Mercer Company
Industry: Company
DescriptionMercer is the world's largest human resources consulting firm. Headquartered in New York City, Mercer has more than 21,200 employees, is based in more than 40 countries, and operates internationally in more than 130 countries. CEO: Julio Portalatin Headquarters: New York City, New York, United States Revenue: 4.3 billion USD (2016) Parent organization: Marsh & McLennan Companies Number of employees: ~21,200 (2016) Subsidiaries: Sirota Consulting LLC, Mercer Japan Ltd,
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Mercer Employees
Mercer August 2015 - Present
RealPage, Inc. June 2014 - June 2015
eProcessing Network January 2012 - April 2014
T-Mobile December 2007 - November 2012
McDowell Funeral Home August 1996 - March 2010
Idearc Media June 2007 - January 2008
Virgin Mobile February 2007 - July 2007
Sprint/Nextel April 2006 - January 2007
Skills
Troubleshooting, Customer Service, Call Centers, Sales, Technical Support, Networking, Access, Microsoft Office, Data Entry, Customer Satisfaction, Analysis, Telecommunications, PowerPoint, Administrative..., Pre-sales Technical..., Administrative Support, Personal Assistant, Telephone Skills, Business Analysis
Education
Baylor University 2001 — 2003
Mourtuary Science, Mourtuary Science
Texas State Technical College 2001 — 2003
Continuing Education, Business Technology
A.J. Moore Business Academy High School 1997 — 2001
High School Diploma, Buisness Technology Degree
UnitedHealth Group October 2013 - Present
Mercer January 2012 - September 2013
Aon Hewitt June 2011 - August 2011
Ball State University August 2010 - May 2011
Ball State University August 2008 - May 2010
SIC Insurance Company Limited August 2007 - August 2008
Skills
Microsoft Excel, Microsoft Office, Access, SAS, Financial Modeling, Financial Analysis, Statistics, Data Analysis, Actuarial Science, Risk Management, Social Media, Public Speaking, Research, VBA, Quantitative Analytics, Statistical Modeling, SAS programming
Education
Ball State University 2008 — 2011
Master of Arts (M.A.), Actuarial Science and Statistics
University of Cape Coast 2001 — 2005
Bachelor of Science (BSc), Mathematics
Cognizant Technology Solutions December 2014 - Present
Rowan Companies, Inc. April 2010 - December 2014
Seadrill June 2008 - April 2010
Paychex August 2007 - June 2008
Mercer August 2006 - August 2007
Jack in the Box December 2000 - August 2006
Skills
SAP, Lawson, ADP, Report Smith, Payroll, Lotus Notes, Microsoft Office, ADP Payroll, ADP ReportSmith, PeopleSoft, Human Resources, Payroll Taxes, Management, HRIS, Supervisory Skills, Garnishments, SAP HR, Onboarding, New Hire Orientations, Time Management, Employee Relations
Education
American Payroll Association 2012 — 2012
Global Payroll Management Certificate Program
American Payroll Association 2011 — 2011
LCP, Leadership Certificate Program
American Payroll Association
CPP, Certified Payroll Professional Certification
Baker College Center for Graduate Studies
Human Resources
Mercer January 2015 - Present
Humanscale November 2012 - November 2014
Humanscale November 2011 - November 2012
Columbia University April 2010 - November 2011
National Organization of Italian American Women November 2007 - April 2010
Hellgate High School July 2006 - July 2007
JANE magazine November 2004 - January 2005
CosmoGIRL! magazine 2005 - 2005
Teen People magazine August 2004 - December 2004
Skills
Editing, Social Media, Copywriting, Marketing Communications, Newsletters, Copy Editing, Public Relations, Research, Blogging, Writing, Fundraising, Writing Skills, Video Editing, Social Networking, Marketing, Leadership, Interviews, Digital Marketing, Event Planning, Communication Consulting, Management, Strategy, Internal Communications, Web Content, Social Media Marketing, Storytelling, Public Speaking, Creative Writing, Facebook, Strategic Communications
Education
Barnard College 2002 — 2006
Bachelor of Arts
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts
City University of New York-Hunter College 2007 — 2009
Master of Fine Arts
New York University 2012 — 2012
N/A
Union High School 1998 — 2002
Hays Companies August 2014 - Present
IMA January 2010 - April 2014
Willis September 2005 - January 2010
Mercer April 2000 - September 2005
Ahrens Financial Systems April 1999 - March 2000
Blue Cross Blue Shield of Kansas City January 1990 - April 1999
MetLife October 1988 - January 1990
Johnson County Bank July 1984 - October 1988
Skills
Employee Benefits, Underwriting, Account Management, Excel, Financial Analysis, Customer Service, Strategic Planning, Health Insurance, Health Care Reform, Self-insured, Health Savings Accounts, Dental Insurance, Ancillary Benefits, Flexible Spending..., COBRA, Carrier Negotiations, Workers Compensation, Brokers, Negotiation
Education
University of Missouri-Kansas City 1989 — 1992
MBA, Finance
Baker University 1980 — 1984
Bachelor of Science, Business Administration
Sublette High School, Sublette, KS 1976 — 1980
Mercer February 2015 - Present
Loftus Family Dental February 2014 - February 2015
Fred Meyer October 2013 - December 2013
Loftus Brothers January 2004 - August 2013
A Center for Dental Health May 2009 - August 2010
Skills
Data Analysis, Leadership, Microsoft Excel, Microsoft Word, Dance, Customer Service, Teaching, Statistics, Swimming, Music, Microsoft Office, PowerPoint, SQL
Education
Ave Maria University 2009 — 2012
Bachelor of Science (B.S.), Mathematics
Mercer September 2012 - Present
IHC Health Solutions December 1999 - September 2012
Kiva Networking 1997 - 1999
Skills
Sales/Marketing/Relation..., Employee Benefits, Health Insurance, Insurance, Benefits Administration, Brokers, Disability Insurance, Underwriting, Strategic Planning, Account Management, Life Insurance, Team Building, Healthcare, Term Life Insurance, Strategy, Health Savings Accounts, Sales
Education
Ball State University 1988 — 1992
Bachelor of Science (B.S.), Legal Administration
Triton Central High School 1985 — 1988
BDA February 2015 - July 2015
CITIC Trust Co., Ltd July 2014 - December 2014
Mercer February 2014 - May 2014
Qilu Securities January 2014 - February 2014
CICC December 2013 - December 2013
Bank of East Asia July 2013 - August 2013
Skills
Economics, Data Analysis, Communication Skills, Microsoft Office, Microsoft Excel, PowerPoint, Statistical Data..., Financial Analysis, Quantitative Investing, Loans, Microsoft Word, Analysis, Financial Modeling, Research, Finance, English, Teamwork, SPSS, Corporate Finance, Python
Education
Fordham University 2015 — 2017
Master's degree, Quantitative Finance
Baruch College, City University of New York (CUNY) 2015 — 2015
PKU-Baruch Summer Camp, Financial Engineering, certification with distinction
Peking University 2012 — 2015
Bachelor's degree, Economics
Renmin University of China 2011 — 2015
Bachelor's degree, Chemistry
PwC Hong Kong and mainland China September 2013 - June 2014
ZS Associates May 2013 - September 2013
Bain & Company March 2012 - May 2013
Mercer January 2012 - March 2012
Ipsos December 2011 - March 2012
BDO China January 2011 - March 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Management Consulting, Market Research, C, Microsoft Excel, Microsoft Word, PowerPoint, Auditing, Microsoft Office, Accounting, Analysis, Management
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (M.S.), Accounting
Fudan University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.0
Fudan University 2009 — 2013
Bachelor of Engineering (B.Eng.), Mechanical Engineering, 3.0
Gezhi High School
Norton Healthcare April 2014 - Present
Mercer March 2011 - April 2014
Mercer April 2007 - February 2011
Humana November 2005 - April 2007
Jefferson National January 2003 - November 2005
Integrity Life Insurance Company May 2000 - December 2002
Fifth Third Bank August 1999 - February 2002
Skills
Software Documentation, Business Analysis, Financial Analysis, Process Improvement, Data Analysis, Term Life Insurance, Variable Annuities, ePRISM, Microsoft Office, Account Management, Project Management, Customer Service, Consulting, Contract Negotiation, Sales Compensation, Analysis, Insurance, Access
Education
Ball State University 1995 — 1999
Bachelor of Science (B.S.), Finance
Mercer November 2014 - Present
Mercer August 2010 - October 2014
ORC Worldwide June 2007 - July 2010
Skills
Global Mobility, International Mobility, Performance Management, Access, Benefits Administration, Financial Analysis, International..., Bloomberg Terminal, Immigration Law
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, International business
Cornell University 2003 — 2007
BS, Economics & Management
United Nations June 2015 - August 2015
Baruch College September 2014 - August 2015
International Far Eastern Leasing Co., Ltd November 2012 - February 2013
EY December 2009 - November 2012
Bank of China July 2008 - August 2008
Mercer November 2007 - December 2007
Skills
Auditing, Accounting, Financial Accounting, Microsoft Excel, Tax, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Word, Microsoft Office, Finance, Corporate Finance, Analysis, Internal Controls, Teamwork
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (MS), Candidate for MS in Accountancy
Shanghai University of Finance and Economics 2005 — 2009
Bachelor of Economics, Credit Management
Sherwin Williams May 2015 - Present
Mercer May 2014 - February 2015
Littler Diecast Corporation August 2013 - December 2013
JABCO May 2011 - May 2013
Gap Inc./Gap May 2012 - December 2012
Skills
Job Analysis, Public Speaking, Employee Training, Payroll, Onboarding, Sales, Interviewing, Job Postings, Time Management, Leadership, Team Involvement, Interviews
Education
Ball State University 2010 — 2014
Bachelor's Degree, Human Resources Management and International Business
Boston Children's Hospital September 2012 - Present
Hub International May 2009 - May 2012
Mercer January 2008 - May 2009
Fidelity Investments August 2005 - December 2007
Skills
Microsoft Office: Word,..., Oracle Based Systems:..., People Soft, Benefits..., PeopleSoft, Microsoft Excel, Employee Benefits, HRIS, Microsoft Office, Benefits Administration, Management, Disability Insurance, Open Enrollment, Human Resources, Customer Service, Life Insurance, Payroll
Education
Becker College 1999 — 2005
Bachelor of Arts (B.A.), Graphic Design, GPA 3.57, graduated Cum Laude
Keller Williams Realty July 2013 - Present
Madame Cocoa January 2008 - Present
TriNet April 2006 - January 2008
Mercer September 1998 - March 2004
Mercer September 1998 - January 2004
Hewitt Associates September 1994 - April 1998
Skills
New Business Development, Business Strategy, Business Development, Account Management, Sales Management, Marketing Strategy, Marketing, Change Management, Employee Benefits, Strategic Partnerships, Management Consulting, Sales, Chocolate, Entertainment, Real Estate, Travel Planning, Strategic Planning, Salesforce.com, Talent Management, Coaching, Strategy, Leadership, Kindness, Management, Training
Education
Texas A&M University 1990 — 1993
BBA, Business analysis, management information systems
Baylor University
Altman Insurance Services September 2012 - Present
Mercer April 2011 - September 2012
Mercer Retirement Service Center June 2008 - April 2011
Skills
Microsoft Office, Project Management, Life Insurance, Health Insurance, Actuarial Science, Liability, Financial Services, Pensions, Process Improvement, Microsoft Excel, Access, Insurance, Employee Benefits, Customer Service, Data Analysis, Analysis
Education
Ball State University 2005 — 2008
Bachelor's degree, Summa cum laude, Risk Management & Insurance
Millward Brown Analytics (MaPS) July 2014 - Present
The University of Texas at Austin April 2013 - June 2014
Division of Statistics and Scientific Computation May 2013 - May 2014
Emergency Surveillance on the Internet Program Funded by NNSFC April 2011 - June 2012
Microsoft Research Asia August 2011 - January 2012
Human Factor and Behavior Lab October 2010 - October 2011
Mercer August 2010 - November 2010
Skills
Statistics, Data Analysis, Statistical Modeling, Statistical Learning, R, SAS, Python, SPSS, Matlab, Eye Tracking, Questionnaire Design, Logistic Regression, Java, Mandarin, Data Mining, Instructional Design, HTML, Meta-analysis, ANOVA, MANOVA, Regression Models, E-Prime, LISREL, Educational Measurement, Research, Single-case analysis, Item Response Theory, Chinese social media...
