The Segal Company
Industry: Human resource company
DescriptionThe Segal Group is a benefits and human resources consulting firm headquartered in New York City, with nearly 1,000 employees throughout the U.S. and Canada. Headquarters: New York City, New York; Offices in the U.S. and Canada Founder: Martin E. Segal Founded: 1939 Number of employees: Approximately 1,000 Subsidiaries: Sibson Consulting, Inc., Irwin Tepper Associates, Inc. Parent organization: Segal Marco Advisors
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The Segal Company Employees
Dinah Brooks Communications July 2002 - Present
The Segal Company January 2000 - June 2002
PartnerComm, Inc. December 1998 - January 2000
American Express February 1994 - October 1998
Dinah Brooks Consulting August 1992 - February 1994
SCF Arizona March 1990 - August 1992
Sysco February 1988 - March 1990
Ontario Daily Report 1979 - 1981
Skills
Marketing, Media Relations, Advertising, Corporate Communications, Marketing Communications, Public Relations, Project Management, Social Media, Editing, Event Planning, Event Management, Social Media Marketing, Employee Engagement, Public Speaking, Internal Communications, Journalism, Newsletters, Nonprofits, Press Releases
Education
University of Southern California 1977 — 1978
Masters coursework, Print Journalism
University of Michigan 1973 — 1976
Double A.B. degree with distinction, Journalism and Social Anthropology
Shannan Kane March 2015 - Present
The Segal Company January 2014 - February 2015
House Fiscal Agency, Michigan House of Representatives July 2006 - February 2011
United Brotherhood of Carpenters & Joiners of America 1988 - 1995
Skills
Legislative Relations, Legislation, Public Policy, Policy Analysis, Legislative Research, Legal Research, Legal Writing, Appropriations, Litigation, Hearings, Appeals, Courts, State Government, Civil Litigation, Westlaw, Politics, Mediation, Insurance Law, Legislative Policy, Lexis, Constitutional Law, Election Law, Public Speaking, Trial Practice, Commercial Litigation, Political Campaigns, Grassroots Organizing, Political Consulting, Coalitions, Political Science, Civil Rights, Administrative Law, Government, Constituent Services, Alternative Dispute..., Family Law, Employment Law, Political Communication, Policy, Community Organizing, Governmental Affairs, Municipal Law, Legal Issues, Criminal Law, Economic Development, Trials, Legislative Affairs, Affordable Care Act, health care law, Healthcare Industry
Education
University of Michigan
A.B.
University of Michigan Law School
J.D.
Integrated Management Resources, LLC. October 2014 - Present
The Fieldston Company November 2002 - August 2014
The McKinley Group May 2010 - May 2012
Denver Associates August 1998 - November 2002
Deloitte May 1995 - August 1998
The Segal Company June 1992 - May 1995
Skills
Employee Benefits, Business Development, Recruiting, ERISA, Affordable Care Act, Sales, Consulting, Management Consulting, Contract Negotiation, Coaching, Strategic Planning, Business Strategy, Negotiation, Building Relationships, Sales Presentations, Public Speaking, Regulatory Compliance, Hedge Funds, Risk Management
Education
Seton Hall University School of Law 1989 — 1992
Juris Doctor
State University of New York at Stony Brook 1986 — 1989
BA, History, Magna Cum Laude
Corporate Synergies October 2011 - Present
Marsh 2003 - 2004
The Segal Company August 1998 - July 2003
Skills
ERISA, COBRA, Insurance, Employee Benefits, Health Savings Accounts, Healthcare, Health Insurance
Education
University of Pennsylvania 1993 — 1997
BA, History
Pronto Comics November 2011 - Present
The Segal Company February 2007 - Present
Skills
General Office Duties, Creative Writing, Writing Skills, Research, Office Equipment
Education
University of Pittsburgh 2003 — 2007
Communication/Media
University of California Office of the President February 2013 - Present
The Segal Company September 2010 - January 2013
Towers Watson June 2009 - September 2010
Aetna, Inc December 2006 - May 2009
Aetna, Inc March 2005 - December 2006
Skills
Employee Benefits, Statistics, Analysis, Financial Modeling, Strategic Planning, Cost Modeling, Data Mining, Benchmarking, Healthcare, Health Insurance, Health Plan Operations, Health Plan Compliance, Negotiation, Vendor Management, Vendor Relationships, Vendor Bidding and..., Group Insurance..., Trend Analysis, Data Warehousing, Labor Relations, Life Insurance, Disability Insurance, Employee Wellness, Data Management, Training, Insurance, Management, Data Analysis
