Experience

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  Ernst & Young

  • Greater New York City Area

  • Retirement Actuary, Senior Manager

    • Apr 1995 - Jan 2021
    • Greater New York City Area

    Coordinated the actuarial services for a diverse group of clients focusing on funding and administration of qualified DB retirement plans under ERISA and pension accounting under ASC 715, ASC 960 and IFRS. I worked extensively with HR and finance executives educating them on the costs, risks and compliance requirements for the plans they sponsor. I also supported EY assurance teams with their audits for clients who sponsor retirement plans, assessing reasonableness of economic and actuarial assumptions used to develop disclosed pension obligations and accuracy of pension cost and disclosure calculations prepared by clients' outside actuaries. Creator of Excel-based actuarial tool used by EY actuaries nationally to estimate changes in pension obligations resulting from changes in assumed retirement rates.

• 

  Watson Wyatt Worldwide

  • Greater New York City Area

  • Actuarial Consultant

    • Apr 1986 - Apr 1995
    • Greater New York City Area

    Prepared actuarial valuations of defined benefit retirement plans, individual retirement benefit calculations for terminating and retiring participants, individual employee benefit statements and required annual government filings (Form 5500 and PBGC premiums).

• 

  Sewanhaka Central High School District

  • H. Frank Carey High School, Franklin Square, NY

  • Mathematics Teacher

    • Jan 1985 - Jun 1985
    • H. Frank Carey High School, Franklin Square, NY

    Taught 10th grade Regents Geometry and 12th grade Contemporary Math (various modules including probability and statistics, trigonometry and conic sections) focused on problem solving with real world applications.