My teaching method is comprehensive and ideal for learning new subject matter. I first explain the new concept, demonstrate its use through examples, and then proceed to mastery through close tutoring on problem sets and questions. Complete understanding of the concept is confirmed before introducing additional material.
I am a financial professional with 25 years of corporate experience working with mathematics and statistics. I achieved superior scores on standardized tests including the PSAT, SAT, GRE, and GMAT. I can help you achieve great scores on tests, and do well in class settings too.
Over 25 years of experience in Insurance, Alternative Investments, and Corporate Finance. Complex statistical analysis and models used in portfolio valuations and public company SEC filings in the Life Insurance Secondary Market. Skilled in consulting and presentation delivery to industry executives and potential investors. Honors Ivy League Undergraduate, and Top 20 Graduate business school education. Successful Remote Work experience.
Silver Trading Strategies
New Orleans, Louisiana
2008 – Present
Developed and implemented proprietary trading strategies applied to commodities, stock index, and volatility markets. Employed technical and fundamental analysis of U.S. and global financial trends to optimize returns on personal portfolio of investments. Part Time beginning 2008, Full Time beginning 2018.
Director of Portfolio Management
2006 – 2018
Primary pricing analyst for public company leader in the Life Settlements industry. Responsible for daily management of the company's portfolio of over $1.8 Billion in life insurance benefits. Evaluated and priced over 13,000 life insurance policies for competitive bidding in the open market. Calculated probabilistic expected IRRs based on internal policy charges and life expectancy reports. Developed premiums and servicing requirements for almost 1,000 policies. Performed monthly portfolio valuations plus stochastic analyses (Monte Carlo simulations), longevity, and interest rate risk sensitivity analyses. Successfully worked from remote location during final year.
Senior Analyst – Executive Benefits
2003 – 2004
Prepared and delivered proposals to CEOs and CFOs for non-qualified executive benefit plans and estate planning concepts. Consulted to top Minnesota business figures including the Pohlad family, Irwin Jacobs, and Mystic Lake Casino’s executive team. Managed ongoing administration of non-qualified benefit plans including enrollments and terminations, cost / benefit calculations, and continued participant satisfaction.
Clark Consulting – Healthcare Group
Senior Director of Financial Services
1994 – 2003
Prepared and delivered reports to senior management analyzing alternatives for over $100 Million funding non-qualified benefit plans covering hospital executives and physicians. Consulted on Split Dollar Life Insurance, Long-Term Care Insurance, Disability Insurance, Mutual Funds, and Annuities. Recommendations accepted and implemented by over 99% of clients. Successfully rolled out new plan designs and products including Long-Term Care Insurance. Projected accounting impact of recommendations. Negotiated with carriers for guaranteed issue, pricing, underwriting, and commission concessions. Limited Principal for securities compliance. Hired and trained company staff of financial analysts.
Master of Business Administration
3.78 / 4.00 Grade Point Average. 740/800 GMAT Score (99th Percentile). Concentration in Finance and Quantitative Analysis. Merit Scholarship recipient. Earned membership in Beta Gamma Sigma and Financial Management Association National Honor Societies. Vice President for Investments, MBA Finance Club. Led AT&T Investment Challenge. Designed individual tutorial studying "Great Ideas in Finance and Investing."
University of Pennsylvania
Bachelor of Arts
3.42 / 4.00 Grade Point Average. Graduated Cum Laude majoring in Biomedical Anthropology. Studied under Nobel Prize Laureate Baruch Blumberg, Ph.D. and Dwight “David” Eisenhower III. President of Undergraduate Anthropology Society. Founder and President of college residential government. Rowing team. Philomathean Society. One-man photography exhibit in private gallery.
LICENSES AND COMPUTER SKILLS
Current Louisiana Life, Accident, and Health Insurance Licenses. Formerly held NASD/FINRA Series 6, 26, and 63 Registrations. Expert with Excel, Word, Salesforce, MAPS Pricing Model, many Life Insurance Illustration Software Systems. Proficient with PowerPoint, Access. Familiar with several statistical analysis software languages.
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