Education
The University of Texas at Austin 2012 — 2014
Master of Education (M.Ed.), Quantitative Psychology, 3.94/4.00
Beihang University 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems, 3.84/4.0 (ranking 1/24)
MetLife September 2015 - Present
Mercer February 2014 - Present
Mercer August 2010 - Present
South Florida Sun-Sentinel 2005 - 2009
Haitian Times January 2002 - September 2005
JPMorgan Chase July 1997 - May 2001
Skills
Storytelling, Newspapers, Internal Communications, Journalism, Corporate Communications, Consulting, Copy Editing, Publishing, Content Development, Media Relations, Strategic Communications, Web Content, Copywriting, Press Releases, Newsletters
Education
Florida International University 2009 — 2010
MBA
City University of New York-Baruch College 1997 — 2002
Bachelor of Arts
Middlesex University 2000 — 2000
National Quality Review, Inc. March 2014 - Present
My Maids, LLC April 2013 - Present
Bainco International Investors April 2008 - July 2013
Healthworks Community Fitness 2011 - 2013
Mercer April 2007 - April 2008
Mercer October 2006 - April 2007
Skills
Series 63, Investments, Bloomberg, Financial Modeling, Series 7, Financial Analysis, Valuation, Equities, Microsoft Excel, Defined Benefit, 401k, Portfolio Management, Business Analysis, Wealth Management, Business Strategy, Equity Research, Project Management, Research, Strategic Planning, Microsoft Office, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
MBA, Marketing/Strategy
Boston University 2002 — 2006
B.A., Economics, Classical Studies
Mercer August 2006 - May 2013
Mercer 1992 - 2000
The Rodgers Group, Ltd. 1993 - 1997
Mercer 1988 - 1992
Lincoln Financial Group 1984 - 1988
northAmerican Van Lines 1982 - 1984
Skills
Employee Benefits, Pensions, HR Consulting, Employee Engagement, Performance Management, Retirement, 401k, Human Resources, Internal Communications, Retirement Benefits, Change Management, Corporate Communications, Strategic Communications, Management, Strategic Planning
Education
Ball State University 1980 — 1982
Master's degree, Public Relations
Indiana University Bloomington 1975 — 1979
Bachelor's degree, Communication and Media Studies
Mercer September 2013 - Present
Mercer August 2011 - September 2013
Health Dialog May 2010 - July 2011
Mercer June 2000 - May 2010
Prudential Insurance 1999 - 2000
UnumProvident 1996 - 1999
Skills
Employee Benefits, Strategic Planning, Cross-functional Team..., Process Improvement, Health Insurance, Disease Management, Benefits Administration, Business Strategy, Managed Care, Account Management, Insurance, Healthcare, Leadership, Management, Strategy, Human Resources
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
Masters, Business Administration
Wheaton College 1991 — 1995
BA, Political Science
Mercer March 2015 - Present
AXA Equitable April 2010 - Present
AXA Equitable November 2008 - April 2010
AXA Equitable October 2005 - November 2008
Mount Sinai School of Medicine May 2003 - October 2005
Grotta, Glassman & Hoffman August 1999 - May 2003
Wiggin & Dana 1997 - 2000
Skills
Employee Relations, Succession Planning, Employment Law, Performance Management, Employee Benefits, Employee Engagement, Employee Training, Strategic Human..., analytics, Digital Marketing, Organizational..., Organizational Design, Compensation Structures, Change Management, Compensation & Benefits..., Executive Coaching, Executive Development, Recruiting, Analytics, Financial Services, Human Resources, Leadership, Strategy, Talent Management
Education
The University of Connecticut School of Law 1993 — 1996
JD, Cum Laude
Barnard College 1989 — 1992
BA, History, Cum Laude
Hall High School 1984 — 1988
TIAA-CREF October 2014 - Present
Mercer April 2013 - October 2014
Aon Hewitt October 2007 - April 2013
Towers Perrin October 1996 - September 2007
KPMG Peat Marwick October 1988 - October 1996
Transamerica 1983 - 1984
Skills
Retirement Strategy, Broad DC Consultant, DB Actuary, Higher Education/Shared..., Team Management, Public Speaking, Pensions, Defined Benefit, Benefits Administration, 401k, Leadership, Retirement Plan..., Health Insurance, Retirement, Actuarial Science, HRIS, Management, ERISA, Business Planning, Human Resources, Strategy, Employee Benefits
Education
Ball State University 1979 — 1983
BA, Actuarial Science, Spanish, Business
Capital Group Companies July 2008 - Present
MMC 2006 - 2008
Marsh 2006 - 2008
Mercer 2006 - 2008
Credit Suisse Group 1997 - 2006
Salomon Brothers Inc 1989 - 1998
Garpac 1988 - 1990
PCLC 1984 - 1984
Skills
IT Strategy, Requirements Analysis, IT Management, Application Architecture, Vendor Management, VBScript, Problem Management, Analytics, System Deployment, Application Support, Disaster Recovery, Enterprise Architecture, Solution Architecture, Outsourcing, Infrastructure, ITIL, Business Analysis, Business Continuity, Cloud Computing, Data Center, Business Intelligence, Project Portfolio..., IT Operations, SDLC, IT Service Management, Governance, Incident Management, Management, Integration
Education
Baruch College 1985 — 1989
BBA, Copmuter Systems
University of Puerto Rico 1977 — 1981
Ana Roque High School, Humacao, Puerto Rico
CDM Smith April 2013 - Present
Mercer November 2011 - December 2012
Berg-Oliver Associates, Inc. November 2006 - November 2011
Berg-Oliver Associates, Inc. June 2005 - November 2006
Berg-Oliver Associates, Inc. September 2003 - June 2005
Baylor University January 2000 - May 2003
OfficeTeam 2000 - 2003
Skills
Outlook, PowerPoint, Marketing, Microsoft Word, Microsoft Excel, Adobe Acrobat, Editing, Leadership, Procurement, Access, Event Planning, Follow-through Skills, Internal Communications, Organizational..., Budgets, Organization, Inventory Management, Analysis, Accounting, Photoshop, Strategic Thinking, Fine Art, Communication, Creativity, Document Drafting, Revision, Contractual Agreements, RFP Generation, RFQ Development, Collaborative Problem..., Meeting Scheduling, Telephone Reception, Managing Deadlines, Travel Planning, Coordinating Meetings, Continuing Education, Standards Compliance, Public Private..., P3, Transportation, Office Management, Project Coordination, Civil Engineering, Environmental Consulting, RFP, RFQ, Invoicing, Manage Client..., SharePoint, Proposal Writing
Education
Baylor University 1999 — 2003
Bachelor of Arts, Major in Art History with Minor in Museum Studies
Brown Brothers Harriman August 2014 - February 2015
Mercer August 2010 - March 2014
ORC Worldwide February 2007 - July 2010
Apt168, Inc. October 2004 - October 2006
MAISON INTERNATIONAL March 2004 - August 2004
Skills
Management, Personnel Management, Performance Management, Leadership, Program Management, Process Improvement, HR Consulting, Global Mobility, Change Management, Talent Management, Employee Engagement, Succession Planning, Deferred Compensation, Human Resources
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2003
BBA, CIS, HR Management
Mercer March 2005 - Present
Skills
Business Analysis, Program Management, Change Management, IT Strategy, Project Management
Education
Babson College 1992 — 1996
Carver High School 1988 — 1992
Mercer January 2014 - Present
Ernst & Young November 2009 - January 2014
Ernst & Young October 2008 - November 2009
Ernst & Young October 2006 - September 2008
Ernst & Young October 2005 - September 2006
Ernst & Young October 2004 - September 2005
Eckerd June 2000 - September 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Oracle Applications, Business Objects, Internet Explorer, Managerial Finance, Analysis, Accounting
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General, 3.7
Mercer 2012 - Present
D'Ann Whitehead Consulting August 2011 - March 2012
WebMD Health Services February 2010 - July 2011
