Partner

• Dec 2006 - Present

PASI, LLC ( Pension Administrative Services Inc.) is one of New England’s largest private pension consulting and third party administration firms. We understand the unique needs and requirements of the small business employer, and are committed to exceeding expectations in pension planning and 401k administration. Over 14 years of experience in the retirement plan industry. After graduating from Babson College, I joined PricewaterhouseCoopers in their Bostonoffice, where I performed audits for a variety of clients ranging from Boston College to Raytheon. Coincident with my transfer to Connecticut, I joined the regional accounting firm of Haggett, Longobardi (now CohnReznick), where I grew into a managerial role in the team of professionals dedicated to audits of Employee Benefit Plans. In this role, I not only audited Plan financial statements, but also provided valuable consultative services to his clients regarding a variety of compliance issues. Over 10 years ago, I left public accounting to administer, consult and service retirement plans directly. In his current role, I specialize in plan design and implementation, as well as advanced compliance testing. I am also responsible for developing PASI's internal processes and procedures to ensure the accuracy of our work-product. I am a past chair-person of the Connecticut Society of CPA’s Employee Benefits committee, and continue to be actively involved in that committee. I am also a member of the American Society of Pension Professionals and Actuaries. I am an Enrolled Retirement Plan Agent with the Internal Revenue Service and therefore able to represent clients before the IRS with respect to retirement plan matters. Show less

Supervisor

• Jun 1999 - Jun 2004

Auditor

• Sep 1997 - Jun 1999