Sedgwick Noble Lowndes
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Sedgwick Noble Lowndes Employees
JPMorgan Chase May 2014 - Present
JPMorgan Chase 2012 - April 2014
JPMorgan Chase 2009 - 2012
JPMorganChase 2004 - 2008
CSC 1997 - 2004
Dresdner Kleinwort Benson 1996 - 1998
Dresdner Kleinwort 1994 - 1996
Sedgwick Noble Lowndes 1989 - 1994
Education
University of Liverpool 2003 — 2006
MBA, Business Administration and Management, General
Queen's University Belfast 1982 — 1986
BSc, Computer Science
Milliman April 1999 - Present
Sedgwick Noble Lowndes June 1994 - April 1999
Levelor Corporation 1992 - 1993
Skills
Benefits Administration, SharePoint, RPAS, Lotus Notes, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Access, Employee Benefits, Microsoft Office, Administrative...
Education
County College of Morris 1989 — 1991
Associates, Office Systems Technology
Bank of America Merrill Lynch August 2007 - Present
Computershare February 2001 - August 2007
Merrill Lynch February 2000 - February 2001
The Ross Companies June 1996 - February 2000
Sedgwick Noble Lowndes November 1994 - June 1996
Coopers & Lybrand January 1992 - November 1994
Skills
Series 7, Business Development, Employee Benefits
Education
Rutgers University-New Brunswick 1985 — 1989
B.A., Economics
PrimePay March 2010 - Present
CertaPro Painters of Lower Makefield March 2006 - August 2009
Univest Insurance March 2004 - March 2006
Horizon Behavioral Services September 2002 - September 2003
Sedgwick Noble Lowndes January 1997 - January 2001
Public Employee Benefits Services Corporation (PEBSCO) January 1994 - January 1997
Copeland 1990 - 1994
Skills
Employee Benefits, Brokers, Insurance, New Business Development, Sales, Sales Management, Marketing, Strategic Planning, Small Business, Account Management, Customer Service, Workers Compensation, Coaching, Public Speaking, Healthcare, Management, Financial Analysis, Team Building, Marketing Strategy, Business Development, Health Insurance, Start-ups, Sales Process, Benefits Administration, Cold Calling, Disability Insurance, Health Savings Accounts, Human Resources, COBRA, Payroll
Education
Parkland 1965 — 1978
Moravian College
BA, Accounting
Eidos Associates August 2015 - Present
AgencyONE Insurance Marketing Group, LLC April 2010 - August 2015
National Financial Partners May 2008 - April 2010
Crump Group, Inc 2007 - April 2008
BISYS Insurance Services, Potomac June 2003 - 2007
Greenberg Traurig, LLP August 2002 - June 2003
KPMG July 2001 - August 2002
KPMG July 1998 - July 2001
KPMG July 1994 - July 1998
Sedgwick Noble Lowndes December 1985 - February 1994
Skills
Employee Benefits, Marketing, Business Development, Budgets, Cross Selling, Solution Development, Insurance, Estate Planning, Life Insurance, Underwriting, Retirement Planning, Financial Services, Sales, Fixed Annuities, Leadership, Relationship Management, Strategic Planning
Education
George Mason University School of Law 1980 — 1983
JD
St. John's College 1974 — 1978
BA, Liberal Arts
PricewaterhouseCoopers April 1994 - Present
Sedgwick Noble Lowndes May 1992 - April 1994
Skills
Pension Administration, Vendor Management, M&A Due Diligence, Defined Benefit, Pension Plan Design, ERISA, IRC, Form 5500, PBGC, US GAAP, FASB, IFRS, Employee Benefit Plan..., Financial Statements, Strategic Pension..., Retirement Plan..., Benefit Plan Accounting, Communications, Qualified &..., Single & Multiemployer..., Pension Protection Act, Asset Liability..., Retirement Plan..., Mergers, Union Negotiations, Employee Benefits, Compliance, Retirement, Actuarial, Accounting, Benefits, Pensions, Benefits Administration, Data Analysis, Strategic Planning, Deferred Compensation, Risk Management, Summary Plan..., Plan Documents, Corporate Finance, Investment Strategies, Mergers & Acquisitions, Actuarial Science
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
NW10 Design March 2011 - Present
PricewaterhouseCoopers October 1998 - March 2011
Sedgwick Noble Lowndes October 1992 - September 1998
Towers Perrin July 1989 - April 1992
Skills
HTML, CSS, VBA, JavaScript, Software Development, Web Design, Programming, User Interface Design, Graphic Design, Microsoft Excel, SEO, Business Intelligence, Social Media, Actuarial Science, Financial Modeling, Web Development, Web Applications, Management, Risk Management, Management Consulting, Project Management, SDLC, Business Process, Process Improvement, Analysis, Business Analysis, Business Process...
