• Account Executive responsible for day-to-day operations of client teams and services provided to clients• Ensures quality and timely deliverables for all projects and manages the team’s effectiveness and efficiency• Focuses on strategy and supporting the client's fiscal and employee-relations goals, particularly in the new world under health care reform • Oversees all projects including plan design, financial analysis, administration, wellness and compliance as well as the interface with other colleagues, cross-office/cross-practice teams and resources• Significant experience with public sector, joint management labor clients and employers with union populations • Serves as West Region Compliance Officer

Formerly Watson Wyatt:Key Accomplishment• Coordinated successful project by developing, recommending, presenting and implementing medical, Rx, dental, vision, life/AD&D and disability benefits for 52,000 employees for a large, multi-employer, educational entity purchasing pool utilizing multi-office and specialty resources.Leadership• Managed cross-office, cross-practice client teams to deliver client work that was accurate, on time and on budget.• Provided informal mentoring and development of junior staff.Sales/Marketing• Led and contributed to proposal responses and finalist presentations.• Hosted and actively participated in local client roundtables.Project Management• Coordinated project teams, work plans and resource allocations for medium to large projects (2,000 – 52,000 employees) as well as managing people resources, budgets and timelines.• Collaborated with internal and external team members across all levels of the organization.Quantitative and Qualitative Analyses• Directed quantitative and qualitative analyses of vendors, benefit plan designs and financial projections.• Collaborated with vendors and clients to monitor and redesign clinical programs and plan designs to support evidence-based criteria.• Collected and analyzed quantitative market, financial and clinical data.• Managed quarterly financial analyses and developed comparative results of various benefit programs and annual budget projections including actionable plan and program recommendations.

Key Accomplishments• Coordinated development and implementation of new health care programs for 20,000 employee group. • Developed requests for proposals and analyzed vendor responses for long term care and dental programs for an 8,000 employee association of public entities.

Formerly Towers Perrin:Provided employer-sponsored health and benefit support to clients in the following areas: financial analyses, cost projections, vendor management and procurement as well as health plan compliance.Played significant role on national team appointed to assist all clients in the understanding and implementation of HIPAA rules and regulations.