Curriculum vitae

Stephan Otzen (born 1973), Master in Mathematics, full member of the German (DAV) and Swiss (SAV) Actuarial Associations and founder and Managing Director of Wort & Zahl.

You can find details of my project experience and areas of technical expertise under Services – and a summary of my previous career right here:

2010-2015: ROKOCO Partner (Switzerland) GmbH

  • Founder and Managing Director
  • Implementation of Risk Management System
  • Interim Management
  • IFRS 17 Implementation Study and project support
  • Solvency 2, Pillar 3 support (focus on asset reporting)
  • Supporting for product development

2007-2010: Portfolio Manager Insurance Linked Securities (ILS) at Horizon21 (Schweiz) AG

  • Responsibility for the entire portfolio of life insurance related securitisations
  • Developing and calculating risk metrics for heterogeneous portfolios
  • Structuring of transactions
  • Actuarial consulting for Investors
  • Completion of Levels I & II of the CFA Curriculum

1999-2007: Actuarial Auditor with pwc in Germany and Switzerland

  • Responsibility for actuarial audit of local accounting and the consolidation at group level, focusing on life insurance business (direct and reinsurance companies)
  • Implementation of IFRS 4 projects
  • MCEV reviews
  • Audit and consulting projects in the entire German-speaking area
  • Secondment in the USA
  • Various M&A projects (companies with up to 50 bn euros total B/S)