Barry Jamieson, Cfp®, Ma Email & Phone Number

Columbus, Ohio Metropolitan Area

- Provide comprehensive financial planning and investment advice to clients.- Develop customized financial plans tailored to individual client needs.- Conduct regular portfolio reviews and make recommendations for adjustments.- Manage a diverse client base, including individuals and families.- Focus on retirement planning, tax strategies, estate planning, and investment management.- Use financial planning software to create detailed financial projections.

Columbus, Ohio Metropolitan Area

Columbus Ohio Area

My work experience includes• Running retirement projections that include analyzing pension and retirement accounts• Maximizing returns by using an academic centered investment approach to optimize portfolios• Establishing a college education funding plan that maximizes financial aid opportunities• Analyzing risk and meeting insurance needs for survivors, disability, catastrophes and old age• Facilitating estate planning that deals with end-of-life issues and maximizing distributions to loved ones by minimizing estate taxes• Using tax-effective strategies that will decreases taxes and increase wealth• Creating long-term-care plans for you and your love ones• Maximizing your Social Security benefits by optimizing benefit withdrawal strategies

Columbus, Ohio Area

- Lead investigator for several health care research projects, - Enrolled dozens of individuals with developmental disabilities on Social Security Disability Insurance, saving the state several hundred thousand dollars annually.- Presented project results to various stakeholder groups.- Coordinated and facilitated work of research teams. - Authored major study of the economic impact of families with children with disabilities.- Wrote proposals and obtained research grants from health care related agencies.- Managed several research projects employing multiple university subcontractors.- Used Medicaid claims data to identify $40 million dollars of cost savings to the state.- Conducted insurance enrollment project saving the state $400k annually.- Managed administrative staff and graduate research assistants.- Managed $3.8 grant project for large health insurance survey project.- Organized distribution of $3 million in research projects.- Managed $1 million annual project involving the development of certifying long term care aides.

• Initiated and directed association research and data management efforts for the Ohio Association of County Boards of MRDD (OACBMRDD.) • Participated in Tangible Personal Property Coalition potentially saving members millions of dollars.• Estimated fiscal impact of regulation preventing state budget reductions.• Helped direct association strategic response to state regulations: -Analyzed and developed policy positions for the OACBMRDD. -Prepared formal testimony in response to state rules and regulations. -Advocated positions before state agency personnel. -Authored key communications summarizing impact of various bills and regulations on OACB members.• Managed IT and support staff. Guided IT staff in the installation of new phone system saving association 5k annually, as well as enhancing customer responsiveness

• Developed an outcome reporting system approved by accrediting bodies (JCAHO) saving participating members $1000 per report purchased and earning association $20k in non dues revenues.• Developed OHCA’s Quality Initiative Project which provided facility level quality indicator and customer satisfaction reports for over 300 member homes saving members $1000 per report produced. • Conducted general research to support OHCA’s lobbying efforts. • Developed financial prediction model that prevented $20 million in state budget reductions. • Represented the association before various State agencies and other trade associations. • Assisted in association strategic response to various state regulations and policies. • Initiated and managed electronic billing service earning association $50k in non dues revenue.

• Developed sales and margin forecasts for various business units of Ross. • Assisted budget planning and reporting. • Produced income statements for Sports and New Direction business units.• Conducted research and pricing analyses for Medical Nutritional department. • Developed models to predict indirect plant labor headcount.

Ma, Economics

Graduate Research Assistant

Ba, Economics

Graduated with Honors and Distinction