Experience

Meridian Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Director, Total Rewards

  • Nov 2014 - Present

  Overall management responsibility for the strategic design, analysis, implementation and administration of an integrated Total Rewards program to enable the business to attract, retain, reward, and engage high performing team members in all Meridian business units. Responsibility encompasses the development, analysis, implementation and monitoring of compensation, retirement, health and welfare, wellness, corporate childcare sites, and work/life balance programs within a holistic… Show more Overall management responsibility for the strategic design, analysis, implementation and administration of an integrated Total Rewards program to enable the business to attract, retain, reward, and engage high performing team members in all Meridian business units. Responsibility encompasses the development, analysis, implementation and monitoring of compensation, retirement, health and welfare, wellness, corporate childcare sites, and work/life balance programs within a holistic, cost-effective Total Rewards framework; aligning and supporting the mission and values of Meridian Health. Show less Overall management responsibility for the strategic design, analysis, implementation and administration of an integrated Total Rewards program to enable the business to attract, retain, reward, and engage high performing team members in all Meridian business units. Responsibility encompasses the development, analysis, implementation and monitoring of compensation, retirement, health and welfare, wellness, corporate childcare sites, and work/life balance programs within a holistic… Show more Overall management responsibility for the strategic design, analysis, implementation and administration of an integrated Total Rewards program to enable the business to attract, retain, reward, and engage high performing team members in all Meridian business units. Responsibility encompasses the development, analysis, implementation and monitoring of compensation, retirement, health and welfare, wellness, corporate childcare sites, and work/life balance programs within a holistic, cost-effective Total Rewards framework; aligning and supporting the mission and values of Meridian Health. Show less



E*TRADE from Morgan Stanley

• Financial Services
• 700 & Above Employee

• HR Director, Corporate Benefit Plans

  • Apr 2011 - Nov 2014

  Management responsibility for the strategic design, communication, cost containment, and vendor management of the Company’s corporate benefit plan programs - 401(k), Non-qualified Deferred Compensation, Employee Stock Purchase, and Health & Welfare plans for a global employee base (US, Canada, U.K., Manila, Hong Kong); including the initial design and rollout of a Corporate Wellness Program. Management responsibility for the strategic design, communication, cost containment, and vendor management of the Company’s corporate benefit plan programs - 401(k), Non-qualified Deferred Compensation, Employee Stock Purchase, and Health & Welfare plans for a global employee base (US, Canada, U.K., Manila, Hong Kong); including the initial design and rollout of a Corporate Wellness Program.



CA Technologies

• United States
• Software Development
• 700 & Above Employee

• HR Senior Director, Total Rewards

  • Feb 2005 - Apr 2011

  Management responsibility for the staff providing benefit plan administration, compliance, employee communication, vendor management, strategic design and cost containment analysis to the Company’s corporate compensation and benefit plan programs - 401(k), Non-qualified Deferred Compensation, ESOP, Stock Option, Employee Stock Purchase, Compensation Benchmarking, Corporate Wellness Program, and Health & Welfare plans for a global employee base (US, Canada, EMEA, and Asia-Pacific). Management responsibility for the staff providing benefit plan administration, compliance, employee communication, vendor management, strategic design and cost containment analysis to the Company’s corporate compensation and benefit plan programs - 401(k), Non-qualified Deferred Compensation, ESOP, Stock Option, Employee Stock Purchase, Compensation Benchmarking, Corporate Wellness Program, and Health & Welfare plans for a global employee base (US, Canada, EMEA, and Asia-Pacific).



Black Mountain Management, Inc.

• Vice President, HRO and Employee Benefit Outsourcing Services

  • Jan 2002 - Jan 2005

  Management responsibility for a staff of 19 employees, providing HRO and total benefit outsourcing administration and consulting services to clients’ 401(k), Defined Benefit, Non-qualified Deferred Compensation, Health & Welfare, and Cash Balance plans; including payroll and HRIS data processing for a global client base located in the US, Canada, UK, and Asia-Pacific. Management responsibility for a staff of 19 employees, providing HRO and total benefit outsourcing administration and consulting services to clients’ 401(k), Defined Benefit, Non-qualified Deferred Compensation, Health & Welfare, and Cash Balance plans; including payroll and HRIS data processing for a global client base located in the US, Canada, UK, and Asia-Pacific.



