Experience

Definiti LLC

• United States
• Financial Services
• 100 - 200 Employee

• Consulting Actuary

  • Oct 2021 - Present



Segal

• United States
• Human Resources Services
• 400 - 500 Employee

• Associate Actuarial Consultant

  • Jun 2021 - Oct 2021



Hooker & Holcombe

• United States
• Financial Services
• 1 - 100 Employee

• Team Leader, Actuarial Specialist

  • Dec 2020 - Feb 2021

  Prepare or review Form 5500, Annual Funding Notice, PBGC Forms, and AFTAP certification in compliance with ERISA. Prepare or review year-end financial statements in compliance with ASC 715 or GASB 67/68. Analyze and process or review participant data to conduct valuations under plan accounting and funding assumptions. Managing a demanding book of business to satisfy client needs. Serve as a workflow, technical and training resource for my team members. Present actuarial results to applicable pension board and/or finance members. Coding valuation system for new and existing plans with benefit changes. Assist pension administration group in coding and testing of pension benefit online portal calculator. Completing or reviewing participant benefit calculations. Accounting/funding valuations and projections, experience studies, plan termination, Non-Qualified pension and OPEB valuations. Show less

• Actuarial Specialist

  • Dec 2019 - Dec 2020

• Senior Actuarial Analyst

  • Jan 2017 - Dec 2019



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Actuarial Analyst

  • Jan 2014 - Dec 2016

  Analyze and process participant data to conduct valuations under plan accounting and funding assumptions. Prepare year-end financial statements in compliance with ASC 715. Prepare Schedule SB, Annual Funding Notice, PBGC Forms, and AFTAP certification in compliance with ERISA. Accounting/funding valuations and projections, experience studies, Non-Qualified pension and OPEB valuations, settlement accounting, and participant benefit calculations. Analyze and process participant data to conduct valuations under plan accounting and funding assumptions. Prepare year-end financial statements in compliance with ASC 715. Prepare Schedule SB, Annual Funding Notice, PBGC Forms, and AFTAP certification in compliance with ERISA. Accounting/funding valuations and projections, experience studies, Non-Qualified pension and OPEB valuations, settlement accounting, and participant benefit calculations.



Penflex, Inc

• Financial Services
• 1 - 100 Employee

• Actuarial Intern

  • Mar 2013 - Sep 2013

  Data entry, verification, and benefit calculations Data entry, verification, and benefit calculations