Brian L. Email & Phone Number

Charlotte, NC, US

Tacoma, WA, US

• Leading production and delivery of client monthly benefit experience summaries, and client projection deliverables.
• Conducting technical review of financial deliverables to ensure soundness of results and accuracy of in-force benefit contract terms for medical, pharmacy, and stop loss partnerships.
• Customizing workbooks to map and track client claim analytics by carrier and region.
• Evaluating financial projections, benefit partnerships, and funding arrangements to facilitate client understanding of their plan performance for reference in their annual renewals, strategy discussions, and benefits.

London, England, GB

• Conducting technical review of client financial analyses (IBNP projections, projected budget costs by benefit, general benefit budget monitoring) as well as ad-hoc analyses to support client benefit strategy.
• Supporting client vendor management as relates to the annual benefits cycle for documentation and compliance, renewal, RFP, as well as ongoing data management for financial analyses
• Joined Stop Loss Collaborative with responsibilities for releasing and coordinating RFP process, and summarizing proposals for client review
• Servicing NY/metropolitan-area clients that have populations greater than 5,000 lives

London, England, GB

• Acquired an in-depth knowledge of each client’s benefits history and strategic goals, while serving as a point of contact with carrier partners for financial and strategy projects throughout the annual benefit cycle
• Produced financial analyses relating to benefit liability calculation, underwriting self-insured medical rates, as well as regular summary of client financial monitoring
• Gained routine familiarity with summarizing large data files, application of actuarial principles, determination of data reasonability, and coordinating with carriers on data-related issues as they arose

• Provided customer service and recommendations to shoppers, worked with associates to promote sales.
• Received, verified, and maintained storage of deliveries.

US

• Facilitated students of varying ages and abilities in exercises serving to train literacy and comprehension in reading and in mathematics.
• Coordinated with consultants in order to individually tailor session exercises according to student development.
• Tutored 100+ students.

Hartford, CT, US

• Supervised and assisted student callers in alumni outreach for Trinity College Fundraising.
• Coordinated campus news and management input with Assistant Director of Annual Giving in weekly meetings.
• Followed weekly gift/pledge data to provide feedback to Assistant Director on caller yield and correlate to school news and decisions.

• Motivated classmates for contribution to the 2016 senior gift.
• Coordinated recruitment and outreach with committee chairs.
• Over 91% participation from class of 2016.

New York, NY, US

• Gathered and archived data on collateral from competing firms to present to senior staff and partners for suggestions on BBH materials and on remodeling BBH website.
• Collaborated with investment management interns and a mentor to research, value, and present a target firm to BBH senior staff and partners using BBH investment principles.

Hartford, CT, US

• Analyzed and interpreted Connecticut education and economic data, using EViews software and Microsoft Excel, to discover new trends concerning school choice among Hartford residents.
• Reported findings to team of researchers and professors in weekly meetings to coordinate findings with other research groups.
• Co-head of Hartford resident data analysis for reports submitted to the state of Connecticut, seeking to improve education policy.

Hartford, CT, US

• Communicated with Trinity alumni to solicit school funding.
• 2014-2015, Awarded for most funds acquired per hour among callers.

• Interviewed candidates for Tenure Track position in the Economics Department, and provided recommendations to the hiring committee.

• ECON-101 Basic Economic Principles
• ECON-247 Introduction to Public Policy Analysis
• ECON-301 Intermediate Microeconomic Theory

• Maintained kayak and SUP paddle board equipment.
• Provided assistance to clients of all ages and abilities.
• Led and assisted children's paddling camps.
• Guided for clients, of all abilities and in large groups, on busy waterways.

Economics (B.S., With Honors), Philosophy (B.A.)

Education record