Experience

Center on Budget and Policy Priorities

• United States
• Public Policy Offices
• 100 - 200 Employee

• Senior Policy Analyst

  • Oct 2019 - Present

  Research a range of state fiscal policy issues including budget, tax, and tax and expenditure limits. Led an educational campaign to build capacity around engaging on public pension issues and to understand what types of strategic engagement are most effective within state contexts. Research a range of state fiscal policy issues including budget, tax, and tax and expenditure limits. Led an educational campaign to build capacity around engaging on public pension issues and to understand what types of strategic engagement are most effective within state contexts.



Pennsylvania State Employees' Retirement System (SERS) Board

• http://sers.pa.gov/

• Trustee Designee

  • Jul 2013 - Oct 2019

  Committees: Finance; Audit. The State Employees’ Retirement System (SERS) is an agency of the Commonwealth of Pennsylvania that administers the pension plan for Pennsylvania’s state employees. The System manages $29 billion in assets and distributes over $3 billion in pension benefits to over 127,000 retired members, and served 105,000 active members with an estimated annualized payroll of over $6 billion. Committees: Finance; Audit. The State Employees’ Retirement System (SERS) is an agency of the Commonwealth of Pennsylvania that administers the pension plan for Pennsylvania’s state employees. The System manages $29 billion in assets and distributes over $3 billion in pension benefits to over 127,000 retired members, and served 105,000 active members with an estimated annualized payroll of over $6 billion.



Pennsylvania Public School Employees' Retirement System (PSERS) Board

• http://www.psers.state.pa.us/

• Trustee Designee

  • Jan 2011 - Oct 2019

  Committees: Investment; Audit/Compliance; Budget/Finance; Bylaws/Policy; Corporate Governance; and Personnel. The Public School Employees’ Retirement System (PSERS) is an agency of the Commonwealth of Pennsylvania that administers the pension plan for Pennsylvania’s public school employees. The System manages $54 billion in assets, distributes nearly $7 billion in pension benefits to over 225,000 retired members, and served 257,000 active members with an estimated annualized payroll of $13.5 billion. Show less



Pennsylvania House Appropriations Committee

• Government Administration

• Senior Budget Analyst

  • Dec 2010 - Oct 2019

  The House Committee on Appropriations meets regularly to consider fiscal-related matters and conducts budget hearings each spring to review and evaluate the Governor's Executive Budget proposal and evaluates legislative proposals for fiscal implications prior to voting a bill out of Committee. The Committee plays a pivotal role in forming recommendations for budget/fiscal related matters and is integrally involved in the annual budget process. The House Committee on Appropriations meets regularly to consider fiscal-related matters and conducts budget hearings each spring to review and evaluate the Governor's Executive Budget proposal and evaluates legislative proposals for fiscal implications prior to voting a bill out of Committee. The Committee plays a pivotal role in forming recommendations for budget/fiscal related matters and is integrally involved in the annual budget process.



Public Pension Management and Asset Investment Review Commission

• Harrisburg, Pennsylvania Area

• Commissioner

  • Sep 2017 - Dec 2018

  Studied the commonwealth’s statewide retirement systems’ investment-related performance, strategies, and costs then reported findings and recommendations to the Governor and the General Assembly. Studied the commonwealth’s statewide retirement systems’ investment-related performance, strategies, and costs then reported findings and recommendations to the Governor and the General Assembly.



State of Colorado

• United States
• Government Administration
• 700 & Above Employee

• Principal Budget Analyst

  • Sep 2006 - Dec 2010

  The Joint Budget Committee is the permanent fiscal and budget review agency of the General Assembly. The six-member committee is comprised of three members from the House, including two from the majority political party, and three members from the Senate, including two from the majority political party. The Committee, through its staff, is responsible for analyzing the programs, management, operations, and fiscal needs of state agencies. After holding budget hearings with all state departments and agencies, the Committee and its staff prepare the annual appropriations bill. The staff is also responsible for providing support for both the House and Senate Appropriations Committees. Show less



CWT

• United States
• Travel Arrangements
• 700 & Above Employee

• Supplier & Client Strategy Analyst

  • Apr 2004 - Sep 2006

  Developed efficiency-oriented corporate air travel strategies and identified tactical pricing strategies tailored to client travel demand patterns. Developed efficiency-oriented corporate air travel strategies and identified tactical pricing strategies tailored to client travel demand patterns.



Abacus Technology Corporation

• Information Technology & Services
• 400 - 500 Employee

• Energy Research Analyst

  • Feb 2000 - Sep 2003

  Analyzed global pricing trends for crude oil, natural gas, and heating oil and reported findings to senior-level energy policy advisers & experts at the U.S. Energy Information Administration. Analyzed global pricing trends for crude oil, natural gas, and heating oil and reported findings to senior-level energy policy advisers & experts at the U.S. Energy Information Administration.