Employee benefits leader responsible for leading clients, projects, and teams through a client's life cycle. Provide clients with strategic direction and support across all aspects of their benefit programs.Team Lead for Lockton's Sacramento and Sonoma offices.

Knowledgeable in all aspect of group benefits, including ERISA and ACA compliance for multi-state groups under self-funded and fully-insured arrangements. Manage existing client relationships and act as the strategic lead of health and welfare benefits for employer groups ranging from 300 to 15,000 employees. Total gross annual benefits spend of clients is $190 million. • Accounts under management total $2.7 million in revenue and represent 64% of the firm’s total covered lives.• Design and manage total reward benefit plans based on client’s culture and financial needs in partnership with key stakeholders including client's C-suite.• 100% client retention rate over the last three years, excluding losses from M&A activity and bankruptcy.

• Manager of the firm’s top revenue generating practice areas – Analyzed economic and legal issues in litigious matters and implemented customized solutions for clients from settlement phase to jury trial stage.• Analyzed economic data, financial statements, legal documents, and labor markets in domestic and international economies to create detailed forensic financial valuations.• Valued businesses using discounted cash flow, P/E multiple, and excess earnings valuation methods.

Implemented networking solutions as an on-site consultant for a boutique IT consulting firm. Collaborated with C-suite as an on-site consultant delivering turnkey solutions for businesses.