WebMD Health Services January 2009 - February 2010
WebMD Health Services March 2005 - December 2008
Watson Wyatt Worldwide March 2003 - March 2005
Chevron Corporation March 1988 - July 2002
Hospital Corporation of America September 1982 - February 1988
University of Oklahoma Health Sciences Center September 1982 - February 1988
Psychologist in Private Practice September 1982 - February 1988
Education
Baylor University 1979 — 1982
Psy.D., Clinical Psychology
The University of Texas at Austin 1974 — 1977
BS, Education
The University of Texas at Austin 1974 — 1977
BA, Psychology
Mercer Human Resource Consulting September 2007 - Present
Mercer September 2007 - Present
Mercer 2007 - Present
Education
Bay State College
Associate's degree, Business Administration, 3.8
Boston State College
Certificate, Legal Studies, General, 3.8
Mercer June 2014 - Present
Aon Hewitt June 2011 - August 2013
CONEXIS May 2010 - May 2011
Clark Consulting September 2007 - May 2009
Clark Consulting May 2006 - September 2007
Clark Consulting July 2002 - May 2006
Clark Consulting July 1998 - June 2002
Analyst 1997 - 1998
Employers Group 1995 - 1996
Skills
Strategy, Employee Benefits, Deferred Compensation, Human Resources, Training, Financial Services, Employee Relations, Leadership, Software Documentation, Sarbanes-Oxley, Management, Analysis, CRM, Succession Planning, Recruiting, Customer Service, Benefits Administration, Defined Benefit, COBRA, Insurance, 401k, Vendor Management, Performance Management, Process Improvement, FMLA, Call Centers, Retirement, PeopleSoft, Onboarding, Talent Acquisition, HRIS, Talent Management, Team Building, Health Insurance, Change Management, Employee Training, Coaching, Leadership Development, Interviews, Relationship Management
Education
Azusa Pacific University 2002 — 2005
Liberal Studies
Iroko Pharmaceuticals, LLC 2013 - Present
Independent CFO/Controllership Services 2011 - 2013
Protez Pharmaceuticals (Novartis) 2006 - 2010
Your Part-Time Controller, LLC 2003 - 2006
Destiny WebSolutions 1997 - 2001
Adaptive Strategies 1996 - 1997
Spectra Science Corporation 1994 - 1996
EcoScience Corporation 1988 - 1994
Mercer 1985 - 1988
GenRad, Inc. 1983 - 1985
Skills
Forecasting, Finance, Budgets, SaaS, Financial Reporting, Management, Accounting, Venture Capital, Investor Relations, Internal Audit, M&A experience, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1995
MBA
Northeastern University 1975 — 1978
B.S., Accounting and Human Resource Management
Wittenberg University 1973 — 1975
Mercer April 2014 - Present
OptumHealth June 2011 - Present
Paychex January 2010 - May 2011
ADP Inc. April 2004 - July 2009
Cingular Wireless March 2001 - March 2004
Skills
Health Savings Accounts, Employee Benefits, Salesforce.com, Account Management, Benefits Administration, Sales Management, Sales Presentations, Health Insurance, Strategic Planning, Sales, Insurance, Entrepreneurship..., Entrepreneurship, New Business Development, Direct Sales, Solution Selling, SaaS, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, MBA Corporate Entrepreneurship, Cum Laude Honors
University of Nevada-Las Vegas
BS Hotel / Business Administration, Hospitality Business Management
Covidien (now Medtronic) March 2008 - Present
Deloitte January 1996 - March 2008
Mercer January 1994 - January 1996
Skills
Mergers, International Tax, Mergers & Acquisitions, Employee Benefits, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Due Diligence
Education
Northeastern University 1999 — 2000
MS, Taxation
Boston University 1995 — 1998
MBA
Bates College 1987 — 1991
BA, Economics
Boston Financial Management, Inc. June 2011 - Present
Babson College Fund August 2010 - May 2011
Avondale Partners October 2010 - February 2011
Mercer July 2001 - May 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
Masters in Business, Concentration in Finance and Investments
University of Vermont 1997 — 2001
Bachelors, Economics, Business
Mercer October 2015 - Present
Twain Financial Partners November 2013 - October 2015
Washington University in St. Louis September 2013 - December 2013
RSM China July 2013 - August 2013
IRS Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Greater St. Louis Book Fair October 2012 - December 2012
Deutsche Börse March 2012 - May 2012
KPMG China July 2011 - August 2011
Skills
Auditing, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, IFRS, International Financial..., Personal Income Tax..., Valuation, PowerPoint, Access Database, Microsoft Dynamics, Financial Statements
Education
Washington University in St. Louis 2012 — 2013
Master of Accounting
Beijing Jiaotong University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Miami University 2010 — 2010
Exchange Student, Accounting and Finance
Dell February 2013 - Present
Texas A&M University January 2012 - December 2012
Texas A&M University August 2011 - December 2012
Dell May 2012 - August 2012
Mercer Human Resource Consulting May 2010 - August 2011
Mercer May 2009 - May 2010
Fairmont Hotels and Resorts June 2007 - May 2009
Skills
SQL, PeopleSoft, Train the Trainer, Labor Relations, Employee Relations, Benefits Administration, Benefits, Employee Benefits, Deferred Compensation, Human Resources, Data Analysis, Customer Service, Process Improvement, Training, Hiring, Personnel Management
Education
Texas A&M University - Mays Business School 2011 — 2012
MS-HRM, Human Resource Management
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Human Resources, Marketing
Plano East
Plano East Senior High School
Towers Watson June 2014 - Present
Mercer April 2014 - Present
Fidelity Investments November 2010 - April 2014
Skills
Employee Benefits, Investments, Finance, Microsoft Office
Education
Baylor University - Hankamer School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
Memorial Sloan Kettering Cancer Center September 2012 - July 2014
PwC March 2011 - April 2012
American International Group August 2010 - March 2011
Oliver Wyman - Delta Organization & Leadership February 2008 - January 2009
Mercer June 2001 - January 2008
Ford Motor Company September 2000 - May 2001
Human Synergistics September 1992 - September 2000
Skills
Employee Engagement, Corporate Culture, Employee Surveys, Employee Research, Organizational..., Organizational..., Onboarding, HR Consulting, Data Analysis, Research, Organizational Culture, Human Capital, Management Consulting, Human Resources, Psychometrics, Employer Branding, Management Development, Consulting, Culture Change, Organizational Design, Change Management, 360 Feedback, Talent Management, HR Transformation, Workshop Facilitation, HRIS
Education
Wayne State University 1987 — 1997
Doctor of Philosophy (ABD), Industrial/Organizational Psychology
Baruch College, City University of New York (CUNY) 1986 — 1988
Master's Degree, Industrial/Organizational Psychology
City University of New York-Hunter College 1983 — 1985
Bachelor's Degree, Psychology
Yeshiva University 1981 — 1983
Yeshiva R.S.R. Hirsch 1977 — 1981
High School
edHR Consulting September 2014 - Present
Gensler March 2011 - September 2014
Mercer 2010 - 2011
Rauxa Direct January 2009 - May 2010
Deloitte and Touche LLP December 2006 - November 2008
Mercer HR Consulting 2005 - 2006
Merrill Lynch 2004 - 2006
Skills
Applicant Tracking..., Employee Relations, Talent Acquisition, Recruiting, Talent Management, HRIS, Human Resources, Onboarding, Employee Training, Employee Benefits, Personnel Management, Analysis, Time Management, Performance Management, College Recruiting, Management, Internet Recruiting, Training, Consulting, HR Policies, Leadership, Hiring, Microsoft Office
Education
Clemson University
Bachelor of Arts, Psychology; Women's Studies
Baruch College
Masters, Industrial/Organizational Psy.