Education
University of Calgary
BSc, Applied Mathematics, Actuarial Science
Physicians Immediate Care June 2015 - August 2015
Washington State Department of Corrections November 2008 - February 2015
Providence Health & Services May 2014 - July 2014
Canteen Service Co. January 2004 - November 2008
CASCADE FIRE PROTECTION November 2000 - December 2003
BENEFITPORT NORTHWEST October 1998 - November 2000
Sedgwick Noble Lowndes 1996 - 1998
CONOVER INSURANCE 1992 - 1996
NEW YORK LIFE INSURANCE 1990 - 1992
Skills
Customer Service, Microsoft Word, Microsoft Office, Leadership, Customer Satisfaction, Budgets, Policy, Training, Health Insurance, Data Entry, Emergency Management, Inventory Management, Public Speaking, Claim, First Aid, Team Building, Payroll, Accounts Payable, Cpr Certified, Government, Process Scheduler, Security, Management, Physical Security, Account Management, Accounts Receivable, Employee Training, Process Improvement, Human Resources, Employee Relations, Staff Supervision, Crisis Management, Lean Management
Education
Charter College-Pasco 2014 — 2015
Medical Assistant-Certified, Medical, 3.95
Pima Medical Institute-Renton 2014 — 2014
MA Phlebotomy, Phlebotomy Technician/Phlebotomist
SUNNYSIDE HIGH SCHOOL 1983 — 1987
DIPLOMA, GENERAL
IDEX Corporation August 2013 - Present
United Airlines May 2012 - August 2013
Beam Inc. June 2010 - January 2012
Kraft Foods October 2004 - June 2010
Philip Morris International 2003 - 2004
Philip Morris International 1999 - 2003
Aon Consulting 1997 - 1999
Sedgwick Noble Lowndes 1995 - 1997
Aon Consulting 1989 - 1995
Skills
Compensation, Benefits, Employee Benefits, Executive Compensation, Sales Compensation, Global Mobility, International..., Acquisitions, Divestitures, Integration, Retention, Communications, Corporate Restructuring, Deferred Compensation, Executive Pay, Restructuring, Strategy, Expatriate Management, Human Resources, Personnel Management, HRIS, Performance Management, Leadership, Benefits Administration, Job Evaluation
Education
DePaul University College of Law 1991 — 1995
Juris Doctor, Law
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Arts, Economics
BHS
Creative Pension Consultants, Inc. January 2011 - Present
Boy Scouts of America, Cub Pack 50 September 2011 - April 2014
Colonie-Guilderland Rotary Club July 2012 - June 2013
Creative Pension Consultants May 2005 - December 2010
UHY Advisors March 2003 - March 2005
Schloss & Co, LLC 2001 - 2003
Gelman Pension 2000 - 2001
Chernoff Diamond & Company 1995 - 2000
Sedgwick Noble Lowndes 1994 - 1995
Skills
Pension Administration, Strategic Consulting, Retirement Plans, Defined Benefit, Pensions, Profit Sharing, 401k, ERISA, Retirement, Defined Contribution, Retirement Plan..., Employee Benefits
Education
Le Moyne College 1991 — 1993
BA, Mathematics
Xavier HS? 1985 — 1989
Fordham University
Independent Consultant September 2006 - Present
Aon Consulting 1999 - 1999
ADP Benefit Services February 1997 - December 1997
HCR ManorCare February 1994 - September 1996
Sedgwick Noble Lowndes April 1993 - February 1994
CareFirst BlueCross BlueShield June 1986 - April 1993
Skills
Employee Engagement, Employee Benefits, Deferred Compensation, Benefits Design, Benefits Negotiation, Benefit Communication, Open Enrollment, Health Insurance, Contract Negotiation, Underwriting, Microsoft Excel, Microsoft Word, Data Analysis, Quality Assurance, Survey Design, Mathematics, System Testing, Writing, Editing, High Deductible Health..., Health Savings Accounts
Education
University of Pennsylvania - The Wharton School
CEBS (Certified Employee Benefits Specialist)
McLean High School
High School Diploma
Trinity University-Washington
B.A., Mathematics
Garmin International December 2014 - Present
Carondelet Health April 2012 - November 2014
CIGNA Healthcare November 2010 - April 2012
CIGNA Healthcare August 2007 - December 2011
Humana October 2006 - August 2007
Mercer Health & Benefits August 2004 - October 2006
Ceridian April 2003 - August 2004
Corning Incorporated July 2001 - February 2002
Northwestern Mutual 1995 - 2000
Sedgwick Noble Lowndes September 1993 - April 1995
Skills
Employee Benefits, Benefits Administration, Account Management, Wellness, Health Promotion, Health Insurance, Insurance, Healthcare, COBRA, Health Savings Accounts, Strategic Planning, Customer Service, Managed Care
Education
University of Nebraska-Lincoln 1985 — 1989
Bachelor of Arts, Psychology