Education
University of Connecticut 1999 — 2003
Bachelors of Arts, Economics
AMSEC LLC - Subsidiary of Huntington Ingalls Industries May 2014 - Present
Newport News Shipbuilding, A Division of Huntington Ingalls Industries June 2012 - May 2014
The Segal Company June 2011 - June 2012
City of Virginia Beach May 2007 - June 2011
New York Times 2004 - 2007
Skills
Recruiting, Human Resources, Compensation & Benefit, HR Consulting, Permanent Staffing, Talent Acquisition, Employee Benefits, Job Analysis, Sourcing, Employee Relations, New Hire Orientations, Benefits Administration, Applicant Tracking..., Deferred Compensation, Onboarding, HRIS, Employee Engagement
Education
The George Washington University 2004 — 2008
Master's degree, Human Resources Development
Virginia Polytechnic Institute and State University 1996 — 2000
Bachelor's degree, Industrial and Organizational Psychology
MVP Health Care February 2015 - Present
Gay Alliance of the Genesee Valley December 2011 - Present
MVP Health Care June 2012 - February 2015
MVP Health Care August 2009 - June 2012
MVP Health Care June 2004 - August 2009
Rochester Individual Practice Association July 2000 - May 2004
The Segal Company January 2000 - April 2000
Alliant Food Service August 1994 - September 1999
Skills
Healthcare, Data Analysis, Change Management, Medicare, HEDIS, Business Process..., Lean Sigma, Lean Healthcare, Six Sigma, Project Management, Analysis, Strategy, Analytics, Healthcare Management, Process Improvement, Visio, Medicaid, Health Insurance, Managed Care, HIPAA, Business Analysis, Cross-functional Team..., Strategic Planning, Team Building, Business Intelligence, Team Leadership, Project Portfolio..., PMP, MS Project, Business Process, Operations Management, Project Planning, Time Management, Leadership, Management, Program Management, Insurance, Healthcare Information..., Training, Vendor Management, Customer Service, Budgets
Education
University of Rochester - Simon Business School 2003 — 2009
MBA, Competitive Strategy, Healthcare, Operations
University of Rochester 1994 — 1999
BA, Economics, Psychology
Berteig Consulting
SCRUM Master Certification, SCRUM
Project Management Institute
Project Management Professional (PMP), Project Management
Transformation Partnership Corporation
Green Belt Certification, Lean Six Sigma
EmblemHealth September 2014 - September 2015
The Segal Company January 2010 - September 2014
Advanstar Communications June 2009 - October 2009
Flagship Global Health November 2007 - August 2008
Marquis Jet February 2005 - May 2007
Farrar Strauss & Giroux September 2004 - November 2004
Skills
Online Advertising, Marketing, Event Planning, Management, SEO, Event Management, Sales, Sales Operations, CRM databases, Proposal Support, Search Engine Technology, Advertising, Copywriting
Education
State University of New York College at Cortland 2001 — 2004
B.A., Communications
The Segal Company 1988 - Present
Skills
ERISA, Employee Benefits, Health Insurance, Pensions, Strategic Planning, Deferred Compensation, Public Speaking, Executive Pay, Organizational..., Benefits Administration, Leadership Development, Insurance, Defined Benefit, Performance Management, Leadership, Employee Relations, Team Building, Actuarial Science
Education
University of Michigan
Bachelor of Arts (BA), Philosophy, Magna Cum Laude
Alliant Insurance Services August 2015 - Present
Willis August 2011 - Present
The Segal Company April 2008 - August 2010
Assurant Health October 2006 - April 2008
Skills
Health Insurance, Bilingual, Project Planning, Insurance, Employee Benefits, Underwriting, Actuarial Science, Ancillary Benefits, Microsoft Excel, Microsoft Office, Affordable Care Act, Pricing, Loss Reserving, Data Analysis, Data Modeling, ERISA, Disability Insurance, Brokers, Health Care Reform, Health Savings Accounts, Voluntary Employee..., Reinsurance, Life Insurance, COBRA
Education
University of Illinois at Urbana-Champaign 2001 — 2005
B.S., Actuarial Science
PwC December 2013 - Present
Towers Watson April 2011 - December 2013
The Segal Company December 2010 - March 2011
The University of Michigan May 2009 - August 2009
Skills
Data Analysis, Actuarial Science, Financial Analysis, Employee Benefits, Statistics, Predictive Modeling, PowerPoint, Financial Modeling, Analysis, Risk Management, Actuarial, Microsoft Excel, Statistical Modeling, Microsoft Word, Microsoft Office, Insurance, Management, Valuation, Strategic Planning
