The Wyatt Company
Industry: Management consulting company
DescriptionWatson Wyatt Worldwide, Inc. was a global consulting firm that merged in January 2010 with Towers Perrin to form Towers Watson. Successor: Towers Watson Headquarters: Arlington, Northampton County, Virginia, VA Number of employees: 7,700 (2009) Founded: August 2005 Parent organization: Willis Towers Watson Subsidiaries: Watson Wyatt ltd, Watson Wyatt International Inc,
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The Wyatt Company Employees
Mercer February 2015 - Present
Wells Fargo Insurance Services March 2004 - February 2015
Mercer Human Resource Consulting 1986 - 2004
The Wyatt Company January 1984 - June 1986
Aetna September 1976 - December 1983
Skills
Employee Benefits, Benefits Strategy, Cost Forecasting, Funding Arrangements, Health Insurance, Life Insurance, Disability Insurance, Underwriting, Benefits Administration
Education
Middlebury College 1969 — 1973
Bachelor of Arts (B.A.), English and Philosophy
Arthur J. Gallagher & Co. November 1995 - Present
Johnson & Higgins 1993 - 1995
Johnson & Higgins (A. Foster Higgins) 1990 - 1992
The Wyatt Company 1987 - 1990
Skills
Executive Management, Management Consulting, Advisory Boards, Healthcare Management, Strategic Leadership, Trusted Business Advisor, Health Insurance, Strategic Planning, Economics, Market Planning, Employee Benefits, Healthcare, Insurance, Disability Insurance, Dental Insurance, Underwriting, Brokers, Claim, Marketing Strategy, Financial Analysis, Voluntary Employee..., Team Leadership, Business Planning, Retirement, Retirement Plan..., Self-funded, Management, Strategy
Education
Wharton 1997 — 1998
Advanced Executive Education
University of California, Santa Barbara
BA, Business Economics
Towers Watson 2006 - Present
Watson Wyatt and Company 1988 - 2006
The Wyatt Company 1986 - 1988
Skills
Change Management, Performance Management, Project Management, Business Process..., Process Improvement, Employee Benefits, Data Analysis, Program Management, Business Transformation, Organizational..., Management
Education
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Accounting
International Game Technology February 2011 - Present
IGT April 2007 - Present
IGT May 2005 - April 2007
Exercise Equipment February 1995 - June 2005
IGT February 1991 - January 1995
The Wyatt Company February 1988 - October 1990
PMZ Pension Corporation September 1986 - February 1988
Skills
Employee Benefits, Gambling, Employee Relations, Human Resources, HRIS, Gaming Industry, Management, Benefits Administration, Employee Training, Organizational..., Recruiting, Gaming, Budgets, Succession Planning, Process Improvement, Workforce Planning
Education
University of California, Irvine
BA, Economics
University of Nevada-Reno
Human Resources Certification
IMC-USA 2013 - Present
Plain Language Association InterNational (PLAIN) 2007 - Present
Wohl Communication Services 2000 - Present
R. H. Wohl & Associates, Inc. T/A In Plain English(R) -- Management Communication Consultants 1982 - Present
Ronald Harvey Wohl 1954 - Present
American Association of Home-Based Business 1990 - 2000
The Wyatt Company September 1977 - July 1982
NRECA 1972 - 1977
Montgomery College 1967 - 1972
Skills
Research, English, Strategic Planning, Leadership Development, Public Relations, Editing, Public Speaking, Strategic Communications, Management Consulting, Nonprofits, Teaching, Coaching, Team Building, Social Media, Training, Staff Development, Organizational..., Leadership, Change Management, Program Management, Policy, Team Leadership, Analysis, Project Management, Management, Project Planning, Marketing Communications, Budgets, Proposal Writing, Executive Coaching
Education
American University 1968 — 1978
MBA program in Marketing, Marketing Research, Management
The George Washington University Law School 1965 — 1966
The George Washington University 1962 — 1965
Bachelor of Arts (B.A.), Applied Psychological Anthropology
Florida State University 1960 — 1962
Meteorology, Anthropology
Towers Watson January 2010 - Present
Watson Wyatt & Company July 2009 - December 2009
Watson Wyatt & Company January 1991 - June 2009
The Wyatt Company January 1989 - December 1990
The Wyatt Company June 1986 - December 1988
Skills
HR Consulting, HR Transformation, Employee Benefits, Talent Management, Defined Benefit, Leadership
Education
Colorado State University 1981 — 1986
Bachelor's degree, Mathematics
CAPTRUST October 2014 - Present
DCAdvisors January 1996 - September 2014
Watson Wyatt 1990 - 1996
The Wyatt Company 1986 - 1990
Coldwell Banker 1983 - 1986
Education
San Diego State University-California State University 1978 — 1983
Bachelor's Degree, Business Administration and Management, General
United States Conference of Catholic Bishops October 2014 - Present
WLC2 August 2014 - Present
Lockheed Martin May 2008 - October 2014
Allbritton Communcations Company October 1997 - April 2008
The Wyatt Company 1988 - 1997
Skills
Earned Value Management, Government Contracting, FAR, Hyperion Enterprise, Variance Analysis, Financial Analysis, Financial Modeling, General Ledger, Fixed Assets, Internal Controls
Education
Lorain County Community College 1982 — 1984
Colorado Technical University
Hicks Pension Services March 2001 - Present
Union Bank January 1991 - April 1998
The Wyatt Company January 1988 - January 1991
Skills
Pensions, Pension Administration, Defined Benefit, Profit Sharing, Retirement, 401k, Retirement Planning, Employee Benefits, Benefits Administration, Securities, Defined Contribution, Asset Allocation, Customer Service
Education
California State University-Northridge
Hess Corporation October 2011 - Present
CCA October 2009 - June 2011
Citigroup January 2004 - December 2007
PricewaterhouseCoopers January 2000 - May 2001
Arthur Andersen & Co. June 1998 - December 1999
Mercer July 1997 - May 1998
A. Foster Higgins October 1992 - June 1997
Towers Perrin November 1989 - October 1992
The Wyatt Company June 1985 - October 1989
Citicorp October 1982 - May 1985
Skills
Public Relations, Performance Management, Building Relationships, Leadership, Corporate Branding, Strategy, Talent Management, Human Resources, Management, Divestitures, Team Building, Crisis Communications, Public Speaking, Policy, Consulting, Program Management, Nonprofits, Management Consulting, Deferred Compensation, Employer Branding, Marketing, Research, Strategic Communications
Education
Brandeis University
BA
High School of Music & Art
NY State Regent's Diploma and Music Certificate
Northeastern University
Aon 2005 - 2011
Aon 2003 - 2005
Aon 2000 - 2003
Aon Consulting 1996 - 2000
The Alexander and Alexander Consulting Group (acquired by Aon in 1996) 1989 - 1996
The Alexander and Alexander Consulting Group 1987 - 1989
The Wyatt Company 1978 - 1987
Skills
Employee Benefits
Education
George Mason University School of Law 1982 — 1984
Doctor of Law (JD)
The Catholic University of America 1972 — 1976
Bachelor of Arts (BA), History
Buck Consultants, A Xerox Company February 2014 - Present
Pendor Group December 2011 - January 2014
Booz Allen Hamilton November 2009 - November 2011
Watson Wyatt Worldwide August 1999 - October 2009
Wellspring Resources/CitiStreet 1996 - 1999
The Wyatt Company 1988 - 1993
Buck Consultants 1982 - 1988
Skills
Employee Benefits, Performance Management, Personnel Management, Change Management, Succession Planning, Management, Workforce Planning, Compensation & Benefit, Leadership, CRM, Process Improvement, Human Capital, Business Development, Retirement Plan..., Human Capital Management, Talent Management, HR Strategy, Pensions, SDLC, Benefits Administration, Program Management, Consulting, Deferred Compensation, Disclosure, Qualified Retirement..., 401k, 404 Compliance, 408(b)(2) Comliance, Certified Compensation...
