Experience

• 

  Willis Towers Watson

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • Happy Retiree

    • Dec 2019 - Present

  • Director Client Management

    • May 2017 - Dec 2019

    I manage our team of Client Relationship Directors (CRDs) in addition to continuing my role as a CRD for my portfolio of clients.

• 

  Towers Watson

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • Account Director

    • Jul 1997 - Feb 2015

    As an Account Director I manage a portfolio of clients and am responsible for client satisfaction and retention, client sales and revenue growth and integration through work in multiple lines of business.

  • Project Manager – Health and Group Benefits Practice

    • Jul 1989 - Jun 1997

    During my tenure in this role I worked closely with the technology team and the health and group benefits team. I managed large cross-functional projects primarily related to flexible benefits. I was part of the team that implemented the first personalized benefits enrollment form and subsequently the first IVR enrollment system in the Minneapolis office.

• 

  Towers Watson

  • Greater Minneapolis-St. Paul Area

  • Defined Contribution Consultant/Analyst/Administrator – Retirement Practice

    • May 1983 - May 1989
    • Greater Minneapolis-St. Paul Area

    During my time on the retirement team I worked on most of our local defined contribution clients, initially as a record keeper and eventually expanding to design and compliance consulting. I was responsible for plan documentation and adherence to plan provisions, financial reconciliations, programming of specific client match formulas and accounting updates on an annual, semi-annual, quarterly or monthly basis. I also consulted on plan changes, mergers and process reviews.