Actuary Expert 501658 LA


Expertise Description

I have over 45 years' experience as an actuary. I have a focus in life insurance and annuities; reinsurance; due diligence reviews; suitability of sale; life settlements; assessing and determining the value of life insurance policies, annuity benefits, retirement benefits, disability benefits, life estate plans; substandard structured settlement annuities, and/or future medical services; divorce; donation and gift; estate valuation; and dispute resolution. I have provided my services as an actuary expert witness for more than 5 years.

Areas of Expertise


Consulting Experience

I have provided consulting and advisory services to insurers and other financial institutions – corporate planning, operations and business reviews, due diligence and peer reviews, merger/acquisition work, disposition of blocks of business, reinsurance program design and negotiation, and life settlements.


Education

Degree Subject Institution
B.S. Math Wake Forest University

Licenses Certifications

Certified Workers Compensation Professional (CWCP)
LA Supreme Court Registered Interpreter (Spanish)

Awards & Affiliation

Fellow, Society of Actuaries (FSA)
Member, American Academy of Actuaries (MAAA)
Member National Association of Forensic Economics

Primary Affiliation

Society of Actuaries (FSA)



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