Gartner Expert

Julie Tani

Sr Director Analyst

Julie Tani is a Senior Director Analyst, Financial Services Risk Management. She is a life insurance / annuity actuary who has held financial, operational, and enterprise risk management roles across both front lines and risk management groups. Her experience spans global insurance and banking organizations, including almost eight years in Japan where she helped her insurance organization take actions to mitigate capital impacts of the 2008 financial crisis.

She has excelled at leading diverse teams in the 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.

Ms. Tani has applied these skills in risk governance, risk control management, asset/liability management, capital management including CCAR/DFAST and Risk-Based Capital, strategic project prioritization, and insurance product development, as well as ground-breaking stochastic asset/liability modeling for life and health insurers and Big Four accounting firms as an actuarial consultant.

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

Education

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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