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Teaching

• Business Finance (FINA 362)
• Financial Institutions and Markets (FINA 464)
• Insurance and Risk Management (FINA 467)
• Personal Insurance (FINA 470)
• Personal Financial Planning (FINA 459)
• Options and Futures (FINA 480)
• Employee Benefits Planning (FINA 466)

Professional Excellence

• Certified Financial Risk Manager (FRM)
• Ph.D. (Risk Management and Insurance), University of Georgia
• Master of Business Administration (Finance), University of Notre Dame
• Master of Information Systems, Baylor University
• Bachelor of Science in Finance, Shanghai Jiaotong University

Research

• “Event Studies for Publicly-Traded Insurers: An Investigation of the Bad Model Problem” (with Steven Pottier), 2023, North American Actuarial Journal, 28(2):438-468.
• “Corporate Financing Decisions in the Presence of Asymmetric Information – A Classroom Simulation Game” (with Puneet Jaiprakash), 2023, Journal of Financial Education, 49(1):89-108.
• “Event Studies for Publicly-Traded Insurers: An Investigation of the Bad Model Problem” (with Steven Pottier), 2023, North American Actuarial Journal (forthcoming).
• "The Role of Financial Planners on African-American Business Owner’s Personal Credit and Access to Capital” (with Dan Hiebert and Sofia Duffy), 2022, Journal of Financial Planning, 35(11): 66-79.
• “An Investigation of the Short-Run and Long-Run Stock Market Response to Insurer Rating Changes” (with Jennifer Gaver and Steven Pottier), 2018, Journal of Risk and Insurance 85(1): 35-67.
• “Rating Changes and Competing Information: Evidence on Publicly-Traded Insurance Firms” (with Steven Pottier), 2018, Journal of Risk and Insurance 85(3): 811-842.
• “The Impact of a Rating Agency’s Private Information and Disclosed Causes of Rating Downgrades on Insurer Stock Returns” (with Steven Pottier), 2017, North American Actuarial Journal, 21(2): 297-304.
• “An Insurance Market Simulation with both Adverse and Advantageous Selection” (with Puneet Jaiprakash), 2017, Risk Management and Insurance Review 20(1): 133-146.
• “A Study of Interest and Perception of the Financial Planning Profession among Finance Undergraduate Students” (with Roger Severns), 2016, Journal of Financial Counseling and Planning 27(1): 130-140.
• “The Relative Informativeness of Analysts’ Stock Return Forecasts and Rating Changes for Insurance Companies” (with Steven Pottier), 2015, Geneva Papers on Risk and Insurance - Issues and Practice 40(3): 516-537.
• “Implementing Black-Litterman using an Equivalent Formula and Equity Analyst Target Prices” (with Zhi Da and Ernst Schaumburg), 2015, Journal of Investing 24(1): 34-47.
• “Ownership Form and Efficiency: The Coexistence of Stock and Mutual Life Insurers” (with David Eckles and Steven Pottier), 2013, Journal of Insurance Issues 36(2): 121-148.

Commitment to Student Success

• Finance Club, Faculty Advisor