Xerox HR Solutions, LLC November 2009 - Present
ACS March 2009 - July 2009
ACS May 2004 - December 2008
Mellon HR Solutions February 2004 - May 2004
Merrill Lynch April 2002 - January 2004
AMS November 1998 - January 2002
Cascade Technologies, Inc. January 1995 - November 1998
Sedgwick Noble Lowndes 1989 - 1995
Coopers & Lybrand 1987 - 1989
Skills
Project Management, Business Requirements, Business Process..., Staff Development, Relationship Management, System Testing
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1987
MBA, Consulting
Seton Hall University 1979 — 1983
BA, Economics
Morneau Shepell March 2013 - Present
ACS, a Xerox Company October 2012 - February 2013
ACS, a Xerox Company 2010 - November 2012
Buck Consultants 2005 - 2010
Towers Watson 1999 - 2004
Sedgwick Noble Lowndes 1998 - 1999
Skills
Administration, Pensions, Defined Benefit, Actuarial Science, Retirement, Pension Administration, Actuarial, Executive Pay, Employee Benefits, Consulting
Education
Université Laval 1996 — 1998
Bachelor, Actuarial Science
Excella Consulting June 2003 - Present
Digicon July 2002 - June 2003
BCE Teleglobe July 2001 - May 2002
AppGenesys September 2000 - June 2001
EMC December 1999 - September 2000
Promus Hotel Corporation December 1998 - December 1999
Sedgwick Noble Lowndes June 1996 - December 1998
Circuit City, Inc. July 1993 - June 1996
EDS August 1989 - July 1993
Skills
Executive Management, Strategic Technology..., Agile Methodologies, Enterprise Architecture, Vertical Marketing, Management Consulting, Program Management, Business Development, Consulting, IT Strategy, Analytics, Business Process, Business Process..., Business Transformation, Business Intelligence, Business Process..., Requirements Analysis, Business Analysis, PMP, Government, Integration
Education
Human Capital Institute 2010 — 2010
Certificate, Human Capital Strategist & Strategic Workforce Planner
Six Sigma US 2008 — 2009
Certificate, Six Sigma Black Belt
University of Maryland - Robert H. Smith School of Business 1984 — 1987
Bachelors, Marketing
Prospect Hall 1980 — 1983
Matrix Trust Company April 2015 - Present
M&T Bank - WTRIS Business Line November 2013 - April 2015
M&T Bank March 2013 - November 2013
WTRISC May 2008 - February 2013
AST Capital Trust Company of Delaware December 2004 - April 2008
AST Trust Company, a division of American Stock Transfer and Trust Company October 2002 - November 2004
Agfa Corporation November 1998 - June 2002
Sedgwick Noble Lowndes August 1989 - October 1998
Skills
Compliance, Regulatory Filings, Qualified Retirement..., Policy Analysis, Procedure Development, Procedure Review, SSAE 16, Risk Assessment, Quality Auditing, Analysis, Research, Form 5500, 408(b)(2), Training, Consulting, KYC, CIP, Benefit Plan..., Vendor Management, Analytics, ERISA
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor's degree, Political Science and Government, 3.6
T. Rowe Price June 2015 - Present
ADP Retirement Services September 2012 - June 2015
ADP Retirement Services October 2010 - September 2012
ADP Retirement Services 1999 - October 2010
Sedgwick Noble Lowndes 1996 - 1999
Skills
Business Development, 401k, Sales Operations, Strategy, Leadership, Sales Management, Strategic Partnerships, Sales Process, Mutual Funds, Strategic Planning, Product Marketing, Product Management, Executive Management, Sales, Negotiation, Presentations, Partner Management, Business Planning, Partner Relationship..., Product Strategy, Series 7, Series 63
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts, Political Science
Willis June 2012 - Present
Wells Fargo Insurance Services March 1998 - July 2012
Sedgwick Noble Lowndes November 1991 - December 1997
Skills
Health Insurance, Brokers
Education
Georgia State University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Dale Scott & Company July 1997 - Present
Sedgwick Noble Lowndes 1981 - 1996
Skills
Bonds, Budgets, Investment Advisory, Public Speaking
Education
University of Rochester
Bachelor of Arts (B.A.), German Literature
Celestial Sounds August 2012 - Present
Farm Bureau Financial Services January 2011 - Present
Carol Nike April 2009 - Present
Bupa May 2001 - March 2009
Marsh McLennan 1999 - 2001
Sedgwick Noble Lowndes 1996 - 2001
Medisure 1988 - 2001
Skills