Arthur J. Gallagher & Co. January 2015 - Present
Mercer June 2012 - August 2014
Lincoln Financial Group May 2011 - August 2011
Lincoln Financial Group May 2010 - August 2010
Skills
Actuarial Science, Microsoft Excel, Microsoft Office, Access, Data Analysis, VBA, Insurance, PowerPoint, Analysis, Valuation, Pensions
Education
Ball State University 2008 — 2012
Actuarial Science, Mathematics, Business, Cum Laude
Mercer October 2011 - Present
Wind River Environmental April 2011 - October 2011
Shemin Nurseries April 2010 - December 2010
Cavicchio's Greenhouses May 2007 - December 2008
Cavicchio's Greenhouses June 2003 - August 2006
Skills
Customer Relations, Microsoft Office, Direct Sales, Social Media, Customer Service, Sales, Data Analysis, Inventory Management, Training, Customer Satisfaction, Management
Education
Babson College 2004 — 2008
Bachelor's Degree, Business Administration; Marketing
Serco April 2014 - Present
Mercer April 2013 - April 2014
Mercer January 2012 - April 2013
Mercer October 2011 - January 2012
Frantz Building Services July 2009 - October 2011
Evansville Museum of Arts, History and Science 2009 - 2010
Frantz Building Services July 2008 - July 2009
Swat Pest Management, INC June 2006 - July 2008
Dan's Competition June 1998 - July 2006
Skills
Human Resources, Microsoft Excel, Technical Aptitude, Sales, Recruiting, Leadership, Marketing, Coaching, Compensation Structures, Market Pricing, Database Admin, Relational Databases, ePRISM, Pay Structures, Compensation Strategies, Management, Employee Benefits, Training, Customer Service, HRIS
Education
Ball State University - College of Business 2009 — 2010
MBA, Entrepreneur
University of Southern Indiana 2000 — 2006
Bachelor of Arts, Business Administation
Ambassador Enterprises, LLC April 2015 - Present
Ambassador Enterprises, LLC September 2013 - April 2015
Mercer June 2011 - August 2011
Education
Ball State University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science, GPA 3.43/4.00
Frenkel Benefits, LLC May 2011 - Present
Aon Hewitt June 2008 - February 2011
Mercer 2003 - 2008
USI Insurance Services 2000 - 2003
Kooper Group 1990 - 2000
Skills
Health Insurance, Employee Benefits, Defined Benefit, Disability Insurance, Managed Care, Benefits Administration, Brokers, Account Management, Insurance, Reinsurance, Term Life Insurance, Long-term Care, Workers Compensation, Health Savings Accounts, Property & Casualty..., Life Insurance, Healthcare, Medicare, Strategy, Underwriting, 401k, Retirement, COBRA, Employee Wellness, Executive Pay, ERISA, Health Care Reform, Consulting, Strategic Planning
Education
Baruch College, City University of New York (CUNY)
BA, Marketing
Empyrean Benefit Solutions, Inc. July 2014 - Present
Mercer July 2001 - July 2014
e2i, Inc. May 2000 - July 2001
Origin Technology September 1999 - April 2000
Complete Business Solutions, Inc. (formerly BSG Alliance/IT, Inc. and Impact Innovations Group) February 1997 - August 1999
Skills
Oracle SQL, SQL, MS Office Suite, MS Project, Visio, Access, Software Implementation, Report Writing, Data Analysis, Software Project..., Project Implementation, Project Delivery, Excel, Employee Benefits, Information Systems..., SDLC, Client Services, Professional Services, Outsourcing, HRIS, System Testing, Process Improvement, Process Management, People Management, Management, Program Management, Microsoft Project, Project Management, Requirements Analysis, Microsoft Office, Human Resources, Information Systems, Microsoft Excel
Education
Baylor University 1992 — 1996
BBA, Information Systems and Management
Mercer July 2013 - Present
Mercer June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Access, Data Analysis, Microsoft Office, Financial Analysis, Leadership, Public Speaking, Research, Microsoft Word, Financial Modeling, Actuarial Science, Employee Benefits
Education
Baruch College 2009 — 2013
Bachelor of Arts (B.A.), Actuarial Science
Mercer November 2014 - Present
Mercer April 2014 - November 2014
Burnham Benefits January 2013 - March 2014
Aon March 2003 - September 2012
Brown & Brown October 2000 - March 2003
Willis September 1999 - August 2000
Mayo Clinic February 1997 - September 1999
CIGNA May 1992 - April 1996
Prudential Financial (Formerly Prudential Healthcare) September 1984 - August 1992
Skills
Leadership, Employee Benefits, Human Resources, Strategic Planning, Strategy, Management, Team Building, Insurance, CRM, Employee Relations, Change Management, Program Management, Organizational..., Onboarding, Start-ups, Sales, Consulting, Risk Management, Sales Process, Benefits Administration, New Business Development, Business Strategy, Performance Management, Mergers & Acquisitions, Employee Training, Communications, Recruiting, Nonprofits, Time Management, Process Improvement, Leadership Development, Budgets, Talent Management, Talent Acquisition, Succession Planning, Personnel Management, Coaching, Training, Business Planning, Sales Management, Business Development, Organizational..., Management Consulting, Employee Engagement, Executive Coaching, Interviews
Education
Trinity University 1981 — 1984
BA, Dual Major: Spanish and Mass Communications
Baker University 1979 — 1981
Freshman and Sophomore Years: Studies toward Bachelor of Arts (BA), Liberal Arts
Shawnee Mission East
Mercer October 2014 - Present
The Jewish Federation of Princeton January 2012 - July 2013
CNS Shoe Outlet 2009 - 2012
Sapoznik Insurance September 2007 - February 2009
Omanut Haetz October 2003 - July 2007
Skills
Marketing, Social Media, Event Planning, Strategic Planning, Public Speaking, Customer Service, New Business Development, Employee Benefits, Account Management, Fundraising, Insurance, Microsoft Excel, Social Media Marketing, Microsoft Office, Public Relations, Entrepreneurship, Marketing Strategy, Event Management, Advertising, Small Business
Education
Bar-Ilan University
Int'l Masters, Business Administration: Global Enterprise Management
Google 2014 - Present
McKinsey & Company 2010 - 2014
3M 2007 - 2008
3M 2006 - 2007
3M 2004 - 2005
ExxonMobil 2003 - 2004
Mercer 2001 - 2002
Skills
Strategic Consulting, Pricing, Digital Marketing, Strategy, Marketing, Management Consulting, Forecasting, B2B, Strategic Planning, Management, Integrated Marketing, Product Development, Sales, E-commerce, Competitive Analysis, Business Strategy
Education
Baylor University
BBA
Harvard Business School
MBA
Mercer June 2015 - August 2015
Skills
Actuarial Science, Statistics, Microsoft Excel, Microsoft Office, Actuarial Exams, Finance, Communication, Teamwork, Time Management
Education
Ball State University 2012 — 2015
Bachelor of Science (BS), Actuarial Science, Senior
Carroll High School 2008 — 2012
Strategic Innovation April 2010 - Present
Purdue University North Central October 2013 - January 2015
Aon Consulting July 2005 - April 2010
Strategic Innovation May 1995 - June 2004
Mercer Human Resource Consulting December 1982 - February 1995
Mercer 1982 - 1995
Valparaiso University 1977 - 1980
Skills
facilitation, break-through thinking, process mapping, Research, Strategic Planning, Non-profits, Public Speaking, Corporate Communications, Team Building, Marketing Strategy, Event Planning, Coaching, Strategic Communications, Change Management, Mentoring, Problem Solving, Leadership Development, Workshop Facilitation, Internal Communications, Nonprofits, Healthcare, Program Management, Policy, Employee Benefits, Leadership, Strategy, Performance Management, Organizational..., Editing, Management Consulting, Training, Staff Development, Organizational..., Organizational Design, Employee Engagement, Fundraising, Talent Management, Strategic Thinking, Entrepreneurship, Conflict Resolution, Performance Improvement, Consulting, Interviews, Executive Management, Workforce Planning, Career Development, Culture Change, Communication Training, Corporate Branding, Onboarding
Education
Purdue University 1974 — 1977
MA, Rhetoric and Composition
Ball State University 1970 — 1974
BS, Teaching of English
Mercer July 2015 - Present
Bates College January 2015 - May 2015
WRBC 91.5 FM January 2015 - May 2015
Her Campus Bates November 2014 - May 2015
Mercer June 2014 - August 2014
Mercer June 2013 - August 2013
United Insurance June 2012 - August 2012
Black Mountain of Maine December 2007 - March 2010
Skills
Survey Design, Market Sizing, Stata, SPSS, NVivo, Market Research, Eviews, Epic Systems, PowerPoint, Customer Engagement, Qualitative Research, Presentation Development, Microsoft Office, Business Development, Microsoft Excel, Microsoft Word, Report Writing, Fundraising, Volunteer Management, Event Planning, Social Networking, Regression Analysis
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Trinity College Rome Campus 2013 — 2013
Mountain Valley High School 2007 — 2011
Valedictorian
Neighborhood Health Plan April 2012 - Present
AliMed April 2009 - April 2012
Norwood Youth Soccer September 2005 - April 2012
NPA-TV January 2002 - January 2009
Mercer 2001 - 2009
D.A. ASSOCIATES June 1995 - January 2001
International Marketing Assoc and SID Network, INC. January 1996 - January 1999
Equifax January 1990 - January 1995
Examination Management Services, Inc. EMSI January 1993 - June 1994
Boston Veterans Administration Hospital July 1989 - July 1990
Skills
Strategic Planning, Management, Microsoft Office, Customer Service, Research, Finance, Editing, HTML, Payroll, Output, Project Management, Outlook, Budgets, Team Building, Event Planning, Strategy, Marketing, Sales, Leadership, Healthcare
Education
Becker College 1997 — 1998
Massachusetts Real Estate License Preparatory Courses
Saint John's University 1986 — 1987
New York Real Estate License Preparatory Courses
Wentworth Institute of Technology 1983 — 1984
Drafting and design courses
AlixPartners May 2015 - Present
Zolfo Cooper June 2012 - April 2015
FactSet Research Systems August 2011 - June 2012
Darling Consulting Group May 2010 - June 2011
Mercer June 2009 - April 2010
Morgan Stanley September 2008 - January 2009
Canaccord Adams June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Financial Services, Data Analysis, Economics, Bloomberg, Fixed Income, PowerPoint, Equity Research, Microsoft Office, ALM, Strategy, Finance
Education
Babson College 2006 — 2010
B.S., Computational Finance
Universiteit Maastricht
Mercer November 2014 - Present
Spectrum Health Systems September 2010 - October 2014
Spectrum Health Systems 2007 - 2010
Spectrum Health Systems 2002 - 2007
Skills
