Dr.
Donald Craneis a Professor of Finance and the Program
Director for the Certified Financial Planner Board of Standards registered
curriculum at CSUF. He has authored numerous articles on finance and financial
planning and is a nationally recognized authority and speaker in the area of
personal financial management. Dr. Crane has been a member of the CSUF real
estate faculty since 1976. Dr. Crane is also actively involved in the financial
business as chairman of the CSUF Foundation.
Investment Committee and the University's
Continuing Learning Experience (CLE) Program and is supportive in many of the
student organizations on campus. Dr. Crane graduated from the
University of
Southern
California
with a doctorate in Business Administration with an emphasis in Finance.
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Dr. Weili Lu
joined the CSUF faculty in 1996, and became Director of the Center for
Insurance Studies in 1998. She
received her B.A. in Economics and M.A. in International Business from
Nankai
University
in
China
. She
received her M.S. and Ph.D. in Finance and Insurance from the
University
of
Illinois
at Urbana-Champaign, where she was the first woman from Mainland
China
to receive a Ph.D. in Insurance. Dr.
Lu teaches major insurance courses in the CBE Finance
program.
Her research interests include insurance, pension, and employee
benefits. Her industry experience
includes serving as a financial planning consultant and as manager of large
insurance and pension consulting projects.
Dr. Lu has extensive contacts with members of the insurance/financial services
industry and government officials both in
China
and the
United States
. She has raised significant funds for the Center for
Insurance Studies and developed Actuary program, Insurance and Financial
Services program and Insurance Marketing Entrepreneur Program.
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Dr.
Tsong-Yue Lai has been a professor of Finance since 1991. Prior to
joining the CSUF faculty in 1991, he was a Visiting Assistant Professor at the
University of Florida for one year, Assistant Professor of Finance at Florida
State University for four years and Associate Professor of Finance at Kansas
State University for three years.
He
has published over 20 referred articles in the areas of Investment, Corporate
Finance, Options, Pension, Insurance, and Real Estate.He is close to finishing
his Associate Actuary Exams. He received his B.S. in Mathematics from the
National Taiwan University, his M.A. in Economics from the University of
Rochester, his M.B.A from SUNY at Buffalo, and his Ph.D. in Finance from Yale
University.
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Kevin
Gotts joined CSUF in 1995.
Graduating from Biola
University with a B.S. in Computer Science, and
furthering his education by earning an M.B.A. in
Finance from California State University, Fullerton.
Kevin first position was as a software developer
for a small programming firm. He entered the
financial services field in 1990 and worked to earn
the Certified Financial Planner mark. Kevin has
also held such positions as: Financial Consultant
for AIG Financial Advisors, Branch Manager for
Independent Capital Management, and currently,
Adjunct Faculty Member at CSU Fullerton.
Kevin has had extensive experience in the Financial
Services Industry in the areas of education, client
development, and broker development; awards received
includes a listing in the Guide to America's Top
Financial Planners,2008 Edition, Outstanding
Insurance and Financial Services Faculty award at
CSUF, Oppenheimer Funds
Executive Council and Leaders Club awards, Putnam Investments Golden Scale Council member, Prudential
Annuities Masters Council Member, Pacific Life
Pacific Advisory Council award, SunAmerica
Securities Field Development Leader and Archon
awards, and Independent Capital Management
President Club award.
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Al Gorski
has been employed by the Orange County Transportation Authority as the Manager
of the Risk Management Department since 1997. Mr. Gorski manages a staff of six
and is currently responsible and accountable for the organization's
workers' compensation, loss control, casualty, property and litigation
management needs. This includes establishing risk financing
objectives through the analysis of appropriate levels risk retention, risk
transfer, alternative risk financing options, and budgetary concerns.
