Bio
Experience
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Owner
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Owner
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Aug 2007 - Present
Defined benefit administration and outsourcing consulting
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Consultant
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Jan 2006 - Jul 2007
Worked on-site at client assisting internal HR team with DB plan administration, including process design and implementation, quality control, compliance, and assistance with outsourcing implementation.
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Requirements Consultant
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Mar 1999 - Dec 2005
Internal consultant regarding DB plan administration implementations and ongoing services; external consultant for clients regarding DB administrative and compliance issues. Joined Hewitt through 2003 acquisition of Northern Trust Retirement Consulting.
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Actuarial Team Leader
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Jun 1988 - Mar 1999
Supervised an actuarial team of 10 (ranging from entry level to senior analysts), supporting approximately 30 clients ranging in size from under 100 to over 7,000 participants. Responsibilities included planning and scheduling, project management, technical review, billing, staffing, career deve...
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Actuarial Analyst
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Jun 1987 - Jun 1988
Entry level actuarial data and valuation work on team supporting Fortune 100 client.
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Education
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1976 - 1979Mississippi State University - College of Business and Industry
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1975 - 1976University of North Alabama
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1966 - 1971University of Tennessee, Knoxville
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