- Montgomery Street, San Francisco, CA 94105
- (555) 432-1000
- resumesample@example.com
Effective project manager Experience with complicated financial models Strong oral and written communication skills | Extensive technical background Leadership and development skills Trusted advisor |
Milliman – Albany, NY,
Signing actuary for several large to mid-size retirement relationships
Successful at managing complex actuarial projects and pension administration for profitable margins and growth
Built strong, deep relationships across several organizations and seen as their trusted advisor
Knowledgeable in ERISA and PBGC legislation, US GAAP and IAS disclosure as exhibited through both standard and special project work
Experience assisting clients with detailed analysis of plan design alternatives and long-term funding and expense forecasts
Focus on innovative yet practical strategies and solutions tailored to each situation
Led recent pension plan termination project with high lump sum take rate, which saved the company a couple million dollars
Streamlined multiple pension administration tools
Proven record of winning new business in the marketplace
Experience training and mentoring junior staff
Proficient with Microsoft Office and related tools
Voya Financial Inc. – Detroit, MI,
Primary reviewer for all standard pension plan projects such as valuation reports, accounting disclosure and government filings
Led special projects such as retirement open windows, curtailments and settlements
People manager and mentor for eight associates
Voya Financial Inc. – Los Angeles, CA,
Project manager for several corporate and public plans
Prepared and reviewed valuation reports, accounting disclosure and government filings
Usaa – Pilot Point, TX,
Designed retirement annuity and structured settlement products
Developed company annuity reserving system using Visual Basic language
Central Washington University - Ellensburg, WA
Actuarial Science with minor in Economics
Graduated Magna Cum Laude 3.8
Competed in the cross country national championships
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School Attended
- Central Washington University
Job Titles Held:
- Consulting Actuary
- Retirement Consultant
- Retirement Consultant
- Associate Actuary
Degrees
- Bachelor of Science
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