Wellness, Wellness Coaching, Health Promotion, Fitness, Health Education, Public Speaking, Employee Wellness, Personal Training, Sales, Cpr Certified, Marketing, Nonprofits, Customer Service, Leadership, Event Planning, Program Development, Corporations, Coaching, Community Outreach, Disease Management, Team Building, Insurance, Employee Wellness..., Small Business
Education
Ball State University 1997 — 2001
BS, Exercise Science and Wellness
Wow Barbecue (无二烤肉) July 2013 - Present
Babson College May 2012 - May 2013
Mercer March 2010 - May 2012
Mercer April 2007 - March 2010
Skills
Financial Analysis, Consulting, Due Diligence, Portfolio Management, Investments, Equity Research, Financial Modeling, Valuation, Equity Valuation, Accounting, Finance, Capital Markets, Mergers & Acquisitions, Investment Strategies, Analysis, Asset Allocation
Education
Babson College
Bachelor of Science, Business Management
Babson College 2003 — 2006
Bachelor of Science (BS), Finance, General
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS
Master of Business Administration, Business Administration and Management, General
Babson College
Master of Business Administration (MBA)
HUB International September 2015 - Present
Mercer April 2014 - August 2015
Mercer September 2012 - March 2014
Barbara Bogdan Appraisals January 2010 - September 2012
Skills
Leadership, Public Speaking, Management, Human Resources, Teamwork, Team Building, Microsoft Excel, Customer Service, PowerPoint, Research, Microsoft Office, Microsoft Word, Photoshop, C++, C, Java, HTML, Social Media, Matlab
Education
University of Mass 2010 — 2012
Bachelor of Arts (B.A.), Economics
Bay State College 2005 — 2007
Associate of Science (AS), Entertainment Management
eVerge Group February 2014 - Present
PlainsCapital Corporation March 2011 - January 2014
PlainsCapital Corporation January 2010 - March 2011
Mercer August 2009 - December 2009
Center for Community Research and Development August 2005 - May 2007
University of Notre Dame June 2004 - May 2005
University of Notre Dame January 2004 - May 2005
Skills
Market Research, Social Media, Research, Editing, Data Analysis, Email Marketing, Strategic Planning, SPSS, SAS, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Eloqua, WordPress, Qualitative Research, Internal Communications, Marketing Automation, Web Content Management, Illustrator, InDesign
Education
Southern Methodist University
Master of Science (M.S.), Data Science
Baylor University 2005 — 2007
Master of Arts (M.A.), Applied Sociology
University of Notre Dame 2001 — 2005
Bachelor of Arts (B.A.), Psychology and Sociology
Discover Financial Services January 2015 - Present
Discover Financial Services March 2012 - February 2015
Mercer October 2008 - January 2012
IRI July 2008 - September 2008
Allscripts January 2007 - May 2008
Grainger March 2007 - December 2007
Caremark September 2005 - February 2006
Hewitt Associates April 2004 - September 2005
iCode Software January 1999 - November 2001
Praxair December 1996 - December 1998
Skills
Project Management, Quality Center, Test Management, Requirements Analysis, Agile Methodologies, Testing, SDLC, User Acceptance Testing, Business Analysis, Software Quality..., Scrum, Test Strategy, Performance Testing, WinRunner, Test Automation, Resource Management, Visio, SharePoint, HP Quality Center
Education
Bangalore University 1993 — 1996
Bachelor of Commerce, Finance, Statistics, Accounting, Economics, Business law
Bharatiya Vidya Bhavan 1998 — 1999
Post Graduate Diploma in Financial management, Finance, Economics
National Institute of Information Technology 1996 — 1999
GNIIT, Computer Science
Mercer August 2015 - Present
Towers Watson January 2014 - August 2015
Ball State University - Department of Economics September 2012 - December 2013
Towers Watson May 2013 - August 2013
DVM Management August 2009 - January 2012
Abercrombie & Fitch January 2008 - June 2009
Private September 2007 - June 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, QuickBooks, Creative Solutions..., Customer Service, Management, Access, Accounting, Budgets, PowerPoint, Data Analysis, Financial Analysis, Microsoft Office, Analysis, Statistics, Actuarial Consulting, Regression Analysis, Statistical Data..., Statistical Modeling, Actuarial Science, Social Media, Public Speaking
Education
Ball State University 2012 — 2013
Master of Arts, Actuarial Science
University of California, Irvine 2006 — 2010
Bachelor of Arts, Economics
Milliman April 2013 - Present
Mercer April 2011 - March 2013
PartnerComm, Inc. 1995 - April 2011
Pier 1 Imports 1988 - 1994
Metro Hotels 1984 - 1987
Skills
Internal Communications, Strategic Communications, Project Management, Corporate Communications, Communication Training, Employee Engagement, Communications Planning, Manage Client..., Cross Selling, New Business Development, Organizational..., Social Media, Corporate Branding, Human Resources, Employee Benefits, Management, Account Management, Team Building, Strategy, Change Management, Leadership, Project Planning, Marketing Communications, Consulting, Strategic Planning, CRM
Education
Baylor University 1979 — 1983
B.A., Journalism/Mass Communication
Hill Holliday May 2015 - Present
DigitasLBi_US July 2013 - May 2015
Digitas November 2011 - June 2013
Digitas June 2010 - October 2011
Mercer July 2008 - June 2010
Skills
Strategy, Digital Strategy, Digital Marketing, Analytics, Digital Media, Web Analytics, Segmentation, Google Analytics, Integrated Marketing, Online Advertising, Interactive Marketing, Mobile Marketing, SEM, Email Marketing, Marketing Strategy, Social Media Marketing
Education
Institute of Advanced Advertising Studies 2012 — 2012
New England Program
Babson College 2004 — 2008
Bachelor's, Strategic Management & Finance
State Street August 2011 - Present
Keane July 2010 - July 2011
Blue Cross Blue Shield of Rhode Island August 2009 - April 2010
Mercer September 2006 - August 2009
Mercer November 2002 - September 2006
GoldK 2002 - 2002
Boston Financial Data Services 2001 - 2002
John Hancock 1999 - 2001
John Hancock 1998 - 1999
Skills
Project Management, Program Management, IT Project & Program..., Communication, Offshore Outsourcing, Financial Reporting, Strategic Financial..., Budget Forecasts, Lean Management, Six Sigma, Management, Vendor Management, Change Management, Business Process, SDLC, Business Analysis, Process Improvement, Leadership, Analysis, IT Strategy, Strategy, Talent Management, Financial Planning, CRM, Performance Management, Risk Management, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA, Global Strategy
Boston College 1993 — 1997
BA, Sociology, History
Mercer April 2015 - Present
Prudential Financial February 2013 - April 2015
Barclays December 2012 - January 2013
Morgan Stanley May 2012 - November 2012
J.Crew November 2011 - March 2012
Visiting Nurse Service of New York March 2011 - November 2011
National Institute for Early Education Research June 2008 - June 2010
Skills
PeopleSoft, SAP HR, SAP Netweaver, SuccessFactors, SPSS, Qualtrics Online Survey..., Microsoft Office, Employee Surveys, Survey Design, Survey Monkey, Customer Service, Onboarding, SharePoint, Learning Management..., Project Coordination, Project Management, Talent Acquisition, Training, Recruiting, Succession Planning, Human Resources
Education
City University of New York-Baruch College 2010 — 2012
Master of Science (M.S.), Industrial/Organizational Psychology
Muhlenberg College 2004 — 2008
Bachelor of Arts, Psychology; Minor: Women's Studies
Putnam Investments August 2015 - Present
Fidelity Investments June 2011 - August 2015
Marsh & McLennan Companies, Inc. July 2009 - December 2010
Patni Americas April 2009 - July 2009
Mercer October 2005 - April 2009
Mercer 2005 - April 2009
Patni Computer Systems 2002 - 2005
The Reference 1996 - 2002
Fidelity Investments 1992 - 1996
Prophecy developmebt 1987 - 1990
Skills
Outsourcing, Offshoring, BPO, Operational Excellence, Business Process..., Change Management, Leadership, Performance Improvement, IT Outsourcing, Business Strategy, Process Improvement, IT Service Management, IT Operations, Business Transformation, Shared Services, PMO, Governance, Vendor Management, Management Consulting, CRM, IT Strategy, Program Management, Risk Management, Strategy, Software Development, Business Development, SDLC, Organizational Design, Solution Architecture, Portfolio Management, Team Leadership, Financial Services, Management, Cross-functional Team..., Personnel Management, Mergers & Acquisitions
Education
Babson College 1992 — 1996
MBA
Columbia University in the City of New York 1986 — 1987
MS, EE
University of Southampton 1983 — 1986
BSc., Electronic Engineering
Delhi Public School --Mathura Road 1972 — 1978
massAV September 2015 - Present
Splash VFX June 2015 - Present
Freelancer February 2014 - Present
Mercer July 2015 - September 2015
DigitasLBi July 2015 - July 2015
MetLife October 2014 - April 2015
Boathouse February 2014 - August 2014
Best Doctors 2012 - February 2014
The New York Times 2010 - June 2011
Harvard Pilgrim Health Care 2011 - 2011
Skills
Marketing, Advertising, Social Media Marketing, Social Media, Time Management, Budgets, Video Production, Digital Media, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Project Planning, Social Networking, Blogging, Entertainment, Video Editing, Management, Video, Salesforce.com, New Media, Television, Multimedia, Editing, Film, Adobe Creative Suite, Creative Direction, Broadcast, After Effects, Cinema 4D, Motion Graphics, Motion Design, Computer Animation, Premiere
Education
Mograph Mentor 2015 — 2016
Motion Graphics
Animation Bootcamp - School of Motion 2015 — 2015
After Effects
School of Motion 2015 — 2015
Character Animation Bootcamp, 2D character animation, after effects
Emerson College 2014 — 2015
Professional Certificate Program, Digital Media Production
Future Media Concepts 2014 — 2014
Certificate, Adobe Publishing and Premiere Mastery Certificate Program
Baruch College, City University of New York (CUNY) 2007 — 2010
MBA, Marketing
University of Massachusetts, Amherst 1999 — 2004
Bachelors od Science, Communication
NYU School of Professional Studies
Certificate, After effects and Softimage XSI
Lippincott August 2015 - Present
FutureBrand December 2014 - August 2015
Mercer May 2013 - December 2014
Mercer August 2011 - April 2013
Kraftworks January 2011 - May 2011
The Jewish Museum June 2010 - August 2010
Skills
Marketing, Proposal Writing
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (BA), Art History
Baruch College 2013 — 2014
Master of Arts (MA), Corporate Communication
Apple July 2011 - Present
Self-employed 1998 - Present
Aptara, Inc. September 2010 - October 2011
Wyndham Hotel Group November 2009 - April 2010
Self-employed November 2006 - November 2009