Education
University of Michigan 2006 — 2010
B.S., Mathematics, Economics, and Philosophy
MetLife 2008 - Present
Union Bank of California 2002 - 2008
Bank of Tokyo-Mitsubishi 1998 - 2002
The Segal Company 1994 - 1997
Education
University of Maryland College Park
BS, Mathematics
Buck Consultants January 2007 - Present
The Segal Company July 2005 - January 2007
Deloitte Consulting April 1997 - June 2005
Education
St. Olaf College 1979 — 1984
Bachelor of Arts, Mathematics
UTIMCO June 2015 - Present
UTIMCO February 2015 - May 2015
University Securities Investment Team October 2012 - May 2015
Dimensional Fund Advisors May 2014 - August 2014
Morgan Stanley August 2013 - May 2014
The Segal Company June 2013 - August 2013
Greater Houston Pool Management March 2010 - August 2012
Tomás Rivera Center – Tutoring Services October 2011 - April 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Analysis, Public Speaking, Microsoft Word, Investments, Valuation Modeling, Data Analysis, Finance, Financial Analysis, Microsoft Office, Valuation
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Business Administration (BBA), Quantitative Finance/Management Information Systems
The University of Texas at San Antonio 2011 — 2012
Computational Finance/Applied Mathematics
Clements High School 2007 — 2011
Molex November 2014 - Present
Menlo Logistics July 2012 - July 2014
The Segal Company July 2011 - October 2011
University of Illinois at Chicago September 2010 - May 2011
Univar January 2009 - October 2010
Enthone, a business of Cookson Electronics February 2006 - January 2009
Skills
Statistics, Six Sigma, SAS, Financial Analysis, Process Improvement, Supply Chain Management, Access, Microsoft Excel, Quality Assurance, R, Analysis, Six Sigma Green Belt, Regression, Econometrics, Data Mining, Business Case Modelling, Cost Benefit Analysis, Forecasting, Portfolio Management, Risk Analysis, Technical Writing, Lean Tools, Excel, PowerPoint, Word, Outlook, Minitab, Stata, SPSS, Modeler
Education
University of Illinois at Chicago 2009 — 2011
MA, Economics, 3.7
University of Illinois at Chicago 2009 — 2011
MBA, Operations and Finance, 4.0
University of Illinois at Urbana-Champaign 2001 — 2005
B.S., Chemistry
Verizon April 2014 - Present
Fidelity Investments - Consulting Services June 2009 - April 2014
Hewitt Associates LLC April 2004 - June 2009
Hewitt Associates April 2004 - June 2009
The Segal Company October 2000 - April 2004
Education
University at Buffalo 1996 — 1999
OptumRx May 2012 - Present
The Segal Company July 2011 - April 2012
Express Scripts December 2009 - December 2010
WellPoint July 2008 - December 2009
National Accounts November 2007 - June 2008
WellPoint August 2007 - November 2007
Ingenix Consulting October 2006 - July 2007
Towers Perrin August 2004 - October 2006
CIGNA Healthcare January 2002 - January 2004
West Coast Operations January 1999 - January 2002
Skills
Healthcare, Clinical Research, Managed Care, Pharmacy Benefit..., Pharmacy, Medicare
Education
University of Southern California 1988 — 1992
Pharm.D., Pharmacy
CIGNA HealthCare of California
San Diego State University 1983 — 1988
Bachelor of Science, Microbiology/Medical Technology
Asperia Retirement Plan Solutions July 2013 - Present
The Segal Company August 1998 - April 2013
Mercer August 1994 - February 1997
Skills
Actuaries, Defined Benefit, Employee Benefits, Retirement, Pensions, Health & Welfare..., Employee Training, Communication Skills, Actuarial Consulting, Technical Training, Databases, Teaching, Retirement Benefits, Teaching Adults, Health Insurance, Data Analysis, Data Collection, Benefits Design, Union Experience
Education
Smith College 1988 — 1992
Bachelor of Science (B.S.), Mathematics
University of New Hampshire 1992 — 1994
Graduate studies, Mathematics
Hewlett-Packard Enterprise Services November 2007 - Present
The Segal Company February 1997 - November 2007
Fire and Police Pension Association of Colorado April 1989 - February 1997
Skills
Employee Benefits, Actuarial Science, Pensions, Insurance, Process Improvement, Management Consulting, Defined Benefit, Project Management, Strategic Planning, Management, Business Planning, Retirement, Healthcare, Technical Writing, Microsoft Office, Business Analysis, Analysis, IT Strategy
Education
Mason City High School
University of Nebraska-Lincoln
Bachelor of Science, Mathematics, Actuarial Science, Economics
Fidelity Investments July 2010 - Present
