David is a principal in Oliver Wyman’s Actuarial practice, based in Atlanta. He advises life insurers, reinsurers, investment banks, and private equity firms on a broad range of actuarial and financial management topics.
His experience spans pricing, financial reporting, asset adequacy testing, business appraisals, peer reviews, and mergers and acquisitions. David specializes in financial modeling, embedded value reporting, indexed life products, and transaction support.
He has led model conversions and development projects using AXIS, including work for major life insurers and reinsurers. His transaction experience includes buy-side due diligence, actuarial appraisals, and reviews of life insurance and reinsurance businesses. He has also supported the pricing and development of universal life products and reviewed modeling assumptions and methodologies across a range of life and annuity products.
Strong actuarial models should do more than produce accurate results. They should give leaders a clearer view of value, risk, and the trade-offs behind important business and transaction decisions
David is active in the actuarial profession and has spoken at industry events on topics including embedded value reporting, life settlements, and variable annuity product design.
He is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, and a Chartered Enterprise Risk Analyst.