Mercer February 2008 - May 2008
Johnson & Johnson November 2000 - October 2006
Johnson & Johnson - Learning Services August 1994 - November 2000
AT&T - Consumer Sales Division September 1992 - June 1994
AT&T - Corporate Education & Training September 1986 - September 1992
Skills
Classroom Instruction, E-learning, Distance Learning, Training Project..., Course Development, Group Presentations, Large Group Facilitation, Voiceover talent, Consultant, E-Learning, Project Management, Instructional Design, Voice Over, Captivate, Training, Classroom, Coaching, Training Delivery, Employee Training, Workshop Facilitation, Software Documentation, Program Management, Leadership, Learning Management..., Management, Instructor-led Training, Leadership Development, Organizational..., Change Management, Public Speaking, Strategy, Team Building, Consulting, Vendor Management
Education
Ball State University 1976 — 1977
MA, General/Experimental Psychology
State University of New York College at Fredonia 1971 — 1975
BA, Psychology
ADP 2012 - Present
SHPS January 2007 - March 2012
SHPS March 2006 - December 2006
SHPS March 2005 - March 2006
Mercer HR Services January 2000 - January 2005
William M. Mercer January 1997 - January 2000
Mercer 1996 - 2000
Brown and Williamson January 1995 - January 1996
Skills
SDLC, Process Improvement, PMP, Agile Methodologies, Program Management, Vendor Management, Business Analysis, Project Management, Software Project..., Requirements Analysis, Business Intelligence, Healthcare Information..., CRM, Leadership, Healthcare, Strategy, Start-ups, Team Building, Visio, Software Development, Product Development, Cross-functional Team..., Management
Education
University of Kentucky 1991 — 1994
Masters, Chemical Engineering
Bangalore University 1986 — 1990
BS, chemical engineering
Rocky Mountain Lions Eye Bank January 2015 - Present
Mercer September 2011 - July 2014
CVISION Technologies October 2009 - September 2011
Upper Manhattan Empowerment Zone Development Corporation July 2007 - August 2011
ABC News January 2006 - October 2006
Executive English Institute August 2004 - October 2005
Skills
Social Media, Blogging, Corporate Communications, Newsletters, Editing, InDesign, Public Relations, Digital Media, Strategic Communications, Microsoft Office, Press Releases, Advertising, Photoshop, Wordpress, HTML, CSS, Internal Communications, HTML Emails, SharePoint, Writing, WordPress
Education
Baruch College, City University of New York (CUNY)
MS, Corporate Communication
Skidmore College 2000 — 2004
BA, Political Science, History
School of Visual Arts
Continuing Studies, Graphic Design, Typography, Advertising
Chevron - ITSD September 2013 - Present
Discover Financial Services - Pulse Network December 2012 - September 2013
Intertek September 2011 - December 2012
Intertek August 2007 - September 2011
Wolters Kluwer ELM Solutions June 2006 - August 2007
Waste Management October 2004 - June 2006
Farmers Insurance September 2002 - October 2004
Mercer 2000 - 2002
Aon Hewitt 1999 - 2000
Skills
Business Analysis, Quality Assurance, SharePoint, Process Improvement, Business Process, Program Management, Requirements Analysis, Analysis, Business Process..., Visio, Databases, Integration, Vendor Management, Software Documentation, ITIL, Business Intelligence, Product Development, Software Project..., Software Product..., Project Management, IT Management, SDLC, Testing, Data Analysis, CRM, Risk Management, IT Strategy, Cross-functional Team..., Project Coordination, Business Requirements, System Requirements, Agile Project Management, Software Implementation, Instructor-led Training, Mandarin, MS Project, Management, Change Management, Access, User Acceptance Testing, SAP, Project Implementation, Project Planning, Agile, Business Management, Requirements Gathering, Agile & Waterfall..., Full SDLC, Consulting, Offshore Software...
Education
Baylor University - Hankamer School of Business 1994 — 1998
Bachelor of Business Administration (BBA), Hr and Operations Management
Mercer July 2014 - Present
Mercer June 2012 - July 2014
Mercer January 2011 - June 2012
athenahealth January 2009 - October 2010
athenahealth May 2007 - January 2009
athenahealth August 2006 - May 2007
Sun Life Financial August 2004 - July 2006
Investors Bank & Trust November 2003 - August 2004
Skills
Healthcare, Finance, Marketing, Process Improvement, Data Analysis, Financial Analysis, Visio, Outlook, Project Management, Microsoft Excel, Market Research, PowerPoint, Access, Business Analysis, Analysis, Customer Service, HTML, Microsoft Office, Microsoft Word, SQL, Infomaker, Adobe Professional, CMS, Marketo, ActiveCollab, Adobe InCopy, Analytics, Account Management, Marketing Strategy, Email Marketing, Social Media
Education
Babson College 2005 — 2008
MBA, Marketing
Brandeis University 1999 — 2003
BA, Economics
Gosselin Consulting Group LLC May 2010 - Present
MERCER November 2004 - June 2010
Putnam Investments September 2002 - November 2004
Putnam Investments October 2001 - September 2002
Skills
Defined Contribution, Fiduciary Services, Retirement, Investments, 401k, Consulting, DC Investment Design, ERISA, Asset Allocation, Investment Policy..., Retirement Plan..., Qualified Retirement...
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Entrepreneurship
Bentley University 1997 — 2001
B.S. Business Communication
Mercer 2010 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Worcester Polytechnic Institute
BS Electrical Engineering
Mercer April 2002 - Present
RLX Technologies 2001 - 2001
Globix Corporation 2000 - 2001
Compaq August 1989 - May 2000
Compaq Computer Corp August 1987 - May 2000
Hewlett-Packard 1994 - 2000
Skills
Organizational Design, Talent Management, HR Consulting, Business Alliances, Deferred Compensation, Employee Benefits, Outsourcing, Consulting, Sales, IT Outsourcing, Performance Management, HRIS, Coaching, Executive Pay, Human Resources, Benefits Administration, Strategy, Management Consulting, Defined Benefit, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 2000
MBA, Busines
Merrimack College 1978 — 1982
Bachelor of Science (BS), Marketing and computer science, Cum Laude
Anthem, Inc. December 2012 - Present
Anthem, Inc. June 2008 - December 2012
Blue & Co., LLC December 2006 - June 2008
Mercer 2001 - 2006
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Forecasting, Budgets, Business Analysis, Data Analysis, Process Improvement, Business Process..., Internal Controls, Strategic Planning, Health Insurance, Microsoft Office, Finance
Education
Ball State University
Ball State University
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Purdue University
Bachelor's Degree, Mathematics
Mercer March 2010 - Present
Mercer March 2004 - March 2010
Mercer Human Resource Consulting August 2001 - March 2004
Revlon June 1995 - June 2001
Citigroup September 1994 - June 1995
Skills
Performance Management, Compensation, Deferred Compensation, Organizational..., Employee Relations, Human Resources, Executive Pay, HR Consulting, Personnel Management, Compensation & Benefit, Employee Engagement, Job Analysis, Incentive Programs, Employee Benefits, Recruiting, Compensation & Benefits, Job Descriptions
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Management & Marketing
Barnard College 1990 — 1994
BA, Psychology, Environmental Science (Minor)
Cardozo High School
YOU On Demand January 2008 - Present
Profile Home June 2004 - January 2008
Mercer March 2002 - May 2004
Small World Media January 1999 - February 2002
Arthur Andersen Business Consulting September 1995 - December 1998
Skills
Public Companies, Mergers, SEC filings, IPO, Mergers & Acquisitions, Investor Relations, Strategic Planning, Acquisition Integration, Financial Analysis, Sarbanes-Oxley Act, Venture Capital, Finance, Private Equity
Education
Babson College 1991 — 1995
BS, Accounting
Abbott Laboratories September 2010 - Present
TAP Pharmaceuticals/Takeda Pharmaceuticals February 2007 - September 2010
Uline 2006 - 2007
Weight Watchers 2002 - 2005
Mercer 1993 - 1998
Nationwide Technologies 1992 - 1995
Education
Barat College of DePaul University 1985 — 1989
salesforce.com May 2012 - Present
Mercer January 2002 - May 2012
KPMG LLP 1999 - 2001
American Honda Finance Corporation March 1996 - August 1999
Skills
Benchmarking, Expatriate Management, Basic Swedish, Vendor Management, Recruiting
Education
Westfield State University 1995 — 1997
BS, Criminal Justice
Bay Path University 1989 — 1991
Associates, Legal Studies
Mercer October 2005 - Present
Putnam Investments May 2001 - September 2005
IT Solutions Inc August 1998 - May 2001
Financial Engineering Solutions February 1998 - August 1998
Skills
Architecture, MIS, Program Management, IT Management, SDLC, Agile & Waterfall..., Programming, Certified Scrum Master..., Unix, SOA, Project Management, Enterprise Architecture, Scrum, PMP, SQL, Architectures, Integration
Education
Harvard University 2005 — 2011
MS, Information Systems Management
Symbiosis International University 1996 — 1998
MBA, Finance & Information Systems
B. M. S. College of Engineering 1991 — 1995
Bachelor of Engineering, Electronics
Marsh & McLennan Companies, Inc. April 2012 - Present
Marsh & McLennan Companies, Inc. January 2011 - April 2012
Mercer July 2010 - January 2011
ORC Worldwide March 1999 - October 2010
Skills
MCSE 2003, Microsoft Certified..., Windows Server, Disaster Recovery, VCP 4, VMware ESX, Virtualization, SAN, IT Management, Group Policy, ITIL, VMware, Cloud Computing, System Deployment, Active Directory, VMware Infrastructure, IT Strategy, NetApp, Incident Management, Security, Storage Area Networks, Business Continuity, Citrix, Data Center
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Computer Information Systems
TIAA-CREF July 2011 - Present
Mercer October 2010 - July 2011
Fidelity Investments May 2007 - September 2010
Fidelity Investments May 2005 - May 2007
Fidelity Investments September 2000 - May 2007
Fidelity Investments October 1998 - September 2000
Putnam Investments May 1997 - October 1998
Putnam Investments October 1996 - May 1997
Putnam Investments September 1995 - October 1996
Skills
Team Leadership, Retirement, Program Management, Cross-functional Team..., 401k, ERISA, Strategic Planning, Product Management, Defined Benefit, Benefits Administration, Team Building, Product Development, Outsourcing, Client Services, Competitive Analysis, Problem Solving, Financial Services, Process Improvement, Leadership, Management, Vendor Management, Employee Benefits, Strategy, Relationship Management, Consulting, Risk Management
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.)