Benefit Plan Installations, Inc

• Principal

  • Jan 1999 - Jan 2002

  Provided project management and consulting services through independent contractual relationships to corporate plan sponsors, financial services firms, and software providers within the Employee Benefit Industry. Scope of consulting assignments included project definition, planning, project management, and delivery for global client base located in US, Canada, and EMEA. Area's of project management and consulting expertise: HRO design and implementation, benefit plan design, cost… Show more Provided project management and consulting services through independent contractual relationships to corporate plan sponsors, financial services firms, and software providers within the Employee Benefit Industry. Scope of consulting assignments included project definition, planning, project management, and delivery for global client base located in US, Canada, and EMEA. Area's of project management and consulting expertise: HRO design and implementation, benefit plan design, cost containment, process flow re-engineering, outsourcing, co-sourcing, and traditional administration of Global Retirement plans, North America Health & Welfare plans, Global Stock Options, design and review of Corporate Wellness Programs, and North America Executive Deferred Compensation plans. Show less Provided project management and consulting services through independent contractual relationships to corporate plan sponsors, financial services firms, and software providers within the Employee Benefit Industry. Scope of consulting assignments included project definition, planning, project management, and delivery for global client base located in US, Canada, and EMEA. Area's of project management and consulting expertise: HRO design and implementation, benefit plan design, cost… Show more Provided project management and consulting services through independent contractual relationships to corporate plan sponsors, financial services firms, and software providers within the Employee Benefit Industry. Scope of consulting assignments included project definition, planning, project management, and delivery for global client base located in US, Canada, and EMEA. Area's of project management and consulting expertise: HRO design and implementation, benefit plan design, cost containment, process flow re-engineering, outsourcing, co-sourcing, and traditional administration of Global Retirement plans, North America Health & Welfare plans, Global Stock Options, design and review of Corporate Wellness Programs, and North America Executive Deferred Compensation plans. Show less



Smith Barney Plan Services (a/k/a CitiStreet)

• Vice President, Retirement Plans

  • Jan 1996 - Jan 1999

  Recruited to build infrastructure (staffing, procedures, and system enhancements) to support a fully integrated business line for mid-market 401(k), 403(b), and 457 retirement plans. Staff management of 56 employees. Responsibilities included: • Build and manage a recordkeeping infrastructure in East Brunswick, New Jersey to consolidate operations, enhance recordkeeping capabilities, create an integrated sales desk, and eliminate administrative redundancies between business partners (The… Show more Recruited to build infrastructure (staffing, procedures, and system enhancements) to support a fully integrated business line for mid-market 401(k), 403(b), and 457 retirement plans. Staff management of 56 employees. Responsibilities included: • Build and manage a recordkeeping infrastructure in East Brunswick, New Jersey to consolidate operations, enhance recordkeeping capabilities, create an integrated sales desk, and eliminate administrative redundancies between business partners (The Copeland Companies, CitiGroup, Travelers Insurance, and Primerica Financial Services). • Develop a 5-year business plan for senior management, targeting break-even point and revenue enhancement opportunities - business plan was completed and executed successfully within 3 years. Show less Recruited to build infrastructure (staffing, procedures, and system enhancements) to support a fully integrated business line for mid-market 401(k), 403(b), and 457 retirement plans. Staff management of 56 employees. Responsibilities included: • Build and manage a recordkeeping infrastructure in East Brunswick, New Jersey to consolidate operations, enhance recordkeeping capabilities, create an integrated sales desk, and eliminate administrative redundancies between business partners (The… Show more Recruited to build infrastructure (staffing, procedures, and system enhancements) to support a fully integrated business line for mid-market 401(k), 403(b), and 457 retirement plans. Staff management of 56 employees. Responsibilities included: • Build and manage a recordkeeping infrastructure in East Brunswick, New Jersey to consolidate operations, enhance recordkeeping capabilities, create an integrated sales desk, and eliminate administrative redundancies between business partners (The Copeland Companies, CitiGroup, Travelers Insurance, and Primerica Financial Services). • Develop a 5-year business plan for senior management, targeting break-even point and revenue enhancement opportunities - business plan was completed and executed successfully within 3 years. Show less



WTW

• United Kingdom
• Financial Services
• 700 & Above Employee

• Client Servicing Manager, HRO and Benefit Outsourcing Services

  • Jan 1992 - Jan 1996

  Management responsibility for a staff of 95 employees within the National Employee Benefits Center providing HRO, Defined Contribution, Defined Benefit, and Health & Welfare plan administration to corporate clients under a total outsourcing, co-sourcing, or traditional administration service model. Direct assignment as Client Relationship Manager to a number of high profile clients located in the US, Canada, and EMEA. Management responsibility for a staff of 95 employees within the National Employee Benefits Center providing HRO, Defined Contribution, Defined Benefit, and Health & Welfare plan administration to corporate clients under a total outsourcing, co-sourcing, or traditional administration service model. Direct assignment as Client Relationship Manager to a number of high profile clients located in the US, Canada, and EMEA.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President - Manager, Corporate Plan Services

  • Jan 1986 - Jan 1992

  Management responsibility for a staff of 43 employees in all facets of 401(k) and Stock Purchase plan administration. Management responsibility for a staff of 43 employees in all facets of 401(k) and Stock Purchase plan administration.



Bankers Trust

• United States
• Financial Services
• 400 - 500 Employee

• Vice President – Corporate Employee Benefit Plan Services

  • Jan 1976 - Jan 1986

  Management responsibility for a staff of 38 employees, consisting of Trust Officers, Managers, Operations Specialists, and Account Administrators in all areas of Retirement Plan administration (participant recordkeeping, trusteeship, trade settlement, asset reconciliation, and custodial operations) for Defined Contribution and Defined Benefit Pension plans. Direct assignment as Client Relationship Manager to a number of high profile clients. Management responsibility for a staff of 38 employees, consisting of Trust Officers, Managers, Operations Specialists, and Account Administrators in all areas of Retirement Plan administration (participant recordkeeping, trusteeship, trade settlement, asset reconciliation, and custodial operations) for Defined Contribution and Defined Benefit Pension plans. Direct assignment as Client Relationship Manager to a number of high profile clients.