I was born in Marburg/Hesse.
I graduated from the catholic monastery school St. Johann (Amöneburg/Hessen).
Study abroad:
- Operations Research and Statistics
- University of Southern Queensland in Toowoomba (Australien)
Study:
- Business Mathematics at the Philipps-University of Marburg
- Main subjects: auditing/business valuation and actuarial science
- Diploma thesis “Valuation and accounting of actuarial reserves according to US-GAAP”
R+V:
Working student at R+V in the field of mathematics:
- Inventory management systems
- product calculation
- ALM modelling
- Accounting according to IFRS
KPMG:
- Audits of annual financial statements of insurance companies
- Derivatives, structured products, ABS/CLN and alternative investments
- HGB, IAS and US-GAAP
- BaFin circulars R 3/1999, R 3/2000 and R 1/2002
- Consulting: ALM, development of a risk management system, creation of valuation units/hedge accounting
- Unit-linked/stock-index-linked insurance products
DAV: 2000 – 2003
- Examination as an actuary DAV
- Specialized in financial mathematics
S&P:
- Financial Strength Ratings of Insurance Groups
- Ratings of hybrid capital issues
- S&P’s capital model
- Model development to take into account the German specifics of the business model (guarantees, profit participation, ALM, accounting)
- Development of the Enterprise Risk Management approach
DZ Bank:
- Deputy department director in the capital markets division responsible for the further development of products and marketing approach
- Support for insurance companies, pension funds and pension schemes in investment solutions
- Structured bonds, credit risk-bearing and equity-linked investments
- Team leader for “Institutional Advisory”: Development of a strategic and holistic advisory approach for institutional clients
- Individual ALM analyses with the ALM software MoSes
- Development of solutions to hedge the reinvestment risk
Barclays:
- Director in the area of structuring and sales
- Balance sheet and regulatory-driven solutions for insurers, pension funds and pension schemes
- Insurance products such as Micro-CPPI
- M&A projects (company value assessment using embedded value models)
- Solutions for financing the additional interest reserve
- Development of alternative fixed-income investments
- Packaging with a balance sheet and regulatory advantages
Citigroup:
- Structuring and marketing of investment solutions for insurance companies, pension funds and pension schemes
- Fund solutions for private debt, real estate, equities, emerging markets
Dalmis Investment and Risk Consulting:
- ALM for various pension funds and life insurers
- Product development and regulatory support for banks
- Structuring for various asset managers in the field of alternative investments
- Optimization of risk management for a pension fund
- Actuarial controlling for a life insurance company