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
CorVel Corporation January 2011 - Present
Avizent 2007 - 2010
Concentra (acquired by Coventry Health) 2005 - 2007
Cambridge Integrated Services (subsidiary of Aon) 2001 - 2004
CorVel Corporation 1994 - 1999
Mercer 1984 - 1994
Education
University of Pittsburgh
BS, Mathematics
Mercer July 2015 - Present
MetLife January 2015 - June 2015
MetLife May 2012 - December 2014
JP Morgan Chase April 2011 - May 2012
MetLife November 2010 - April 2011
American Life Insurance Company October 2008 - October 2010
AIG September 2006 - September 2008
AIG April 2006 - August 2006
AIG March 2005 - April 2006
Reuters September 2004 - March 2005
Skills
Change Management, Talent Management, Talent Acquisition, Mergers, User Adoption, Strategy, Creative Strategy, Strategic Human..., Global Human Resources..., Shared Services, Strategic Sourcing, RFx, Spend Analysis, Human Resources, Employee Benefits, Organizational..., Business Process..., Vendor Management, Employee Engagement, Program Management, Leadership, Recruiting, Organizational..., Succession Planning, Performance Management, Cross-functional Team..., Training, Personnel Management, Software Implementation, Mergers & Acquisitions, Management, Employer Branding, Project Management
Education
University of South Africa/Universiteit van Suid-Afrika 1997 — 1998
BA Hons (Honours Degree), Psychology
University of South Africa/Universiteit van Suid-Afrika 1994 — 1997
BA, Psychology, Communications
Massey and Associates Inc. June 2015 - Present
Columbia Threadneedle Investments January 2014 - June 2015
Mercer July 2012 - January 2014
Skills
Employee Benefits, Defined Benefit, Defined Contribution, Retirement, 401k, Pensions, Retirement Planning, Financial Services, Mutual Funds, Life Insurance, Recruiting, Human Resources, Benefits Administration, IRAs, Roth IRA, Cost Basis Reporting, Investment Performance, Finance, Investments, Leadership, Wealth Management, Asset Allocation
Education
University of Rhode Island 2004 — 2008
Bachelor of Science (BS), Communication and Media Studies
University of Rhode Island 2004 — 2008
Bachelor's degree, Communication and Media Studies
Travelers January 2012 - February 2013
L&T Infotech January 2011 - December 2011
Mercer May 2008 - December 2010
Travelers July 2006 - June 2009
L&T Infotech December 2004 - June 2006
Symphony Technologies June 2003 - December 2004
Skills
.NET, C#, ASP.NET, WCF, Microsoft SQL Server, LINQ, XML, ADO.NET, Microsoft CRM, Requirements Analysis, Agile & Waterfall..., OOAD, Test Driven Development, NUnit, Tortoise SVN, SQL, RIA, Silverlight, Design Patterns, Project Management, ReSharper, UML, Rally, NAnt, XSLT, CruiseControl, Code Collaborator, Perforce, Serena Business Manager, vCommander
Education
University of Pune 2001 — 2003
Master's degree, Computer Science
University of Pune 1999 — 2001
Bachelor's degree, Computer Science
Modern College 1998 — 2001
Bachelor of Computer Science, Computer Science
Vidya Niketan
High School
Oracle July 2014 - Present
Oracle April 2013 - June 2014
Mercer July 2007 - March 2013
Independence Blue Cross November 2006 - June 2007
S1 Corporation March 2005 - October 2006
Technosoft Solutions Pvt Ltd November 2004 - March 2005
Tejas Technologies August 2003 - October 2004
Skills
Foreign Exchange, Java Enterprise Edition, Web Services, Struts, Agile Methodologies, SOA, XML, Spring, Java, Design Patterns, Microsoft SQL Server, SQL, Solution Architecture, Architectures, Architecture, Software Development, UML, Software Project..., Spring Framework
Education
University of Pune 1999 — 2003
BS
Mercer May 2012 - August 2012
Liberty Mutual Life Assurance Company of Boston May 2011 - August 2011
Skills
Microsoft Excel, Employee Benefits, Actuarial Science, Public Speaking
Education
University of Pittsburgh 2009 — 2012
Bachelor of Science, Actuarial Mathematics, Minor in Economics
Mercer August 2013 - Present
Kaiser Permanente January 2013 - August 2013
CIGNA August 2011 - January 2013
CIGNA June 2009 - July 2011
Smith Barney January 2009 - April 2009
University of Portland October 2008 - December 2008
MassMutual June 2008 - September 2008
Waddell & Reed June 2007 - August 2007
Skills
Risk Assessment, Strategic Thinking, Problem Solving, Team Coordination, Analysis, Risk Management, Training, Insurance, Time Management, Outlook, Microsoft Excel, Financial Analysis, Underwriting, Disability Insurance, Finance, Employee Benefits, Life Insurance, Team Building, Account Management
Education
University of Portland 2005 — 2009
B.A., Finance
Businessolver January 2015 - Present
Mercer May 2013 - October 2014
Mercer October 2010 - April 2013
SPECTRUM Human Resource Systems Corporation February 2008 - October 2010
SuccessFactors, Inc. July 2007 - February 2008
SPECTRUM Human Resource Systems Corporation January 2005 - July 2007
HRsoft - High Impact Talent Management January 2001 - July 2004
Corporate Information Systems 2000 - 2000
Skills
