I am the steward who will lead my clients from disruption to opportunity, wherever they are in their journey. I am the voice for my clients (and their eyes and ears) and I connect them with Mercer's best experts, ideas and solutions based on their need.

Senior Vice President, 2012 to presentVice President, 2006 to 2012▪ Lead health and benefits consultant managing recurring client revenue up to $15.0 million per year▪ Develop strategic relationship by providing consultative guidance on products and programs that supported clients’ short- and long-term business objectives ▪ Develop and deliver presentations to “C” suite regarding strategies for health care as well as presentations/information to be shared with White House staff regarding health care reform▪ Conduct benefit analysis and recommendations for merger and acquisition activities▪ Partner with client to develop negotiation strategies and benefit design proposals for union population of over 75,000 employees▪ Manage client teams of up to thirty consultants, actuaries, and attorneys▪ Philadelphia Practice Leader with responsibility for Profit & Loss of $25M+ and 40+ colleagues (2017 – 2019)▪ Manage both internal and client Diversity, Equity and Inclusion strategy and program / solution projects

Senior Large Group Account Manager/Consultant, 2004 to 2006▪ Developed short-term and long-term strategies for clients’ benefit programs that achieve their overall budget targets while achieving their business goals and objectives▪ Managed a staff of four team members to implement and deliver customer service requirements in a manner that ensures relationship retention and opportunity for expansion▪ Mentored and developed the skills of team members responsible for providing the day-to-day servicing of the clients by expanding product and industry knowledge, enhancing their client and vendor relationships skills to assist them in achieving personal and professional goals

Senior Manager, Health and Welfare Benefits, 2001 to 2004▪ Responsible for strategy and execution of US health and welfare programs▪ Analyzed company specific data, changes in the marketplace and company specific targets to develop methods and evaluate the impact of strategy considerations▪ Responsible for implementation of new absence management program including collaboration with managers in Risk Management, Legal, and Communications ▪ Managed a staff of four team members to implement and deliver customer service requirements in a manner that ensures relationship retention and opportunity for expansion▪ Mentored and developed the skills of team members responsible for providing the day-to-day servicing of the clients by expanding product and industry knowledge, enhancing their client and vendor relationships skills to assist them in achieving personal and professional goals

Consultant, Health and Welfare Benefits, 1995 to 2001Associate Consultant, Health and Welfare Benefits, 1991 to 1994 ▪ Prepared health and benefits Request for Proposals; analyzed proposal responses, negotiated financial and administrative terms; and prepared and presented results and recommendations ▪ Reviewed employer benefit programs and recommended areas for efficiencies and cost savings▪ Coordinated and monitored all annual enrollment activities and conducted employee meetings

Group UnderwriterContract Specialist▪ Gather data and conduct evaluation to determine risk in order to scale rates and approve insurance coverage▪ Review insurance proposals to determine appropriate levels of insurance coverage▪ Apply various underwriting techniques and standards to ensure accurate analysis▪ Create documentation of policy terms including coverage, guidelines, rate charts, and fees ▪ Oversee rate increases, new clients, and policy renewals▪ Develop standards for agents to ensure more candidates meet pre-qualifications and desired conditions