Welcome to Xavier's Home Page!
Job title
Actuarial Analyst
Key responsibilities
Provide technical/actuarial assistance on employee benefits
consulting projects. Duties include service delivery and
participation on consulting teams in support of assigned clients
and projects of the Benefits practice area. Obtain/manipulate
data, conduct analytical studies, initiate relevant assumptions
and proposed conclusions, and present preliminary results for
senior/mid-level actuarial review. Participate in client meetings/communications
to develop as consulting actuary.
Organization
The Hay Group
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- At some point, I will like to teach Economics and Finance
courses at the college level.
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Full Name
Ferdinand Xavier Ortiz León
Date and Place of Birth
I was born in San Juan, Puerto Rico, on February 6, 1970.
College or University Name
Inter American University of
Puerto Rico - Metropolitan Campus, MBA in Finance, 1999.
College or University Name
Inter American University of
Puerto Rico, BS Mathematics; Minor in Computer Science.
Graduated Magna Cum Laude in 1993.
Awards Received
José Jaime Pierluisi Foundation - Chamber of Commerce
Scholarship, 1995 and 1996. José Jaime Pierluisi was an Economic
Advisor for Governor Pedro Rosselló. He was killed in the middle
of a carjacking near his home. His family and friends wanted to
perpetuate his memory and on June 7, 1994 established the
foundation that bears his name. José Jaime Pierluisi was an
excellent human being and a great loss for our country. The
following was included in the Foundation Information Bulletin for
the 1995-96 year: "The José Jaime Pierluisi Foundation was
established on June 7, 1994 as a memorial to honor José Jaime
Pierluisi in recognition of his intelligence, honesty, loyalty,
selflessness, vision and commitment to the betterment of Puerto
Rico. The Foundation will strive to instill in Puerto Rico's
youth Jose Jaime's intellectual, professional and human qualities
and values through its educational and social programs activities".
I'm really proud that I was the recipient of one of the first two
scholarships awarded. After finishing my degree, I hope to serve
Puerto Rico as well as Jose Jaime Pierluisi did.
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HIGHLIGHTS OF QUALIFICATIONS
- Enjoy the challenge of teaching and helping others
achieve their objectives.
- Enthusiastic, energetic self-starter; able to work as a
team member and function well under pressure.
- Strong math, analytic and problem solving abilities.
- Sharp in learning and comprehending new systems and
methods.
- Bilingual in Spanish and English.
- Computer literate – Windows 95 & 98, Windows NT,
WordPerfect; MS Office: Word, Excel, PowerPoint, Access.
EDUCATION
MBA - Finance
1995 - 1999
Inter American University of Puerto Rico
BS Mathematics; Minor: Computer Science
1989 - 1993
Honor: Magna Cum Laude
Inter American University of Puerto Rico
AWARDS RECEIVED
José Jaime Pierluisi Foundation-Chamber of Commerce
Scholarship
1995, 1996
PROFESSIONAL EXPERIENCE
Actuarial Analyst
December 2000 - Present
The Hay Group
Arlington, VA
- Provide technical/actuarial assistance on employee
benefits consulting projects. Duties include service
delivery and participation on consulting teams in support
of assigned clients and projects of the Benefits practice
area.
- Obtain/manipulate data, conduct analytical studies,
initiate relevant assumptions and proposed conclusions,
and present preliminary results for senior/mid-level
actuarial review.
- Participate in client meetings/communications to develop
as consulting actuary.
Actuary
February 2000 - December 2000
Pension Benefit Guaranty Corporation
Washington, DC
- Reviewed termination cases to determine that all required
plan information is included. Identified additional
information required or items needing clarification.
- Analyzed plan documents of terminated pension plans to
determine benefit entitlement and calculated benefit
amounts for plan participants.
- Determined present value of benefits and allocated
pension plan assets by priority categories according to
Title IV of ERISA and PBGC regulations.
- Produced benefit statements for plan participants and
automated benefit redetermination programs to be used by
Pension Law Specialists for participants entering pay
status.
Actuarial Assistant
September 1999 - February 2000
Watson Wyatt Worldwide
San Juan, PR
- Performed annual fund valuations for defined benefit
plans.
- Processed retirement calculations and preparation of
Benefit Statements.
- Preparation of Schedule A, Schedule B and other
governmental forms.
- Communicated with clients to gather and calculate plan
data.
- Assisted with cross-practice projects.
Mathematics Laboratory Technician
November 1993 - September 1999
Inter American University of Puerto Rico, Bayamón Campus
Student Support Services Program, Bayamón, PR
- Assessed students’ academic needs in collaboration
with faculty and SSS staff.
- Provided individual and group tutoring sessions.
- Courses: Basic Math, College Algebra, Precalculus
and Calculus.
- Assisted the SSS staff in planning and developing
activities established by the project.
- Collaborated in the organization of educational
activities.
- Reviewed, evaluated and prepared educational materials.
- Taught a Basic Math Skills review course during summers
to freshmen students.
MILITARY EXPERIENCE
Hospital Corpsman Third Class (E-4)
1987-1995
United States Naval Reserve
- Assisted health professionals in providing medical care
to Navy people and their families.
- Sports. I really love sports. I used to play baseball. I
played first base, third base and catcher. My favorite
was the position of catcher. My favorite team is Los
Angeles Dodgers. I also coached a boys basketball team.
The last year I coached, my team made it all the way to
the finals. We lost in the final game. I was named Coach
of the Year, but what I really wanted was the
championship. My favorite basketball team is Los Angeles
Lakers. Football is a sport I really love to watch. My
favorite team is the Dallas Cowboys. http://www.majorleaguebaseball.com/,
http://www.nba.com/, http://www.nfl.com/, http://www.nhl.com/, http://www.espn.com/
- Computers. I like computers a lot. When I was doing my BS
in Mathematics, I decided to make a minor in Computer
Science. They are very important and can help us in
almost every aspect of our lives. http://www.dell.com/, http://www.ibm.com/, http://www.compaq.com/,
http://www.microsoft.com/,
http://www.gateway.com/
- Movies. I like going to the movies a lot. My favorites
movies are the ones with a lot of suspense and intrigue. http://www.hollywood.com/,
http://www.paramount.com/
Electronic mail address
fxortiz@starpower.net
Web address
http://users.rcn.com/fxortiz
Please send me mail
telling me what you think about this page and how I might improve
it.
©Ferdinand X. Ortiz León, 1998-2001
Last revised: January 21, 2001