Buck Consultants August 2007 - July 2010
The Segal Company May 2006 - August 2006
Skills
Retirement, Actuarial, Defined Benefit, Pensions, Mathematics, 401k, ERISA, Defined Contribution, Pension Funds, ALM, Actuarial Science
Education
The University of Texas at Austin 2003 — 2007
BS, Mathematics, Actuarial Science option
The University of Texas at Austin 2003 — 2007
BA, Economics
COUNTRY Financial April 2010 - Present
Capital Financial Strategies Group September 2007 - March 2010
Mutual of Omaha July 2000 - September 2007
The Segal Company January 1994 - July 2001
TheState of Wyoming January 1990 - December 1993
Education
University of Pennsylvania - The Wharton School 1976 — 1979
C.E.B.S., Employee Benefits
Odesssa High School 1971 — 1973
Towers Watson June 2015 - Present
The Segal Company April 2014 - June 2015
The Segal Company May 2012 - March 2014
The Woodward Group August 2011 - November 2011
Rutgers Competitive Intelligence Club September 2008 - May 2009
Skills
Recruiting, Competitive Analysis, Strategic Planning, Marketing, Human Resources, Payroll, Microsoft Office, Social Networking, Business Strategy, Microsoft Excel, Talent Acquisition, Social Media
Education
University of Southern California 2009 — 2011
B.S., Public Policy, Management and Planning
Mercer January 2010 - Present
Wellpoint Inc June 2006 - August 2007
The Segal Company January 2004 - June 2006
Skills
Actuarial Science, Defined Benefit, Retirement, Actuarial Consulting, Employee Benefits, Actuaries, Pensions, Financial Modeling, Risk Management, Health Insurance, Statistics, R, Valuation, Insurance, Data Analysis, Fixed Annuities, Management
Education
Barcelona Graduate School of Economics 2007 — 2009
Master, Economics Finance and Management
University of Connecticut 1999 — 2003
Bachelor, Actuarial Science
PAAMCO August 2013 - Present
Fanisi Capital November 2012 - December 2012
PAAMCO June 2012 - September 2012
State Street July 2009 - July 2011
The Segal Company January 2005 - June 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA)
Alliance Girl's High School
University of California, Santa Barbara
Bachelor of Science
The Segal Company February 2013 - Present
ValueOptions October 2011 - February 2013
Aon Hewitt 2007 - 2011
LARRY BAUMWALD INSURANCE AGENCY, INC 2006 - 2007
Skills
Data Analysis, Financial Analysis, Disability Insurance, Life Insurance, Employee Benefits, HR Consulting, Health Insurance, Healthcare Management, Mental Health, Analytics, Microsoft Office, Access, Healthcare, Leadership, Insurance
Education
The George Washington University - School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2002 — 2007
Bachelor's degree, Risk Management & Insurance
Guardian Life April 2015 - Present
Guardian Life July 2009 - April 2015
Lincoln Financial Group April 2006 - June 2009
Delaware Investments 2004 - April 2006
Delaware Investments 1997 - 2004
Ceridian 1995 - 1997
The Segal Company 1993 - 1995
Dreyfus 1991 - 1993
Skills
Asset Management, Retirement, Pensions, Customer Relations, Product Development, Staff Management, Building Relationships, Investments, Asset Managment, Leadership, Customer Service, New Business Development, Asset Allocation, Financial Services, CRM, Risk Management, Product Management, Series 63, Securities, Project Management, Sales, 401k, Series 7, Insurance, Employee Benefits, Defined Contribution, Retirement Planning, Investment Advisory, Wealth Management, Relationship Management, Mutual Funds, Defined Benefit, FINRA, Series 24
Education
University of Maryland College Park 1984 — 1988
Bachelor of Science (BS), Economics
NBTHS 1980 — 1984
College/University Preparatory and Advanced High School/Secondary Diploma Program
U.S. Department of Labor March 2014 - Present
The Potomac Law Group December 2012 - March 2014
Alexian Brothers Health System March 2013 - June 2013
Strategic Benefits Consultants, Inc. 2002 - 2012
The John Marshall Law School 2007 - 2007
PricewaterhouseCoopers LLP 2000 - 2002
KPMG LLP 1998 - 2000
The Segal Company 1996 - 1997
Buck Consultants, Inc. 1989 - 1996
Robert N. Hacket & Associates 1988 - 1989
Skills
Employee Benefits, Defined Benefit, Executive Pay, Pensions, Deferred Compensation, 401k, Benefits Administration, Pension Administration, Compensation & Benefits..., Mergers & Acquisitions, ERISA, Strategic Planning, Mentoring Of Staff, Leadership, Management
Education
UNIVERSITY OF DENVER - STURM COLLEGE OF LAW
Juris Doctor
University of Colorado Denver
Bachelor of Arts (B.A.)
