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Professional designations
Fellow, Society of Actuaries
Member, American Academy of Actuaries
Current responsibility
Dale is a principal and consulting actuary with the New York office of Milliman. He joined the firm in 1979.
Experience
Dale works with life insurance companies on financial and tax planning, company formations and demutualizations, reinsurance, valuations, analysis of investment income, product development and pricing, variable product compliance with SEC rules, and corporate strategy. In recent years, he worked in litigation support with respect to tax, reinsurance, and market conduct issues. In addition to his work in the US and Canada, Dale has done work in Australia, Chile, and Argentina. From 1973 to 1979, he was employed by The Equitable Life Assurance Society of the United States.
Dale, along with many others at Milliman, has worked on the straight conversions of Union Mutual (UNUM), Northwestern National (ReliaStar), Maccabees (Royal Maccabees), Equitable, State Mutual (Allmerica), Guarantee Mutual, Midland Mutual, Standard, Savings Bank Life of Massachusetts, John Hancock, Metropolitan, and several pending transactions.
Dale and his Milliman colleagues have also worked on the conversions to mutual holding company structure by American Mutual (AmerUs), Pacific Mutual, National Life of Vermont, Ohio National, Ameritas, Principal, and Minnesota Life.
Affiliations
Dale is a past president of the Actuarial Society of Greater New York.
Presentations and publications
Dale's publications include Insurance Company Growth (Transactions of the Society of Actuaries; Volume XXXIII) and Change of Ownership: Actuarial Aspects of Demutualization (co-authored with Godfrey Perrott), Contingencies, (January/February 1998).
Education
AB, Mathematics, Princeton University
MPA, Health Policy and Planning, New York University | 