Personal Information
Entreprise/Lieu de travail
Hartford, Connecticut Area, CT United States
Profession
Partner and Hartford Office Leader at Oliver Wyman
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.oliverwyman.com/actuarial.htm
À propos
Leading consultant and subject matter expert in the annuity space that has assisted most large variable annuity (VA) and fixed indexed annuity (FIA) carriers. Key specialties:
- VA product development, pricing, financial modeling, financial reporting and hedging
- FIA product development, pricing, financial modeling, financial reporting and ALM
- Income annuities, fixed deferred annuities, stable value and retirement products
Frequent assignments / areas of practice:
- Mergers and acquisitions
- Model building
- Model validation
- Experience studies, including the application of predictive modeling
- Product development and pricing work
- Peer review of pricing or valuation
Mots-clés
fia
variable annuities
actuarial consulting
fia glwb
risk management
pricing
dol rule
fsa
assumption setting
fia pricing
fixed indexed annuities
va glwb
m&a
actuarial credibility
fixed annuities
actuarial assumptions
ag 43
ccar
orsa
variable annuity captives
vm-22
policyholder behavior
fia hedging
hybrid annuities
predictive modeling for variable annuities
variable annuity cohort modeling
financial reporting
spia
dia
fasb ldti
ldti
actuarial staffing
asops
annuity policyholder behavior
fia risk management
annuity pricing
indexed annuities
soa candidate
actuarial consulting job
cda
ag 35
ag 33
iul
sop 03-1
2012 iar valuation table; contingent deferred annu
indexed-linked variable annuities
dynamic policyholder behavior
holistic analysis of policyholder behavior assumpt
fixed indexed annuity cohort modeling
dynamic lapses
predictive modeling for fixed indexed annuities
model validation; model governance
actuarial due dilligence
actuarial appraisal
life insurance m&a
members zone annuity
structured variable annuities
shield level selector
structured capital strategies
structured indexed annuities
potentialplus
index advantage
indexed variable annuities
structured-note annuities
structured annuities
experience studies
mortality studies
predictive analytics
implementation in financial models
predictive modeling
fia product management
fixed indexed annuity risk management
stacked glwb features. fia hedge notional
fia policyholder behavior
fia alm
fia assumptions
volatility controlled indices for indexed annuitie
volatility controlled indices
fixed indexed annuity
stacked glwb features
variable annuity behavior cohorts
predictive modeling for life insurance
variable annuity policyholder behavior
predictive modeling for long term care
predictive analytics in life insurance
variable annuity modeling history
variable annuity financial modeling
modeling of implied volatility for variable annuit
variable annuity modeling framework
variable annuity modeling paradigm
modeling of target volatility features
variable annuity fund mapping
oliver wyman
product trends
private equity
sales trends
va
glwb
annuities
gmib
gmab
fa
va gmib
va gmab
financial modeling
ltc
private equity firms
indexed annuity
hedging
Tout plus
Présentations
(21)Personal Information
Entreprise/Lieu de travail
Hartford, Connecticut Area, CT United States
Profession
Partner and Hartford Office Leader at Oliver Wyman
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.oliverwyman.com/actuarial.htm
À propos
Leading consultant and subject matter expert in the annuity space that has assisted most large variable annuity (VA) and fixed indexed annuity (FIA) carriers. Key specialties:
- VA product development, pricing, financial modeling, financial reporting and hedging
- FIA product development, pricing, financial modeling, financial reporting and ALM
- Income annuities, fixed deferred annuities, stable value and retirement products
Frequent assignments / areas of practice:
- Mergers and acquisitions
- Model building
- Model validation
- Experience studies, including the application of predictive modeling
- Product development and pricing work
- Peer review of pricing or valuation
Mots-clés
fia
variable annuities
actuarial consulting
fia glwb
risk management
pricing
dol rule
fsa
assumption setting
fia pricing
fixed indexed annuities
va glwb
m&a
actuarial credibility
fixed annuities
actuarial assumptions
ag 43
ccar
orsa
variable annuity captives
vm-22
policyholder behavior
fia hedging
hybrid annuities
predictive modeling for variable annuities
variable annuity cohort modeling
financial reporting
spia
dia
fasb ldti
ldti
actuarial staffing
asops
annuity policyholder behavior
fia risk management
annuity pricing
indexed annuities
soa candidate
actuarial consulting job
cda
ag 35
ag 33
iul
sop 03-1
2012 iar valuation table; contingent deferred annu
indexed-linked variable annuities
dynamic policyholder behavior
holistic analysis of policyholder behavior assumpt
fixed indexed annuity cohort modeling
dynamic lapses
predictive modeling for fixed indexed annuities
model validation; model governance
actuarial due dilligence
actuarial appraisal
life insurance m&a
members zone annuity
structured variable annuities
shield level selector
structured capital strategies
structured indexed annuities
potentialplus
index advantage
indexed variable annuities
structured-note annuities
structured annuities
experience studies
mortality studies
predictive analytics
implementation in financial models
predictive modeling
fia product management
fixed indexed annuity risk management
stacked glwb features. fia hedge notional
fia policyholder behavior
fia alm
fia assumptions
volatility controlled indices for indexed annuitie
volatility controlled indices
fixed indexed annuity
stacked glwb features
variable annuity behavior cohorts
predictive modeling for life insurance
variable annuity policyholder behavior
predictive modeling for long term care
predictive analytics in life insurance
variable annuity modeling history
variable annuity financial modeling
modeling of implied volatility for variable annuit
variable annuity modeling framework
variable annuity modeling paradigm
modeling of target volatility features
variable annuity fund mapping
oliver wyman
product trends
private equity
sales trends
va
glwb
annuities
gmib
gmab
fa
va gmib
va gmab
financial modeling
ltc
private equity firms
indexed annuity
hedging
Tout plus