Hartman & Associates, Actuaries and Consultants 2007 - Present
The Segal Company 2005 - 2007
Skills
Defined Benefit, Pensions, Actuarial Science, ERISA, Employee Benefits, Retirement, 401k, Financial Modeling, Microsoft Excel, Benefits Administration, Financial Analysis, Risk Management, Health Insurance, Data Analysis, Access, Analysis, Deferred Compensation, PowerPoint, Medicare Part D, Executive Pay, ALM, Disability Insurance
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor's degree, Finance, General
St. Viator
Lynchval Systems Worldwide Inc March 2011 - Present
Fdelity Investments January 2007 - September 2010
Fidelity Investments January 2007 - September 2010
Self-Employed October 2005 - January 2007
NEW YORK CITY OFFICE OF THE June 2000 - August 2005
Milliman December 1998 - January 2000
Aon Consulting January 1998 - December 1998
Buck Consultants November 1996 - January 1998
The Segal Company June 1987 - June 1996
Improved Funding Techniques Inc. February 1980 - June 1987
Skills
Pensions, Defined Benefit, Actuarial Science, Employee Benefits, SAS, VBA, Microsoft Excel, DB2, SQL, Analysis
Education
St. John's University, Peter J. Tobin College of Business (Formerly, The College of Insurance)
B.S, Actuarial Science
St. John's University, The Peter J. Tobin College of Business
BS, Actuarial Science
American Capital April 2007 - Present
The Segal Company November 2002 - April 2007
Watson Wyatt 1991 - 2002
Skills
Benefits Administration, Flexible Spending..., COBRA, Retirement, Disability Insurance, Relocation, Employee Benefits, Defined Benefit, FMLA, Organizational..., Insurance, Training, Deferred Compensation, Strategy, Human Resources, Management
Education
University of Notre Dame 1986 — 1990
BA
Beneflex Insurance Services May 2012 - Present
Neovia Insurance June 2005 - May 2012
Rael & Letson September 2001 - March 2005
The Segal Company August 1999 - August 2001
Education
University of California, Los Angeles 1995 — 1999
BS, Pyschobiology cum laude
Contra Costa County Employees' Retirement Association January 2012 - Present
The Segal Company May 2007 - January 2012
Milliman August 1998 - May 2007
Skills
Defined Benefit, Public Sector, Pensions, Retirement, IRC Compliance, Pension Administration
Education
University of California, Berkeley 1996 — 1998
MA, Mathematics
University of California, San Diego 1994 — 1996
BA, Mathematics
The Segal Company May 2005 - Present
Buck Consultants 1997 - 2003
Skills
Actuarial Consulting, Valuation, Employee Benefits, ALM, Defined Benefit, Pension Administration, Executive Pay, Pensions, Actuarial Science, Pension Funds, Investments, Retirement
Education
University of Oregon 1996 — 1997
Graduate Teaching Fellowship, Mathematics
University of Nevada-Reno 1994 — 1996
MS, Mathematics
Reed High School
Winklevoss Technologies LLC March 2005 - Present
The Segal Company 1997 - 2005
Deloitte Consulting 1996 - 1997
Mercer Human Resource Consulting 1989 - 1996
Johnson & Higgins 1985 - 1989
Skills
Actuarial Science
Education
Stony Brook University 1981 — 1985
B.S.
