Consultant overseeing design, financial management, and regulatory reporting for pension and retiree medical plans.

Changed company from top-heavy to right-sized by managing 60% turnover over a 5-year period while maintaining steady revenue and profit levels. Set up a recruiting pipeline targeting key universities. Created training and pay-for-performance programs, complete with career paths, goals documents, and 360 degree feedback.Led the actuarial practice with my partner serving as the strategic actuary for clients not assigned to me as the relationship manager. Managed pension plans for religious, non-profit, and government organizations. I was the sole manger of the retiree medical practice providing services to predominantly governmental organizations.Primarily focused on financial management of plans through the benefits, funding, accounting and investment policies by tying them to the organization goals.Presented at the CAJPA industry conference on the transition to GASB 75.

Retirement practice strategic actuary for both single-employer corporate and Taft-Hartley pension and retiree medical plans. Primarily worked in areas of funding, accounting, and plan design. Also managed areas such as nondiscrimination testing, government filings, compliance consulting, and the like.Led the marketing rollout of a retirement assistance program offering a one-stop market place tailored to each employer giving retirees access to training, products, and advisors in the areas of wealth, health, and life. Served on the National Marketing team targeting retirement plans for religious organizations.Spoke at industry conferences focusing on pension plan management, including accounting, funding, and design strategies for issues such as lump sum windows, plan terminations and the like.

Led team of professionals whose responsibilities include benefit design and financing for multinational clients, global benefit coordination and change management, US retirement communications, education, operations and compliance.

Led a team of 15 actuaries and specialists for whom we developed competencies and training programs around annual actuarial valuations and related consulting. Project work included workforce planning, pension and retiree medical plan design, employee education, governance, M&A and integration support.Participated on the National Retiree Health team developing white papers on Medicare, retiree medical funding, costing and design.

Headed client team delivering retirement consulting services for several major clients. Project work included design and financing of qualified and nonqualified pension plans and retiree welfare plans, participating in union negotiations, ensuring compliance and M&A analysis.Participated in Total Quality Management workgroup charged with rebuilding processes to improve quality and efficiency of Towers Watson services.