Gartner Expert

Julie Tani

Sr Director Analyst

Julie Tani is a life insurance / annuity actuary and experienced practitioner of financial, operational, and enterprise risks. At Gartner she focuses on Risk Management in Financial Services.

Ms. Tani has a 30-year history of leading diverse teams in strategic execution of complex goals through a strong action-orientation and focus on objectives. Ms. Tani has a history of building new functions and associated tools to improve risk-based decision-making and to drive action, as well as extensive analytical skills.

She has held risk management roles with leading insurance and banking organizations. Her experience spans risk governance, operational risk and control management, scenario testing and capital management, financial risk modeling, insurance product development, financial reporting, and strategic planning. This includes ground-breaking asset/liability analyses for life and health insurers and Big Four accounting firms as an actuarial consultant as well as almost eight years in Japan where she helped her insurance organization take actions to mitigate capital impacts of the 2008 financial crisis.

Previous experience

Risk Governance

Operational Risk

RCSA and Control Testing

Asset/Liability Management

Stochastic Financial Risk Modeling

Actuarial Consulting

Scenario / Stress Testing

Strategic Planning

Professional background

MUFG Union Bank

Director, Risk Assessment Manager; Division Risk Manager; Capital Manager

ALICO-Japan / AIG Life Companies

Capital Manager

Hartford Life Insurance K.K.

Strategic Planning Director

Areas of coverage

Enterprise Risk Management Program Management

Enterprise Risk Management Process

Risk Management in Financial Services


FSA, Fellow of the Society of Actuaries

Executive MBA, The Anderson School, University of California Los Angeles

BS Statistics / Economics Minor, Iowa State University

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Top Issues That I Help Clients Address

1Enhancing Risk-Based Decision Making

2Operationalizing Risk Appetite

3Operational Risk Management Programs Including RCSAs

4Risk Governance Issues and Opportunities

5Risk Reporting Packages