Insurance, Health Insurance, Employee Benefits, Life Insurance, General Insurance, Sales, Term Life Insurance, Sales Management, Strategic Planning, New Business Development, Property, Fixed Annuities, Commercial Insurance, Financial Services, Medicare, Retirement, Critical Illness, Income Protection, Workers Compensation, Health Savings Accounts, Whole Life, Casualty, Legal Liability, Wealth Management, Negotiation, Long-term Care, Investments, Employee Wellness, Relationship Management
Education
New Mexico State University 1978 — 1981
Bachelor of Arts, Music
New Mexico State University 1977 — 1981
BA Music, Music, Voice Performance
Tevis Insurance Solutions October 2012 - Present
Rodan + Fields Dermatologists February 2012 - Present
First Priority Financial February 2005 - January 2007
Athens Benefits September 2002 - February 2004
HUMANA INC April 2000 - May 2002
PACIFICARE OF CALIFORNIA April 1999 - April 2000
SEDGWICK NOBLE LOWNDES May 1998 - April 1999
Skills
Employee Benefits, Sales, Direct Sales, Leadership, Marketing, Health Insurance, Account Management, Insurance, Selling, New Business Development, Health Savings Accounts, Business Development, Management, Underwriting, Customer Service, Strategic Planning, CRM, Customer Retention, Brokers
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Business/Finance
University of the Basque Country, Fall 1995 1995 — 1995
Vintage High School
Blumenfeld Development Group, Ltd. 2008 - Present
Impact Management March 2002 - December 2006
Shore Systems March 2003 - March 2005
Kintetsu World Express January 1999 - August 2000
Sedgwick Noble Lowndes January 1997 - January 1999
Metran March 1992 - July 1997
Education
Nassau Community College 1991 — 1994
AA
Feeney Properties January 2010 - Present
Council Rock School District- Maureen M. Welch Elementary School September 2012 - June 2014
Mike's York Street Bar and Grill January 1996 - January 2006
Sedgwick Noble Lowndes January 1998 - January 2000
Skills
Organizational..., Management, Leadership, Project Management, Hospitality Management, Customer Service, Strategic Planning, Public Speaking, Research, Microsoft Office
Education
St. Joseph’s University 2012 — 2014
Master's Degree, Organizational Development and Leadership, 3.97
Temple University 1998 — 2000
Bachelor's Degree, Business Administration and Management, Focus in Marketing, 3.85
ARAMARK May 2012 - Present
Mercer 2011 - May 2012
Mercer 2007 - 2010
Mercer 2005 - 2007
Mercer 1999 - August 2005
Sedgwick Noble Lowndes 1989 - 1998
Deloitte & Touche (formerly Touche Ross) 1985 - 1988
Skills
Business Development, Organizational..., Account Management, Talent Management, Leadership Development, Employee Benefits, Performance Management, Change Management, Organizational Design, Succession Planning, Management Consulting, Strategic Planning, Leadership, Human Resources, Start-ups, Mergers & Acquisitions, Business Strategy, Management, Team Leadership, Program Management, Cross-functional Team..., Strategy
Education
University of Pennsylvania 1998 — 2000
Masters
Michigan State University 1981 — 1985
BA, with honors
Mercer Health & Benefits Senior AssociateMercer Human Resource Consulting1999 - Present
Alameda County Democratic Party 2003 - 2013
Sedgwick Noble Lowndes 1989 - 1999
Benefits Planning Group, LLC 1986 - 1989
Jones Horn/Chandler Insurance Agency 1981 - 1986
Crown Life Insurance Co. 1977 - 1981
Skills
Employee Benefits, Strategic Planning, Benefits, Insurance, Compliance, Healthcare, Policy, Health Insurance, Health, Group Benefits, Benefits Administration, Contract Negotiation, Vendor Management, Management, Human Resources, Defined Benefit, Team Building, Disability Insurance, Performance Management, HR Consulting, Leadership, Human Capital, Deferred Compensation, Organizational..., Pensions, Executive Pay, Employee Relations, Organizational Design, Employee Engagement, ERISA, Health Care Reform, Personnel Management
Education
Cal State Hayward 1984 — 1986
Masters, Public Administration
Central Connecticut State University 1970 — 1974
Branford High School 1966 — 1970
High School
Motorola Solutions January 2014 - Present
Xerox Corporation October 2012 - January 2014
Xerox Corporation July 2010 - October 2012
IMS Health June 2008 - August 2010
Dow Jones & Company January 2003 - October 2005
Save the Children 2002 - 2003
Dow Jones & Company June 2000 - May 2002
Aon Consulting 1997 - 2000
Sedgwick Noble Lowndes 1995 - 1997
Skills
