Geoffrey Heitsman

ac8tjz@r.postjobfree.com

203-***-****

Education:

University of Connecticut, Storrs CT

Bachelor of Arts, Mathematics-Actuarial Science Minor: Computer Science, Statistics

Cumulative GPA: 3.52 / 4.00 Dean’s List (Spring 2014, Fall 2015) Graduated May 2017

Work / Internship Experience:

Nassau Re – Phoenix June 2017 – Nov 2018

Actuarial Assistant – Fixed Indexed Annuity Modeling

Maintain & update PolySystems models for projecting fixed indexed annuities

Maintain a parallel model in Excel/VBA for testing purposes

Created a workbook to automatically track all model runs for cost-tracking analysis

Annual model assumption development – Assessed premium tax assumptions across all products’ (annuity and life insurance) models

Phoenix Wealth Management June 2016 – August 2016

Annuity Financial Reporting Intern

Automated several processes of the quarter closing process via VBA

Quality analysis to prepare data for annuity reserving projection model

Report search & value pulling for ledger balancing

Co-led for fundraiser event

Set up group meetings; distributed tasks to peer interns

Organized game show event logistics; programmed interactive PowerPoints for the game shows via VBA

Scholastic Experiences:

Stochastic Stock Simulation (Project) November 2015

Calculated differences in Black Scholes and Replication of Risk portfolios over randomly generated stock scenarios

IRR Scenario Testing (Project) April 2016

Tested IRR levels between two products (Level Term and YRT) over Face Amount, Expenses, Mortality, and Lapse

Honors Interdisciplinary Quantitative Trading Program, HIQT Fall 2016 – Spring 2017

Research modern quantitative trading strategies, including high frequency trading

Pose and test quantitative trade and investment hypotheses

Quantitative Center University of Connecticut - Storrs, CT

Mathematics Tutor

Computer Skills:

VBA for Excel Microsoft Access Java Programming Language

Microsoft Excel SQL R Statistical Language

Personal Programming Projects:

Workbook for producing 4D graphs of user-inputted functions as .gifs (Excel/VBA) June 2018 – July 2018

Mandelbrot Fractal Generating Program (Java) September 2015

Grade-Sorter Program (Java) May 2015 – August 2015

Four-Dimensional Graphing Calculator Program (Java) Spring 2013 – Spring 2014

Actuarial Qualifications:

Exam P/1 (Nov 2014)

Exam FM/2 (Apr 2014)

All VEE (Economics, Finance, Statistics)

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