•Strategic Consulting to the 401(k)/403(b) market•Assist companies in implementing a Managed Account and Advice investment program in their Savings Plan•Develop new ways to reach the "reluctant" investor

St. Louis, MO office

Responsible for sales, pricing, marketing and implementation oversight of the bundled defined benefit product including the integration of the administration, participant services and combined plan reporting for clients with both DB and DC plans. Worked with clients to bundle all their DB plan service needs including actuarial, investments, trust & custody, advisory and administration.• A national resource for pension, actuarial and integrated plan services.• Managed & delivered… Show more Responsible for sales, pricing, marketing and implementation oversight of the bundled defined benefit product including the integration of the administration, participant services and combined plan reporting for clients with both DB and DC plans. Worked with clients to bundle all their DB plan service needs including actuarial, investments, trust & custody, advisory and administration.• A national resource for pension, actuarial and integrated plan services.• Managed & delivered consulting, communication, actuarial and pension administration services.• Lead team member of actuaries and investment professionals to deliver Asset/Liability studies to pension boards and investment committees.• An architect and successfully launched bundled and integrated defined benefit outsourcing service.• Assisted with the negotiation in selling in-sourced defined benefit plan actuarial and administration services saving the firm a costly mainframe computer upgrade expense. Show less

• Led a 6 member actuarial team delivering actuarial and specialized consulting services to qualified and non-qualified benefit programs• Controlled over 25 key client relations generating $5m in annual revenue.• Led marketing and sales efforts in finals presentations.• National actuarial resource

• Partner of a 30 member actuarial consulting business.• Controlled over 100 client relations generating over $6m in annual revenue.• Key member in marketing and sales efforts.

Performed actuarial and pension consulting services to several key client relationships to the firm.

Performed technical actuarial valuation and consulting work.