Expert Details

Actuarial Science, Health Insurance, Managed Care, Agency Carrier Disputes

ID: 723061 Pennsylvania, USA

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32 Years experience as a health actuary, serving technical and leadership roles within the corporate and consulting environments.

Expertise:

Health insurance, disability income and long term care;
Plan design, pricing and underwriting;
GAAP and Statutory reserves, financial reporting and reinsurance;
Mergers & acquisitions, for-profit conversions;
Association group, Individual, and government agency consulting;
Expert testimony.

Array

2004: Comprehensive review of pricing and reserving processes for Wellpoint, Inc., one of the world's largest managed care organizations.2004: Audit review and signoff on over $1Billion of health insurance reserves for Kaiser Health Plans.2003, 2004 Audit review and signoff on over $1 Billion of health insurance reserves for Aetna Health plans.2002-3: Served as temporary Chief Actuary and head of Underwriting Division for Capital Blue Cross.2004: Supported Cayman Islands Health Minister in development of a comprehensive national health insurance program.

Education

Year Degree Subject Institution
Year: 1976 Degree: FSA (fellow of the society of actuaries) Subject: Actuarial Science Institution: Society of Actuaries
Year: 1972 Degree: MA Subject: Mathematics Institution: The Pennsylvania State University
Year: 1971 Degree: BA Subject: Mathematics Institution: Elizabethtown College

Work History

Years Employer Title Department
Years: 2005 to 2005 Employer: Self Title: Independent Consulting Actuary Department:
Responsibilities:
He is responsible for assisting health insurers, managed care entities, agencies, and others in pricing, reserving, evaluating benefits and agency compensation.
Years Employer Title Department
Years: 2003 to 2005 Employer: KPMG LLP Title: Director Department: Health Actuarial
Responsibilities:
He is responsible for assisting health insurers, managed care entities, agencies, and others in auditing, pricing, reserving, evaluating benefits and agency compensation.
Years Employer Title Department
Years: 1996 to 2003 Employer: Self Title: Independent Consulting Actuary Department:
Responsibilities:
He is responsible for assisting health insurers, managed care entities, agencies, and others in pricing, reserving, evaluating benefits and agency compensation.
Years Employer Title Department
Years: 1993 to 1996 Employer: KPMG LLP Title: Partner, and National Director Department: Health Actuarial
Responsibilities:
He is responsible for assisting health insurers, managed care entities, agencies, and others in auditing, pricing, reserving, evaluating benefits and agency compensation.

Career Accomplishments

Associations / Societies
Former national Chairman of the Society of Actuaries Health Care Section. Former chairman of NAIC Medicare Supplement Advisory Group.
Licenses / Certifications
MAAA (Member, American Academy of Actuaries)
Publications and Patents Summary
Frequent speaker at insurance conferences

Fields of Expertise

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