Independent Actuaries, Inc.
Address: 4500 Kruse Way, Lake Oswego, OR 97035 Phone: (503) 520-0848: : Place name: : : Website: : Category: : Hours: Website: http://www.independentactuaries.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Independent Actuaries, Inc. Employees
Independent Actuaries, Inc. June 2009 - Present
Standard Retirement Services April 2005 - June 2009
Standard Retirement Services June 2004 - April 2005
Punter Southall & Co, LLC August 2001 - May 2004
Fidelity Investments (formerly McQuade Incorporated) May 1996 - August 2001
Skills
Budgeting, Workflow Analysis, Staff Training, Pensions, Defined Benefit, Retirement Plan..., Retirement, Budgets, 401k, Actuaries, Training, ERISA, Marketing, Defined Contribution, Actuarial Science, Retirement Planning, Consulting, Insurance, Profit Sharing, Analysis
Education
Northeastern University 1991 — 1994
BS, Mathematics
Actuarial Designations
Fellow of Society of Actuaries, Actuarial Science
Independent Actuaries, Inc. November 2002 - Present
Mercer Human Resource Consulting February 1995 - October 2002
Skills
Defined Benefit, Pensions, Retirement, Consulting, Actuaries, Actuarial Science, ERISA
Education
Oregon State University 1983 — 1990
MS, BA, Mathematics and Computer Science
Hooker & Holcombe, Inc. April 2006 - Present
Independent Actuaries, Inc. 1994 - 2002
Skills
Actuarial Consulting, Defined Benefit, Retirement Plan..., Retirement Plan..., Pension Plan Design, Actuarial Science, Pensions, ERISA, Solvency II, Pension Administration, Defined Contribution, Profit Sharing, Retirement
Education
The University of New Mexico 1986 — 1989
BS, Mathematics
Independent Actuaries, Inc. June 2007 - Present
Education
University of Oregon 2003 — 2007
Bachelor of Science (B.S.), Mathematics
Moda Health, formerly ODS April 2014 - Present
Independent Actuaries, Inc. December 2011 - February 2014
City of Grants Pass Public Works June 2011 - August 2011
City of Grants Pass Public Works June 2008 - September 2008
Pentagon Federal Credit Union February 2007 - April 2008
City of Grants Pass Public Works June 2006 - September 2006
Skills
Passed SOA Exam MLC, Passed SOA Exam FM, Passed SOA Exam P, Completed VEE Credits
Education
University of Oregon 2006 — 2011
Bachelor in Mathematics
Independent Actuaries, Inc. November 2005 - Present
Mercer Human Resource Consulting November 1994 - June 2005
Skills
Pensions, Retirement, Actuaries, Valuation, Actuarial Science, Consulting, Business Planning, Finance, Leadership, Employee Benefits, 401k
Education
Santa Clara University 1987 — 2001
B.S., Mathematics
Independent Actuaries, inc. January 2005 - December 2011
Indpendent Actuaries, Inc. December 1994 - December 2011
Education
Oregon State University 1989 — 2004
B.S.
Portland State University 1999 — 2002
MBA, Business
Independent Actuaries, Inc. 2011 - Present
Mercer 2003 - 2011
Towers Watson (prev. Watson Wyatt Worldwide) 1998 - 2002
Skills
Defined benefit plans, Retiree medical plans, Actuaries, Governmental plan..., Pensions
Education
Dartmouth College
Bachelor of Arts (B.A.), Mathematics; Genetics, Cell and Developmental Biology
Independent Actuaries, Inc. October 2008 - Present
Skills
Defined Benefit, Pensions, Sports Analytics
Education
University of Oregon 2003 — 2008
BS, Mathematics, Business, Physics
Independent Actuaries, Inc. April 2011 - Present
Portland Art Museum November 2010 - April 2011
Skills
Public Relations, Marketing Strategy, Social Media Marketing, Marketing, Social Media, Research
Education
Portland State University - School of Business 2006 — 2010
Bachelor's of Science, International Marketing
St. Andrew Legal Clinic July 2011 - Present
Independent Actuaries, Inc. February 2007 - Present
LIUNA June 2004 - August 2005
Skills
Public Speaking, Policy, ERISA, Nonprofits
Education
University of California, Davis - School of Law 2004 — 2006
JD, Law
San Francisco State University 1997 — 1999
BA, Labor Studies & Philosophy
Diablo Valley College 1994 — 1997