Genpro, Inc. November 2013 - Present
The Segal Company July 2012 - November 2013
Precision IT Group November 2010 - July 2012
Maidenform March 2009 - November 2010
J.Crew July 2008 - March 2009
Archive Systems August 2007 - July 2008
Tiffany April 2007 - August 2007
Quest Diagnostics June 2004 - January 2007
Susquehanna University 2001 - 2004
Skills
Windows, Active Directory, Windows Server, Troubleshooting, Microsoft Office, Windows 7, DNS, VMware, TCP/IP, Software Documentation, Technical Support, System Administration, VPN, Systems Administration, Citrix XenApp, Windows Server 2003, Desktop Support, Computer Hardware, Operating Systems, Customer Service, Outlook, XP, Visio, IIS, Documentation, Process Improvement, Servers, Windows Server 2008, Windows XP Professional, Microsoft SQL Server, Problem Solving, Mentoring, PowerPoint, Word, Excel
Education
Susquehanna University 2000 — 2004
Bachelor of Arts, Political Science
The Segal Company 2008 - Present
Sibson Consulting - A Division of Segal 2008 - Present
UnitedHealthcare 2007 - 2008
Watson Wyatt 2006 - 2007
Buck Consultants 1990 - 2006
Skills
Team Building, Employee Benefits, P&L Management, Cross-functional Team..., Account Management, CRM, Strategy, Business Development, Healthcare, Health Insurance, Talent Management, Leadership, Change Management, Recruiting, Benefits Administration, New Business Development, Insurance, Sales, Business Planning, Consulting, Budgets, Forecasting, Vendor Management, Performance Management, Organizational..., Management Consulting
Education
University of California, Santa Barbara
•Bachelor of Arts, Mathematics and Economics
The Aldridge Household April 2011 - Present
The Segal Company March 2010 - April 2011
Hewitt Associates October 2005 - June 2009
Freescale Semiconductor July 2004 - October 2005
WATSON WYATT WORLDWIDE May 2001 - July 2004
Watson Wyatt 1994 - 2004
WATSON WYATT WORLDWIDE March 1997 - May 2001
WATSON WYATT WORLDWIDE March 1994 - March 1997
Skills
Human Resources, Strategy, Change Management, Performance Management, Benefits Administration, Internal Communications, Strategic Communications, Talent Management, Employee Benefits, Vendor Management, Executive Coaching, HR Consulting, Management Consulting, Corporate Communications, Project Management, Culture Change, Leadership, Integrated Marketing, Public Relations, Communication Training, Budgets, Communications Planning, Employee Engagement, Consulting, Organizational..., Organizational..., Defined Benefit, Thought Leadership, Organizational Design
Education
Michigan State University 1973 — 1974
M.A., Journalism/Communications
Texas State University 1968 — 1973
B.A., Journalism/German
Lockton Companies December 2014 - Present
Lockton Companies August 2013 - Present
The Segal Company October 2011 - August 2013
BAY BRIDGE DECISION TECHNOLOGIES, INC July 2010 - September 2011
NASDAQ OMX Group, Inc June 2009 - August 2009
MICROS Inc May 2008 - August 2008
Skills
Financial Analysis, Marketing, Budgets, CRM, Finance, Sales, Accounting, Microsoft Excel, Leadership, Project Management, Customer Service, Strategic Planning, Social Media Marketing
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science, Finance
Northwestern Benefit Corporation of Georgia August 2013 - Present
The Segal Company May 2004 - May 2013
Unicare Life and Health February 1997 - May 2004
Skills
Employee Benefits, Strategy, Business Strategy, Business Planning, Health Insurance, Benefits Administration, Disability Insurance, Insurance, Health Savings Accounts, COBRA, Budgets, Defined Benefit, Pensions, CRM, Deferred Compensation, Consulting, Analysis, Policy, ERISA, Health Care Reform
Education
The University of Georgia 1993 — 1996
BBA, Risk Management and Insurance
The Segal Company July 1990 - Present
Skills
Defined Benefit
Education
Stony Brook University 1984 — 1988
The Segal Company June 2002 - Present
AMD 1989 - 1996
City of Austin 1986 - 1988
Skills
Human Resources, Leadership Development, Organizational..., Career Counseling, Employee Benefits, Benefits Administration, Recruiting, Employee Relations, Deferred Compensation, Strategic Planning, Training, Talent Management, Management, Leadership, Performance Management
Education
University of Santa Monica 1993 — 1998
Texas Lutheran University 1967 — 1971
Bachelor of Arts (B.A.), English
HighRoads April 2014 - Present
HighRoads April 2013 - Present
HighRoads April 2012 - Present
The Segal Company February 2006 - April 2012
Sibson Consulting, A Division of Segal February 2006 - April 2012
Hewitt Associates 2000 - 2006
Skills
Employee Benefits, Vendor Management, Performance Management, Change Management, Healthcare, Strategic Planning, Benefits Administration, Project Management, Insurance, Human Resources, Program Management, HR Consulting, Business Development, Cross-functional Team..., Employee Relations, Business Analysis, Account Management, Managed Care, Talent Management, Leadership, CRM, Health Insurance, New Business Development, Process Improvement, Leadership Development, Strategy, Sales Management, Consulting, Team Building, SDLC, Management Consulting, Recruiting, Outsourcing, Coaching, Training, Data Analysis, Analysis, Employee Engagement, Management, Organizational..., Mergers & Acquisitions, Business Process..., Talent Acquisition
