Experience

• 

  Mercer

  • Partner

• 

  Mercer

  • United States
  • Professional Services
  • 700 & Above Employee

  • Partner

    • Aug 2022 - Present

    Lead Financial Consultant - working with our clients to enhance their employer sponsored Health benefit programs, bringing innovative solutions to improve employee health while managing the financial aspects of these programs and aligning results with employer business strategies. Focus on developing and mentoring new consulting actuaries.

  • Partner

    • Apr 2017 - Aug 2022

    Health Business Leader for Mercer's Atlanta office. Propels business growth and client portfolio management by collaborating with senior consulting team to promote enterprise brand and build national client relationships. Champions policy development optimizing consulting services for corporate clients enabling employer health and benefits planning and employee program administration. Structures contracts and scope of work plans and aligns corporate capabilities with client business requirements. Develops strategic initiatives ensuring compliance with emerging health plan regulations. Lead consultant and strategic financial planner for 3 large-market clients. Supervises 8 direct reports/Lead Consultants.• Partnered with C-Suite executives and senior consulting team in driving business development opportunities; scaled portfolio and revenue growth 11% to reach $28M revenue targets.• Directed portfolio management overseeing 100+ clients influencing employee programs, health insurance coverage, and benefits/pension planning supporting +1M-person workforce.• Coached and mentored 25-person consulting team/40 associates; orchestrated and executed career development enabling high performance and eclipsing corporate goal with 94% client retention rate. Groomed 5 high performers garnering promotions into leadership positions.

  • Principal

    • Jan 2011 - Apr 2017

    East Market Financial Leader - manage actuarial resources in the East Market for Mercer's Health business across 12 offices. Coach, mentor and develop junior team members.

  • Principal

    • Jan 2006 - Jan 2011

    Consultant for 15 mid- to large-market clients; cultivated corporate policies and practices maximizing resources, resolving staffing issues, and standardizing recruitment strategies.

  • Principal

    • Nov 2002 - Dec 2005

  • Senior Associate

    • Oct 1996 - Oct 2002

• 

  A Foster Higgins & Co Inc

  • Dallas/Fort Worth Area

  • Consulting Actuary

    • Jan 1996 - Oct 1996
    • Dallas/Fort Worth Area

• 

  Towers Perrin

  • Dallas/Fort Worth Area

  • Actuarial Analyst

    • Feb 1992 - Dec 1995
    • Dallas/Fort Worth Area

• 

  TPF&C

  • Tampa/St. Petersburg, Florida Area

  • Actuarial Analyst

    • Jul 1987 - Feb 1992
    • Tampa/St. Petersburg, Florida Area