Education
Cornell University
BS, Applied Economics and Business Management
Gary Christian Film and Video 1991 - Present
The Wyatt Company 1984 - 1991
American Broadcasting Company (ABC TV) 1981 - 1984
Education
Southern Methodist University 1979 — 1981
BFA, Broadcast Film Arts
Beene Garter LLP June 1999 - Present
Michigan National Bank July 1998 - June 1999
Professional Consultants, Inc. May 1994 - July 1998
The Wyatt Company June 1990 - May 1994
Skills
401(k) Plan..., Retirement Plan..., Retirement Plan..., Retirement Plan Testing, Profit Sharing Plan..., Plan Design, Form 5500 Preparation, 403(b) Plan..., Account Reconciliation, Profit Sharing, Retirement, 401k, Employee Benefits, Form 5500 preparation, ERISA, 403 b, Qualified Retirement..., Defined Contribution, Pensions
Education
Lake Superior State University 1986 — 1990
Bachelor of Science (B.S.), Mathematics / Computer and Mathematical Sciences
Crystal & Company December 2012 - Present
CIGNA May 2001 - November 2012
CitiGroup March 2000 - May 2001
Aon Consulting February 1993 - March 2000
The Wyatt Company June 1990 - February 1993
Equicor/Equitable June 1986 - June 1990
Skills
Employee Benefits, Insurance, Fundraising, Strategic Planning, Business Planning, Public Speaking, Research, Process Improvement, New Business Development, Account Management, Sales Management, Microsoft Word, Strategy, Healthcare, Customer Service, Sales, Leadership, Management, Marketing, Team Building
Education
Bucknell University 1982 — 1986
BA, Economics
New Mexico Office of Superintendent of Insurance 2013 - Present
Insurance Division of New Mexico Public Regulation Commission 2002 - 2013
Reliance National Insurance Company 1997 - 2000
Empire Insurance Group 1994 - 1997
The Wyatt Company 1992 - 1993
Fireman's Fund Insurance Companies 1990 - 1992
The St. Paul Companies 1986 - 1989
Skills
Actuarial Science, Financial Modeling
Education
Columbia University in the City of New York 2011 — 2014
MS in progress, Financial Mathematics
University of Minnesota-Twin Cities 1984 — 1986
Bachelor of Arts (BA), Mathematics
City of Martinez June 2014 - Present
Alhambra High School September 2011 - Present
InConcert Financial Group/Heritage Capital August 2008 - Present
Psquared Consulting April 1991 - August 2008
Fulton Pacific Packaging October 2007 - July 2008
Walton Saw December 2006 - November 2007
California Saw & Knife Works September 1979 - December 2006
The Wyatt Company April 1991 - July 1992
United States Air Force September 1974 - December 1979
Education
University of San Francisco 1991 — 1993
BS, Organizational Behavior
Towers Watson 1998 - 2011
Hewitt Associates 1994 - 1998
Buck Consultants 1990 - 1994
Towers, Perrin, Forster & Crosby 1980 - 1990
The Wyatt Company 1977 - 1980
George V. Stennes & Associates 1969 - 1977
Skills
Defined Benefit, Pensions
Education
Drake University 1965 — 1969
BSBA, Actuarial Science
ETF Advisor k March 2009 - Present
FutureBenefits of America September 1998 - Present
FBA Systems, LLC September 2004 - January 2010
Fouts and Morgan 1997 - 1998
J H Shoemaker 1993 - 1996
The Wyatt Company September 1989 - September 1993
First Tennessee Bank 1989 - 1989
Skills
401k, Plan Design, Pension Administration, Retirement Planning, Retirement, Pensions, Retirement Plan..., Investments, ERISA, Profit Sharing, Mutual Funds, Financial Advisory, Analysis, Finance, Valuation, ETFs, Business Planning
Education
Christian Brothers University 1988 — 1990
B.S., Accounting
The University of Memphis 1982 — 1986
Bachelor of Science in Accounting, Business Administration and Management, General
AB Risk Specialist, Inc. April 2011 - Present
American E&S Insurance Brokers January 2008 - February 2011
Partners Specialty Group April 2002 - January 2008
St. Paul Companies April 1997 - April 2002
EMCOL, Ltd. March 1990 - March 1997
Coopers & Lybrand January 1989 - March 1990
Tillinghast, a Towers Perrin Company January 1986 - March 1989
The Wyatt Company January 1982 - January 1986
Skills
Insurance Policies, Brokers, Professional Liability, Property & Casualty..., Underwriting, Liability, Workers Compensation, Physicians, Health Insurance, Claim, Insurance, Medical Malpractice, Risk Management, Commercial Insurance, Excess, Reinsurance, Healthcare, Umbrella Insurance, Casualty, Long-term Care, Employee Benefits, Employment Practices..., Financial Risk, Legal Liability, D&O, Commercial Lines, Captives, Claims Management, Fiduciary, Litigation Management, General Insurance, Risk Financing, Directors & Officers..., Liability Analysis, Excess & Surplus Lines, Inland Marine, Insurance Brokerage, E&O, Product Liability, Alternative Risk, Surplus Lines, Insurance Law, Errors & Omissions, Actuarial Science, Claim Investigation, Miscellaneous..., Liabilities, Enterprise Risk..., Life Insurance, Risk Management...
