Expertise DescriptionI 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
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.
|B.S.||Math||Wake Forest University|
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
Society of Actuaries (FSA)