About Me
Like many others in the industry, I stumbled upon life insurance after earning a master’s degree in statistics from the University of Michigan. What drew me in was its role in the economy—accounting for 2.5% of GDP (only accounting for the retail individual life sector in 2023)—its rich history, its evolution, and its real-world impact on families. I was especially excited by the opportunities created by advancements in technology and data to improve how we approach this business.
I started my career as a life actuary, gaining hands-on experience in actuarial valuation, modeling, forecasting, product pricing and assumption management. I was always looking for ways to improve processes, whether through better cross-functional alignment, collaboration, automation, or smarter use of data. In my third year, I led a project to improve how actuarial assumptions were developed, introducing a Bayesian framework to create more data-driven models. The approach was adopted with enthusiasm and sparked my passion for finding practical ways to make things work even better.
As I grew in my career, I took on larger initiatives beyond actuarial work, such as establishing enterprise committees, supporting digital transformation efforts, and collaborating with distribution teams focusing on emerging channels. These experiences gave me a deeper understanding of the insurance value chain and where opportunities lie to deliver real value to both carriers and consumers.
In 2021, I began my entrepreneurial journey, securing pre-seed funding and joining the Global Insurance Accelerator. Out of 3,000+ applicants, we were one of seven companies selected, which gave me the opportunity to build and scale a business while gaining invaluable insights into the broader insurance ecosystem. With support from VCs and accelerators like Gener8tor and RevTech Labs, we built one of the leading embedded insurance solutions for life and supplemental health products distributed through financial planners, credit unions and FinTech partners. Our B2B2C distribution model allowed us to deliver tailored insurance coverage to digital-native clients, helping them secure their futures in the way they prefer.
I’ve shared my insights as speakers at conferences like the Global Insurance Symposium (2021), InsurTech Hartford (2024), Global InsurTech Summit (2024), and the Society of Actuaries' impACT Conference (2024). These opportunities have allowed me to connect with others in the field and explore ways to drive the industry forward.
Today, at Amplify—the leading digital platform for permanent life insurance distribution—I lead B2B and B2B2C initiatives and managing partnerships across the distribution funnel. This role has accelerated my learning in FinTech, wealth management, and financial partnerships while keeping me focused on solving meaningful problems in the life insurance space.
If anything here resonates with you, I’d love to connect. If you’ve read this far, we probably share some common interests. Let’s exchange ideas—I look forward to hearing from you!
Warm regards,