Consulting Team

With more than 25 years of business experience, including an assignment in London, Carlos has held positions with insurers, reinsurers and consulting companies, including that of Chief Actuary and Vice President of a Fortune 500 Company.

In 2008, Carlos co-founded Axiom, taking full control in 2011. Carlos, on behalf of Axiom, has entered into cooperating agreements with experienced consultants, many of them with C-level backgrounds. The association with Windsor Strategy Partners (WSP) is noteworthy. Not only is WPS staffed by recognized authorities in the actuarial field, but through its subsidiary, Windsor Strategy Solutions, it has developed a suite of software models for pricing, analysis and design of healthcare plans that are unmatched in the industry (https://www.wspactuaries.com/).

Axiom formed an association, unique in the actuarial field (described in a separate section of the website), with Nyhart, one of the nation’s leading independent actuarial and employee consulting firms.

The enlarged team of highly skilled and accomplished professionals can tackle projects in areas such as healthcare, pension, employee benefits, modeling, strategy and more. And they have.

Carlos holds an MBA from the Yale School of Management, a Master’s Degree in Mathematics from UCLA, and a Bachelor’s Degree in Physics from the National University of Mexico. He is Fellow of the Society of Actuaries, Fellow of the Conference of Consulting Actuaries and Member of the American Academy of Actuaries. He has completed executive education courses at the Tuck School of Business.

The consulting team is nimble. It has the ability to tackle projects that range from small to large, always under the direction of a recognized expert in the field.

Selected Publications

  • A Lesson From the Greeks, Contingencies, Nov/Dec 2014
    A study of the fundamental strategic ideas that were stated lucidly and forcefully over 2,500 years ago (and they are as relevant today as they were then) by Thucydides, arguably the greatest historian of all times.
  • On Business Strategy, The Actuary, Dec 2007/ Jan 2008
    A description of the fundamental ideas of strategy broadly applied to the business sector.
  • The Strategic Role of the Ownership Structure of Insurance Companies, Revista Actuari@, Sep 2008
    Strategic advantages and disadvantages of mutual and stock insurance companies explained with the use of a macro-economic model.