Benefits Administration, HRIS, Performance Management, Talent Management, Executive Pay, Employee Relations, Employee Engagement, Talent Acquisition, Incentive Programs, Sales Compensation, Strategy, Mergers & Acquisitions, Expatriate Management, Compensation & Benefit, Employee Benefits, Compensation & Benefits, Human Resources
Education
Loyola University New Orleans 1988 — 1992
BS, Communications and Business
Arch Insurance Group November 2014 - Present
Roseland Property July 2013 - October 2014
Dr. Reddy's Laboratories May 2008 - July 2012
Robert Half Management Resources September 2007 - May 2008
inVentiv Health December 1998 - April 2007
Cahners Travel Group October 1994 - December 1998
Sedgwick Noble Lowndes April 1994 - October 1994
Sedgwick Noble Lowndes May 1992 - April 1994
Skills
HRIS, Deferred Compensation, Employee Benefits, Sarbanes-Oxley Act, Payroll, Employee Relations, Benefits Administration, PeopleSoft, Process Improvement, Vendor Management, Human Resources, Accounting, Budget, Leadership, Performance Management, Talent Acquisition, Management, Onboarding, ADP Payroll, Talent Management, Employee Engagement
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1989
BS, Marketing
ESHS
MERCER (CANADA) LIMITED January 1983 - 2013
Mercer 1983 - 2013
Mercer (Canada) Limited 1983 - 2013
Sedgwick Noble Lowndes 1983 - 1998
Martineau Provencher (AON) September 1980 - October 1981
Aetna / Excelsior Montreal 1970 - 1980
Skills
Defined Benefit, Pensions, Retirement, Governance, Employee Benefits, Retirement Planning, Actuarial Science, Pension Administration, Executive Pay, Pension Funds, Retirement Plan..., Deferred Compensation, Benefits Administration, Incentive Programs, Defined Contribution
Education
Concordia University 1963 — 1967
Bachelor of Arts, Economics, Economics
Université de Montréal 1963 — 1967
Bachelor of Commerce, Economics
loyola 1963 — 1967
McGill University
Hays Companies June 2004 - Present
Precept 1999 - 2004
Sedgwick Noble Lowndes 1996 - 1999
Johnson & Higgins 1995 - 1996
CIGNA Group Insurance 1992 - 1995
Skills
Leadership, Management, Employee Benefits, Underwriting, Commercial Insurance, D&O, Competitive Analysis, Brokers, Health Insurance, Reinsurance, Life Insurance, Mergers & Acquisitions, Employment Practices..., COBRA, Professional Liability, Risk Management, Insurance, Captives, Process Improvement, Strategic Planning, Workers Compensation, Employee Relations, Claim, Property & Casualty..., Benefits Administration, Disability Insurance, Self-funded, Health Savings Accounts, Health Care Reform, Insurance Brokerage, 401k, Term Life Insurance, Legal Liability
Education
California State University-Fullerton 1987 — 1991
Bachelors, Economics, Computer Science
Alliant Insurance Services January 2011 - Present
ArlenGroup (Acquired by Alliant in 2010) December 1995 - 2010
Sedgwick Noble Lowndes 1989 - 1995
Skills
Disability Insurance, Health Insurance, Insurance, Employee Benefits, Account Management, Life Insurance, ERISA, Health Savings Accounts, Strategic Planning, Brokers, Underwriting, Claim, Management, Retirement, Benefits Administration, Leadership, Deferred Compensation, Employee Relations
Education
California Polytechnic State University-San Luis Obispo 1984 — 1989
Istvan Associates, LLC February 2009 - Present
Lincoln Financial Group July 2003 - January 2009
Delaware Investments (formerly a member of Lincoln Financial Group) January 2000 - July 2003
Delaware Investments (formerly a member of Lincoln Financial Group) November 1998 - January 2000
Cerulli Associates May 1997 - November 1998
Sedgwick Noble Lowndes 1987 - May 1997
Skills
Marketing, Product Management, Product Marketing, Business Strategy, Organizational Design, Leadership, Strategy, Sales, Product Development, Account Management, Management Consulting, Recruiting, Competitive Analysis, Executive Management, Sales Management, Portfolio Management, Financial Services
Education
Bradley University
Washington State University
McKay Hochman Co., Inc. March 1997 - March 2015
Sedgwick Noble Lowndes July 1987 - March 1997
Beecham Inc. May 1980 - July 1987
Skills
Employee Benefits, ERISA, Retirement, Retirement Planning, Profit Sharing, Defined Benefit, Deferred Compensation, Qualified Retirement..., Pensions, Securities, Mediation, Defined Contribution, Pension Administration, Employment Law, Management, Due Diligence, Mergers & Acquisitions
Education
Seton Hall University School of Law 1972 — 1975
JD, Law
Upsala College 1967 — 1971
BA, Political Science