Education
University of Georgia - Terry College of Business 1979 — 1981
MBA, Risk Management & Insurance
The University of Georgia 1971 — 1975
B.A., History/Education
cherbchronicles January 2009 - Present
Watson Wyatt Worldwide September 2002 - June 2006
Watson Wyatt Worldwide January 1983 - June 2006
Watson Wyatt Worldwide January 2000 - August 2002
The Wyatt Company January 1980 - January 1999
Skills
Published Author, Public Speaking, Training & Development, Coaching, Mentoring, Health, Writing, Leadership Development, Personal Development, Motivational Speaking, Executive Coaching, Strategic Planning, Team Building, Insurance, Employee Training, Organizational..., Employee Benefits, Training, Social Networking, Wellness, Employee Wellness, Workshop Facilitation, Leadership, Time Management, Small Business, Entrepreneurship, Strategy, Human Resources, Marketing, Wellness Coaching, Holistic Health, Stress Management, Business Coaching, Conflict Resolution, Emotional Intelligence, Life Coaching, Defined Benefit, Performance Management, Consulting, Analysis, Staff Development, Newsletters, Fundraising, Organizational..., Presentation Coaching, Interviews, Nonprofits, Career Development, Training Delivery, Executive Development
Education
Southern Methodist University 1975 — 1979
Bachelor of Fine Arts, Broadcast-Film
Hogan Lovells July 2015 - Present
Hogan Lovells December 2011 - Present
Miles & Stockbridge March 2009 - December 2011
CroftonLiving.net, LLC January 2006 - April 2010
Above & Beyond Communications May 1999 - April 2010
NASA Goddard Space Flight Center May 1999 - July 2009
Merrick Towle Communications 2002 - 2005
World Color October 1994 - May 1999
Falcon Microsystems May 1993 - October 1994
The Wyatt Company September 1989 - May 1993
Skills
MS Office 2010..., Curriculum Development, Training & Development, PowerPoint, Software Documentation, Public Speaking, Microsoft Office, Adobe Acrobat, Project Management, Strategic Planning, Social Media, Editing, Microsoft Word, Web Design, Research, HTML, Microsoft Excel, Program Management, Graphic Design, Employee Training, Outlook, SharePoint, Instructional Design, Event Planning, Databases, Adobe Creative Suite, Human Resources, Team Building, Windows 7, Photoshop, Marketing, Training, Coaching, CRM, Hands-on Training, Advertising, Management, Instructor-led Training, Proposal Writing, Technical Writing, QuarkXPress, Newsletters, Mac, Sales, Social Networking, Document Management, Leadership
Education
Western Maryland College 1985 — 1989
BA, Art, Communications, Education
University of Hawaii at Manoa 1987 — 1987
McDaniel College 1985 — 1989
BA, Art, Communications, Education
Anne Arundel Community College 1985 — 1985
Severna Park Senior High School 1982 — 1985
Coldwell Banker Residential Brokerage February 2014 - Present
The Wyatt Company September 1986 - July 1990
Skills
Sellers, First Time Home Buyers, Relocation, Condos, Short Sales, Buyer Representation, Real Estate, Single Family Homes, New Home Sales, Listings, Investment Properties, Foreclosures
Education
Central Connecticut State University
Central Connecticut State University
Bachelor of Arts (BA), Biology Specialization in Environmental Science
PhiloSmith & Co. October 1998 - Present
Oxford Bioscience Partners May 1994 - September 1998
Capital Partners March 1990 - May 1994
Vestron, Inc. 1984 - 1989
The Wyatt Company 1982 - 1984
General Re 1979 - 1982
Education
University of Bridgeport 1998 — 1999
MBA, Finance
Fordham University
BA, History, Business
Stamford High School
FDIC July 1991 - Present
The Wyatt Company September 1989 - June 1991
The Brubach Corporation October 1987 - August 1989
Skills
Business Analysis, Recruiting, Performance Management
Education
Elon University 1983 — 1987
BA, Human Services and Psychology
Marshall High School 1979 — 1983
First Service Networks / FM Facility Maintenance June 2006 - Present
NeighborCare, Inc. February 2004 - January 2006
NASDAQ Stock Market June 2002 - February 2004
MICROS Systems, Inc. June 2000 - March 2002
Choice Hotels International January 1996 - March 2000
Hechinger February 1992 - January 1996
TRECOM Business Systems September 1991 - February 1992
The Wyatt Company May 1988 - September 1991
Skills
SDLC, Vendor Management, IT Strategy, Program Management, Integration, Business Intelligence, Process Improvement, Project Management, PeopleSoft, Business Analysis, Data Warehousing, Software Project..., SQL, Requirements Analysis, CRM, ERP, PMP, Enterprise Software, Software Development, Strategy
Education
The Johns Hopkins University - Carey Business School 2003 — 2006
MBA, Electronic Business
Shepherd University 1984 — 1988
BS, Programming & Information Systems
ChangeHD September 2013 - Present
Lynn Berger September 2006 - Present
Career Development Specialists Network January 2005 - Present
Lynn Berger April 1990 - Present
The Wyatt Company 1988 - 1989
Guardian Life Insurance Company 1984 - 1988
Skills
noted expert on career..., career assessment, goal setting, Executive Coaching, Personal Development, counsel recent graduates, Interview Preparation, Career Transition..., career exploration, career advancement, Career Assessment, Career Development, Strong Interest..., Career Changers, Career Transitioning, Self-marketing, Skills Analysis, Personal Development..., Interview Skills..., Job Search Coach, Book Writing, Human Resources, Job Search, MBTI, Career Counseling, Job Search Strategies, Mock Interviews, Resume, Resume Writing, Job Coaching, Workshop Facilitation, Cover Letters, Motivational Speaking, Psychotherapy, Personal Branding, Executive Development, Life Coaching, Work Life Balance, Coaching, Career Management, Interviews, Published Author, Time Management, Presenter, Life Transitions, Stress Management, Career Development..., Workshops, Leadership Development
Education
Columbia University in the City of New York 1989 — 1990
Ed.M, Psychological Counseling
Columbia University in the City of New York 1984 — 1985
M.A., Organizational Psychology
University of Vermont 1976 — 1980
B.S., Business Administration
Workday April 2014 - Present
ADP March 2005 - March 2014
Susquehanna International Group August 2004 - March 2005
Towers Watson March 2002 - July 2004
Ceridian March 1998 - February 2002
PrimeStar Production January 1995 - February 1998
The Wyatt Company March 1992 - December 1994
Skills
Business Analysis, HRIS, Requirements Gathering, Visio, ADP Payroll, Software Documentation, BPO, Requirements Analysis, Project Management, Human Resources, Process Improvement, PeopleSoft, Change Management, Benefits Administration, Vendor Management, Employee Benefits, Business Requirements, Business Process..., Creative Writing, Business Writing, Business Strategy, Business Process..., Business Process..., Business Process, Software Implementation, Outsourcing, Project Portfolio...
Education
The Catholic University of America 1987 — 1991
Bachelor of Science (B.S.), English Language and Literature/Letters
Notre Dame High School, West Haven, CT 1982 — 1986
High School Diploma, College Prep
Towers Watson June 1992 - Present
Watson Wyatt January 2000 - December 2009
Watson Wyatt Partners January 1998 - December 1999
Watson Wyatt January 1995 - December 1997
The Wyatt Company June 1992 - December 1994
Skills
Defined Benefit, Actuarial Science, Actuarial Consulting, Pensions, Pension Funds, Pension Administration, ALM, Employee Benefits, Actuaries, Retirement, ERISA, Retirement Plan...
Education
Georgetown University - The McDonough School of Business 1990 — 1992
MBA
University of Illinois at Urbana-Champaign 1986 — 1990
BS, Statistics and Economics
Guggenheim Partners April 2012 - Present
Towers Watson Investment Services February 2009 - June 2011
BNP Paribas 2007 - 2009
Buck Consultants 2002 - 2007
PwC Consulting 1996 - 2002
PBGC 1992 - 1996
The Wyatt Company 1988 - 1992
Skills
Pension Funds, Financial Modeling, Asset Allocation, Fixed Income, Investments, Equities, Defined Benefit, Asset Management, Investment Strategies, Investment Management, Pensions, Derivatives, Strategic Planning, Employee Benefits, Retirement, Portfolio Strategy, Portfolio Construction, Portfolio Optimization, Risk Analytics, Performance Attribution, Solvency II, Risk Based Capital, Investment Policy, Tactical Asset..., Liability Driven..., Strategy Development, Pension Risk Management, Client Interfacing, Presenter, Board Presentations, Financial Forecasting, ALM, Stochastic Modeling, Excel, Strategic Consulting, Investment Advisory, Benefits Plan Design, Actuarial, Credit Derivatives, Swaps, ERISA, FAS 87, FAS 106, FAS 158, IAS 19, PBGC, Bankruptcy, M&A due diligence, Divestitures, Governance
Education
London School of Economics and Political Science 1986 — 1987
M.Sc., Industrial Relations
Harvard University 1980 — 1984
B.A., Applied Mathematics
Associated Third Party Administrators (ATPA) December 2013 - Present
Self Employed Pension Consultant December 2010 - November 2013
Allied Administrators Company, Inc January 1997 - January 2010
Western Pension Service Corporation January 1994 - January 1997
The Wyatt Company January 1980 - January 1994
The Wyatt Company January 1980 - January 1994
Skills
Defined Benefit, Pensions, Internal Audit, Actuarial Science, ERISA, Employee Benefits, Investments, Pension Administration, Profit Sharing, 401k, Defined Contribution, Valuation, Retirement Planning
Education
Humboldt State University 1974 — 1976
B.A., Mathematics
Humboldt State University
Bachelor of Science, Mathematics
UMBC 2010 - Present
Public Policy Program, UMBC January 2010 - December 2011
Office of Community Partnerships, Montgomery County June 2009 - January 2010
UMBC August 2006 - May 2009
IMPACT Silver Spring September 2008 - December 2008
Johns Hopkins University February 2003 - June 2005
MCPS Eastern Middle School September 2000 - June 2001
MCPS Rosemary Hills Primary Schools February 2000 - June 2000
The Wyatt Company March 1988 - June 1991
Skills
Intercultural..., Education Policy, Research, Writing, Staff Development, Student Affairs, Event Planning, Training
Education
University of Maryland Baltimore County 2006 — 2009
B.A., Interdisciplinary Studies
Oberlin College 1976 — 1980
AT&T October 2006 - October 2008
Lockheed Martin June 2002 - September 2006
L3-Communications April 2001 - January 2002
Gilat and Skydata Inc May 1997 - April 2001
ITT/LMT/MM/GE/RCA May 1985 - April 1997
The Wyatt Company October 1984 - April 1985
Bell Laboratories May 1982 - April 1983
Hess Oil of the Virgin Islands June 1980 - December 1981
Skills
Software Development, Linux, Unix, Testing, Software Engineering, Perl, UML, Java, Subversion
Education
The Ohio State University 1983 — 1983
Mathematics
College of the Virgin Islands 1977 — 1980
B.A. Mathematics
Howard University 1978 — 1978
Thermodynamics, Electricity and Magnetism
college of the virgin islands 1974 — 1975
Mathematics
St. Croix, Fredericksted.
