Actuary

••••• •••••, ASA
•••••
Winchester, VA •••••
•••••
•••••

EXPERIENCE

June ••••• to Present
Wachovia Retirement Services Richmond, VA
Retirement Consultant
Reviewed Benefit Calculations, Valuation Reports, Summary Plan Descriptions, ••••• filings
Supervised two analysts
Used ProVal
Wrote client specific EXCEL programs for benefit calculations
Translated EXCEL valuations to ProVal
Worked on cases ranging from two to ••••• participants

••••• to June •••••
Lynchval Systems Worldwide, Inc., Chantilly, VA
Senior Pension Consultant
Provided Quality Control for Defined Benefit Pension Programs.
Programs for valuation, administration, medical valuation, compliance testing.
Helped Service Bureau Clients run programs.
Maintained funding module and FAS module.
Signed FAS •••••, FAS •••••, and FAS ••••• reports.

••••• to •••••
Ungersoft Corporation, New York City, NY
Actuary
Provided quality control for major new financial program.
Met with accounts and lawyers to write specification; supervised programming of those specs: created test bank of cases to test programmers work.
Supervised marketing and programming departments in providing guidelines regarding life and health insurance, pensions and annuities.
Monitored continuous improvements in the program.
Recalculated test bank cases.
Maintained and updated mortality and morbidity tables.
Suggested new product modules for estate planning that worn first major client.

••••• to •••••
Pennsylvania Insurance Department, Harrisburg, PA
Life Examiner
Annually examined ••••• fraternal life and health insurance companies.
Examinations included NAIC accounting issues and state insurance code issues.
Attended Insurance Commissioners meetings on implementing regulation guidelines.
Audited and analyzed life and health reserves using the program general purpose valuation calculator.
Drew stratified samples of policies for this purpose.
Analyzed variable life insurance and annuity reserves.




••••• to •••••
Anthem Insurance, Cincinnati, Ohio
Health Actuary
Priced Medicare Supplement Policy.
Helped administer companys own benefits.
Translated companys pension program from FORTAN to Excel.
Applied FAS ••••• to companys post-retirement benefits.

••••• to •••••
Foster Higgins, Cleveland, Ohio
Pension Analyst
Passed both segments of Pension Enrollment exam , EA•••••
Analyzed data and made presentations that represented $1,•••••,••••• in annual revenue from clients.
Responsible for accuracy of Defined Benefit Pension calculations including annual contributions and reserves.
Debugged and patched FORTRAN valuation program
Worked on cases ranging from 1 to ••••• lives.
Worked on mid- size union cases.

••••• to •••••
Nationwide Insurance, Columbus, Ohio
Health Analyst Managed all phases of rate increase filings.

••••• to •••••
Harvest Publishing and Harvest Life Insurance Agency, Cleveland, OH
Marketing Research Manager

EDUCATION
••••• - •••••
Ohio State, Columbus, Ohio
MS Mathematics and Statistics (APL experience at OSU)

Cleveland State, Ohio
BS Mathematics Cum laude

PART TIME TEACHING EXPERIENCE

Hold a lifetime California Junior College Teaching Credential.
Have taught at the following:
Eastern College, Management Program
Harrisburg Community College, College Math Program
University of Cincinnati, Math Program
Clevelands Dyke College, Business Program
Clevelands Electronic Engineering Institute

SOCIETY OF ACTUARIES RESEARCH PROJECT
Foreign Exchange Risk Internet Search for sources on the subject.

COMPUTER SKILLS
Proval, Lynchval
Microsoft Office including EXCEL
FORTRAN