NEW WORLD EXPERT WITNESS SERVICES

Life Insurance and Reinsurance Company Operations and Procedures

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Life Insurance and Reinsurance Company Operations and Procedures.


Specific Experience and Qualifications (AD):

Responsible for core functions of individual life and health reinsurance businesses of ING Re (a business unit of ING Americas), including marketing, all actuarial and financial functions, contract preparation, business operations (including administration of assumed and retroceded business, claims and client audits) and information technology, with staff of 150 and budget of $25 million.
Notable achievements:
Oversaw replacement of legacy administration system with state-of- the-art component-based system
Headed reinsurance integration team in Reliastar merger

 

Responsible for Financial Management Department of New York Life’s Stable Value Group, overseeing 50+ employees and $22 billion in reserves.

As Executive Vice President of USLIFE Corporation, responsible for the development of all individual life insurance and annuity products sold by the three life insurance subsidiaries of the Corporation, participated in due diligence team for merger with American General, and served as a member of the joint USLIFE-American General Marketing Task Force.

Also held senior management positions with the Equitable Life Assurance Society and Provident Mutual

As consultant with Tillinghast and KPMG, performed operational reviews and reviews of internal controls of actuarial and asset-liability systems

Co-author with P. Shane Elenbaas, “End-User Applications in Actuarial Processes—Risks and Controls,”  The Financial Reporter (65), June, 2006;


Expert Witness Services, Division of New World Marketing, Inc. 
1095 Evergreen Circle, Suite 200, The Woodlands, Texas, 77380 
Phone: (281) 465-9060