Total Reward Professionals - a Member of Grahall Partners, LLC June 2012 - Present
Total Reward Professionals May 2008 - June 2012
Edward W Kelley & Partners June 2006 - May 2008
Enbridge August 2004 - August 2006
TransAlta June 2002 - July 2006
RainTree Consulting Ltd. June 2001 - June 2002
Hewitt Associates June 1997 - June 2001
Towers Perrin June 1993 - June 1997
The Wyatt Company June 1985 - June 1993
Skills
Performance Management, Compensation, Executive Compensation, Incentive Programs, HR Strategy, Pay, Workforce Planning, Executive Pay, Deferred Compensation, Personnel Management, Human Resources, HR Consulting, Job Evaluation, Employee Engagement, Compensation Structures, Executive Search, Compensation & Benefit, Organizational Design, Job Analysis, HR Transformation, Succession Planning, HRIS, Organizational..., Talent Management
Education
Concordia University 1975 — 1976
MBA, Organizational Behaviour
Loyola College 1973 — 1975
B Comm., Organizational Behaviour
Westmount High School
The Sean Costello Memorial Fund for Bipolar Research 2008 - Present
US Health Connections 1993 - 1997
Northside Hospital 1992 - 1993
The Wyatt Company 1991 - 1992
Travelers Health Network January 1989 - February 1991
Maxicare HMO 1988 - 1989
St Mary Hospital 1986 - 1988
St Mary Hospital 1983 - 1986
University of Pennsylvania; Holy Family University 1980 - 1982
St. Mary Hospital, Philadelphia 1977 - 1979
Skills
Non-profits, Grant Writing, Teaching, Leadership, Consulting, Nonprofits, Budgets, Change Management, Social Networking, Public Speaking, Health Care, Employee Benefits, Event Planning, Fundraising, Community Outreach, Healthcare, Research, Proposal Writing, Treatment, Program Development, Bipolar Disorder, Leadership Development, Social Services, Recruiting, Volunteer Management, Community Development, Workshop Facilitation, Start-ups, Mental Health, Training, Coaching, Organizational..., Conflict Resolution, Grants, Program Evaluation, Staff Development, Management, Social Media, Program Management, Public Relations, Marketing
Education
University of Pennsylvania 1975 — 1976
MSN, Nursing and Business
Holy Family University 1970 — 1974
BSN, Nursing and Business, Magna Cum Laude
Archbishop Ryan HS for Girls 1966 — 1970
Diploma, Academics, Highest General Average
Entrust Datacard Group December 2014 - Present
Brocade July 2008 - November 2014
Brocade January 2007 - July 2008
CNT/McDATA December 1997 - January 2007
Valspar June 1993 - December 1997
The Wyatt Company 1988 - 1993
Skills
Oracle - Contracts..., Microsoft Office, Analysis, Forecasting, Budgets, Management, Professional Services, Sales, Security, SharePoint, Microsoft Office Suite, Oracle - Installed Base, Business Objects Report..., Customer Service, Salesforce.com, Process Improvement, Cross-functional Team..., Cloud Computing, Data Center, Solution Selling, CRM
Education
The University of North Dakota 1981 — 1984
AA, Business
Mt. St. Benedict
Alliance of Schools for Cooperative Insurance Companies (ASCIP) January 2012 - Present
Schools Excess Liability Fund September 2008 - January 2012
Encore Capital Group August 2005 - October 2007
Premier Insurance Management Services, Inc. January 1991 - July 2005
The Wyatt Company April 1987 - December 1990
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 1999
Master of Business Administration (MBA), Healthcare
Pepperdine University 1982 — 1985
BS, Mathematics
TORCHLIGHT TAX AND FINANCIAL SOLUTIONS January 2015 - Present
Church Of Scientology Western United States May 1975 - October 2014
Professional Corporation Programs January 1977 - January 1978
The Wyatt Company September 1974 - May 1975
Skills
IRS Representation, Tax Preparations, Back Taxes, Amended Taxes, IRS Help, IRS Audit Repesentation, IRS Offers in Compormise, Tax Planning, Partnership Returns, LLC Returns, Personal Tax Returns, Corporate Returns, Payroll, Bookkeeping, Quicbooks, Quarterly Reporting, IRS, Small Business, Social Media, Strategic Planning, Marketing, Team Building, Public Speaking, Marketing Strategy, Entrepreneurship, Income Tax, IRS Enrolled Agent, Corporate Tax
Education
Pomona College 1971 — 1974
Bachelor’s Degree, Mathematics and Statistics, Actuarial Science, Economics
K&J Tax and Financial, LLC January 2005 - Present
H&R Block January 1998 - December 2004
Wyatt Investment Consulting Co. September 1991 - April 1994
The Wyatt Company August 1989 - September 1991
Skills
Quickbooks, IRS, Non-profits, Tax Preparation, Small Business, Tax Compliance, Bookkeeping, QuickBooks, Tax Returns, Financial Analysis, Tax, Finance, Strategic Financial..., S Corporations, Employee Benefits, Nonprofits, Accounting, Tax Accounting, Marketing, Income Tax, Tax Research, Financial Reporting, Accounts Payable, Accounts Receivable, Investments
Education
Georgia State University 1982 — 1984
M.Ed., Adult Education Program Management
Georgia State University 1979 — 1982
B.S., Office Administration
Diversified Advantage Group Inc (daGROUP) March 2015 - Present
Dungan Resource Group February 1992 - Present
Worldwide Employee Benefits (WEB) Network February 1982 - December 2011
Fiduciary Counselors Inc. July 2003 - January 2011
Watson Wyatt November 1999 - January 2001
The Adobe Group July 1995 - November 1999
Towers Perrin September 1989 - March 1992
The Wyatt Company September 1984 - September 1989
Meidinger Inc. February 1982 - September 1984
Paul Hastings April 1980 - December 1981
Skills
Project Management, Marketing, Focus Groups, Digital Media, Research, Internal Communications, Strategic Communications, Training, Leadership, Social Networking, Marketing Strategy, Public Relations, Strategic Planning, Marketing Communications, Employee Benefits, Proposal Writing, Social Media, Media Relations, Creative Direction, Corporate Communications, Public Speaking, Fundraising, Brand Development, Advertising, Newsletters, Leadership Development, Editing, Strategy, Time Management, Integrated Marketing, Business Development, Nonprofits, Crisis Communications, Communication Training, Entrepreneurship, Event Management, Employee Engagement, Defined Benefit, Market Research, Investments, Team Building, Blogging, Organizational..., Social Media Marketing, Event Planning, ERISA, Press Releases, Management, Copywriting, Coaching
Education
Baylor University 1969 — 1973
BSEd, Journalism, communication, education