Performance Management, HRIS, Talent Management, Succession Planning, Human Capital Management, Employee Benefits, SaaS, Benefits Administration, Salesforce.com, Sales Presentations, HR Software, Personnel Management, Sales, Sales Management, Recruiting, Onboarding, Talent Acquisition, Analytics, Workforce Planning, Market Pricing, Compensation & Benefit, ePRISM, iVantage
Education
University of Rhode Island 1990 — 1995
Phillipsburg High School 1986 — 1990
Mercer May 2011 - Present
Saskatchewan Workers' Compensation Board May 2008 - September 2009
Skills
Microsoft Excel, Benefits Analysis, Benefits Negotiation, Health Insurance, Actuarial Exams, Actuarial Science, Statistics, Microsoft Office, Valuation, Communicative Skills, Organization, Written & Verbal..., Analysis, Innovation, Problem Solving, Efficiency
Education
University of Regina 2003 — 2010
Bachelor of Science (B.S.), Actuarial Science
University of Regina 2003 — 2010
Diploma, Business Administration
BridgePoint Group, LLC 2013 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2005
Mercer 2005 - 2005
Putnam Investments 2002 - 2005
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1994 - 1997
Skills
Mutual Funds, Retirement, Investments, Series 63, 401k, Financial Services, CRM, Management, Series 7, Retirement Planning, Relationship Management
Education
University of San Diego
Bachelor of Arts, Communications & Business
Tesla Motors February 2015 - Present
Mercer July 2013 - February 2015
Mercer July 2013 - February 2015
Mercer June 2012 - August 2012
Itron August 2011 - December 2011
Itron May 2011 - August 2011
University of San Diego August 2010 - May 2011
Skills
Data Analysis, Actuarial Science, Microsoft Excel, SAS, Employee Benefits, Statistics, Statistical Modeling, Financial Modeling, Analysis, Quantitative Analytics, Access, Economics, Loss Reserving, Medical Underwriting, Health Care Reform, Insurance
Education
University of San Diego 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Statistics, Magna Cum Laude
Verisae June 2014 - Present
Normany Inn and Suites April 2014 - May 2014
Mercer October 2013 - March 2014
North Cascades Lodge at Stehekin June 2013 - September 2013
University of Puget Sound Mail Services January 2010 - May 2013
University of Puget Sound September 2009 - May 2013
Bread and Pickle May 2011 - August 2012
Skills
Research, Economics, Customer Service, Microsoft Office, International Relations, German-English..., German, JIRA, Cognos
Education
University of Puget Sound 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Economics
St. Louis Park Senior High
St. Louis Park Senior High
Mercer June 2014 - Present
USC Keck School of Medicine August 2013 - May 2014
University of Southern California May 2012 - May 2014
University of Michigan, Office of Emergency Preparedness May 2013 - August 2013
University of Michigan, Future Public Health Leaders Program May 2013 - August 2013
Dignity Health December 2012 - May 2013
University of Southern California May 2012 - December 2012
COPE Health Solutions April 2012 - November 2012
Skills
Event Planning, Microsoft Office, Highly Detailed, Public Speaking, Community Outreach, Data Analysis, Leadership Development, Social Media, Facebook, Social Networking, Leadership, Research, Clinical Research, Microsoft Word, PowerPoint, Microsoft Excel, Adobe Creative Suite, Soft Skills
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Health Promotion and Disease Prevention
Mater Dei High School 2006 — 2010
Mercer 1999 - Present
Education
University of Southern California
Mercer June 2011 - Present
Los Angeles Times January 2011 - June 2011
University of Southern California August 2009 - May 2011
The Daily Trojan, USC Student Newspaper January 2009 - May 2011
LifeTime Media May 2010 - August 2010
Phoenix Books & Audio Publishing Inc. February 2010 - May 2010
Skills
Editing, Proofreading, Editorial, Publishing, Storytelling, Facebook, Books, Publicity, Social Media, Copy Editing, Blogging, Event Planning, Proposal Writing, Social Media Marketing, Microsoft Office, Final Cut Pro, Research, Wordpress, Copywriting, PowerPoint, Creative Writing, Public Speaking
Education
University of Southern California 2008 — 2011
Bachelor of Arts, Print and Digital Journalism, Business
Mercer June 2009 - Present
HR XCEL January 2004 - June 2009
ADP December 1994 - December 2003
Skills
Employee Benefits, Benefits Administration, Management, Strategy, CRM, Human Resources, Business Development, HRIS, Sales
Education
University of South Carolina-Columbia 1990 — 1994
BA, English/ Advertising, PR
Dorman High School
Dorman High School
Mercer September 2015 - Present
Mercer January 2003 - Present
Skills
Performance Management, HR Consulting, Compensation & Benefit, Global Compensation, Compensation Strategies, Workforce Analytics, Workforce, Account Management, Incentive Programs
Education
University of Pittsburgh 1990 — 1992
Bachelor of Science (BS), Political Science
Columbia High School
