As a Business Leader for the Chicago Workgroup, I am focused on supporting projects associated with current clients. Responsibilities include: - Serve as point of contact to client leads for advice and support on renewals, service issues, and relationship strategies - Facilitate client planning discussions to understand opportunities and risks - Provide coaching to consultants on opportunities and "at risk" situations - Coordinate monthly client leader lunch sessions to share and leverage thought leadership - Communicate business results with client leadersAs a member of Aon's “Real Deal” team, I focus on developing thought leadership around retirement income adequacy. Responsibilities include: - Managed the data process of the 2015 Real Deal study overseeing data for 2 million participants - Lead research and product development around retirement income adequacy - Deliver client specific retirement income adequacy studies - Coordinate ongoing sales effortsOn my client teams I oversee actuarial valuations and other actuarial calculations for over 70 plans (defined benefit, nonqualified pension, and postretirement welfare). Responsibilities include: - Compile and reconcile data for qualified, nonqualified, and postretirement welfare valuations - Perform actuarial valuations required under ERISA, ASC, SSAP, and CAS - Analyze annual liability gain/loss reconciliation - Conduct assumption studies - Perform deterministic forecasts of pension expense and pension funding - Review benefit calculations - Consult with clients on topics including: • pension and retiree medical program design • de-risking and settlement strategies  • current and/or future legislation implications - Develop per capita retiree medical claims costs and health care trends - Manage client communications and presentation materials

•Upgraded Excel templates into more extensive Access templates•Compiled data for predictive modeling reports•Created macros for data compilation and template operations•Used pivot tables to better organize and compile data sets•Participated in weeklong WFIC Insurance Conference Case Study

•Presented Health and Welfare training sessions•Developed quarterly stock option reports•Created GASB, FAS 123R, and FAS 106 reports•Used statistical computer programs to create age distributions and update projections•Developed excel files and tools to track defined benefit plan limits•Researched predictive modeling and added insight into new software capabilities