I specialize in plan terminations and other pension risk transfer strategies. My passion lies in creating faster, easier, and more efficient processes to deliver exceptional value and satisfaction to my clients.

- Analyze impact of COVID on 2020 claims cost and utilization for Medicare products - Select reasonable assumptions for projecting forward claims cost and utilization - Clearly communicate and document assumptions to senior leadership- Utilize SAS and SQL to manipulate and summarize data from data warehouse

Performance: - Managed multiple client teams to outperform budgeted realization through creating excellent project plans, expanding work documentation, and improving efficiency on key projects- Exceeded goals in every year related to financial performance, people development, operational efficiency, and client relationships- Nominated as Leader of New Business Development for the retirement practice in the Minneapolis office Responsibilities:- Present annual balance sheet, profit and loss, and cash contribution projections to clients and provide creative solutions to improve each of the above metrics- Perform stochastic modeling under 5,000 economic scenarios to assess the risk and reward trade off of various asset allocations through use of efficient frontiers and summary risk and reward metrics- Lead the analysis for pursuits of prospect investment clients in order to identify areas for improvement in portfolio allocations and risk management strategies- Perform and review benchmarking studies for Executive Retirement Programs to assess competitiveness of benefits through comparative replacement ratio calculations and plan provision summaries - Review annual valuation calculations through a combination of checking sample system calculations and assessing individual and aggregate gains and losses for reasonability- Design budgets for annual and ad hoc analysis projects to provide leadership and staffing committees with a reasonable expectation of how much a project will cost and assist with workflow planning