Education
University of Findlay
Master of Business Administration (MBA), Organizational Leadership and Development
York College of Pennsylvania 1996 — 1998
Bachelor's degree
Texas A&M University-Corpus Christi 1994 — 1996
Business Administration
Life and Specialty Ventures, LLC 2015 - Present
Innovative Guidance Consulting Group, LLC 2015 - Present
Florida Blue (BlueCross BlueShield of Florida) 2011 - 2015
The Segal Company 2003 - 2011
EmblemHealth (formerly Group Health Incorporated) 1990 - 2003
Anthem (Empire BlueCross BlueShield) 1986 - 1990
Skills
Insurance, Health Insurance, Strategic Planning, Managed Care, Risk Management, New Business Development, Financial Analysis, Executive Management, Team Building, Contract Negotiation, Operations Management, Underwriting, Business Planning, Product Development, Negotiation, Vendor Management, Management Consulting, Business Strategy, Mentoring, Benefits, Medicare, Pricing, Leadership Development, Marketing Strategy, Budgeting, Account Management, Vendor Relations, Sales Management, Performance Management, Benefits Administration, Public Speaking, Employee Benefits, Healthcare, Mergers & Acquisitions, Brokers, Health Savings Accounts, Actuarial Science, Health Policy, Process Improvement, Medicare Part D, Provider Relations, Workers Compensation, Pharmacy Benefit..., Behavioral Health..., COBRA, Disease Management, Life Insurance, PPO, HMO, Claim
Education
Stony Brook University
Baccalaureate
The Segal Company May 2010 - Present
Milliman, Inc July 2003 - May 2010
Milliman July 1999 - June 2003
Education
University of California, Berkeley 1995 — 1999
Mathematics
Wendt Consulting October 2011 - Present
Total Benefit Communications April 2006 - September 2011
The Segal Company 1997 - 2004
Sedgwick 1993 - 1997
Lincoln National Life Insurance Company 1975 - 1988
Skills
consumer directed..., Debit Cards, Employee Benefits, Health Insurance, Insurance, Self-funded, Benefits Administration, Performance Management, Change Management, Disability Insurance, Vendor Management, Sales, Consulting, Brokers, Business Development, Managed Care, Healthcare, Project Planning, Leadership, Budgets, Negotiation
Education
Villanova University 2008 — 2010
Master Certificate, Project Management
Thomas Edison State College 2006 — 2007
Bachelor of Science, Insurance
The Segal Company June 2003 - Present
Skills
Actuarial Science, Pensions, Employee Benefits, Retirement, Defined Benefit
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BlueCross BlueShield of North Carolina June 2011 - Present
Aetna, Inc. August 2005 - June 2011
The Segal Company August 2003 - August 2005
CIGNA Healthcare September 1987 - March 2003
Skills
Account Management, Insurance, Employee Benefits, Healthcare, Health Savings Accounts, Managed Care, Underwriting, Sales, Sales Management, Strategic Planning, Team Building, Marketing, Management, Customer Service, Brokers, Budgets, Process Improvement, New Business Development, Team Leadership, Vendor Management, Claim, Sales Operations, Customer Retention, Self-funded, CRM
Education
State University of New York College at Oswego 1984 — 1987
BS, Marketing
State University of New York at Canton 1982 — 1984
Business Administration and Management, General
Evanston Township High School 1978 — 1981
The Segal Company June 2007 - Present
Buck Consultants September 2005 - June 2007
Aon Consulting December 1998 - September 2005
KPMG Peat Marwick June 1995 - December 1998
Skills
Defined Benefit, Actuarial Science, Employee Benefits, Pensions, ERISA, Pension Administration, Retirement, Benefits Administration, Actuarial Consulting, HR Consulting, Pension Funds, Retirement Plan..., 401k, Defined Contribution, ALM
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor of Science (BS), Actuarial Science
Hixme February 2015 - Present
Arthur J. Gallagher & Co. June 2013 - January 2015
Blue Shield of California September 2012 - June 2013
Arthur J. Gallagher & Co. October 2006 - September 2012
Kaiser Permanente May 2005 - October 2006
Aon Consulting March 1999 - May 2005
PacifiCare Health Systems September 1996 - March 1999
The Segal Company February 1995 - September 1996
Skills
Health Insurance, Insurance, Underwriting, Employee Benefits, Brokers, Leadership, Healthcare, Disability Insurance, Managed Care, Health Savings Accounts, Medicare, Workers Compensation, Benefits Administration, Reinsurance, HIPAA, Life Insurance, Self-funded, HMO, Commercial Insurance, Claim, Term Life Insurance, Claims Management, PPO, Liability, General Insurance, Health Care Reform, Health Policy, Retirement
Education
University of Southern California
