain Ladder method for 10 treaties
• Conducted profitability analysis through computing loss ratios and Actual/Expected ratios by product
• Developed a master data template to standardize and centralize clients’ treaty information using SQL and Excel
• Performed regular validations of treaty invoices to ensure accuracy and completeness of accounting databases

Philadelphia, Pennsylvania

- Lead scheduled tutoring and taught actuarial probability principle- Facilitated academic discussions

Chicago, Illinois

• Modified offering memorandums for 5 companies – performed company research and financial statement analysis, and utilized forecasting and financial modeling to examine company’s market value
• Researched, identified and engaged potential buyers through LinkedIn and achieved a response rate over 25
• Demonstrated effective interpersonal and presentation skills through frequent negotiations with clients

Dongguan, Guangdong, China

• Analyzed differentiation of 30+ financial products, quantified all the product information, consolidated into report and presented the results in weekly client meetings
• Forecasted investment return, wrote investigation report and assisted with promotion plan
• Optimized product presentation, prepared for “Education Fund” seminar, and connected with 20+ attendees through WeChat

Master Of Financial Insurance, Insurance, Finance, Data Science

Bachelor'S Degree, Actuarial Science / Statistics (Minor)

Activities and Societies: • Dean’s List, Fall 2015-Present • Gamma Iota Sigma Professional Risk Management, Insurance and Actuarial.

Marketing

Activities and Societies: • Membership of the business school Students' Union, 2013-2014 • Student Delegate of the Student Congress, April.