Senior Director
Client Support Manager and Actuary

Ana is an actuary with a broad experience in the Spanish insurance sector, she has developed her career in several multinational entities, being Head of Actuarial for the Aviva plc businesses in Spain until 2016 being later CAO in Aegon Spain. As a result of her responsibilities he has being continuously exposed to Actuarial modelling activities and she is an expert in actuarial valuations (M&A, Solvency II, IFRS17, ). As part or the Moodys team, she has responsibilities on the AXIS promotion and support for the EMEA region with a significant focus in the Spanish customers.

Education
Universidad Complutense de Madrid: Bachelor's Degree, Actuarial Science
CEDEP - Executive Development - Fointainebleau: Group Development Management program
IE Business School: Programa Avanzado Alta Dirección

Honors and Awards
Fellow of the Instituto de Actuarios Españoles

Published Work
Speaker in different courses/seminars about Embedded Value, Economic Capital and Solvency II: Universidad de Málaga and Universidad Aviva
Article: "Las Aseguradoras deben generar más con menos mejorando tecnología y eficiencia", published in ADN del seguro, INESE, La Vanguardia, Finanzas and other

Associate Director
Client Relationship Actuary

David joined the AXIS Customer Success team in January 2022, having served the AXIS ALM Client Support team for the previous 9 years. In that role, he answered client questions on inforce assets, reinvestments, portfolio earned rates, economic scenarios, stochastic processes, and indexed and variable hedging; also training in these topics remotely and on-site. Currently, he assists in the on-boarding process for new clients building their asset-liability models and performs demonstrations for prospective clients. David previously worked for 10 years at the company then known as ING in several roles in valuation, pricing, and Cash Flow Testing for life insurance and annuities.

Education
Penn State University: BS Mathematics
Lehigh University: MS Mathematics

Honors and Awards
Fellow of the Society of Actuaries (FSA)
Member of the American Academy of Actuaries (MAAA)

Director
Senior Client Support Manager & Actuary

Fred leads the actuarial client support team for Asia-Pacific region since Feb 2018. He started his career at Moody's Analytics as an actuarial developer in Feb 2007. He also worked at a global consulting firm to assist clients in converting their actuarial system(s) to AXIS. He has over 15 years of AXIS experience in actuarial areas such as pricing, valuation, ALM and risk management. Fred provides actuarial client support services and AXIS trainings for the clients in the APAC. He is familiar with the capital requirements (e.g., LICAT, Solvency II, C-ROSS and HKRBC) and various valuation methods commonly used in North America and APAC.

Education
University of Waterloo: B. Math in Actuarial Science and Statistics
University of Waterloo: M. Math in Actuarial Science

Honors and Awards
Fellow of the Society of Actuaries (FSA)
Fellow of the Canadian Institute of Actuaries (FCIA)

Director
Research

Martin leads the AXIS Client Support and Training team for the Europe, Middle East and Africa (EMEA) Region at Moody's Analytics. In this role, Martin is responsible for the support of AXIS within the EMEA region including provision of client training, helpdesk support for AXIS related queries and working with clients and AXIS development teams to understanding new modelling requirements and how they can be implemented in AXIS.

Education
BSc in Actuarial Mathematics and Statistics, Heriot-Watt University

Honors and Awards
Fellow of the Institute and Faculty of Actuaries
Chartered Enterprise Risk Actuary
Certificate in Data Science

Expertise
Member of the IFOA Life Lifelong Learning Subcommittee
Examiner for the IFOA

Published Work
Integrating Scenario Generation and Actuarial Models to Accelerate the Modeling Process
Getting More from Your Actuarial Modeling
Making Proxy Functions Work in Practice

Associate Director
Client Relationship Actuary

Nate is a Client Relationship Actuary with Moody's Analytics, helping clients address actuarial needs using the AXIS Actuarial modeling system. Nate has experience in pricing and valuation for traditional life and many supplemental health products, including Disability, Long Term Care, LTC Combination/Hybrid and Worksite benefits.

He volunteers with The Actuarial Foundation as a mentor and judge for the Model The Future Contest, and serves on several groups with the Society of Actuaries including: Living to 100, Research Communications Oversight Group, the Long Term Care Section Council, various Project Oversight Groups, and Exam Writing/Grading.

