Experience

Findley, A Division of USI

• Human Resources
• 1 - 100 Employee

• Principal

  • Nov 2020 - Present



Findley (Acquired by USI)

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Chicago Market Leader and Benefit Administration Practice Leader

  • Dec 2009 - Present

  I have overall responsibility for the quality, accuracy and timeliness of services provided through our administration services and to ensure that we exceed our client’s expectations. This is accomplished through working with talented and experienced professionals and supporting them with our proprietary technology platform. Our administration platform which we have used since 1999, has been completely updated in 2010 to offer greater accuracy and efficiency. These services are provided to all types of benefit plans across all industries. I am also Market Leader for Findley Davies’ Chicago office, where I am responsible for growing and developing our human resource and benefit consulting services in the greater Chicago area. Show less

• Principal

  • May 2018 - Nov 2020



AllPlans Consulting

• Greater Chicago Area

• Consultant

  • Apr 2009 - Dec 2009

  I provided pension administration consulting services to a nationally known insurance and financial leader for their defined benefit administration services. In this role I managed their staff and several client relationships. I provided pension administration consulting services to a nationally known insurance and financial leader for their defined benefit administration services. In this role I managed their staff and several client relationships.



SMART Business Advisory and Consulting

• Business Consulting and Services
• 1 - 100 Employee

• Senior Manager

  • Jun 2007 - Apr 2009

  I successfully grew the actuarial consulting services by adding new clients across a broad geographical area, primarily in the public sector. I successfully grew the actuarial consulting services by adding new clients across a broad geographical area, primarily in the public sector.



Lincoln Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Manager

  • Aug 2002 - Jun 2007

  I managed the defined benefit administration services. Overall responsibility for the quality, accuracy and timeliness of services provided through our pension administration services and to ensure that we exceed our client’s expectations. Managed team of professionals and had lead client responsibility. I was also part of sales team that successfully added over $3 billion in new assets under management. I managed the defined benefit administration services. Overall responsibility for the quality, accuracy and timeliness of services provided through our pension administration services and to ensure that we exceed our client’s expectations. Managed team of professionals and had lead client responsibility. I was also part of sales team that successfully added over $3 billion in new assets under management.



PwC

• Professional Services
• 700 & Above Employee

• Senior Consultant

  • 1999 - 2002

  I lead the effort to establish defined benefit administration services for the Chicago office of PwC. In this role I hired, managed and developed employees to support the growing business, managed large client relationships and participated in sales efforts that resulted in 500% growth in three years.

• Senior Consultant

  • 1992 - 1999

  I provided actuarial consulting services to the Minneapolis based clients. Relevant experience included actuarial consulting services, plan design, acquisition and divestiture consulting and project managed the establishment of the compensation and benefit programs and the employee communications of a new Fortune 500 spin-off.



Wyatt Company

• Greater Minneapolis-St. Paul Area

• Actuarial Analyst

  • 1984 - 1992

  Actuarial support on a variety of clients. Actuarial support on a variety of clients.