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To uplift the lives of others by delivering simple, innovative solutions to complex problems


Innovative executive with diverse experience in breakthrough product design, successful team leadership, clear strategic thinking and dynamic product management for Fortune 500 financial services companies and a non-profit organization, with global operations. Conceptualized, designed and implemented industry leading financial products that achieved record-breaking sales in various countries. Expertly led business development teams to break into new markets and revitalize existing offerings. Cultivates deep relationships with team members, clients and key partners. Exhibits superior analytical skills as a qualified actuary, achieving multiple awards at a leading university. Demonstrates highest levels of ethics and deepest concern for the underprivileged. Widely recognized as a visionary thinker, passionate innovator, complex problem solver, sensitive leader, dynamic presenter and persuasive communicator who thrives in creative and forward-thinking environments. 

Work experience

Apr 2010Present

Actuarial Director

Pacific Life

Employing industry leading statistical modeling techniques to design investment and insurance guarantees for retail variable and fixed annuity products in the US. These complex products manage risk and return profiles through thousands of equity market and economic scenarios, but are translated into a simple and compelling selling proposition. Leading a 4 person team in strategic thinking, product design and product delivery.

Nov 2008Apr 2010

Actuarial Consultant


Designed cutting edge, simple and affordable weather index insurance products for low-income farmers. Created world firsts in rain and drought insurance for pomegranate and grape farmers in India, insurance for various crops in Africa and typhoon insurance in the Philippines.  Consulted on health insurance programs in Uganda and Tanzania and mentored MicroEnsure staff. 

Oct 2006Sep 2008

Product Development Actuary

Old Mutual

Directed retail financial product design, solution implementation and product management for this global Fortune 100 financial services company, leading 15 person team to deliver dynamic strategies, unique solutions and quality customer service to the highly competitive mass markets of South Africa and other African Countries. Successfully advised executive boards on market strategy, process efficiencies and product issues. Developed creative annuity, health, insurance, banking and investment products. Built lasting networks in various industries, establishing new partnerships and exciting joint ventures. Responsible for the output of key financial models.

  • Designed and delivered a range of industry first life insurance and investment products achieving record annual revenue of over R1 billion.  The products feature innovative firsts such as money back guarantees and payment holidays.
  • Instrumental in improving client growth to 1.3 million customers
  • Invented a ground breaking product – pay-when-you-can, where an entire family can purchase a year of life cover for a single payment of approximately $1 at their local supermarket
  • Managed a budget of approximately $1.5m, while implementing cost-saving strategies to enable the team to grow
Mar 2006Oct 2006

Business Development Manager

Old Mutual

Developed innovative strategies, business models and product concepts to increase market penetration into the very low income market of South Africa. Cultivated meaningful relationships with key partners and clients.

Vital to the creation of the Foundation Market Segment, a new division in Old Mutual serving approximately 10 million people.

Aug 2001Mar 2006

Product Designer and Team Leader

Old Mutual

Designed customized investment and insurance products, leading a 4 person team in conceptualizing, researching, designing, modeling, pricing and implementing the solutions. Influential in the design of the product marketing, product management and distribution strategies.   

  • Designed Max Investments, a market first offering choices of tax structures and investment funds. Record revenue exceeded R1 billion in the first year
  • Designed Max Income Living Annuity, a market leading post-retirement income product. Assets under management reached R1 billion in its first year
May 2000Aug 2001

Actuarial Assistant

Old Mutual

Custom designed software for the valuation of individual life insurance products.

Portfolio of Innovations


Jan 1996Apr 2004

Fellow of the Institute of Actuaries (FIA)

Institute of Actuaries

In process of becoming a Fellow of the Society of Actuaries through the mutual recognition program

Jan 1996Dec 1999

Bachelor of Business Science (Actuarial Science)

University of Cape Town

Full tuition actuarial bursary from Old Mutual Insurance Company.

Awards at UCT include Centlivres Entrance Scholarship for outstanding high-school academic performance, Dean’s Merit List twice and Top Student Awards for Statistics 3 and Applied Actuarial Statistics.


Manage Multiple Projects
Responsible for large teams dedicated to successfully delivering on the multiple tasks of product development, product management and customer service. Balanced delivery of multiple concurrent projects and responsibilities. 
Analytical Skills and Problem Solving
Delivered many successful product solutions, repeatedly achieving record breaking sales. Consultant in low cost housing think tanks in South Africa. Qualified as an actuary in 2004. Top student and multiple award winner at the leading university in South Africa.  
Expert in all MS Office programs, particularly Excel and Visual Basic
Communication and Presentation
Widely recognized as a dynamic and passionate presenter, regularly sought out as a guest lecturer to the University of Amsterdam MBA program, as well as for visiting Eisenhower Fellows to South Africa.  Selected as a public face for Old Mutual when communicating to business radio, TV and other media publications. Regularly presented to large audiences around the South Africa when launching new products for Old Mutual. Consultant and final signatory for all client communication materials while at Old Mutual.
Innovation and Creative Thinking
Developing cutting-edge weather index insurance for poor farmers in India, Africa and the Philippines. Invented several world firsts including pay-when-you-can insurance, free banking with rewards and affordable housing finance for lowest income people. Designed processes and technologies to enable financial products to be purchased by cell-phone sms and at rural supermarkets and kiosks. Created unique product features like money back guarantees, cash back rewards and premium holidays never before seen in insurance in South Africa. 
Expertly managed teams of actuaries and other professionals with diverse backgrounds and experience, improving the team morale, skills and productivity, while cutting costs.