Education
University of St. Thomas, St. Paul, MN: B.S. Actuarial Science

Honors and Awards
Winner of SOA "Workable Innovations for Living Longer" Contest
Winner "Actuarial Speculative Fiction" Contest

Expertise
Academy of Actuaries Individual Disability Insurance Valuation Tables Working Group (2013)
Long Term Care Section Council Member and Newsletter Editor

Published Work
Contingencies Magazine July/August 2019. "Eat Your Numbers"
"Intricacies of Idiocy." Winning Entry for SOA "This I believe..." contest. 2019.
"Bat-Vestment Strategies" and "Super-Vestment Strategies". Part of "This Time is Different" Essay Collection. Investment Section. SOA. 2019.
"Tell Me a Story." News Direct. SOA. 2015.
"Toastmasters and the Competency Framework". Society of Actuaries. 2010.

Associate Director
Client Relationship Actuary

Serge is a Client Relationship Actuary closely working with AXIS clients, supporting Pre-Sales/Marketing activities, helping new clients during the Onboarding Phase and researching cross sales opportunities. Serge has 30 plus years of experience in life insurance industry in both pricing and valuation roles. In 2007, Serge joined Moody's Analytics in Client Support and Management roles.

Education
Laval University: BSc, Actuarial Sciences
Fellow, Canadian Institute of Actuaries
Fellow, Society of Actuaries

Director
AXIS Customer Success

Shane has worked with Moody's Analytics for nearly ten years. During that time he has served many roles including Client Consultant, Trainer, Marketing/Sales, and Solution Specialist. In all these roles his focus has been on how actuarial needs can be addressed with AXIS in a way that lets actuaries spend more of their time being actuaries.

Prior to working with Moody's Analytics Shane worked in a variety of actuarial and leadership positions at Conseco, Forethought Financial Group, and Guggenheim with a focus on financial analysis, product management, and financial reporting for interest-sensitive and equity-linked products.

He was a founding council member for the SOA modeling section, and, in the past, has been an active member of the Smaller Insurance Company Section and Life and Annuity Symposium organizing committee. He has also been involved with SOA exam grading for the Predictive Analytics exam.

In addition, he volunteers with The Actuarial Foundation as a mentor and judge for the Model The Future Contest, and also serves as a judge for the University of Notre Dame’s DataFest challenge.

Education
Indiana State University: B.S. Mathematics
Indiana State University: B.S. Management Information Systems (minor in Insurance)

Honors and Awards
Fellow of the Society of Actuaries (FSA)
Member of the American Academy of Actuaries (MAAA)
2017 Moody's Analytics AAA Sales Award for Outstanding Sales Performance

Director
AXIS Customer Success

Steve leads the AXIS Customer Success team of actuaries at Moody's Analytics. For nearly 10 years, he's been meeting with clients to proactively demonstrate best practices for new regulation implementations, model conversions, model automation, model efficiency and model validation using the AXIS system. He provides actuarial support troubleshooting and developing proof-of-concept models for prospective clients trialing. He has visited several companies, including regulators, to provide model demonstrations and onsite training on a variety of advanced topics including VM-20 for UL, VM-21 for Variable Annuity products and VM-22 for Fixed Annuity products. He has contributed to AXIS Knowledge Base articles for validating VM-20 NPR reserves for UL with secondary guarantees, implementing 2018 U.S. tax reform, modeling VM-21 reserves for Variable Annuities, modeling with the NAIC ESG, and modeling C3 Phase 1 for Fixed Annuities. Steve previously worked for 25 years at TIAA-CREF implementing valuation automation, controls, and financial reporting for over $500 billion in Annuity and Life Insurance reserves.

Education
Binghamton University: BA Mathematics

Honors and Awards
Fellow of the Society of Actuaries (FSA)
Member of the American Academy of Actuaries (MAAA)
Completed Toastmasters Visionary Communicator
Completed Toastmasters Presentation Mastery
Completed Toastmasters Advanced Communicator Silver

Expertise
Member of the American Academy Life Valuation Subcommittee
Member of the American Academy VA (VM-21) Reserves and Capital Workgroup
Member of the American Academy Annuity (VM-22) Reserve and Capital Workgroup
Member of the American Academy Asset Modeling and Reporting Workgroup
Member of the American Academy Model Governance Subgroup
Frequent member of the faculty for the American Academy of Actuaries PBR Bootcamps

Published Work
Contributed to revised VM-20 Practice Note
Contributed to PBR Assumptions Manual