Presenters and Moderator


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Presenters

Carrie Lee Kelley, FSA, MAAA
Consultant
Willis Towers Watson

Carrie joined Willis Towers Watson in 2012. Her primary areas of practice are individual life insurance, annuities, and COLI/BOLI products. She has assisted clients across a range of M&A, embedded value, and financial modeling issues. Carrie’s recent projects have focused on assisting clients in their PBR implementation efforts.

Prior to joining Willis Towers Watson, Carrie worked at Aon Hewitt for four years where she assisted corporate clients with their COLI policies. Her work included the review, placement, restructuring, and benchmarking of a wide range of COLI products including VUL, UL, WL, leveraged, and stable value products. She also has prior experience designing and pricing COLI products from her three years working at Hartford Life. Carrie received a B.A. in Mathematics and Computer Science from the Notre Dame of Maryland University. She is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.

Leonard Mangini, FSA, FALU, FRM, MAAA
Mangini Actuarial and Risk Advisory LLC

Mr. Mangini brings clients nearly 27 years of life insurance and reinsurance expertise. He has held senior financial, risk management, and product related roles at Manulife, ACE, and AXA. Leonard has assisted clients with financial reporting, risk management, product development, reinsurance, M&A and market conduct issues as a consultant with both Ernst & Young and Milliman, and now his own actuarial and risk management practice. Prior to forming Mangini Actuarial and Risk Advisory LLC, Leonard was SVP and Deputy Global Corporate Chief Actuary at Manulife- supervising financial reporting, new product valuation, and investment/product assumption setting in a Principle-Based/ORSA environment. He also served on Manulife’s Global Product Risk Oversight and Global ALM Committees. Leonard just concluded his term as Chairman of the SOA Financial Reporting Section Council, is an elected member of the Joint Risk Management Section Council, and is an active "friend" of the Product Development Section Council. Leonard is a member of the Academy’s Life Reserve Work Group, a member of the Academy's Committee on Professional Responsibility (COPR), and is a Fellow of the Society of Actuaries (FSA), a Certified Financial Risk Manager (FRM), and is a Member of the American Academy of Actuaries (MAAA) who is qualified to sign Prescribed Statements of Actuarial Opinion (PSAOs).

Sean M. Pena, ASA, MAAA
Consultant
Willis Towers Watson

Sean joined Willis Towers Watson in 2012. Sean is one of the firm’s experts in several areas including GAAP and Statutory valuation, term life and IUL products, asset modeling, and reserve financing transactions. Sean has extensive modeling experience in Willis Towers Watson Risk Agility Financial Modeling platform and GGY AXIS.

Prior to joining Towers Watson Sean worked at HSBC Insurance where he gained experience in a wide array of subjects, including pricing and product development, assumption setting, and ALM. Sean earned his B.A. in Actuarial Science from Temple University in Philadelphia, PA. He is an Associate of the Society of Actuaries and Member of the Academy of Actuaries.

Douglas L. Robbins, FSA, MAAA
AVP
Pacific Life Insurance Co

Doug Robbins has worked in Pacific Life's Retirement Solutions Division (RSD) for 12 years. Prior to that, he was a Consultant for what is now Towers-Watson, working on all sorts of Life and Annuity Product Development and Valuation Products/Projects. He has a Masters Degree in Statistics from Georgia Tech.

Kimberly M. Steiner, FSA, MAAA
Senior Consultant
Willis Towers Watson

Kim Steiner is senior consultant in the Hartford office of Willis Towers Watson. She consults with clients across a broad range of M&A, embedded value, reserve adequacy, and financial modeling issues. Kim joined the firm in 2008 and is one of the firm’s experts in several areas including term insurance, reserve financing transactions, mortality, principles-based reserving, and COLI / BOLI products.

Chris Whitney, FSA, MAAA
Principal
Oliver Wyman

Chris Whitney is a Principal at Oliver Wyman and is located in the Hartford office. His primary areas of practice include life principle-based reserving, life pricing and product development, GGY AXIS financial modeling and merger and acquisitions (M&A). Prior to joining Oliver Wyman, Chris led the Assumption and Model Management and Product Operations teams within the Product Management group at Liberty Mutual.