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Organization / Workplace
Hartford, Connecticut Area, CT United States
Occupation
Partner and Hartford Office Leader at Oliver Wyman
Industry
Finance / Banking / Insurance
Website
About
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
Contact Details

Presentations(21)Ìý

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2019 Valuation Actuary Symposium Session 58 Assumptions Setting under VM-21 08272019
2019 Valuation Actuary Symposium Session 58 Assumptions Setting under VM-21 082720192019 Valuation Actuary Symposium Session 58 Assumptions Setting under VM-21 08272019
2019 Valuation Actuary Symposium Session 58 Assumptions Setting under VM-21 08272019
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ACHS Spring 2019 Long Duration GAAP Targeted Improvements - Market Trends
ACHS Spring 2019 Long Duration GAAP Targeted Improvements - Market TrendsACHS Spring 2019 Long Duration GAAP Targeted Improvements - Market Trends
ACHS Spring 2019 Long Duration GAAP Targeted Improvements - Market Trends
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Assumption Setting for VM-21 - Credibility and Professional Resources
Assumption Setting for VM-21 - Credibility and Professional ResourcesAssumption Setting for VM-21 - Credibility and Professional Resources
Assumption Setting for VM-21 - Credibility and Professional Resources
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Documents(2)Ìý

Hybrid Annuities - A Growth Story
Hybrid Annuities - A Growth StoryHybrid Annuities - A Growth Story
Hybrid Annuities - A Growth Story
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Fixed Indexed Annuities... Recap and What's Next?
Fixed Indexed Annuities... Recap and What's Next?Fixed Indexed Annuities... Recap and What's Next?
Fixed Indexed Annuities... Recap and What's Next?
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