Tom Burkholder Email and Phone Number
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I am a strategy business leader within Marsh McLennan (Mercer specifically) helping both our clients and our internal business partners navigate complex financial decisions that impact staffing, technology investments, employee retention and consumer benefits. With nearly 20 years of consultative experience in the MMB family focused on Health & Wellbeing solutions, I am always open to hearing about new opportunities.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 83148
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Vice President - Health And WelfareFidelity InvestmentsFranklin, Ma, Us
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Health Delivery Lead, Sr. PrincipalMercer Sep 2018 - PresentFranklin, Massachusetts, United States• Top rated Principal within Mercer for the past 5 years (top 5%)• Oversee 2 strategic functional solutions with about 120 staff: Voluntary Benefits ($200M Rev) & Canadian Health ($10M Rev)• Accountable for both day to day delivery and the strategic operational direction, driving 3 to 5 $1M+ IT capital investment projects annually• Partnering with finance, IT and other business leaders to frame out the appropriate annual budget based on forecasted revenue and expense• Direct point of escalation for many of our fortune 100 clients -
Voluntary Benefits Leader, PrincipalMercer Apr 2016 - Oct 2018Norwood, Ma• Partnered with the sales team to bring custom and targeted benefit solutions to our clients and their employees generating over $150M in revenue annually• Successfully oversaw nearly 400 new client implementations (ranging from 100 lives to over 100,000 lives)• Provided monthly executive summaries tied to client health to the leadership team• Directly oversaw 3 project managers and 5 people managers with 60+ indirect reports
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Operational Readiness Leader, PrincipalMercer Jan 2015 - Dec 2016Norwood• Successfully partnered with the implementation project managers and operation managers to ensure organizational readiness of 10 multiple million dollars new client implementations• Developed and leveraged governance tools to proactively report project status using true objective measurements• Increased senior leadership visibility into key projects with high-level reporting and regular status meetings• Developed and successfully deployed risk mitigation plans to key stakeholders
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Operational Practice Manager, Sr. AssociateMercer Jan 2013 - Dec 2014Norwood• Aligned strategic organizational goals and objectives with key decisions regarding products design, best practices, business / IT initiatives (often facilitating deep dive conversations and brainstorming session)• Developed a business architecture strategy based on a situational awareness of various business scenarios and motivations• Defined the set of strategic, core and support processes that transcend functional and organizational boundaries; identify and describe external entities such as customers, suppliers, and external systems that interact with the business; and describe which people, resources and controls are involved in the processes
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Client Services Manager, Sr AssociateMercer Jan 2010 - Dec 2012Norwood, Ma• Regularly determined / identified out of scope fees (generating over $3 million in additional revenue annually)• Directed operations for 3 large outsourcing clients (Health & Benefits and Pension)• Managed a team of analysts and team leaders to ensure all operational deliverables were met in a timely manner & completed accurately (team comprised of 16 analysts and 3 team leaders)• Project managed major corporate actions / annual projects (Open Enrollment, Pension Protection Act regulation updates, Health Care Reform updates, etc.)
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Senior Team Lead, AssociateMercer Mar 2010 - Apr 2011Norwood, MaCurrently managing a defined benefit operations team and two clients.
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Team LeaderMercer Outsourcing Jun 2006 - Mar 2010Lead an operation Defined Benefits team.
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Implementation Analyst, AssociateMercer Jun 2006 - Jul 2007Worked on converting Defined Benefits plans to Mercer's record keeping platform.
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Business AnalystFidelity Investments Mar 2003 - Jun 2006
Tom Burkholder Skills
Tom Burkholder Education Details
Frequently Asked Questions about Tom Burkholder
What company does Tom Burkholder work for?
Tom Burkholder works for Fidelity Investments
What is Tom Burkholder's role at the current company?
Tom Burkholder's current role is Vice President - Health and Welfare.
What is Tom Burkholder's email address?
Tom Burkholder's email address is th****@****cer.com
What schools did Tom Burkholder attend?
Tom Burkholder attended Boston College - Wallace E. Carroll Graduate School Of Management, D'amore-Mckim School Of Business At Northeastern University.
What skills is Tom Burkholder known for?
Tom Burkholder has skills like Benefits Administration, Employee Benefits, Pension Administration, Management, 401k, Project Management, Business Analysis, Process Improvement, Leadership, Defined Benefit, Open Enrollment, Peoplesoft.
Who are Tom Burkholder's colleagues?
Tom Burkholder's colleagues are Eric Driscoll, Sowmya Arumalla, Scott Ayers, Jessica Schieffer, Vivek Velugati, Eunice E. Lee, Ohiani Abdulkadir.
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