HighRoads July 2008 - Present
The Segal Company August 1997 - July 2008
Hinz Consulting/Sandner & Emering May 1995 - March 1997
Sedgwick Noble Lowndes May 1988 - March 1994
Skills
Employee Benefits, Project Management, Performance Management, Human Resources, Change Management, Benefits Administration, Management, Analysis, Process Improvement, Strategy, Leadership, Talent Management, Team Building, Outsourcing, Mergers & Acquisitions
Education
Western Michigan University 1986 — 1988
MA, Organizational Psychology
Illinois State University 1982 — 1986
BA, Psychology
Milliman April 1999 - Present
Sedgwick Noble Lowndes July 1996 - March 1999
Aon Consulting August 1991 - July 1996
Coopers & Lybrand 1977 - 1991
Skills
Actuarial, Actuarial Science, Defined Benefit, Pensions, Employee Benefits, 401k, Pension Administration, ERISA, Retirement Plan..., Actuarial Consulting, Defined Contribution, Retirement, ALM, Executive Pay, Pension Funds, Health Care Reform
Education
University of Pennsylvania 1973 — 1977
BA, Mathematics
Marsh & McLennan Companies, Inc. 1979 - Present
Sedgwick Noble Lowndes 1993 - 2000
Sedgwick 1979 - 1993
Fairfield & Ellis 1969 - 1979
Skills
Defined Benefit, Employee Benefits, Mergers & Acquisitions
Education
Massachusetts Bay Community College 1968 — 1970
Associate
College
Associate's degree
Milliman November 1982 - Present
Sedgwick Noble Lowndes 1994 - 1999
Kaye Scholer September 1978 - November 1982
Skills
Defined Benefit, Profit Sharing, Estate Planning, 401k, Employee Benefits, Pensions, Retirement Plan..., ERISA, Actuarial Science
Education
Columbia Law School 1975 — 1978
JD, Tax Law/Taxation
Columbia University - Columbia Business School 1969 — 1971
mba, finance
RTI Employee Benefit Programs October 1995 - Present
Sedgwick Noble Lowndes January 1989 - January 1994
Pennsylvania Manufacturer's Association January 1987 - February 1989
Universal Health Services January 1986 - January 1987
Skills
Employee Benefits, Insurance Consulting, HR Consulting, Human Resources, Health Insurance, Dental Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, COBRA, ERISA, HIPAA, Health Care Reform, Medicare, Policy Manual..., Mergers & Acquisitions, Employee Benefit..., Insurance, Benefits Administration, Consulting, Management, Analysis
Education
City University of New York 1982 — 1984
MS, Industrial/Organizational Psychology
Saint Peter's University 1976 — 1980
Psychology
Gabriel Roeder Smith & Company September 2005 - Present
Mercer Human Resource Consulting January 2000 - July 2005
Doyle Consulting Group August 1998 - January 2000
Sedgwick Noble Lowndes February 1995 - August 1998
Skills
Pensions, Actuarial, Actuarial Science, Defined Benefit, Retirement Plan..., Employee Benefits, Pension Administration, Defined Contribution, Pension Funds, Retirement, Actuarial Consulting, Valuation, ERISA, Benefits Design, Actuaries, Retirement Planning, 401k
Education
Temple University 1994 — 1997
M.S., Actuarial Science
Temple University 1990 — 1994
B.A., Mathematics
Univers Workplace Solutions March 2013 - Present
Hospital Benefits, Inc January 2007 - Present
Boston Mutual Life Insurance Company January 1996 - January 2007
Sunhealth Plans of Florida January 1995 - January 1996
Sedgwick Noble Lowndes January 1987 - January 1995
Prudential Insurance Company January 1975 - January 1987
Skills
Marketing, Life Insurance, Insurance, Employee Benefits, Disability Insurance, Sales, Health Insurance
Education
Boston College 1971 — 1975
B.S., Management and Marketing
ADP April 2006 - Present
OppenheimerFunds May 2001 - April 2006
PaineWebber January 1999 - April 2001
Paine Webber April 1997 - January 1999
Sedgwick Noble Lowndes August 1996 - April 1997
Kwasha Lipton September 1994 - April 1996
Skills
FINRA, Series 7, Series 63, Series 65, 401k, Mutual Funds, Retirement, Defined Contribution, Defined Benefit, Asset Allocation, ERISA, Retirement Planning, Investments, Wealth Management, Investment Advisory, Fixed Annuities, Pensions, Alternative Investments, Asset Managment, Financial Advisory, Securities, Separately Managed..., Relationship Management, Financial Services, Series 66
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Finance
Triasima Portfolio Management 2012 - Present
Towers Watson (formely Watson Wyatt up to Jan. 1, 2010) 2003 - 2010
Towers Perrin 1994 - 2003
Sedgwick Noble Lowndes 1986 - 1994
Skills
