David M. Shepherd, Consulting Actuary, FCAS, MAAA

David M. Shepherd, Consulting Actuary, FCAS, MAAA

Principal

David Shepherd has twenty-five years of experience in the insurance industry.  He graduated cum laude and holds a Bachelor of Arts degree in Economics/Business and Mathematics from Macalester College, is a Fellow of the Casualty Actuarial Society, and a Member of the American Academy of Actuaries.  He has also spoken on loss and loss expense reserving to various industry groups.  Before joining Merlinos & Associates, Dave held the position of Executive Vice President, Chief Underwriting Officer, and Chief Actuary for a reinsurance Managing General Underwriter specializing in workers compensation, accident, and health coverages.  For five years, he also worked in the corporate actuarial department and was a casualty Facultative Underwriter for a direct reinsurance company in New York.

Experience:


  • Loss and loss expense reserve analysis
  • Program pricing and evaluation
  • Financial examination assistance for state insurance departments
  • Rate filing reviews for state insurance departments
  • Preparation of pro forma financial statements for insurance companies and self-insurance trusts
  • Evaluation of self-insured funding levels for government entities, employer groups, and individual companies
  • Professional testimony in arbitration proceedings, insurance department administrative hearings, civil cases, and legislative subcommittees
  • Reinsurance pricing, reserving and program analysis
  • Insurance company and captive formation assistance

To learn more about the services we offer, please visit our Actuarial Services.