Welcome to Candidate Profiles

Head of Regulatory Risk Management

Profile Number: 12197

Summary: The Candidate is a top-performing FSA, MAAA, and CFA specializing in strategic planning within actuarial and investment regulatory frameworks. They have led a regulatory monitoring group, generated $11 million annually through a cross-functional business plan, coordinated an annuity business sale in 5 months, and secured $3 million in annual revenue from new client investments. As Life Practice Leader, they achieved 220% of the sales plan and saved $1.25 million annually by optimizing market data services. Their expertise includes strategic planning, financial analysis, risk management, and cross-functional leadership.

Actuarial Executive Financial Modeling & Reporting

Profile Number: 12194

Summary: This seasoned actuarial professional offers 20+ years of experience specializing in financial modeling, U.S. GAAP reporting, and earnings forecasting. Demonstrated proficiency in various actuarial software tools and highly efficient in Visual Basic, MS Access, and SQL. Led large teams, managed over $200B in reserves, developed key actuarial platforms, and participated in international solvency regime field tests. Holds a Master’s in Business Administration and a Bachelor’s in Statistics and Actuarial Science, underscoring a robust academic foundation paired with practical, high-impact professional achievements. Eager to contribute to and drive success in a competitive environment.

Financial Services & Sales Enablement Executive

Profile Number: 12193

Summary: This Candidate is an accomplished financial services industry leader with over 25 years of experience in sales, business development, relationship management, and operations. They have successfully driven corporate vision and strategic planning, consistently exceeded sales goals, and developed innovative training strategies to enhance professional knowledge and skills. They are recognized for their exceptional leadership in recruiting and developing diverse teams, and their ability to foster strong relationships across all levels, significantly improving client satisfaction and company performance. They hold FINRA Series 7, 26, and 63 licenses.

Senior VP of Underwriting & National Sales

Profile Number: 12191

Summary: This Candidate is a seasoned underwriting and sales professional with 25 years of experience, skilled in transforming agencies and enhancing operations nationally. They effectively transitioned an agency from captive to for-profit, addressing key issues like carrier appointments and compliance, and establishing a distinct agency identity. As a leader, they managed diverse teams and expanded partnerships across the industry. They pioneered roles, integrated acquisitions, and developed marketing and underwriting strategies. The Candidate holds a B.S. in Rhetoric and Communications and comprehensive insurance licensing.

Claims and Operations Executive

Profile Number: 11978

Summary: This Candidate has demonstrated expertise in claims management and operational leadership across various roles. They effectively led large teams and managed multimillion-dollar budgets to drive performance improvements, significantly enhance client satisfaction, and reduce operational costs. Notable accomplishments include developing compensation models, improving claim response times, negotiating complex contracts, and pioneering innovative risk control solutions that prevented significant financial losses. They hold a BA in Business Administration and multiple certifications in claim law and leave management.

Life & Health Insurance Underwriting Executive

Profile Number: 11484

Summary: The Candidate brings a robust background in underwriting across individual life, health, group life, and disability income insurance sectors. They possess extensive experience assessing medical and financial risks, training new underwriters, and have successfully implemented underwriting decisions and systems in various settings. Their expertise extends to safety management in the marine industry, where they led audits and compliance. Recognized for their communicative proficiency and leadership, the Candidate is a member of the Life Management Institute.

Senior Actuarial Executive & Industry Thought Leader

Profile Number: 9343

Summary: The Candidate is a seasoned actuary with extensive experience spanning over four decades, specializing in actuarial valuations, financial reporting, and product development across multiple lines of business such as life, annuities, and health insurance. They have successfully led teams, developed innovative actuarial products and systems, and provided critical litigation support. Their leadership skills are further evidenced by their roles on various boards and committees, contributing significantly to industry standards and practices. The Candidate also holds numerous professional credentials and has a solid educational background in mathematics and actuarial science.