Mercer June 2015 - Present
GE Capital July 2013 - May 2015
GE Capital November 2011 - July 2013
GE Capital October 2010 - November 2011
GE Capital October 2008 - October 2010
GE Money June 2007 - October 2008
N. Glantz & Son, Inc. October 1991 - August 1996
Goddard Kay Rogers March 1991 - October 1991
Handy HRM Corp. July 1990 - March 1991
Skills
Deferred Compensation, Employee Benefits, Compensation & Benefits..., Team Leadership, Project Management, Variable Incentive Plan..., Salary Structure Design, Competitive..., Executive Compensation..., Equity Based..., Advanced Excel Modeling, M&A Integration, Regulatory Knowledge, Finance Side of..., Business Objects, Oracle HR, Financial Analysis, Human Resources, Strategy, Succession Planning
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1990 — 1992
MBA
Williams College 1982 — 1986
BA
Hopkins School 1976 — 1982
Mercer January 2010 - Present
Mercer Health & Benefits 1997 - Present
Mercer 1997 - 2010
Skills
Defined Benefit, Employee Benefits, Leadership
Education
University of Richmond
Biology, Business Administration
Tenzing Advisors, LLC September 2008 - Present
Knox and Company, LLC October 2006 - October 2008
Financial Architects Partners May 2001 - September 2006
Winged Keel Group July 1996 - April 2001
Connecticut Mutual September 1992 - June 1996
Mercer September 1990 - August 1992
Education
University of Rhode Island 1986 — 1990
BS, BA, Finance, French
Institut europeen des Hautes Etudes, Nice, France 1988 — 1989
University of Nice, Nice, France 1988 — 1989
Ernst & Young January 2013 - Present
Hitachi Consulting September 2010 - December 2012
Mercer May 2009 - July 2009
USC Credit Union February 2009 - May 2009
Access Licensing Group March 2008 - May 2008
USC Marshall School of Business Global Programs and Partnerships September 2006 - March 2008
IBM June 2007 - July 2007
San Ramon Olympic Pool June 2003 - August 2003
Skills
MS Project, Fluent in Cantonese, Visio, Project Management, Process Flow, Management Consulting, Business Strategy, Program Management, Data Analysis, Business Process..., Market Research, Consulting, Financial Analysis, Business Analysis, Analytics, Business Process..., Mandarin, Cross-functional Team..., Financial Modeling, Project Portfolio..., Strategic Planning, Management, Business Process
Education
University of Southern California 2006 — 2010
BS, Business (Corporate Finance & Strategic Management), Mandarin
University of Southern California - Marshall School of Business 2006 — 2010
2010, Finance and Strategic Management
California High School 2002 — 2006
Mercer May 2012 - Present
Unum January 2011 - May 2012
Lincoln Financial Group October 2000 - December 2009
Skills
Retirement, Employee Benefits, Investments, Retirement Planning, 401k, Financial Services, Relationship Management, Defined Contribution, Pensions, Insurance, Series 7, Series 63, Disability Insurance, Life Insurance, Series 66, Strategic Financial..., Risk Management, Fixed Annuities, Financial Analysis, Wealth Management, Business Education, Sales Presentations, Investment Advisory, Investment Strategies, ERISA, Fiduciary Management
Education
University of South Florida 1990 — 1994
Bachelor of Science (B.S.), Financial Management
Privia Health March 2011 - Present
Mercer June 2007 - March 2011
Skills
Start-ups, Operations, Product Development, Product Management, Healthcare, Health Insurance, Healthcare Information..., Health Policy, Human Resources, Employee Benefits
Education
University of Richmond
BA, Political Science
Pittsford Mendon High School
Mercer 2012 - Present
C21 Rondeau Associates April 2005 - Present
Sunlife Financial 2001 - 2004
Education
University of Rhode Island 1990 — 1996
BA, History
Portsmouth High School 1986 — 1990
College Prep, English
VSP Vision Care September 2012 - Present
Mercer April 2011 - September 2012
Mercer March 2007 - June 2011
Marsh USA Inc. February 2003 - March 2007
Skills
Insurance, Employee Benefits, ERISA, Leadership, Disability Insurance, Benefits Administration, Business Development, Sales, Analysis, Vendor Management, Business Planning
Education
University of Richmond - Robins School of Business 2006 — 2009
MBA
University of Richmond - Robins School of Business 1998 — 2002
BSBA, Finance & Marketing
BlueCross BlueShield of SC April 2013 - Present
Human Capital Insights 2012 - April 2013
Mercer November 2011 - August 2012
Buck Consultants October 2008 - November 2011
Towers Perrin December 2006 - July 2008
RadioShack Corporation August 2005 - September 2006
Hewitt Associates June 1990 - July 2005
Aetna Life & Casualty 1980 - 1987
Skills
