Kelly Klein

Director & Actuary @Pacific Life

Newport Beach, CA, US
EMAILS
k••••••••@pacificlife.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2023 — Present

Director & Actuary @Pacific Life

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Newport Beach, CA, US

Enterprise Capital Management

EDUCATION

N/A

University of Missouri-Columbia

Bachelor of Science (B.S.)

SKILLS

Problem SolvingFinancial StatementsAnalysisMicrosoft ExchangeRMicrosoft ExcelTeam-OrientedFinancial ModelingInsuranceLeadershipProbabilityMathematicsDefined BenefitRetirement PlanningCorporate FinanceRetirementFinancial AnalysisFixed AnnuitiesTeam BuildingManagementMicrosoft WordTeam LeadershipStatisticsPension AdministrationSas ProgrammingValuationFinanceAccessMicrosoft OfficeActuarial ScienceInvestmentsVariable AnnuitiesData AnalysisQuantitative Finance

ABOUT KELLY KLEIN

Enterprise Capital ManagementStrategically manage capital for the enterprise. Focused on Capital Reinsurance through Affiliate, Captive, and FinRe solutions. Work with all products and divisions within the company to find the best solutions.Prior RoleLife Insurance Product Design: Focused on IUL, VUL, COLI/BOLI and Private Placement products. Developed assumptions, rates, and innovative product features to stay competitive in the marketplace. Worked closely with sales to align product strategy. Lead development of profitable products according to enterprise pricing guidelines.Previous EmployersGreat-West Financial: Annuity Product Development Focusing on these products - Index Linked Variable Annuity, Variable Group Annuity with GLWB, and RMD-Friendly Fixed Deferred Annuity.Buck Consultants: Non-traditional pension benefit consulting that focused on helping clients to reduce pension liabilities through cash out programs and pension risk transfer.

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