Motivated, client-focused Pension Consultant with over 13 years of actuarial valuation, international and US accounting, and plan design as well as an expertise in financial plan management and statistical/financial analysis. Consistently exceeds expectations with excellent client and colleague feedback. Maintains a trusted adviser relationship with several large to mid-size client organizations. Proven ability to manage complex projects, develop sales strategies, lead to overall business success.
One of the local Retirement, Risk, and Finance leaders for Mercer's Carolinas market. Lead the consulting team in assisting several clients in evaluating and managing their retirement programs.
Associate, Society of Actuaries (ASA)
Enrolled Actuary (EA)
Fellow, Conference of Consulting Actuaries (FCA)
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