• Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
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Motivated, client-focused consultant with over 20 years of experience helping companies with retirement planning, reporting, human resources and strategic planning. Maintains a trusted adviser relationship with several large to mid-size client organizations. Proven ability to manage complex projects and to help generate new business revenue. 
Key Skills

Effective project manager

Experience with complicated financial models

Strong oral and written communication skills

Extensive technical background

Leadership and development skills

Trusted advisor

Consulting Actuary, 08/2004 to Current
MillimanAlbany, NY,

Signing actuary for several large to mid-size retirement relationships

Successful at managing complex actuarial projects and pension administration for profitable margins and growth

Built strong, deep relationships across several organizations and seen as their trusted advisor

Knowledgeable in ERISA and PBGC legislation, US GAAP and IAS disclosure as exhibited through both standard and special project work

Experience assisting clients with detailed analysis of plan design alternatives and long-term funding and expense forecasts

Focus on innovative yet practical strategies and solutions tailored to each situation

Led recent pension plan termination project with high lump sum take rate, which saved the company a couple million dollars

Streamlined multiple pension administration tools 

Proven record of winning new business in the marketplace

Experience training and mentoring junior staff

Proficient with Microsoft Office and related tools

Retirement Consultant, 01/2000 to 07/2004
Voya Financial Inc.Detroit, MI,

Primary reviewer for all standard pension plan projects such as valuation reports, accounting disclosure and government filings

Led special projects such as retirement open windows, curtailments and settlements

People manager and mentor for eight associates

Retirement Consultant, 01/1998 to 01/2000
Voya Financial Inc.Los Angeles, CA,

Project manager for several corporate and public plans

Prepared and reviewed valuation reports, accounting disclosure and government filings

Associate Actuary, 01/1994 to 01/1998
UsaaPilot Point, TX,

Designed retirement annuity and structured settlement products  

Developed company annuity reserving system using Visual Basic language

Bachelor of Science: Actuarial Science, Expected in
Central Washington University - Ellensburg, WA

Actuarial Science with minor in Economics

Graduated Magna Cum Laude 3.8

Competed in the cross country national championships

2004 Fellow Society of Actuaries
2002 Enrolled Actuary
1999 Member American Academy of Actuaries

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  • Central Washington University

Job Titles Held:

  • Consulting Actuary
  • Retirement Consultant
  • Retirement Consultant
  • Associate Actuary


  • Bachelor of Science

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