New York, New York, United States
Investment professional and fully credentialed actuary with 12 years of combined experience in pension, life insurance, and wealth management. Investment-related experience includes: • Analyzing portfolios for institutional and high-net-worth clients • Working with research team to conduct competitor and fundamental analysis to identify “best in class” stocks • Preparing financial planning reports to help secure prospective clients and grow the AUM • Completing various ad-hoc client requests in a timely manner to help maintain good client relationships • Formulated customized fixed income allocation strategies for Pension Risk Transfer (PRT) transactions Specialties: Investment, Portfolio Management, Wealth Management, Fixed Income, Asset Liability Management (ALM), Insurance, Pension, Risk Management, Actuarial Science, Programming (VBA, Python, SQL)
Investment and dividend management
Portfolio management, equity research, wealth management
PRT pricing
Life pricing; Corporate actuarial
VA valuation
DB consulting