Experience

Kelly Benefits Strategies

• United States
• Insurance
• 1 - 100 Employee

• Vice President & Senior Consultant

  • Jan 2015 - Present

  Responsible for the strategic direction and implementation of corporate employee benefit programs for employers with 1000+ employees. Extensive knowledge of self-insurance, pharmacy, population health, data analytics/predictive modeling and wellness. Also responsible for the delivery of the firm's value added services including: technology, billing, administration & eligibility management, employee communications and compliance.

• Vice President, Business Development

  • Oct 2014 - Jan 2015

  Responsible for new business development and ongoing consulting of corporate employee benefit programs for large employers. Kelly Benefits Strategies' Total Benefits Solution approach makes businesses BETTER through creative benefits consulting, simplified administration, and innovative technology.Extensive knowledge of self-insured medical/Rx/dental benefits as well as wellness, disease management and predictive modeling programs.



University of Baltimore

• United States
• Higher Education
• 500 - 600 Employee

• Adjunct Professor

  • Aug 2019 - Present



CapellaTax Network

• United States
• Financial Services
• 1 - 100 Employee

• President & CEO

  • Apr 2011 - Sep 2014

  CapellaTax Network is the industry pioneer of group pre-paid tax preparation and advice services. Our program is offered by employers and credit unions of all sizes to individual employees/members on a voluntary basis. Individuals who choose to enroll pay a monthly fee via payroll deductions or checking account debit. In return, they select a CPA from our network and receive the preparation of their next tax return and 90 minutes of tax advice and planning services throughout the year. CapellaTax Network is the industry pioneer of group pre-paid tax preparation and advice services. Our program is offered by employers and credit unions of all sizes to individual employees/members on a voluntary basis. Individuals who choose to enroll pay a monthly fee via payroll deductions or checking account debit. In return, they select a CPA from our network and receive the preparation of their next tax return and 90 minutes of tax advice and planning services throughout the year.



Kelly Benefits

• United States
• Insurance
• 200 - 300 Employee

• Senior Vice President & Senior Consultant

  • Aug 2000 - Apr 2011

  Responsible for the strategic direction of corporate employee benefit programs for employers with 1000+ employees. Extensive knowledge of wellness, disease management and predictive modeling programs. Also responsible for the delivery of value added services including: technology, employee communications, compliance and reporting. Responsible for the strategic direction of corporate employee benefit programs for employers with 1000+ employees. Extensive knowledge of wellness, disease management and predictive modeling programs. Also responsible for the delivery of value added services including: technology, employee communications, compliance and reporting.