Orion Risk Management September 2015 - Present
Wells Fargo Insurance Services November 2014 - September 2015
Willis April 2013 - November 2014
BB&T Insurance Services Inc. April 2005 - April 2013
Wells Fargo Insurance Services 2004 - 2005
Barney & Barney 2002 - 2004
Willis 2000 - 2002
White Rock Communications 1992 - 1999
The Wyatt Company 1986 - 1991
Skills
Commercial Insurance, Corporate Communications, Construction, Manufacturing, Insurance, Workers Compensation, Professional Liability, Property & Casualty..., Legal Liability, Risk Management, Customer Service, Underwriting, Producers, Brokers, Management, Recruiting, Planning Budgeting &..., Information Technology, Performance Metrics, Performance Appraisal, Liability, General Insurance, Umbrella Insurance, Employment Practices..., D&O, Inland Marine, Marketing, Commercial Lines, Casualty
Education
The National Alliance for Insurance Education & Research 2012 — 2012
CIC, Certified Insurance Counselor
Georgetown Visitation Preparatory School
HS Diploma, High School
Hood College
Associate of Arts (AA), English, French
University of Vermont
Education
Village of Yellow Springs March 2007 - Present
eHealth Data Solutions June 2010 - December 2014
Yellow Springs Community Foundation September 2006 - August 2013
Miami Valley Pension, LLC August 1990 - June 2006
The Wyatt Company August 1987 - August 1990
Skills
Microsoft Office, Investment Management, Finance, QuickBooks, Microsoft Excel, Pension Administration, Strategic Planning, Event Planning, Fundraising, Leadership, Program Management, Nonprofits, Public Speaking, Customer Service, Salesforce Training
Education
Ohio Wesleyan University 1976 — 1980
Bachelor's degree, Sociology and Anthropology
Comfort for America's Uniformed Services (Cause) January 2015 - Present
Freelance/Websites & Promotion January 2014 - Present
American Society of Nuclear Cardiology February 2012 - October 2013
Marketing and Communications Specialist September 2003 - December 2011
Leather Industries of America October 1989 - August 2003
The Wyatt Company March 1987 - July 1988
HR Reporter October 1983 - August 1986
Skills
communications, Publications Management, marketing, Marketing, Public Relations, Marketing Communications, Non-profits, Publications, Nonprofits, Marketing Strategy, Event Planning, Email Marketing, Strategic Communications, Social Media, Management, Creative Direction, Research, Healthcare, Creative Writing, Strategy, Business Development, Copywriting, Copy Editing, Social Media Marketing, Advertising, Editing, Fundraising, Public Speaking, Event Management, Leadership, Corporate Communications, Strategic Planning, Newsletters, Social Networking, Online Marketing, Integrated Marketing, Account Management, Direct Marketing, Press Releases, Market Research, Budgets, Volunteer Management, Market Planning, Team Building, Sales, Product Marketing, Customer Service, Leadership Development
Education
The George Washington University 1982 — 1983
Graduate Certificate, Publication Production: Marketing, Editing, Design, Promotion
Wheaton College (MA) 1978 — 1982
BA, History
Pathways of the River Valley June 2015 - Present
Jamberry May 2015 - Present
Fall Mountain Regional School District January 2015 - June 2015
Kessler Collection September 2013 - September 2014
Tybee Island Management Company February 2013 - September 2013
Student Conservation Association March 1999 - May 2012
Group Voyagers March 1997 - August 1998
Multimedia Entertainment, Inc June 1993 - August 1996
Dak Industries Inc October 1992 - February 1993
The Wyatt Company June 1989 - August 1992
Skills
Employee Relations, Human Resources, Recruiting, Organizational..., Performance Management, Onboarding, Talent Management, Employee Training, HR Policies, HRIS, Leadership Development, Employee Benefits, Leadership, Benefits Administration, Interviews, Management, Building trust, Diversity & Inclusion, Training, Being Green, Proofreading and editing, Creativity, Coaching, Laughing, Making work fun, HR Transformation, Interviewing, Payroll, Change Management, Nonprofits, Hiring, Workforce Planning, Budgets, Non-profits, Keeping HR Real, Compliance, Goal Setting, Thank you cards, Budget Management, Policy Development, Operational Risk..., Employee Handbooks, Constructive Feedback, Being direct, Telling the truth, Doodling, Employee Engagement, Talent Acquisition, Applicant Tracking...
Education
College of New Rochelle
Bachelor's Degree, Psychology
TIAA-CREF December 2010 - Present
Financial Engines April 2008 - November 2010
Fidelity Investments 1993 - 2008
Ernst & Young 1991 - 1993
The Wyatt Company 1987 - 1991
Skills
Strategic Planning, Business Growth, Investments and Advice, Retirement Plans, Advice, Retirement Planning, Strategy, Business Development, Series 7
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
Masters, Taxation and Financial Planning
McGill University 1983 — 1986
198, Economics
Wells Fargo Dealer Services November 2007 - Present
Impac Funding Corp 2003 - 2007
Fidelity National Financial 2000 - 2003
Western Asset 1997 - 2000
Pimco 1995 - 1997
Unocal 1993 - 1995
TRW-RELS 1990 - 1993
Prudential Real Estate Affiliates 1988 - 1990
The Wyatt Company 1985 - 1987
Education
University of Michigan-Dearborn 1980 — 1984
Mott High School
OpenSSL Software Foundation 2009 - Present
Veridical Systems, Inc. 2002 - Present
Irving Burton Associates 1997 - 2002
Norwest Mortgage 1996 - 1997
Residential Services Corporation of America 1992 - 1996
The Wyatt Company 1990 - 1992
Dialcom, Inc. 1987 - 1989
Actuarial Computer Technology, Inc. 1985 - 1987
Science Application, Inc. 1984 - 1985
NUS Corporation 1980 - 1984
Skills
Risk Assessment, Information Security, Unix, Security Implementation, Cloud Computing, Software Development, Program Management, Security, Linux, Information Security..., Computer Security, Operating Systems, TCP/IP, Information Assurance, Databases, Security Audits, DoD, Apache, Cryptography, Vulnerability Assessment, Information Technology, Programming, Distributed Systems, PKI, Architecture, Open Source, Penetration Testing, Network Security, IT Strategy, Android, Mobile Applications, Integration, Identity Management, Disaster Recovery, Analysis, Software Engineering, System Architecture, Perl, Enterprise Architecture, Systems Engineering
Education
The Johns Hopkins University 1982 — 1983
University of Virginia 1974 — 1977
B.S.
