How Optima Actuarial Services can help you:
Our service engagements begin with a comprehensive consultation that helps us understand your needs.
We review your needs and goals, and determine whether we or a member of our actuarial network, will be able to provide specific services and solutions, with the highest level of quality and efficiency.
If we believe we can serve you with the level of excellence we pride ourselves on, we will then provide you with a detailed report that includes a project plan with timelines and milestones, a cost analysis, and a schedule. That’s how we ensure success.
Finally, as our work progresses, we provide weekly updates about our accomplishments. With Optima, there are never unwelcome surprises as we reach the finish line.
Education and Innovation:
Through industry meetings and publications, we keep ourselves current and educated on the industry's most critical actuarial topics. We also innovate our own unique solutions within our areas of specialization, thereby offering our clients truly state of the art services. This ensures that the services we provide you will be a reflection of the very best actuarial thinking the industry has to offer.
Our Mission
Quite Simply, our mission to be a trusted partner for our clients.
This vision permeates everything we do. We view ourselves as successful only to the extent that our clients are successful and only when they are ecstatic about the value we have added to their organizations.
Our Values
Integrity, Trustworthiness and Transparency
Personalized Service
Teamwork and Collaboration
Extraordinary Client Service
Professionalism
Knowledge, Expertise and Innovation
Nick Boukas, ASA, MAAA,
Managing Partner & Founder
0ver 25 years of diversified Actuarial Industry and Consulting Experience
Michael Parker, FSA, MAAA
Partner & Co-Founder
0ver 25 years of diversified Life Insurance Industry Experience
Erik Mattson, ASA
Senior Consultant
0ver 20 years of Actuarial Valuation Modeling Expertise with AXIS
Thomas Minnick, CFA,
Managing Consultant
0ver 20 years of diversified Financial Analytics experience with Tableau expertise
Giancarlo Salazar
Consultant
0ver 10 years of "R" programming and Data Analysis
FSA - Fellow of the Society of Actuaries
MAAA - Member of American Academy of Actuaries
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