Austin TX, 78744
Sage Advisory 07/2016 – 08/2017
Research Analyst. Quantitative solutions group specializing in liability driven investing (LDI). Quarterly funded status reporting, client portfolio reporting, asset allocation management.
Fidelity Investments 02/2014 – 06/2016
Actuarial associate in benefits consulting. Defined benefits experience includes funding/accounting valuation reports, Year end disclosure/expense reports, plan termination audits and communication, derisking analysis for clients. Defined contributions experience includes non-discrimination testing, deferral/match correction, and FICA tax calculations. Administrative experience includes benefit calculations, and retiree payment disbursements.
Humana Health Insurance 05/2013 - 08/2013
Small Business Actuarial Intern. I worked on Loss Ratio Analysis, Broker Commissions modeling, TPA proposal, Product Allocation, Behavioral Economics, Presenting Skills Workshop.
Mathemnatics Tutor 08/2017-Present
Tutoring students grades K through 12 in various mathematic concepts and providing homework/test prep assistance.
Education: Bachelor of Science in Mathematics (Option1: Actuarial Science) Dec 2013
The University of Texas at Austin
Cumulative GPA: 3.81 out of 4.00
High School Distinguished Plan Diploma, June 2010
James Bowie High School (JBHS)
GPA: 4.44 out of 5.0, Class Rank: 9 of 622
Computer Skills: Proficient in Excel, Microsoft Word, Proval, Xtrac, Access, Powerpoint. Exams: Passed the P/1 Exam 07/2011
Passed the FM/2 Exam 08/2012
Passed MFE/3 Exam 07/2014
and Awards: Texas Phi Kappa Sigma Fraternity 03/2013 – 12/2013 Texas Alpha Phi Omega Service Fraternity 08/2011 – 12/2013 Campus Flag run, Campus donation events,
Volunteer to help at local spots, Blood Drive
Texas Impact Volunteer Group 08/2011 – 05/2012
Serve food at soup kitchens; socialize with folks at retirement homes and hospitals
Actuarial Science Club 01/2011 – 01/2013
JBHS National Honor Society 05/2009 – 06/2010