Union Bank July 2012 - Present
Union Bank August 2010 - July 2012
Bank of the West August 2009 - August 2010
Charles Schwab December 2006 - December 2008
Charles Schwab June 2002 - November 2006
Ceridian 1998 - 2002
Western Pension 1993 - 1998
The Wyatt Company 1992 - 1993
Bank of California September 1988 - February 1991
Skills
Sarbanes-Oxley Act, Series 7, Risk Management, Internal Audit, Enterprise Risk..., Basel II, Series 63, Management, Portfolio Management, Trading, Internal Controls, Finance, Program Management, Analysis, Risk Assessment, Leadership, Valuation, Auditing, Accounting, Banking, Retirement Planning, Financial Services, Credit, Credit Risk, Executive Management, Financial Analysis, Financial Risk, Operational Risk, Operational Risk..., Sarbanes-Oxley
Education
University of California, Davis 1983 — 1988
B.A.
IBM Global Services March 2014 - July 2014
FREELANCE January 2013 - February 2014
PayPal July 2005 - December 2012
EDS July 2003 - July 2005
E2open July 2001 - August 2003
NORTEL NETWORKSTeleworker August 2000 - July 2001
MOTOROLA June 1992 - August 2000
THE WYATT COMPANY June 1987 - April 1990
Skills
Linux, Perl, Unix, Enterprise Architecture, Shell Scripting, Unix Shell Scripting, IBM Tivoli, System Monitoring, Data Center, Transaction Management, Big Brother, JavaScript, Prolog, SQL, IT Service Management, Oracle, System Deployment
Education
Arizona State University 1990 — 1992
Master of Science (M.S.), Computer Information Systems, 4/4
Arizona State University 1983 — 1985
Bachelor's degree, Computational Mathematics
Frank Advice LLC Director of Account Management-ChicagoTowers WatsonJanuary 2010 - November 2012
Watson Wyatt 2004 - 2010
Watson Wyatt 1997 - 2004
Watson Wyatt 1995 - 1997
The Wyatt Company 1993 - 1995
Skills
Cross-functional Team..., Employee Engagement, Change Management, Organizational..., Leadership Development, Talent Management, Internal Communications, Strategic Planning, Performance Management, Training, Strategy, HR Consulting, Leadership, Project Management, Management Consulting, Employee Benefits, Organizational Design, Management, Team Building, Program Management, Coaching, Executive Coaching, Mergers & Acquisitions
Education
Illinois State University 1980 — 1981
MS, Organizational Communication
Illinois State University 1976 — 1980
BS, Mass Communication
Eric Zitaner LLC June 2014 - Present
HR Open Standards Consortium 2014 - Present
Towers Watson January 2010 - June 2014
Towers Perrin January 1995 - December 2009
The Wyatt Company 1981 - 1995
Bentley College 1981 - 1981
Calvin P. Allyn & Associates 1978 - 1981
Morton's Shoe Stores, Inc. 1976 - 1978
Deloitte Haskins & Sells 1975 - 1976
Skills
Business Strategy, Information Technology, Product Development, Management Consulting, HR Consulting, Presentations, Business Development, Leadership, Benchmarking, Change Management, Performance Management, Big Data, Employee Engagement, Compensation, Management, Executive Pay, Organizational Design, Strategic Planning, Project Management, Human Capital
Education
Boston University - School of Management 1971 — 1975
Bachelor of Science in Business Administration, Accounting and Technology, Dean's List, Magna cum Laude
Hofstra University September 2010 - Present
Western Connecticut Health Network March 2002 - Present
Towers Perrin 1994 - 2001
The Wyatt Company 1989 - 1994
Skills
Healthcare Management, Strategic Planning, Healthcare Information..., Healthcare, Hospitals, Change Management, Clinical Research, Public Speaking, Healthcare Consulting, Revenue Cycle, Team Building, EMR, EHR, Managed Care, Physicians, Human Resources, Organizational..., Management, Mental Health, Consulting
Education
Hofstra University 2010 — 2015
PhD, Clincal Psychology
University of Michigan 1983 — 1988
PhD, Organizational Psychology
North Penn High School 1974 — 1978
Academic Track
Muhlenberg College
Xerox February 2014 - Present
Buck Consultants June 2008 - Present
Buck Consultants April 2012 - December 2014
Buck Consultants June 2005 - June 2008
Buck Consultants June 1995 - June 2005
The Wyatt Company December 1984 - June 1995
Skills
HRIS, Benefits Administration, HR Consulting, Employee Benefits, Pensions, Deferred Compensation, Retirement, Outsourcing, Leadership, Human Resources, Defined Benefit, Management, Talent Management, Incentive Programs, Employee Engagement, Performance Management, Consulting
Education
DeVry Institute of Technology
BS, Computer Information System
Lesniewski Moore Consulting Group Inc. October 2015 - Present
Alberta Finance 2006 - January 2015
Lesniewski Moore Consulting Group Inc. 2015 - 2015
CAPSA 2010 - 2015
Alberta Automobile Insurance Rate Board 2004 - 2011
Towers Perrin 1996 - 2005
Buck Consultants 1990 - 1996
The Wyatt Company 1983 - 1990
Skills
Defined Benefit, Actuarial Science, Succession Planning, Pensions, Pension Administration, Employee Benefits, Executive Pay, Retirement, Deferred Compensation, Benefits Administration, Job Evaluation, ALM, Enterprise Risk..., Compensation & Benefit, Compensation & Benefits, Pension Funds
Education
Queen's University 1967 — 1970
Honours B.Sc., Mathematics, Chemistry, Economics
Sierra-Cedar June 1997 - Present
Crestone International, Inc 2000 - 2003
IBM Global Services 1995 - 1997
Coopers & Lybrand Consulting 1993 - 1995
The Wyatt Company 1985 - 1992
Education
Stony Brook University 1978 — 1982
Stuyesant High School
VCS
Mount Kisco Medical Group October 2006 - Present
Westchester Medical Group August 2007 - December 2007
Family Medical Care January 2004 - June 2006
Primary Care and Cardiovascular Associates January 2001 - January 2004
Stony Lodge January 2000 - January 2001
The Wyatt Company January 1993 - January 1994
Empire Blue Cross Blue Shield January 1978 - January 1993
Skills
Healthcare, Hospitals, Nursing, Healthcare Information..., Healthcare Management, Healthcare Consulting, Managed Care, Medicare, Oncology, EHR, Medical Billing, Home Care, Medical Coding, Clinical Research, Surgery, Credentialing, BLS, ICD-9, ACLS, CPT, Cardiology, HIPAA, Revenue Cycle, Pediatrics, Medicaid, Ambulatory, EMR, Physicians, Patient Safety, Practice Management, Medicine, Informatics, Healthcare Industry, Quality Improvement, Physician Relations, Meditech, Medical Education, Patient Education, Revenue Cycle Management, CPOE, Internal Medicine, Cpr Certified
Education
New School for Social Research 1980 — 1982
MPS, Health Administration
Pace University 1972 — 1975
BSN, Nursing
RAK Consulting, LLC February 2011 - Present
Mercer Health & Benefits December 1996 - January 2011
Segal Company January 1999 - January 2006
KPMG Peat Marwick January 1989 - January 1996
The Wyatt Company January 1987 - January 1989
Alexander and January 1984 - January 1987
Prudential Insurance Company of America January 1981 - January 1984
Education
University of Houston 1982 — 1985
MBA, Managment
Tulane University 1977 — 1981
BSM, Management
Kaiser Permanente May 2009 - Present
Delta Dental December 2007 - March 2009
Joie de Vivre Hospitality June 2006 - December 2007
Firemans Fund Insurance Company 2001 - 2004
Fireman's Fund Insurance Co. 2001 - 2004
Charles Schwab 1993 - 2000
Watson Wyatt Worldwide 1988 - 1993
The Wyatt Company 1988 - 1993
Education
University of Massachusetts, Amherst 1966 — 1970
Keyboard Transport Technologies, LLC April 2015 - Present
Ostrander Piano Service January 2014 - Present
Fieldstone Farm Therapeutic Riding Center May 2004 - Present
Highland Sixth Presbyterian Church August 2004 - January 2014
Presbytery of the Western Reserve May 2002 - May 2004
The Wyatt Company 1985 - 1990
Skills
Non-profits, Office Management, Community Outreach, Volunteer Management, Nonprofits, Event Planning, Administrative...
