Experience

USI Consulting Group

• United States
• Financial Services
• 300 - 400 Employee

• Vice President & Consulting Actuary

  • Nov 2020 - Present



Findley, A Division of USI

• Human Resources
• 1 - 100 Employee

• Consulting Actuary

  • Jan 2020 - Present



BPS&M/Wells Fargo

• Greater Nashville Area, TN

• Consulting Actuary

  • Apr 2015 - Present



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Principal

  • Jan 2008 - Apr 2015

  - Retirement lead on clients with revenues ranging from $100,000 - $800,000, responsible for overseeing/managing all retirement practice projects as well as introducing non-retirement services - Responsible for improving overall profitability on clients by growing revenue, managing staff, and implementing cost saving methods to the valuation process - Assisted with proposals for new services to new and existing retirement clients - Performed funding valuations under PPA (including MAP-21) and presented results - Provided accounting results for pension plans under ASC-715 (formerly FAS 87) - Provided accounting results for postretirement medical plans under ASC-715 (formerly FAS 106) - Consulted with clients regarding endgame strategy (i.e. moving to LDI, targeting plan termination) - Worked with investment group to perform asset liability studies to optimize asset allocation - Implemented glide-path strategy where asset allocations change when funded status improves - Consulted with clients on pension plans including plan design alternatives and legislative developments - Internal resource for postretirement medical valuations - Consulted with clients on plan design alternatives for postretirement medical plans including transitioning to an exchange to provide post-65 benefits - Provided consolidated accounting results under IFRS (IAS-19) under both the current rules and changes effective in 2013 (IAS-19R) for US and international plans - Provided proxy disclosure information - Performed experience analysis and provided updated assumption recommendations - Helped companies to establish governance procedures - Performed nondiscrimination testing Show less



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Consultant

  • Nov 1998 - Jan 2008

  - Managed all aspects of the actuarial valuation process and presented results to clients - Calculated minimum required and maximum tax deductible contributions for pension plans - Determined FAS 87 and FAS 106 expense and disclosure items for retirement plans - Monitored and maintained the revenue and profitability of clients - Experienced in most areas of healthcare consulting and valuations, including: Using claims and enrollment experience to develop medical and dental rates Consulting with clients regarding plan design changes including the implementation of HSA plans Calculating incurred but not paid (IBNP) reserves for medical and dental plans Determining if medical plans met the requirements to received the Medicare Part D subsidy Show less