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Jun Zhuo Ph.D., CFA, RICP


Jun Zhuo, Ph.D., has more than twenty years in the financial industry. His focus is on providing integrated solutions to analytical problems based on actuarial science, risk management, finance/investment, and accounting. Zhuo's areas of specialty are risk management analytics, investment analytics (asset and liability management), and business development (product development, M&A, and reinsurance). His recent work has been centered on healthy aging and longevity and personal finance, primarily on retirement income strategies and solutions.