As
an active member of the American Public Transportation Association's Risk
Management Committee, Mr. Gorski hosted the APTA Risk Management Committee on
behalf of OCTA in June 2003. In addition, he is a regularly featured speaker,
providing the committee with presentations on subjects ranging from litigation
strategy, complex insurance solutions, and loss data analysis technology.
Mr.
Gorski is currently a director on the board of the Orange County Risk and
Insurance Management Society (OCRIMS) and the chairman of the OCRIMS Community
Outreach Committee. He is active in promoting risk management and insurance
educational programs and was quoted in the September 1, 2004, Risk &
Insurance magazine profiling an educator in the field. In 2005, Mr. Gorski was
nominated for Risk Manager of the Year and was featured in Business Insurance
Magazine in April 2005 as the magazine's Public Agency Risk Management Honor
Roll recipient.
Currently,
Mr. Gorski is an Adjunct Professor at
California
State
University,
Fullerton
and teaches a finance course entitled Principles of Insurance.
His
professional career includes key management positions as Regional Claims
Manager for Kmart Corporation and Risk Manager for Underground Technology
Incorporated. He has over 22 years of combined experience directly related to
his current position and responsibilities.
Mr.
Gorski earned his Bachelor of Arts in Political Science from
California
State
University, Northridge and a Masters
of Public Administration from
California
State
University,
Long Beach
.
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George Yen is a 21-year veteran with the California
Department of Insurance Rate Regulation Division. He is currently chief of the
Rate Specialist Bureau.He specializes in analyzing property and casualty
insurance rates, ratemaking methodologies, rating and classification matters,
statisticaland financial analysis, and enforcing California rating
laws. He has served on hearing panels and as an expert witness for the
Department in various rate hearings.Mr. Yen has been
one of the chief developers of the CDI Proposition 103 rate rollback
regulations and calculations. He is also a member of the Department Workers
Compensation Task Force, and is a departmental liaison with the Workers
Compensation Insurance Rating Bureau (WCIRB) and the Fair Access to Insurance
Requirements (FAIR) Plan.
Mr. Yen has a broad financial services background. He is an enrolled agent (EA)
working as a tax practitioner for 21 years, and is a certified financial
planner (CFP). Mr. Yen holds a B.S. in Mathematical Statistics from Tamkang
University in Taiwan, a M.S. in Mathematics from McNeese State University, and
a M.S. in Statistics from Iowa State University. He also holds the Certified
Insurance Examiner (CIE) designation from the Insurance Regulatory Examiners
Society.
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Dr.
Xiaoying Xie
joined the CSUF faculty as an assistant professor in 2005. Dr. Xie received her
B.A. in Economics and M.A. in Finance and Insurance from
Beijing
University
in
China
. She holds an M.A. and a PhD degree in Risk Management
and Insurance from the
Wharton
School,
University of Pennsylvania.
Her current research interests focus on the areas of mergers and acquisitions
in insurance industry, financial integration between insurance and other
financial services industries, economies of scale, productivity and efficiency
analysis of insurance firms, product distribution system in insurance industry,
and insurance economics. Dr. Xie has attended and made presentations in major
conferences in insurance studies, such as American Risk and Insurance
Association (
ARIA) and the World Risk and
Insurance Economic Congress meeting (WRIEC). She is also affiliated with
academic societies such as American Economic Association (AEA) and Financial
Management Association (FMA).
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John Cross joined
the CSUF faculty in 2003. John has over 20 years of experience in the insurance
industry as an attorney and manager. John received his B.A. in Communication
Studies from the University of Massachusetts, a J.D. from the University of
Kansas School of Law, and an MSFS. (Master of Science in Financial Services)
from the American College. John is a member of the California and Virginia
State Bars. He has several insurance industry designations including the CPCU
(Chartered Property Casualty Underwriter), CLU (Chartered Life Underwriter),
and ChFC (Chartered Financial Consultant). John is also an instructor in
several insurance industry educational programs and teaches professional-level
courses in the ARM (Associate in Risk Management) and CPCU programs.
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