Talent Management, Wellness, Health Insurance, Change Management, HR Consulting, Strategic Human..., Benefits, employee benefits, Employee Benefits Design, health care consulting, Employee Benefits, Healthcare Consulting, Performance Management, Talent Acquisition, Succession Planning, Leadership Development, Human Resources, Personnel Management, Career Development, HRIS, Workforce Planning, Organizational..., Executive Coaching, Strategy, Outsourcing, Benefits Administration, Management, Management Consulting, Business Strategy, Team Leadership, Training, Business Development, Recruiting, Start-ups, Consulting, Employee Engagement, Program Management, Executive Management, Organizational Design, CRM, Deferred Compensation, Human Capital, Organizational..., Onboarding, Employee Relations, Coaching, Applicant Tracking..., Account Management, Incentive Programs, Executive Search
Education
University of South Carolina-Columbia 1973 — 1977
Journalism, Mass Communications
Mercer July 2015 - Present
Teach For America June 2013 - June 2015
Joint Educational Project January 2010 - May 2013
Los Angeles Community Impact August 2012 - December 2012
Future Health Institute August 2012 - December 2012
PwC June 2012 - August 2012
Los Angeles Community Impact January 2011 - May 2012
Central American Resource Center (CARECEN) May 2011 - July 2011
Bodabook May 2010 - July 2010
Skills
Spanish, Brazilian Portuguese, Accounting, Marketing, Microsoft Excel, Microsoft Word, PowerPoint, Statistics, Finance, Consulting, Research, Strategy, Market Research, Facebook, Social Media Marketing, Time Management, Social Media, Nonprofits, Microsoft Office, Social Networking
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Business Administration (Global Business Systems and Strategies)
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature
Lockton Companies June 2013 - Present
Lockton Companies June 2011 - Present
Lockton Companies October 2008 - June 2011
Mercer May 2005 - October 2008
Skills
Certified Employee...
Education
University of Richmond
BA
Mercer October 2007 - Present
District School Board of Pasco County March 2007 - January 2008
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Financial Analysis, Data Analysis, Analysis, Payroll, Life Insurance, Healthcare, Policy, Disability Insurance, Strategic Planning, Budgets, Account Management, Leadership, Management, Recruiting, Training, Risk Management, Medicare, Access, Team Building, Customer Service, Managed Care, Change Management, 401k, Defined Benefit
Education
Pasco-Hernando Community College 2004 — 2006
AA
University of South Florida 2004 — 2006
Bachelor of Arts, Mathematics
Deloitte Consulting June 2006 - Present
Mercer 2005 - 2006
Putnam Investments 1999 - 2005
Education
University of Rochester 1995 — 1999
BA
University of Rochester - Simon Business School 1995 — 1999
Business Management Certificate
Travelers June 2012 - Present
L&T Infotech May 2007 - Present
L&T Infotech May 2007 - Present
CS STARS April 2010 - June 2012
Mercer October 2008 - April 2010
Kotak Mahindra Bank April 2006 - May 2007
Skills
Business Analysis, Business Development, Consulting, Resource Management, PMO, Project Management, Property & Casualty..., Workers Compensation, Business Process..., Business Requirements, Business Process..., Business Rules, Business Process Mapping, Requirements Gathering, Management, SDLC, Testing, Gap Analysis, Business Process, Software Documentation, Systems Analysis, Software Project..., Vendor Management, Business Process..., Data Analysis, Business Intelligence, Functional..., Solution Architecture, Visio, Requirements Analysis, Team Management, SQL, Agile Methodologies, Pre-sales, Training, CRM, User Acceptance Testing, Oracle, Process Improvement, Integration, IT Strategy, PL/SQL, Management Consulting, Software Development, Insurance, Leadership
Education
L&T Infotech 2011 — 2011
PMP, Project Management
The Institute - AICPCU 2009 — 2009
INS 21, Insurance
Indira School of Management Studies 2004 — 2006
Post Graduation Diploma, Marketing and International Business
University of Pune 2004 — 2006
MBA, Marketing
Symbiosis distance learning center 2003 — 2006
Post Graduation Diploma, Human Resources Management/Personnel Administration, General
Pune University 2000 — 2003
Bachelor's degree, Computer Science
Delta Dental of California January 2015 - Present
Delta Dental of California January 2012 - December 2014
Alliant Insurance Services May 2007 - March 2011
Mercer June 2002 - May 2007
American Express June 1998 - June 2002
University of Southern California August 1999 - May 2002
Skills
Employee Benefits, Insurance, Health Insurance, Project Management, Strategic Planning, Account Management, Underwriting, Process Improvement, Team Building, Outlook, Health Savings Accounts, Benefits Administration, Brokers, Disability Insurance, Microsoft Excel, Workers Compensation, Leadership, COBRA, Life Insurance, Managed Care
Education
University of Southern California 1998 — 2002
BS Public Policy and Management, Public Policy, Business, Healthcare
Westlake High School 1994 — 1998
Mercer July 2014 - Present
Wells Fargo May 2013 - August 2013
Deloitte June 2012 - August 2012
Skills
Teamwork, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Leadership, Financial Analysis, Finance
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Business Administration (Management)