Buck Consultants, LLC April 2000 - Present
Thomson Medstat January 1995 - March 2000
Mercer January 1990 - January 1995
NYNEX Corporation 1984 - 1990
Skills
Plan Design, Employee Benefits, Benefits, Benefits Administration, Business Planning, ERISA, Project Management, Performance Management, Health & Welfare..., Health Care Reform, Deferred Compensation, Consulting, Pension Administration, 401k, Incentive Programs, Vendor Management, Human Resources, Change Management, Talent Management, Leadership, Strategic Planning
Education
Baruch College, City University of New York (CUNY)
BA, Psychology, Statistics
New York University School of Law
JD
Charles Schwab April 2004 - Present
Mercer June 1996 - April 2004
Skills
Defined Benefit, Enrolled Actuary, Individual Pension Plans, Cash Balance, Pensions, 401k, Actuarial Science, Retirement Plan..., Retirement, ERISA, Accounting, Pension Administration, Employee Benefits
Education
Bauman Moscow State Technical University 1983 — 1989
MS, Engineering
Mercer June 2000 - Present
Skills
Actuarial Science, Pensions, Plan Design, Defined Benefit, HR Consulting, Pension Administration, Financial Modeling, Valuation, Employee Benefits, Project Planning, Project Execution, Finance, Actuarial Consulting, Financial Risk, Business Planning, Project Management
Education
Ball State University 1999 — 2001
MA, Actuarial Science
Indiana University Bloomington 1995 — 1999
BS, Mathematics
Mercer February 1999 - Present
Towers Perrin 2003 - 2005
Buck Consultants May 1997 - February 1999
Skills
Defined Benefit, Actuarial Science, 401k, Pension Administration, Employee Benefits, Retirement Plan..., Executive Pay, Retirement, Pension Funds, Actuarial Consulting, Pensions, ERISA, Defined Contribution
Education
City University of New York-Baruch College 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance and Investments
Mercer June 2012 - Present
Education
Ball State University 2010 — 2012
Master's Degree, Actuarial Science
Valparaiso University 2003 — 2007
B.S., Mathematics and Secondary Education
Grockery 2012 - Present
SmartMoxie LLC dba smartgirl3 2010 - Present
Lori Myers Berry Consulting March 2002 - Present
REACH Dallas March 2002 - November 2005
Dallas County Community College District January 2002 - May 2005
Watson Wyatt June 1998 - March 2002
Mercer June 1996 - June 1998
McLane Company December 1994 - June 1996
Skills
Executive Coaching, Organizational..., Coaching, Statistics, Higher Education, Strategic Planning, Program Management, Research, Teaching, Public Speaking, Business Strategy, Data Analysis, Business Process..., Organizational..., Analysis, Non-profits
Education
Baylor University - Hankamer School of Business 1993 — 1994
MBA, Economics/Management
Baylor University - Hankamer School of Business 1989 — 1993
BBA, Economics
Brink’s January 2014 - Present
Mercer April 2013 - January 2014
Exponent Technologies May 2008 - January 2013
Perot Systems July 1998 - November 2004
ObjectSpace January 1997 - July 1998
Bankers Trust September 1995 - April 1996
Lipper Analytical Securities Corporation September 1990 - September 1995
Skills
Employee Benefits, HRIS, Benefits Administration, Payroll, Microsoft Excel, Process Improvement, Microsoft Office, PeopleSoft, Leadership, Management, Employee Relations, Human Resources, Performance Management, Cash Management, Balance Sheet, Applicant Tracking..., ADP Payroll, Business Analysis, Onboarding, HR Consulting, Deferred Compensation, Accounts Payable, Accounts Receivable, P&L reconciliation, Bank Reconciliation, Payroll Analysis, Variance Analysis, General Ledger..., SQL, Outlook, Project Management, Change Management, Business Development, Budgets, Data Analysis, Auditing, System Administration, Analysis, Accounting, Access, SharePoint, Team Leadership, Payroll Tax and Sales..., Microsoft Office Suite, PeopleSoft Financial..., PeopleSoft HRMS 9.1, Kronos WFC
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
BS, Finance
Baruch College, City University of New York (CUNY) 1989 — 1991
Business
KPMG October 2012 - Present
Deloitte June 2011 - October 2012
Aggressor LLC June 2011 - June 2012
Mercer October 2005 - May 2011
IBM January 2000 - September 2005
Aon Hewitt June 1996 - January 2000
Skills
Employee Benefits, Change Management, Project Management, Business Analysis, Consulting, Business Process..., Performance Management, Human Resources, Program Management, Deferred Compensation, HR Consulting, HRIS, PeopleSoft, HR Transformation, Benefits Administration, Workday Certified...
Education
Babson College 1992 — 1996
BS, Business Management
Mercer April 2000 - Present
CIGNA September 1988 - April 2000
Skills
Health Insurance, Employee Benefits, Disability Insurance, Strategic Planning, Health Savings Accounts
Education
Western New England University 1994 — 1995
MBA, Business
Bates College 1984 — 1988
BA, Economics
Aon Hewitt October 2004 - Present
BCI Consulting 2001 - 2004
Siebel Systems (now part of Oracle) 2000 - 2001
Mercer 1999 - 2000
Walt Disney World 1997 - 1999
Nordson Corporation 1994 - 1997
Skills
Talent Management, Performance Management, Negotiation, Employee Benefits, Management, Consulting, Human Resources
Education
Baldwin Wallace University 1995 — 1997
Master of Business Administration (M.B.A.), International Business
Ecole Superieure de Commerce International 1990 — 1993
Ecole de Commerce, International Business/Trade/Commerce
SEI Investments July 2002 - July 2009
PFPC September 1999 - July 2002
Bank of Texas February 1998 - September 1999
Bank of America July 1996 - February 1998
Mercer June 1995 - June 1996
Skills
Mutual Funds, 401k, ERISA, Client Service Oriented, Account Management, Investments, Retirement, Asset Allocation, Alternative Investments, Securities, Investment Strategies, Series 63, Investment Management, Series 7, Financial Services
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Financial Services and Planning and Qualified Business Analytics
Mercer September 2015 - Present
Transocean September 2014 - August 2015
Transocean July 2013 - August 2014
Transocean May 2012 - June 2013
Transocean January 2011 - May 2012
Transocean September 2010 - January 2011
Transocean May 2009 - September 2010
Transocean July 2008 - May 2009
Saks Fifth Avenue June 2006 - June 2008
Skills
Market Analysis, Prospect Research, Competitive Analysis, Data Presentation, Salesforce.com, Survey Development, Customer Focus, Customer Oriented, Oil/Gas, Exit Surveys, Petroleum, Contract Management, Leadership, CRM, Strategy, Drilling, Account Management, Oilfield, Strategic Planning, Energy Industry, Analysis, Customer Service, Energy, Gas, Upstream, Offshore Drilling, Oil & Gas Industry, Marketing, Supervisory Skills, Oil & Gas
Education
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Marketing
Mercer July 2009 - Present
Mercer February 2007 - July 2009
Skills
Employee Benefits, Benefits Administration
Education
Baruch College, City University of New York (CUNY)
MBA, Human Resources
Florida International University 1993 — 1997
BBA, Marketing & International Business
Lockton Companies February 2012 - February 2015
WellPoint September 2006 - November 2009
UnitedHealthcare 2003 - 2006
Mercer March 1994 - 2003
St. Lukes/Roosevelt Medical Center 1988 - 1992
NYU Langone Medical Center 1986 - 1990
Skills
Business Development, Employee Benefits, Healthcare, Human Resources, Vendor Management, Strategy, Process Improvement, Risk Management, Training, Healthcare Management, Management, Strategic Partnerships, Program Management
Education
New York University
Master of Public Administration (MPA), Healthcare Finance and Administration
Azusa Pacific University 1975 — 1978
Bachelor of Science (B.S.), Nursing
Milliman August 2014 - Present
J.P. Morgan - Retirement Plan Services October 2006 - August 2014
Mercer September 2003 - October 2006
Towers Perrin August 1997 - September 2003
Skills
Calculus, Actuarial Science, Defined Benefit, Retirement, Pension Administration
Education
Austin College 1990 — 1994
B.A., Mathematics
Texas Tech University 1995 — 1997
Mathematics
University of Illinois at Urbana-Champaign 1994 — 1995
Mathematics
Aon Hewitt June 2008 - Present
Mercer Health & Benefits May 2003 - June 2008
Mercer 2003 - 2008
USI Consulting Group 2000 - 2003
Kooper Group 1990 - March 2000
Mutual Of NY 1987 - 1990
Education
Baruch College, City University of New York (CUNY)
BA, Marketing
Marsh & McLennan Companies, Inc. June 1996 - Present
Mercer June 1996 - August 2011
Sothebys April 1992 - June 1996
Skills
Hyperion Planning, Oracle E-Business Suite, Essbase, Financial Systems, Hyperion Enterprise, HFM, Accounting, Business Analysis, Sarbanes-Oxley Act, Financial Reporting, Finance, EPM, Oracle, Hyperion
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, Accounting
BTHS
Mercer December 2014 - Present
Osram Sylvania December 1997 - November 2014
Woodview Corporation September 1996 - November 1997
