Bio
Experience
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Golden Retirement Advisors
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Greater New York City Area
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Senior Consultant
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2008 - Present
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Greater New York City Area
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R&D
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1999 - Present
Develop prototype retirement planning and product projection models.
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SVP, Income Management Strategies Group
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2005 - 2009
Retirement Income Specialist. R&D Retirement Management Account. Support President of Group. Develop Models for Retirement Income Products - Historical, Deterministic, Monte Carlo. Invented "HistoriCarlo". Write research study papers. Provide presentations. Super user of Excel VBA; ...
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Senior Vice President
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1999 - 2005
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Ernst & Young
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New York
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Senior Manager
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1993 - 1999
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New York
Defined Contribution plans. SAP Human Resources Implementation
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Senior Consultant
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1987 - 1993
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NY
Defined Contribution Recordkeeping Systems and Defined Benefit Administration Systems
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Principal
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1982 - 1987
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NY
Defined Contribution Recordkeeping Systems
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William M. Mercer Limited
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Toronto, Canada Area
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Corporate Controller
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1975 - 1982
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Toronto, Canada Area
Assistant Vice President, Central Services plus Controller in 1980
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Shepley & Fitchett Consulting Actuaries
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Johannesburg Area, South Africa
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Data Processing Manager
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1968 - 1975
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Johannesburg Area, South Africa
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Education
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1970 - 1977Institute of Actuaries
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1964 - 1967University of the Witwatersrand
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