Mercer July 2014 - Present
Lincoln International May 2013 - July 2013
Merrill Lynch May 2012 - August 2012
PartnerMD May 2011 - August 2012
Sports Center of Richmond 2008 - 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Access, Public Speaking, Leadership, Data Analysis, Marketing, Microsoft Excel, Financial Modeling
Education
University of Richmond 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Richmond - Robins School of Business 2010 — 2014
Mercer July 2015 - Present
Merrill Lynch August 2014 - November 2014
UBS June 2013 - December 2013
University Gateway Apartments April 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Microsoft Word, Customer Service, Social Media, Market Research, Accounting, Financial Modeling, DCF Valuation, Business Writing, Equity Research, PowerPoint
Education
University of Southern California 2011 — 2015
Bachelor of Science (BS), Business Administration and Economics, Magna Cum Laude
Aon Hewitt January 2012 - Present
Philly Tutoring September 2012 - June 2014
Mercer 2009 - 2011
Skills
Financial Modeling, Actuarial, Pensions, Actuarial Science
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science, Actuarial Mathematics, Economics
Mercer August 2015 - Present
Towers Watson February 2011 - August 2015
Fulbright Commission September 2013 - June 2014
University of Southern California August 2009 - December 2010
Aon Consulting April 2010 - November 2010
Teach For America June 2009 - June 2010
City of Fremont July 2009 - August 2009
CoreConnect Nonprofit Consulting May 2009 - August 2009
International Olympic Committee August 2008 - August 2008
Identica June 2008 - August 2008
Skills
Leadership, Data Analysis, Market Research, Non-profits, Recruiting, Valuation, Marketing Strategy, Budgets, Employee Benefits, Microsoft Excel, PowerPoint, Microsoft Office, Mandarin, Quantitative Analytics, Research, Microsoft Word, Social Media, Program Management, Accounting, Corporate Finance, Actuarial Science, Actuarial Exams, Consulting, HR Consulting, Finance, Analysis, Chinese, Nonprofits
Education
University of Southern California 2007 — 2011
Bachelor of Science (BS), Business Administration
University of Southern California - Marshall School of Business 2007 — 2011
Bachelor's, Business Administration - Finance
Ameriprise Financial Services, Inc. August 2014 - Present
KJ Designs and Consulting, LLC July 2013 - Present
New England Carpenters Benefit Funds April 2012 - August 2014
New England Carpenters Benefit Funds February 2010 - April 2012
Mercer June 2008 - February 2010
Skills
Defined Benefit, Pensions, Fixed Annuities, Defined Contribution, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Project Management, Research
Education
University of Oregon eCampus 2013 — 2013
Non Degree, Spanish Language
University of Rhode Island 2002 — 2006
B.A., Political Science
Mercer June 2014 - Present
TJX May 2013 - August 2013
TJX May 2012 - September 2012
Skills
Microsoft Excel, Statistics, Data Analysis, PowerPoint, Microsoft Word, Microsoft Office, Research, Access, Teamwork, Analysis, Time Management, Economics, Financial Analysis, Financial Modeling, SQL
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Statistics
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Economics
Mercer October 2014 - Present
Vanguard May 2013 - September 2014
Vanguard 2011 - 2013
Vanguard July 2009 - June 2011
Vanguard July 2008 - July 2009
Skills
Sales, Mutual Funds, Investments, Equities, Portfolio Management, ETFs, Derivatives, Finance, Securities, Series 63, Series 7, Bloomberg, Asset Allocation, Valuation, Financial Services, Fixed Income, Wealth Management, Financial Modeling, Strategic Financial..., FINRA, Asset Managment, Financial Analysis, Relationship Management
Education
Villanova University 2012 — 2014
Master of Business Administration (MBA), Strategic Management and Marketing
University of Pittsburgh 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Lennar September 2013 - Present
Mercer July 2011 - January 2013
URI Memorial Union January 2010 - May 2011
URI Information Desk May 2008 - May 2011
Spaulding Rehabilitation Hospital May 2009 - August 2010
Skills
Facebook, Creative Problem Solving, Communication Skills, Customer Oriented, Social Media Marketing, Press Releases, Social Media, Editing, InDesign, Retirement Benefits, Microsoft Office, Retirement Savings, Customer Escalation..., Retirement Plan..., Health & Welfare..., Employee Training, Adobe Creative Suite, Journalism, Twitter, Rebranding, Online Marketing, Marketing Communications, Constructive Feedback, Microsoft Excel, Microsoft Word, PowerPoint, Marketing Research
Education
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor's, Marketing, Communications
Mercer June 2014 - Present
USC Residential Education August 2013 - May 2014
USC Marshall School of Business August 2012 - December 2013
USC Residential Student Government August 2012 - May 2013
Education
