Experience

Columbian Financial Group

• Insurance
• 200 - 300 Employee

• Second Vice President, Plan Actuary

  • Jun 2021 - Present

  Binghamton, New York, United States • Lead a team of two in updating the Axis projection models and provide modeling support for multiple use cases of AAT, ERM, Embedded Value analysis, and Financial Plan. • Prepare the annual Statutory and Tax Financial Plan and communicate results to Senior Leaders.



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Director & Actuary, Actuarial Oversight

  • Jul 2019 - Jun 2021

  Newark, New Jersey, United States • Oversee statutory reserve standards and methodology compliance for all lines of business. • Provide actuarial support to all business units on non-guaranteed elements, reserve basis changes, aggregate sufficiency testing, year-end reserves, AAT, PBR, and dividend recommendations.

• Director & Actuary, Modeling COE

  • Oct 2017 - Jul 2019

  Newark, New Jersey, United States • Led a team of five to convert Prudential Legacy Interest Sensitive and Traditional business from MG-ALFA to Axis platform for use cases of AAT, Capital Management, and Forecast. • Collaborated with Life Pricing and external consultants to convert various Pricing models to Axis platform and built PBR reserve calculation.

• Director & Actuary, Forecasting and Term Capital Management

  • Apr 2010 - Oct 2017

  • Led a team of five in managing the Traditional Forecast and Term Capital Management. • Partnered with internal / external counterparties to facilitate the Term Captives $8.7 billion financing. • Established Term Economic Reserve, AG48, Embedded Value, and financing need forecast process. • Built GAAP functionality in Axis model for Hartford acquired Traditional Life business. • Re-priced Term tail rates for the near-tail in-force business. • Prepared Stat/GAAP/Tax forecast… Show more • Led a team of five in managing the Traditional Forecast and Term Capital Management. • Partnered with internal / external counterparties to facilitate the Term Captives $8.7 billion financing. • Established Term Economic Reserve, AG48, Embedded Value, and financing need forecast process. • Built GAAP functionality in Axis model for Hartford acquired Traditional Life business. • Re-priced Term tail rates for the near-tail in-force business. • Prepared Stat/GAAP/Tax forecast earnings and balance sheet for Traditional products. • Assisted Modeling team converting Traditional products model from MG-ALFA to Axis.



Guardian Life

• United States
• Financial Services
• 700 & Above Employee

• Actuarial Associate

  • Dec 2007 - Apr 2010

  New York, New York, United States • Collaborated with Investment team to prepare monthly annuity hedging attribution analysis, monitor policyholder behavior, and provide recommendation for hedging activities and product development. • Maintained MGHedge / PolySystems models to prepare quarterly Annuity FAS133 / AG33 / AG34 valuation reports. • Coordinated VACARVM models build and validated MGHedge model for stochastic scenarios. • Priced VA Guaranteed Minimum Withdrawal Benefit rider and Group Pension products.



MetLife

• United States
• Insurance
• 700 & Above Employee

• Actuarial Associate

  • Jul 1998 - Dec 2007

  Bridgewater, New Jersey, United States Rotations in Annuity DAC Valuation, COLI/BOLI Management, Life Pricing, Inforce Dividend Management, and Managerial Compensation for sales offices.