Defined Benefit, Pensions, Pension Funds, Actuarial Science, Defined Contribution, ALM, Investments, Retirement, Investment Strategies, Asset Allocation, Alternative Investments, Portfolio Management, Employee Benefits, Investment Management, Enterprise Risk..., Risk Management
Education
Université Laval 1983 — 1986
Actuarial Degree
Cégep de Limoilou 1981 — 1983
DEC
FEI Company 2014 - Present
Pacific University 2013 - 2014
Swallowtail School 2013 - 2013
Oglesby Consulting 2006 - 2013
Wine Shop at Home 2007 - 2010
US Bank 2004 - 2005
Edward Jones 2003 - 2004
Verizon 1998 - 2003
Sedgwick Noble Lowndes 1997 - 1998
Skills
Management, Leadership, Human Resources, Project Management, Sales, Process Improvement, Customer Service, Team Leadership, Team Building, Training, Strategic Planning, Competitive Analysis, Access, Microsoft Excel, Microsoft Word, Microsoft Office, Compensation Strategies, Compensation Structures, Job Descriptions, Market Analysis, Financial Reporting, PowerPoint, Budgets, Nonprofits, Marketing
Education
George Fox University 2001 — 2003
Masters, Business Administration
Willamette University 1993 — 1997
Bachelor of Science (B.S.), Mathematics
Glencoe High School
Precept September 2014 - Present
Aon Consulting December 1994 - September 2014
Sedgwick Noble Lowndes June 1989 - December 1994
Unum 1985 - 1988
Skills
Group Benefits, Employee Benefits, Health Insurance, Benefits, Analysis, Insurance, Brokers, Disability Insurance, Underwriting, Health Savings Accounts, Defined Benefit, Benefits Administration, Life Insurance, COBRA, 401k, Health Care Reform, ERISA, Health Policy, Long-term Care
Education
University of California, San Diego 1979 — 1983
BA
ClaimSecure Inc. May 2010 - November 2011
Manulife Financial June 2007 - August 2009
Sedgwick Noble Lowndes December 1991 - March 1998
Sinclair Cockburn Insurance September 1991 - December 1991
Proctor & Redfern September 1988 - April 1991
Skills
Group Insurance, Health Insurance, Dental Insurance, Travel Insurance, Disability Insurance, Customer Service, Problem Solving, Client Presentation, Building Relationships, Client Retention, Microsoft Office, Human Resources, Marketing, Time Management
Education
Durham College
Business Administration, Human Resources
Mercer March 2005 - June 2009
Mercer January 1999 - March 2005
Sedgwick Noble Lowndes January 1990 - January 1999
International Biotechnologies (Canada) Limited January 1984 - January 1989
Skills
Strategic Planning, Management, Editing, Business Development, Budgets, Community Outreach, Event Management
Education
Ryerson University 1984 — 1986
Bachelor of Business Administration Certificate (B.B.A.), Business/Managerial Economics
Levi Strauss & Co. March 2001 - Present
Marsh Advantage America (Mercer) 1996 - 2001
USL Capital 1992 - 1996
Howard Johnson & Co. 1989 - 1991
Jardine Emmett & Chandler 1987 - 1989
Sedgwick Noble Lowndes 1985 - 1987
Aetna, Inc. 1981 - 1985
Education
Chabot College
A.A., General Education
San Jose State University
B.S., Business Administration
Horizon Blue Cross Blue Shield of New Jersey November 2010 - Present
Conner Strong May 2006 - November 2010
Towers Perrin 2005 - 2006
Wells Fargo Insurance Services 2002 - 2005
Hay Group 1997 - 2002
Sedgwick Noble Lowndes 1993 - 1997
Skills
Employee Benefits, Health Insurance, Insurance, Benefits Administration, Underwriting, Health Savings Accounts, Disability Insurance, Life Insurance
Education
Boston University 2004 — 2006
MS, Human Resource Management
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BA, Life and Health Insurance
Louisiana Legislative Auditor December 2013 - Present
Prudential Financial April 2004 - December 2013
Prudential Financial April 2004 - May 2011
AON RISK, AON BENFIELD, AON CONSULTING, AON AFFINITY 2001 - 2004
Andersen Consulting July 2000 - August 2001
PricewaterhouseCoopers 1997 - 2000
Sedgwick Noble Lowndes 1996 - 1997
Skills
Retirement Benefits, Microsoft Excel, Retirement, Solvency II, Financial Risk, Life Insurance, Financial Analysis, Fixed Annuities, Enterprise Risk..., Pricing, Financial Modeling, Insurance, Risk Management, Finance, Retirement Plan..., Actuarial Science, Defined Benefit, Variable Annuities, Pensions, Employee Benefits, Data Analysis, 401k, Health Insurance, Reinsurance, Economic Capital, Retirement Savings, ERISA, Analytics, Valuation, VBA, MS Excel Pivot Tables, Defined Contribution, Access, Underwriting, SAS, Financial Reporting, Investments