Education
The College of Wooster
JMC Steel Group 2013 - Present
JMC Steel Group 2010 - 2013
JMC Steel Group December 2009 - March 2010
Oglebay Norton Company 2002 - 2008
The Wyatt Company 1988 - 1993
The Wyatt Company 1982 - 1988
Skills
HRIS, Deferred Compensation, Employee Relations, Benefits Administration, Employee Benefits, FMLA, HR Policies, Performance Management, Defined Benefit, ERISA, Defined Contribution, COBRA, Pensions, Pension Administration, Workers Compensation, Health & Welfare..., Labor Relations, HR Consulting, Talent Management, ADP Payroll, Succession Planning, Human Resources, 401k, Applicant Tracking..., Workforce Planning, Health Savings Accounts, Employee Engagement, Process Improvement, Talent Acquisition, Personnel Management, Payroll, Employment Law, Legal Compliance, Compensation & Benefit, Onboarding, Mergers & Acquisitions, Executive Pay, Benefits Design, New Hire Orientations, Hiring, Retirement, College Recruiting, Compensation & Benefits
Education
The College of Wooster
BA, Mathematics
County of Riverside May 2010 - Present
County of Riverside January 2000 - May 2010
County of Ventura 1983 - 1996
Walt Disney Company May 1988 - October 1990
Michigan State University 1977 - 1982
The Wyatt Company 1974 - 1976
Skills
Labor Relations, Employee Benefits, Employee Relations, Program Management, Human Resources, Management, Training, Collective Bargaining, Budgets, Leadership Development, Organizational..., Policy, Workforce Planning, Leadership, FMLA, Government, EEO, Personnel Management, Performance Management, Talent Management, HR Policies
Education
Fielding Graduate University 2002 — 2005
Masters, Organizational Management
Michigan State University 1969 — 1972
BA, Mathematics, Education, Chemistry
Sahara Enterprises April 2006 - Present
Columbia Investment Management Co. March 1995 - December 2005
Vigiles Partners September 1993 - December 1994
The Wyatt Company July 1988 - December 1990
Howard Simon & Associates November 1985 - July 1988
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance
University of Minnesota-Twin Cities 1981 — 1985
BA, Statistics
Dubraski & Associates Insurance Services August 2005 - Present
AON Consulting 1994 - 2005
WF Corroon 1991 - 1994
The Wyatt Company 1988 - 1991
Johnson & Higgins 1986 - 1988
Skills
Insurance, Employee Benefits, Health Insurance, Underwriting, Reinsurance, Brokers, Strategic Planning
Education
University of California, San Diego 1982 — 1986
B.A., Management Science
Westmont Hilltop
R. L. Polk 2005 - Present
w3r Consulting February 2005 - August 2005
The Wyatt Company November 1987 - May 2005
The Wyatt Company November 1987 - May 2005
Ciber June 2001 - February 2005
Clareos January 2000 - April 2001
Medstat May 1995 - November 1999
Skills
SQL, PL\SQL, C, SAS,..., Informatica..., Business Analysis, Data Warehousing, SDLC, Business Intelligence, Data Modeling
Education
Oakland University 1991 — 1996
MS, Computer Science and Engineering
University of Michigan 1982 — 1986
BS, Mathematics
Lafarge NA 2008 - Present
Mohawk Industries 2007 - 2008
Lafarge North America Inc 1991 - 2007
KPMG Peat Marwick 1989 - 1991
The Wyatt Company 1986 - 1988
Skills
Financial Reporting, Tax, International Tax, Mergers & Acquisitions, Sarbanes-Oxley Act, Internal Controls, Corporate Tax, Tax Accounting, US GAAP, SEC filings, Transfer Pricing, Accounting, Restructuring, Forecasting, CPA, SEC Filings, Auditing, Due Diligence, Finance, Financial Analysis
Education
The George Washington University Law School
JD, Tax
University of Virginia 1987 — 1989
MS, Accounting/Tax
William & Mary 1980 — 1984
BA, Economics
First Actuarial Consulting, Inc. November 2002 - Present
Watson Wyatt Worldwide 1996 - 2002
The Wyatt Company 1995 - 2002
Aon Consulting 1992 - 1996
Godwins, Inc. 1988 - 1992
Frank B. Hall 1984 - 1992
Frank B. Hall Consulting 1984 - 1992
Skills
Actuarial, Actuarial Science, Pensions, Pension Administration, Plan Design, Retirement, Business Planning, Defined Benefit, ERISA, Employee Benefits, Retirement Plan..., 401k, Investments, Retirement Planning, Financial Services, Life Insurance, Risk Management, Insurance, Benefits Administration, Strategic Planning
Education
State University of New York College at Oneonta 1980 — 1983
B.A., Statistics, Business Economics
Actuarial Designs & Solutions, Inc. February 2011 - Present
Fidelity Investments 2004 - 2009
Fidelity Investments 2000 - 2004
Fidelity Investments 1996 - 2000
Coopers & Lybrand 1992 - 1996
George Beram & Company 1986 - 1992
The Wyatt Company 1984 - 1986
Skills
Defined Benefit, Employee Benefits, CRM, Mergers & Acquisitions, Retirement, ERISA, Pensions, Management, Leadership
Education
Ohio Wesleyan University 1980 — 1984
BA, Math and Economics
Constellation Energy September 2007 - Present
Alcoa Inc January 2001 - September 2007
Aon August 1992 - December 2000
The Wyatt Company January 1987 - August 1992
Education
Marquette University 1980 — 1984
BS, Chemistry
University of Wisconsin-Madison - School of Business
MBA, Risk Management, Finance
CFA Society of Minnesota July 2012 - Present
Salter Strategic Communications 2011 - Present
Minnesota Valley Men's Chorale 2008 - 2013
Forius 1999 - 2011
Aon Consulting 1990 - 1998
Towers Perrin 1987 - 1988
The Wyatt Company 1982 - 1987
AM Multigraphics 1979 - 1982
Clark Equipment Company 1977 - 1979
Skills
Media Relations, Strategic Planning, Project Management, Social Media, Strategic Communications, Public Speaking, Community Development, Leadership, Strategy, Event Planning, Research, Budgets, Fundraising, Sales, Marketing, Integrated Marketing, Marketing Communications, Marketing Strategy, B2B, Program Management, Business Development, Community Outreach, Newsletters, Internal Communications, Team Leadership, Volunteer Management, Organizational..., Analysis, Business Planning, Team Building, Social Media Marketing, Brand Management, Editing, Leadership Development, Nonprofits, Public Relations, Proposal Writing
Education
University of Chicago Graduate School of Business 1984 — 1985
University of Missouri-Columbia 1971 — 1974
Bachelor's degree in Journalism, Photojournalism
eBay November 2004 - Present
The Engle Group May 2003 - August 2003
Thomas Register October 2000 - August 2002
Matrix Communications, Inc August 2000 - July 2001
Coit Services May 2000 - September 2000
R. J. Brindley & Associates May 1998 - August 2000
Spine-Tech October 1994 - April 1998
Watson Wyatt Worldwide June 1993 - September 1994
The Wyatt Company June 1988 - June 1993
Skills
Marketing, Management, Customer Service, Consulting, Sales, Social Media, Training, Event Planning, Customer Satisfaction, Editing, Salesforce.com, ZoomInfo, Twitter, Lead Generation, SalesGenius
Education
St. Catherine University 1998 — 2002
Bachelor's Degree, Communications
Bethel University 2003 — 2004
Psychology
EST Solutions April 2010 - Present
Coalition for Safe Community Needle Dispsoal August 2002 - January 2014
Wells Fargo January 1995 - March 2002
Momentum Medical Corp October 1993 - December 1994
The Wyatt Company January 1990 - November 1992
US Chamber of Commerce April 1989 - December 1989
Skills
Public Relations, Fundraising, Media Relations, Strategic Planning, Event Management, Nonprofits, Sales Management, Program Management, Marketing Communications, Leadership, Policy, Non-profits, Program Development, Public Speaking, Research, Organizational..., Grants, Marketing, Certified Office...