University of Southern California 2010 — 2014
Bachelor of Arts (BA), Economics (Major), Cultural Anthropology (Minor)
Cigna August 2014 - Present
CIGNA Healthcare September 2010 - August 2014
Mirixa Corporation September 2008 - February 2009
Self Employed October 2007 - September 2008
Wachovia Insurance Services May 2006 - October 2007
Towers Perrin September 1998 - May 2006
Mercer 1997 - 1998
Skills
Advertising, Visio, New Business Development, Change Management, Coaching, Leadership Development, Leadership, Public Speaking, Business Development, Business Analysis, Team Building, Budgets, Team Leadership, Software Documentation, Medicare, SDLC, Account Management, Customer Service
Education
University of Rochester 1993 — 1997
BA, Health Systems Management
BrightEdge September 2014 - Present
BrightRoll July 2014 - August 2014
WageWorks December 2013 - February 2014
Axiom August 2013 - October 2013
Healthline Networks, Inc. June 2013 - August 2013
Gilead Sciences January 2013 - May 2013
Riverbed Technology August 2012 - October 2012
Chevron Federal Credit Union March 2012 - May 2012
Synarc March 2005 - August 2011
Mercer 1987 - 2001
Skills
Performance Management, Employee Relations, Human Resources, Deferred Compensation, Process Improvement, Employee Benefits, Payroll, Recruiting, Benefits Administration, Onboarding, HRIS
Education
University of San Francisco 2003 — 2005
Master of Fine Arts, Writing
Nasson College 1979 — 1983
BA, English
GRS Group Advisory June 2015 - Present
Morneau Shepell October 2006 - Present
Mercer 1988 - 2005
AIM Advanced Insurance Marketing 1982 - October 1988
AGI Affiliated General Insurance 1986 - 1988
Skills
Employee Benefit..., Benefits Administration, Health Solutions..., Employee Benefits, Health Insurance, HR Consulting, Pensions, Defined Benefit, PeopleSoft, Vendor Management, Change Management, Succession Planning, Incentive Programs, Compensation & Benefit, Executive Pay, Pension Administration, Human Resources, Disability Insurance, Employee Engagement, Insurance, Critical Illness, Life Insurance, Retirement, Deferred Compensation, Workers Compensation, Strategic Planning, Employee Relations, Actuarial Science, Performance Management, HRIS
Education
University of Saskatchewan 1968 — 1972
BEd, Education and Kinesiology
Mercer February 2007 - Present
Skills
Actuarial Consulting, Retirement, ERISA, Defined Benefit, Employee Benefits, Risk Management, Actuarial Science, HR Consulting, Pensions, Retirement Plan..., Defined Contribution, Executive Pay, Deferred Compensation, Pension Funds, ALM, Pension Administration
Education
University of Southern California 2005 — 2007
Master of Science (MS), Mathematics
BNY Mellon June 2013 - Present
Mercer February 2013 - March 2013
JPMorgan Chase November 2012 - January 2013
ING October 2006 - August 2012
IBT (now State Street Bank and Trust Company) May 2005 - August 2006
Bank of America December 2000 - April 2004
State Street July 1999 - April 2000
Skills
Accounting, Account Reconciliation, Banking, Cash Management, Auditing, Financial Services, Financial Statements, Portfolio Management, Financial Reporting, Internal Audit
Education
University of South Carolina - The Moore School of Business 1997 — 1999
MBA
Mercer August 2010 - Present
ORC Worldwide February 2006 - July 2010
Nestlé Nespresso S.A. 1989 - 1992
Booz Allen Hamilton 1985 - 1988
Skills
HR Consulting, Organizational..., Strategic Planning, Customer Service, Performance Management, Talent Management, Business Development, Employee Relations, Account Management, Employee Engagement, New Business Development, CRM, Workshop Facilitation, Leadership, Talent Acquisition, Human Resources, Recruiting
Education
University of Richmond 1981 — 1985
Bachelor of Arts (B.A.), Psychology
Johnson & Johnson February 2010 - Present
Johnson & Johnson February 2010 - Present
Johnson & Johnson December 2007 - February 2010
Johnson & Johnson October 2004 - December 2007
Johnson & Johnson April 2003 - October 2004
Bayer HealthCare 1999 - 2003
Mercer 1987 - 1992
Skills
Organizational Design, Onboarding, Talent Management, Change Management, Employee Relations, Succession Planning, Performance Management, Deferred Compensation, Workforce Planning, Executive Pay, Employee Engagement, Organizational..., Talent Acquisition, Organizational..., Business Strategy, Leadership Development, Executive Coaching, Leadership, Human Resources, Strategy, HR Policies, Coaching, Employee Benefits, HRIS, Strategic Planning, Personnel Management, Culture Change, HR Transformation, Compensation & Benefit, Mergers & Acquisitions, Incentive Programs, Consulting, Analytics, HR Consulting, SDLC
Education
University of South Florida 1984 — 1987
MBA, Finance and Management
University of Wisconsin-Parkside 1981 — 1984
BS BA, Labor Relations and Management
Hixme March 2014 - Present
Mercer June 2005 - March 2014
Marsh February 2002 - June 2005
Skills
