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.
Risk Governance
Operational Risk
RCSA and Control Testing
Asset/Liability Management
Stochastic Financial Risk Modeling
Actuarial Consulting
Scenario / Stress Testing
Strategic Planning
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
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
1Enhancing Risk-Based Decision Making
2Operationalizing Risk Appetite
3Operational Risk Management Programs Including RCSAs
4Risk Governance Issues and Opportunities
5Risk Reporting Packages