Bio
Credentials
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Business Analysis Foundations: Business Process Modeling
LinkedInMay, 2019- May, 2026
Experience
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Management Consultant
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Management Consultant
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Mar 2020 - Present
Consulting professional with investments, investment systems, project management, and business management
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Meradia
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Cedar Rapids, Iowa Area
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Principal
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Dec 2018 - Feb 2020
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Cedar Rapids, Iowa Area
· Led strategic engagements for insurance clients· Provided sales and marketing support· Published thought leadership articles
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KMarc Consulting, LLC
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Cedar Rapids, Iowa Area
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CEO
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Nov 2012 - Dec 2018
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Cedar Rapids, Iowa Area
Investment process consulting services to institutional managers, wealth management firms, insurance companies, mutual funds, & other investment organizations.Major Reinsurance CompanySupported Bank Loan Processing & Analysis• Developed a template for validating accruals• Trained staff on...
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Consultant
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2013 - 2016
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Specialist Leader
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Jun 2010 - Oct 2012
FSI / Strategy & OperationsWorked with investment managers, financial institutions, and insurance companies globally.Worked with an insurance client on performance measurement calculations, presentation, and related workflow analysis.Worked with a financial services firm with the integration ...
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Financial Services Marketing
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Sep 2009 - Jun 2010
I assisted in developing marketing materials and functionality for a client seeking to expand into the investment industry.
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Board of Advisors
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Jul 2009 - Jun 2010
Served as an entrepreneurial, risk analysis, and financial subject matter expert for an innovative internet concept.
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CEO
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Oct 2003 - Jun 2010
Conceptualization & development of breakthrough business transformation buyside investor solution (VC, PE, FoF, HF, insurance companies & others)• Identified/recruited senior executives• Managed/analyzed market research• Wrote business plan & financial projections• Prepared & gave...
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Managing Senior Partner
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1999 - 2003
Led, managed, directed, planned, & participated in engagements. Usually served as Senior Partner in Charge management position responsible for engagements success. Served as an individual contributor to projects, especially in Process Benchmarking & Improvement engagements where broad...
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Head of Third Party Consulting
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1997 - 1999
Responsibilities included business development, recruiting of professional staff, project management, and professional staff training. Served as investment industry and investment accounting expert resource for company.
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Independent Subject Matter Expert & Project Manager
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1994 - 1997
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President
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1991 - 1997
Provided business analysis, test case development, execution, & evaluation.Project management of conversion and implementation iniativesDeveloped change management plans, assessed current & future state data & workflowsResponsible for business development & client relations
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Aetna Life & Casualty
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Hartford, Connecticut Area
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Portfolio Management Group
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1980 - 1991
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Hartford, Connecticut Area
* Portfolio Management* Securities Accounting* Securities Management* Pension Administration
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Education
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1982 - 1985University of Connecticut
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1976 - 1980Boston College
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1972 - 1976Suffield Academy
Suggested Services
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References
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