Education
University of Houston 1982 — 1986
Bachelor of Arts, Communications
University of Iowa 1981 — 1982
Retired accountant September 2012 - Present
Al Franken campaign July 2014 - November 2014
St. Paul's Lutheran Church March 2010 - September 2012
Ambrion May 2005 - December 2008
SUPERVALU 2008 - 2008
Robert Half International May 2005 - June 2007
Alliant Techsystems October 1994 - September 2003
Wells Fargo September 1991 - August 1994
First Bank 1989 - 1991
The Wyatt Company 1986 - 1989
Skills
Accounting, Sarbanes-Oxley Act, Internal Audit, CPA, Microsoft Excel, Nonprofits, Budgets, Program Management, General Ledger, Time Management, Human Resources, Payroll, Auditing, Employee Benefits, Management, Account Reconciliation, Finance, Process Improvement, Access
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BSB, Accounting
University of Minnesota - Carlson School of Management 1979 — 1983
Accounting
Benefit Compliance Solutions LLC November 2009 - Present
Aon Consulting, Inc. February 2000 - November 2009
Resource Consulting Group, Inc. May 1995 - February 2000
The Wyatt Company August 1985 - June 1992
Skills
Employee Benefits, ERISA, HIPAA, IRC, Welfare Benefit Plan..., Defined Benefit, Insurance, Health Insurance, Training, Mergers & Acquisitions, Leadership, COBRA, Workers Compensation, Brokers
Education
Northwestern California University, School of Law 2012 — 2016
Juris Doctor (JD)
Elmhurst College 1982 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Wharton School, University of Pennsylvania 1981 — 1982
Certified Employee Benefit Specialist (CEBS)
The American College 1976 — 1980
Chartered Life Underwriter (CLU)
Independent Consultant Senior ConsultantCapgeminiOctober 2004 - April 2012
Independent Consultant March 2003 - March 2004
Answerthink Inc. June 2001 - February 2003
Phelps Dodge Corporation June 1991 - May 2001
The Wyatt Company June 1988 - May 1991
Skills
CRM, Business Intelligence, Business Process, Business Analysis, Public Speaking, PMO, HRIS, Requirements Analysis, Program Management, IT Strategy, Business Transformation, Business Process..., Business Process Design, Management Consulting, Solution Architecture, Change Management, Photography, Strategy, PeopleSoft, Project Portfolio..., Consulting
Education
Arizona State University 1971 — 1975
B.S., Communication Disorders
Winklevoss Technologies October 2006 - Present
the wyatt company 1981 - 1993
towers watson 1981 - 1993
towers perrin 1981 - 1993
Education
University of California, Berkeley 1974 — 1976
BS, Mathematics
Glenview Public School District 34 October 2008 - Present
Donna Krueger Tutoring April 2003 - January 2012
Pleasant Ridge School September 2001 - June 2007
Noble Lowndes, Inc January 1986 - January 1990
The Wyatt Company July 1982 - June 1986
Skills
Tutoring, Classroom, Elementary Education, Special Education, Teaching, Middle School, Guided Reading, Employee Benefits, Test Preparation, Differentiated..., Lesson Planning, Classroom Management, Educational Technology, Instructional Technology, Coaching, Public Speaking, Teaching Writing, Customer Service, Staff Development, Microsoft Excel, Management, Team Building
Education
North Park University 2006 — 2009
Master of Arts, Education2009
Bradley University 1978 — 1982
Bachelor of Science, Mathematics/Actuarial Science
Swagelok June 2013 - Present
Aleris International, Inc. September 2010 - May 2013
Progressive Insurance October 2008 - August 2010
Progressive Insurance May 2004 - October 2008
Allen Telecom Inc. January 1999 - December 2003
Allen Telecom Inc. July 1992 - December 1998
The Raleigh Group May 1990 - July 1992
The Wyatt Company January 1984 - January 1987
Skills
Employee Benefits, Workers Compensation, Process Improvement, Insurance, Human Resources, Healthcare, Leadership, Management, Analysis, Training, Recruiting, Benefits Administration, Performance Management
Education
Weatherhead School of Management at Case Western Reserve University
MBA, IT and Marketing
Kenyon College 1980 — 1984
BA, Mathematics
Charles F. Brush High School
On Sabbatical May 2011 - July 2012
Financial Group April 2010 - April 2011
Golden Gate University 2008 - 2010
Robert Half Internationa / Kaiser April 2009 - November 2009
Standish Mellon Asset Management 1999 - 2007
Standish Mellon Asset Management 1996 - 1999
Certus Asset Advisors 1993 - 1995
Certus Asset Advisors 1990 - 1992
The Wyatt Company 1990 - 1992
Skills
Process Improvement, Accounting, System Administration, PMP, Testing, Training, MS Project, Management, Portfolio Management, Software Documentation, Accounts Payable, Human Resources, Vendor Management, Business Analysis, Auditing, Project Management, Business Process, Business Process..., CRM, Program Management
Education
Life Purpose Institute 2007 — 2007
Certificate, Life Coaching Certification
MMS
Sonoma State University
B.S., Computer Science / Management
None January 1949 - Present
Frank B Hall Insurance Brokers April 1983 - March 1987
The Wyatt Company April 1980 - April 1983
Aetna Life Insurance Co June 1958 - March 1980
US Army October 1954 - September 1956
Skills
Musician, Web Design, Singing, HTML, Microsoft Office, Windows, Photography, Photoshop
Education
The University of Connecticut School of Business 1952 — 1958
Bachelor of Applied Science (BASc), Industrial Admin
Land O'Lakes, Inc. April 1993 - June 2012
The Wyatt Company October 1997 - October 1998
Control Date/Ceridian April 1991 - November 1992
Harvest States Cooperatives October 1988 - April 1991
Cenex May 1982 - October 1987
Minnesota State Senate December 1972 - May 1982
University of Minnesota - Minnesota Daily 1971 - 1972
United States Air Force March 1966 - March 1970
Education
Concordia University-St. Paul
Bachelor's Degree, Organizational Management and Communications
University of Minnesota-Twin Cities
Associate's Degree, Journalism emphasis
Liberty Mutual Insurance June 1992 - Present
The Wyatt Company 1988 - 1992
Filene's Basement 1985 - 1988
Skills
Internal Communications, Marketing, Leadership, Social Media, Marketing Communications, Public Relations, Insurance, Strategic Communications, Corporate Communications, Training, Change Management
Education
Assumption College 1981 — 1985
Bachelor of Arts (BA), Economics