Employee Benefits, Wellness Programs, Healthcare Strategy, Healthcare, Health Savings Accounts, Healthcare Management, Health, Benefits, Outsourcing, HRAs, Decision Support, Hospitals, Health Insurance, Dental, Flexible Spending..., HRIS, COBRA, Cafeteria Plans, Healthcare Consulting, Wellness, Group Health, Corporate Wellness, FSA, FMLA, Disease Management, Open Enrollment, Wellness Coaching, Group Medical, Plan Design, Medicare, Group Benefits, Employee Wellness, Dentistry, HRA, HR Consulting, Health Care Reform, Benefits Administration, Executive Pay, Management Consulting, Insurance, Incentive Programs, Business Planning, 401k, Management, Claim, Brokers, Strategic Planning, Team Building, Leadership, Disability Insurance
Education
University of Southern California 1999 — 2001
BS, Business
Bank of New York Mellon December 2006 - Present
The Bank of New York May 2003 - December 2006
Pershing September 1997 - May 2003
Mercer December 1996 - September 1997
Ohaus Corporation December 1988 - November 1996
Kearfott Guidance and Navigation November 1986 - December 1988
Skills
SAN, Active Directory, Disaster Recovery, NAS, Virtualization, DFS, Security
Education
University of Rhode Island 1982 — 1986
BSEE, Electrical Engineering
Edmunds.com June 2015 - Present
Mercer June 2005 - May 2015
Skills
Employee Benefits, Benefits Administration, Executive Pay, Insurance, Health Savings Accounts, COBRA, Health Insurance, HRIS, HR Consulting, Performance Management, Disability Insurance, Health Care Reform, 401k, Defined Benefit, ERISA, FMLA, Strategic Planning, Recruiting, Pensions
Education
University of Southern California 2001 — 2005
BS, Business and Economics
Anthem, Inc. November 2010 - Present
Brown & Brown 2009 - 2010
Mercer 2004 - 2008
Skills
Actuarial Science, Insurance, Employee Benefits, Health Insurance, Analysis, Data Analysis, Financial Analysis, SAS, Risk Management
Education
University of Pittsburgh 2000 — 2004
MA, Mathematics
West Virginia University 1996 — 2000
BA, Mathematics
Hub International January 2011 - Present
Marsh September 2002 - July 2005
Deloitte July 2000 - September 2002
Mercer August 1998 - July 2000
Education
University of Southern California 1996 — 1999
MHA, Health Administration
University of Southern California 1993 — 1996
BA, Public Administration
Oxford and Simpson February 2012 - Present
Mercer June 2006 - June 2010
Ogilvy Public Relations 2006 - 2006
Dennis Publishing 2002 - 2006
Education
University of Scranton 1998 — 2002
Bachelor, Finance
Kaiser Permanente January 2015 - Present
Khushi Baby Inc. March 2014 - August 2014
Innovations for Poverty Action June 2013 - August 2013
FHI 360 April 2012 - July 2012
FHI (Family Health International) September 2010 - March 2012
Mercer February 2008 - August 2010
Skills
Strategy, International..., Social Entrepreneurship, Community Outreach, Business Planning, Project Management, Global Health, Financial Analysis, Consulting, Business Analysis, Healthcare, Strategic Planning, Business Strategy
Education
Yale School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2004 — 2007
B.A. International Relations (Global Business), Concentration: International Finance
Mercer October 2014 - Present
Towers Watson May 2009 - October 2014
Towers Watson July 2013 - June 2014
Mercury Insurance September 2006 - May 2009
Skills
FSA, Enrolled Actuary, Defined Benefit, Retirement, Retirement Planning, Actuarial Science, Employee Benefits, Pensions, Pension Administration, Consulting, Financial Risk, Defined Contribution, Insurance, ERISA, Benefits Administration, 401k, Financial Modeling
Education
University of Southern California 2002 — 2006
BS, Business Administration, Magna Cum Laude
Aon Hewitt November 2012 - Present
Mercer September 1999 - October 2012
Kaiser Permanente 1986 - 1999
PMI Mortgage Insurance Co. December 1994 - October 1996
Kaiser Permanente October 1990 - December 1994
Kaiser Permanente March 1986 - October 1994
Equitec Group September 1985 - February 1986
Skills
Project Management, Budgets, Business Strategy, Consulting, HRIS, Human Resources, IT Strategy, Leadership, Mergers & Acquisitions, Payroll, Outsourcing, Performance Management, Program Management, Project Planning, Recruiting, Strategy, Team Leadership, Business Process, Employee Benefits, Management
Education
University of San Francisco 1981 — 1985
B.S., Business Administration - Accounting
Mercer July 2015 - Present
Mercer January 1999 - June 2015
Towers Perrin June 1995 - January 1999
Education
University of Richmond - Robins School of Business 2001 — 2005
MBA, finance
Washington University in St. Louis 1991 — 1995
BA, Mathematics
Mercer January 2000 - Present
Mercer September 1986 - January 2000
Skills
Business Generation, Sales Management, Strategy, Management, Consulting, Strategic Planning, Leadership, Leadership Development, Organizational..., Mergers & Acquisitions, Employee Benefits, Start-ups, CRM, Selling, Lead Generation, Performance Management, Training, Sales, Mergers, New Business Development, Change Management, Team Building, Employee Engagement, Business Strategy, Negotiation, Deferred Compensation
