M. Lina Umali - Wallstreet Alliance Group

M. Lina Umali

Business Affiliations 1997-present:

Principal & Consulting Actuary of RTU & Associates, Inc., a firm which specializes in benefits and actuarial consulting and provides the following services, among others:

  • Design, implementation and administration of all types of pension plans;
  • Evaluation of employee benefit programs for compliance with federal and state statutes;
  • Design of employee communication materials;
  • Providing expert witness testimonies in personal injury, wrongful death, unreasonable Compensation &

Divorce Cases 1989-1997:

Bass Consultants, Inc. — a firm which specializes in benefits, compensation and actuarial consulting throughout the southwestern United States, where Ms. Umali was Vice President and

Consulting Actuary 1977-1989:

KPMG – an international accounting firm where Ms. Umali was Partner-in-charge of the Houston Office Human Resources Consulting Practice. She had the regional responsibility for pre-issuance reviews of employee benefit related footnote in the financial statements of all.

Audit clients in the southwest region 1976-1977:

Buck Consultants – an international actuarial firm where Ms. Umali was an actuarial assistant responsible for completing various defined benefit plan assignments.

Educational Background:

  • Master’s Degree in Actuarial Mathematics from the University of Michigan (Ann Arbor)
  • Bachelor’s Degree in Mathematics from the University of the Philippines Professional Affiliations
  • Fellow of the Conference of Consulting Actuaries
  • Associate of the Society of Actuaries
  • Member of College of Pension Actuaries
  • Enrolled Actuary licensed to practice before the IRS
  • Member of the American Academy of Actuaries

 

Benefits and Actuarial services offered through RTU & Associates, Inc. M. Lina Umali is not affiliated with Securities America.