Experience

Nassau Financial Group

• United States
• Insurance
• 200 - 300 Employee

• Assistant Vice President & Actuary

  • Mar 2022 - Present

  Annuity Product Development - Product Lead

• Director & Actuary

  • Aug 2020 - Mar 2022

  Annuity Product Development - Product Lead



Ohio National Financial Services

• United States
• Financial Services
• 300 - 400 Employee

• Actuarial Coordinator

  • Jan 2016 - Aug 2020

  Life and Annuity Product Pricing and Financial Management: -Pricing lead for Fixed Indexed Annuity with optional Guaranteed Lifetime Withdrawal Benefit -Pricing lead for Universal Life with No-Lapse Guarantee Protection Product -Pricing lead for 20-Pay Whole Life Product; new to ONFS -Pricing lead for Banked Owned Life Insurance Product -Lead Actuary in the management of crediting rates on new sales and Inforce block for UL, BOLI, and FIA -Project Lead on Department of… Show more Life and Annuity Product Pricing and Financial Management: -Pricing lead for Fixed Indexed Annuity with optional Guaranteed Lifetime Withdrawal Benefit -Pricing lead for Universal Life with No-Lapse Guarantee Protection Product -Pricing lead for 20-Pay Whole Life Product; new to ONFS -Pricing lead for Banked Owned Life Insurance Product -Lead Actuary in the management of crediting rates on new sales and Inforce block for UL, BOLI, and FIA -Project Lead on Department of Labor's Fiduciary Rule impact on agents compensation while providing recommendations to minimize impact to agents. -Expense Studies Project Lead Show less Life and Annuity Product Pricing and Financial Management: -Pricing lead for Fixed Indexed Annuity with optional Guaranteed Lifetime Withdrawal Benefit -Pricing lead for Universal Life with No-Lapse Guarantee Protection Product -Pricing lead for 20-Pay Whole Life Product; new to ONFS -Pricing lead for Banked Owned Life Insurance Product -Lead Actuary in the management of crediting rates on new sales and Inforce block for UL, BOLI, and FIA -Project Lead on Department of… Show more Life and Annuity Product Pricing and Financial Management: -Pricing lead for Fixed Indexed Annuity with optional Guaranteed Lifetime Withdrawal Benefit -Pricing lead for Universal Life with No-Lapse Guarantee Protection Product -Pricing lead for 20-Pay Whole Life Product; new to ONFS -Pricing lead for Banked Owned Life Insurance Product -Lead Actuary in the management of crediting rates on new sales and Inforce block for UL, BOLI, and FIA -Project Lead on Department of Labor's Fiduciary Rule impact on agents compensation while providing recommendations to minimize impact to agents. -Expense Studies Project Lead Show less



Great American Insurance Group

• United States
• Insurance
• 700 & Above Employee

• Actuarial Analyst

  • May 2014 - Dec 2015

  Risk Management: - Calculated and reported quarterly results for CFT, C3P1, and Duration on multiple legal entities to be used by the ERM steering committee. - Incorporated new products into the Prophet models and performed analysis to ensure continuity with the Pricing department. - Collaborated with Appointed Actuaries on Quarterly results and prepared Annual Exhibits for said Actuaries to opine and approve for final reporting. Risk Management: - Calculated and reported quarterly results for CFT, C3P1, and Duration on multiple legal entities to be used by the ERM steering committee. - Incorporated new products into the Prophet models and performed analysis to ensure continuity with the Pricing department. - Collaborated with Appointed Actuaries on Quarterly results and prepared Annual Exhibits for said Actuaries to opine and approve for final reporting.



Scottish Re

• Insurance
• 1 - 100 Employee

• Actuarial Technician

  • Jun 2013 - May 2014

  Valuation: - Calculated and reported monthly/quarterly GAAP and Statutory reserves for yearly renewable term, coinsurance, and life annuity products, along with annual sensitivity testing. - Executed Quarterly functions; Securitization, Tax, Inforce Reporting. - Involved in Year-End Cash Flow Testing Valuation: - Calculated and reported monthly/quarterly GAAP and Statutory reserves for yearly renewable term, coinsurance, and life annuity products, along with annual sensitivity testing. - Executed Quarterly functions; Securitization, Tax, Inforce Reporting. - Involved in Year-End Cash Flow Testing



Williamson County Schools

• United States
• Education Administration Programs
• 700 & Above Employee

• High School Math Teacher

  • Mar 2011 - Jun 2013

  - Counseled students to encourage goal setting while managing parent expectations. - Motivated both high and low achieving students in order to facilitate learning. - Counseled students to encourage goal setting while managing parent expectations. - Motivated both high and low achieving students in order to facilitate learning.



Houston County High School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• High School Math Teacher

  • Jul 2007 - Mar 2011

  - Supported low achieving student athletes in order to help them attain graduation. - Mentored graduating seniors during the college admissions process and assisted them during college visits. - Assistant Coach for the High School Football Team - Supported low achieving student athletes in order to help them attain graduation. - Mentored graduating seniors during the college admissions process and assisted them during college visits. - Assistant Coach for the High School Football Team