Education
University of San Diego
Master of Business Administration (MBA)
University of San Diego
B.A. International Relations
Mercer July 1997 - Present
Skills
Incentive Programs, Deferred Compensation, Job Evaluation, Talent Management, HR Consulting, Employee Engagement, Performance Management, Organizational Design, Microsoft Office, Employee Benefits, Management, HRIS, Executive Pay, Compensation & Benefit, Market Pricing, Human Resources, Job Analysis, Customer Service
Education
University of South Carolina-Columbia 1992 — 1997
Bachelors, Psychology
Mercer February 2006 - Present
Skills
Employee Benefits, Retirement, Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Data Analysis, Financial Analysis, Pensions
Education
University of Puget Sound 2002 — 2006
BS, Applied Mathematics
Yahoo November 2013 - Present
Southern California Edison April 2011 - May 2013
Mercer May 2007 - January 2011
Trust Company of the West September 2006 - May 2007
University of Southern California August 2005 - September 2006
Nihon University June 2006 - August 2006
American Express Financial Advisors August 2002 - August 2003
Skills
Fixed Income, VBA, Python, C#, SQL, P&L Analysis, Benchmarking, Risk Management, Asset Management, Financial Modeling, Commodity, Equities, Derivatives, Valuation, Investments, Financial Analysis, Quantitative Analytics, HTML 5, CSS3, jQuery, jQuery Mobile, PHP, CodeIgniter, AJAX, MVC, Ruby, Ruby on Rails, JavaScript, Version Control, Git, Github, R, SAS, CSS, Finance, Strategy, Mergers & Acquisitions, Storytelling, Analysis
Education
University of Southern California
Master of Science (MS), Mathematical Finance
University of Southern California
Bachelor of Science (BS), Economics/Mathematics
UCLA Extension
Applications Programming Certificate with Concentration in C# .NET
The Phoenix Benefits Group, Inc. October 2005 - Present
Mercer July 1998 - September 2005
Dunbar, Benefit February 1992 - June 1998
United States Air Force May 1985 - August 1989
Skills
Defined Benefit, Profit Sharing, Pensions, Retirement Plan..., Retirement, ERISA, Pension Administration, Actuarial Science, 401k, Defined Contribution, Cash Balance, Actuarial Consulting, Nondiscrimination..., FASB, Retirement Planning
Education
University of Pittsburgh 1989 — 1991
Bachelor of Science (B.S.), Mathematics, cum laude
Mercer Investments 2013 - Present
Mercer Investments March 2012 - 2013
Mercer Investment Consulting 2011 - March 2012
Coeur de Cuisine Catering December 2005 - May 2011
Mercer 2009 - March 2011
Skills
Investment Strategies, Due Diligence, Retirement Planning, Asset Allocation, Financial Modeling, Investments, Hedge Funds, Defined Contribution, Investment Management, Capital Markets, Analysis
Education
University of Southern California 2006 — 2010
BS, Finance and Entrepreneurship
University of Southern California - Marshall School of Business 2006 — 2010
BS Business Administration, Finance and Entrepreneurship
Towers Watson March 2011 - Present
Mercer August 1999 - March 2011
City of Pittsburgh June 1992 - August 1999
Carnegie Mellon University November 1990 - November 1992
University of Pittsburgh Medical Center July 1987 - August 1990
Skills
Health Insurance, Insurance, Disability Insurance, Healthcare, Sales Management, Benefits Administration, Defined Benefit, New Business Development, Human Resources, HR Consulting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA, HR / Finance
Washington and Jefferson College 1983 — 1987
BA, Psychology
Mercer March 2012 - Present
Elite Business Concepts May 2011 - March 2012
212 Marketing Solutions May 2011 - January 2012
Shaw's Supermarket October 2007 - May 2011
Skills
Customer Service, Microsoft Office, Customer Acquisition, Training & Development, Data Entry, B2C Marketing
Education
University of Rhode Island 2006 — 2011
Bachelor of Science, Business Administration, 3.1
University of Rhode Island - College of Business Administration 2006 — 2011
Bachelor's degree, Marketing
Mercer January 2005 - Present
Putnam Investments August 1996 - January 2005
Skills
401k, Retirement Benefits, Defined Contribution, Client Services, Retirement Planning, Customer Service
Education
University of Rhode Island
BA, Economics
Temperature@lert June 2015 - Present
Leaf Holdings Inc (Acquired by Heartland Payment Systems) September 2013 - February 2015
State Street May 2012 - September 2013
Mercer May 2011 - May 2012
Skills
Salesforce.com, Google Docs, New Account Opening, JIRA, chargify, customer onboarding, Zuora, Vendor Relationship..., Policies & Procedures, Payment Card Processing, Siebel, Zendesk, Citrix, HubSpot, SaaS, Microsoft Word, Sales, Event Planning, Customer Service, Analysis, Microsoft Excel, Microsoft Office, Strategic Planning, Start-ups, PowerPoint, Management, Project Management, Leadership, Product Management
Education
University of Saint Joseph 2005 — 2009
Bachelor of Science, Biology