Coopers & Lybrand March 1995 - October 1996
Skills
Labor Relations, Employee Benefits, Human Resources, Employment Law, Corporate Law, Deferred Compensation, Process Improvement, Mergers & Acquisitions, Management, Start-ups, Finance, Contract Negotiation, Six Sigma
Education
Boston University - School of Management
Mini MBA for In-House Counsel
Babson College
Babson Consortium For Executive Development
York University - Schulich School of Business
School of Pension Investment Management
University of Windsor 1990 — 1993
LL.B., Bachelor of Laws
University of Toronto 1985 — 1989
B.Comm., Bachelor of Commerce, Finance and Economics
Milliman July 2015 - Present
Mercer March 2014 - July 2015
Mercer January 2012 - March 2014
Skills
Project Management, Microsoft Excel, Access, Microsoft Office, PowerPoint, Research, Microsoft Word, Medicaid Managed Care, Retiree Medical, Public Speaking, Social Media, Photoshop, Teamwork, Customer Service, Teaching, Organization, Leadership, Actuarial Science, Actuarial Exams, Outlook, Critical Thinking, Data Analysis, Defined Benefit, Health Care Reform, Analysis, Financial Analysis, Budgets
Education
Ball State University 2009 — 2011
Bachelor of Science (BS), Actuarial Science
Butler University 2007 — 2009
Pharmacy
The Fletcher School at Tufts University June 2014 - Present
The Fletcher School at Tufts University January 2014 - Present
Watch Hill Fire District June 2011 - Present
Portsmouth Abbey School June 2008 - June 2014
Mercer February 1973 - June 2008
Skills
Executive Pay, Human Capital, Strategic Planning, Mergers, Employee Benefits, Organizational Design, Performance Management, Talent Management, Organizational..., Leadership, Mergers & Acquisitions, International Political..., International Relations, Succession Planning, Employee Engagement, Leadership Development, Strategy, Consulting
Education
Middlebury College 2008 — 2008
Russian Language Proficiency
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2008
Master of Arts (M.A.), International Business
Tufts University - The Fletcher School of Law and Diplomacy 2005 — 2006
MA, International Business
Babson College 1976 — 1979
MBA, Finance
Boston College 1968 — 1972
BA, History
St. Patrick's School 1959 — 1964
Mercer January 2006 - Present
Skills
Asset Management, Corporate Finance, Investments, Pensions, Equities, Mutual Funds, Portfolio Management, Mergers & Acquisitions, Banking, Financial Services, Asset Managment, Defined Benefit, Risk Management, Management, Business Strategy
Education
Babson College 1984 — 1986
Master of Business Administration (MBA), Finance, General
Boston College - Carroll School of Management 1978 — 1982
Bachelor's degree, Accounting and Finance
CEC Entertainment June 2012 - Present
Beal Bank September 2011 - July 2012
Bank of America January 2011 - September 2011
Beacon Hill Staffing Group April 2010 - December 2010
MetroPCS March 2006 - January 2010
Mercer 2010 - 2010
Modis November 2005 - March 2006
NationsBank 1995 - 1996
Skills
SQL, Crystal Reports, Databases, SSRS, SDLC, Microsoft SQL Server, Stored Procedures, Business Intelligence, ASP.NET, VB.NET, Business Analysis, Software Development, Data Warehousing, .NET, Visual Basic, T-SQL, Integration, SSIS, C#, ETL
Education
Texas State University 1985 — 1987
Bachelor of Business Administration (BBA), Accounting
Austin Community College 1984 — 1985
Associate of Arts and Sciences (AAS), Data Processing
ONLINE February 1991 - Present
Mercer March 1985 - April 1990
Skills
Start-ups, Strategic Planning, New Business Development, Sales Management, Marketing Strategy, Trade Shows, Public Speaking, Team Building, Business Planning, Management Consulting, B2B, Budgets, Negotiation, Public Relations, Market Research, Key Account Management, Forecasting, Marketing Communications, Fundraising, Social Media, Direct Sales, Cloud Computing, Sales, Leadership, Integration, Business Development, Management, Account Management, Strategic Partnerships, CRM, Product Management, Product Marketing, Sales Operations, Sales Process, Selling, Strategy, Contract Negotiation
Education
Xaverian High School 1979 — 1983
Baruch College
Mercer July 2015 - Present
The Future Actuary July 2014 - Present
Gamma Iota Sigma, Beta Omicron (Columbia University) Chapter September 2014 - June 2015
Barnard College September 2014 - May 2015
Swiss Re May 2014 - August 2014
Mathnasium - The Math Learning Center June 2013 - August 2013
Self Employed June 2010 - August 2013
CVISION Technologies June 2010 - August 2010
Darrison Barrett & Associates June 2009 - August 2009
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Actuarial Science, SPSS, Economics, Teaching, Mathematics, Reinsurance, Fundraising, Microsoft Word, Word, Excel, R, Tutoring, Statistics, Business Statistics
Education
Barnard College 2012 — 2015
Bachelor’s Degree, Mathematics and Statistics, Minor: Economics
Columbia University in the City of New York 2012 — 2015
Bachelor's Degree, Mathematics and Statistics
HAFTR High School 2007 — 2011
AGF Investments January 2013 - Present
Putnam Investments November 2010 - 2012
Mercer 2007 - 2010
Prudential Financial January 2005 - October 2006
Fidelity Investments 1997 - 2005
Shawmut/Fleet 1995 - 1997
Baybank 1987 - 1995
Baybank 1987 - 1995
Skills
Investment expertise, Investments, Hedge Funds, Equities, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Accountemps January 2012 - Present
FastBucks Holding Corporation January 2008 - October 2011
O&CO. November 2004 - May 2007
O&CO. October 2003 - October 2004
Mercer January 1999 - January 2003
Mercer 1996 - 1999
Mercer 1994 - 1996
Mercer 1993 - 1994
Mercer 1984 - 1993
Mercer 1982 - 1983
Skills
General Ledger, Accounts Payable, Financial Analysis, Accounts Receivable, Account Reconciliation, Microsoft Office, PeopleSoft, Bank Reconciliation, Journal Entries, Microsoft Excel, Outlook, Management, Accruals, Finance, Financial Reporting, Sarbanes-Oxley Act, Process Improvement, Payroll, Budgets, Microsoft Word, Cost Accounting, Bookkeeping, Internal Audit, Analysis, Cash Flow, Accounting
Education
City University of New York-Baruch College
Accounting
Towers Watson August 2013 - Present
Mercer August 1995 - July 2013
Skills
Client Services, Plan Administration, Account Management, Customer Retention, CRM, Outsourcing, Benefits Administration
Education
Barat College of DePaul University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Mercer March 2015 - Present
Wheaton Franciscan Healthcare August 2010 - June 2015
Mercer April 2013 - March 2015
Mercer May 2012 - April 2013
Mercer August 2007 - May 2012
Skills
SQL, Employee Benefits, Payroll, Benefits Administration, Open Enrollment, Healthcare, HRIS, PowerPoint, Customer Service, Microsoft Excel, Business Requirements, Web Development, Citrix, Oracle SQL, Process Improvement, Leadership, Human Resources, Project Management, HIPAA
Education
Roosevelt University 2007 — 2010
Masters, Psychology
Aurora University 2002 — 2006
Bachelors, Psychology, Physiology & Communications
University of Wisconsin-Waukesha 2001 — 2002
n/a
Humana July 2014 - Present
Mercer January 2013 - July 2014
Mercer June 2012 - August 2012
Pearson North America May 2011 - August 2011
Skills
Actuarial Science, Actuarial Consulting, Defined Benefit, Employee Benefits, Pensions, VBA, Insurance, Health Insurance, Pension Administration, Retirement, Financial Modeling, Pension Funds, Actuaries, SAS, Valuation
Education
Ball State University 2011 — 2013
Ball State University 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Mercer June 2006 - Present
Skills
Actuarial Science, Actuarial Consulting, Defined Benefit, Pension Administration, Pensions, Defined Contribution, Employee Benefits, Retirement Plan..., Pension Funds, Retirement, ERISA
Education
Baruch College 2002 — 2006
Bachelor's degree, Actuarial Science
RBC Global Asset Management (U.S.) Inc. July 2015 - Present
Mercer Investments June 2014 - June 2015
Mercer May 2013 - August 2013
UBS Global Asset Management June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Northwestern University 2011 — 2013
Bachelor of Arts (BA)
Beijing Foreign Studies University 2012 — 2012
United States Military Academy at West Point 2010 — 2011
Bachelor of Arts (BA)
Holmes Murphy & Associates July 2014 - Present
Holmes Murphy & Associates February 2013 - July 2014
MedSynergies December 2011 - December 2012
Mercer June 2007 - December 2011
Skills
Benefits Administration, Employee Benefits, COBRA, Employee Relations, HRIS, Health Insurance, Human Resources, Onboarding, Vendor Management, Leadership, Process Improvement
Education
Baylor University - Hankamer School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Reed Smith LLP April 2007 - Present
Mercer February 2003 - March 2007
Morgan Lewis September 1999 - January 2003
Skills
Employee Benefits...
Education
Georgetown University Law Center 1996 — 1999
JD
Bates College 1991 — 1995
BA, Art History