Education
Georgia State University
MS, Actuarial Science
American University of Beirut 1983 — 1992
MA, Education
American University of Beirut 1989 — 1990
Teaching Diploma, Mathematics Education
American University of Beirut
BS, Mathematics
Lockton Companies February 2015 - Present
Laurus Strategies July 1999 - January 2015
Mercer December 1998 - July 1999
Sedgwick Noble Lowndes September 1994 - December 1998
Reed-Ramsey October 1993 - September 1994
Aon Consulting September 1987 - September 1993
Metropolitan Life Insurance Company July 1985 - September 1987
Skills
Group Insurance..., Financial Analysis, Employee Benefits, Insurance, Strategic Planning, Group Insurance, Benefits Administration, Life Insurance, Health Insurance, Underwriting, Leadership, Disability Insurance, Process Improvement, Human Resources
Education
Buena Vista University
B.A., Finance, Economics
Pacific Life Insurance Company March 2001 - Present
Marsh Financial Services September 1999 - March 2001
Sedgwick Noble Lowndes May 1992 - August 1999
PSFS 1978 - 1984
Skills
Consultative Sales, Advanced Sales, Business Planning, Concept Knowledge, Executive Benefits, Industry Training, iPad, Life Insurance, Microsoft Excel, Problem Solving, PowerPoint, Microsoft Word, Retirement Strategies, Sales Support, Series 6, Series 63, East Regions, Webinars, Succession Planning
Education
Temple University
Rael & Letson Consultants and Actuaries October 2003 - Present
Sedgwick Noble Lowndes June 1990 - October 1995
Sedgwick 1990 - 1995
Skills
Actuarial Science, Microsoft Excel, Financial Modeling, Embedded Value, Actuaries, Defined Benefit, Statistics, Prophet, Insurance, Actuarial Consulting, Pensions
Education
The University of Calgary 1979 — 1983
BSC, Statistics
Moranz Benefit Consulting, Inc. January 2000 - Present
Arthur Andersen LLC January 1998 - January 2000
Sedgwick Noble Lowndes March 1996 - January 1998
Blue Cross Blue Shield of Florida (DBA - Florida Blue) November 1994 - March 1996
Blue Cross Blue Shield of Florida (DBA - Florida Blue) June 1990 - November 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Leadership, Team Building, Social Networking, Strategic Planning, Marketing, Employee Benefits, Sales, Management, Marketing Strategy, Account Management
Education
Saint Joseph's University
Bachelor of Science (BS), Marketing
Bolton Partners, Inc December 2014 - Present
The Savitz Organization March 2007 - December 2014
Hay Group June 2000 - March 2007
Milliman April 1999 - June 2000
Sedgwick Noble Lowndes May 1983 - April 1999
Skills
Retirement, Pensions, 401k, Defined Benefit, Asset Allocation, Employee Benefits, Mutual Funds, Pension Administration, Actuarial Science, Wealth Management, Health Insurance, Investments, Retirement Planning, Benefits Administration, Insurance, Financial Services, Valuation, Risk Management, Investment Management, Deferred Compensation, Mergers & Acquisitions, COBRA, Series 63, Series 7, Asset Management, Retirement Plan..., ERISA, Incentive Programs, HRIS, Business Planning, Management Consulting, Human Resources, Healthcare Consulting, Defined Contribution, Executive Pay, Pension Funds, Health Care Reform, Portfolio Management, Financial Advisory, Labor Relations, Investment Strategies
Education
University of Pennsylvania 1976 — 1980
Bachelor of Arts (B.A.), Mathematics
Temple University - Fox School of Business and Management
Master of Business Administration (M.B.A.)
National Multiple Sclerosis Society April 2011 - Present
Fidelity Investments January 1999 - February 2004
Sedgwick Noble Lowndes November 1996 - January 1999
Skills
Event Planning, Fundraising, Nonprofits, Volunteer Management
Education
SUNY Albany 1991 — 1995
BS, Mathematics
Associated Benefit Planners December 2013 - Present
First Savings Retirement Services November 2012 - December 2013
The Friendship Home 2003 - 2007
Merrill Lynch June 1997 - April 2000
various consulting companies June 1985 - March 2000
First Union National Bank December 1996 - June 1997
Aon April 1994 - December 1995
Sedgwick Noble Lowndes January 1991 - November 1993
Skills
Customer Service, Microsoft Word, Microsoft Excel, Qualified Retirement..., Typing, Proofreading, Profit Sharing, Employee Benefits, Pensions, Access
Education
University of Pennsylvania
Bachelor of Business Administration (BBA), 3.55
University of Pennsylvania - The Wharton School
BBA, Business Administration and Management, General