Experience

ITM TwentyFirst

• United States
• Insurance
• 1 - 100 Employee

• Account Executive / Remediation Specialist

  • May 2012 - Present

   Developed, along with IT, minimum cost of insurance extraction and projection tool that was customizable and integrated into asset servicing system.  Streamlined premium optimization by creating an express renewal system which incorporated an automated projection system.  Account management responsibilities in which assisting banks and law firms to administer life insurance trusts.  Assisted clients in meeting their fiduciary responsibilities.  Established departmental processes, manuals, and training guides as well as delivered training to analysts.  Utilized Life Insurance expertise to consult clients on how to manage their asset.  Managed Multiple Pension Longevity Derivative Swaps, established offshore team to handle the day to day administration. Specific handling of cashflow settlements, collateral calculations, and trade document analysis.  Provided analysis of existing requirements and life insurance optimization pricing to ensure cost-effective options are being utilized for investment in Life Settlements.  Utilized quantitative skills to analyze, validate, manipulate, and manage large amounts of data, specific to problem solving, project and decision support, and trend analysis of multi-projects as assigned by management.  Partnered with program leaders, department VPs, and PMs to prepare budgets and milestones; prepare support materials/reports for project managers; investigated project/financial data for PMs.  Participated in sourcing strategy formulation, supplier selection and management process.  Created and managed multiple teams in Chennai, India, in order to supplement on-shore management of bank/hedge fund/law firm assets of clients.



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Life Settlements Analyst

  • Jan 2008 - May 2012

   Learned Life Insurance expertise to consult clients on how to manage their asset.  Created, along with IT, a Pension Longevity Derivative Swap management tool. Tool is automated and efficiently prevents user error. Tool handles cashflow settlements, collateral calculations, and trade document analysis.  Provided analysis of existing requirements and life insurance optimization pricing to ensure cost-effective options are being utilized for investment in Life Settlements.  Utilized quantitative skills to analyze, validate, manipulate, and manage large amounts of data, specific to problem solving, project and decision support, and trend analysis of multi-projects as assigned by management.  Partnered with program leaders, department VPs, and PMs to prepare budgets and milestones; prepare support materials/reports for project managers; investigated project/financial data for PMs.  Participated in sourcing strategy formulation, supplier selection and management process.  Created and managed multiple teams in Chennai, India, in order to supplement on-shore management of assets of clients.