Bachelor of Science (BS), Business Administration with an Emphasis in Finance
www.kellyrschwartz.com June 2012 - Present
Gallup April 2006 - June 2012
Corporate Executive Board September 2005 - March 2006
The Segal Company November 2002 - September 2005
MCI June 2001 - August 2002
DoubleClick April 2000 - April 2001
Dell November 1997 - April 2000
Skills
Management Consulting, Change Management, Market Research, Project Management, Management, CRM, Project Planning, Leadership, Organizational..., Sales, Business Strategy, Strategy, Strategic Planning, Talent Management, Employee Engagement, Business Development, Program Management, Team Leadership, Marketing Strategy, Consulting, Business Planning, Analysis, Business Process..., Performance Management, Executive Coaching, Leadership Development, Organizational Design, Strategic Consulting, Analytics, Business Transformation, Human Capital
Education
The George Washington University - School of Business 2002 — 2004
MBA, International Business
Rally Health / Audax Health February 2015 - Present
The Carlyle Group August 2013 - February 2015
GVPi October 2011 - June 2013
Williams & Connolly LLP October 2008 - September 2011
VMD Systems Integrators December 2004 - September 2008
Eagle Publishing April 2004 - December 2004
The Segal Company May 2001 - April 2004
Etensity December 1999 - April 2001
Accenture February 1999 - November 1999
Skills
JavaScript, ASP.NET, jQuery, Subversion, Software Project..., ASP.NET MVC, Database Design, Objective-C, Software Engineering, .NET, Apache, Web Applications, Agile Methodologies, VB.NET, IIS, Web Design, SOAP, SQL, SharePoint, PHP, Requirements Analysis, Linux, WPF, Wordpress, CSS, Python, Hibernate, Databases, MySQL, Microsoft SQL Server, Software Development, JSON, HTML, C#, XML, WCF, Web Development, REST, ASP, AJAX, Unix, Visual Studio, Scrum
Education
The George Washington University 1994 — 1999
BS, ME
Navitus Health Solutions March 2015 - Present
Argus Health Systems, Inc. August 2014 - March 2015
inVentiv Medical Management June 2013 - April 2014
Express Scripts, Inc. November 1998 - June 2013
Express Scripts, Inc. November 1998 - July 2007
United Healthcare of Arizona 1995 - 1998
United Healthcare 1995 - 1998
The Segal Company 1992 - November 1995
Skills
Account Management, Pharmacy Benefit..., Team Building, Team Leadership, Leadership, Strategic Planning, Management, Healthcare, Project Management, Cross-functional Team..., Data Analysis, Employee Benefits, Process Improvement, Sales, Pharmacy
Education
University of Phoenix 2002 — 2006
Master of Arts (M.A.), Organizational Management
Temple University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Xerox January 2005 - Present
ADP July 2004 - December 2004
ADP January 1998 - July 2004
ADP January 1996 - December 2000
Mercer Management Consulting 1995 - 1996
The Segal Company 1993 - 1995
Price Waterhouse Coopers 1989 - 1993
Skills
Employee Benefits, Benefits Administration, Management, Process Improvement, Vendor Management, Human Resources, Performance Management, HRIS, PeopleSoft, ADP Payroll, Outsourcing, Training, Change Management, Project Management
Education
State University of New York at Stony Brook 1985 — 1989
Bachelor of Science (BS), Applied Mathematics and Economics
iN2STEM Solutions, Inc. February 2014 - Present
Independent Consulting February 2013 - Present
Sustainable Development International Inc. (SDII) February 2013 - Present
Dynamic Research Corporation (DRC) November 2011 - February 2013
High Performance Technologies, Inc. May 2010 - November 2011
FDA 2009 - 2010
HPTi 2007 - 2010
Americhoice September 2005 - November 2006
Sierra Military Health Services March 1998 - May 2005
The Segal Company February 1996 - March 1998
Skills
PMP, SDLC, Management, PMO, Program Management, Business Process..., Business Analysis, Business Intelligence, Business Process, Change Management, Consulting, Data Analysis, Enterprise Architecture, Governance, IT Management, IT Strategy, ITIL, Integration, Knowledge Management, MS Project, Management Consulting, Process Improvement, Project Management, Project Planning, Project Portfolio..., Requirements Analysis, Requirements Gathering, SharePoint, Software Project..., Strategy, Team Leadership, Vendor Management
Education
University of Maryland College Park 2000 — 2002
MBA, Finance
Rutgers University 1986 — 1988
MA (ABT), Economics
Cuttington University 1980 — 1983
BSc, Economics
Cathedral Elementary School
Cathedral Elementary School
TriNet July 2015 - Present
HealthStream July 2013 - June 2015
HealthTrust Purchasing Group March 2011 - June 2013
Asurion June 2010 - January 2011
Blue Shield of California May 2009 - August 2009
TriNet July 2006 - July 2008
The Segal Company January 2005 - July 2006
Skills
Strategy, Competitive Analysis, Product Management, Process Improvement, Employee Benefits, Organizational..., Negotiation, Healthcare, Strategic Planning, Project Management, Team Leadership, Product Development, Cross-functional Team..., Customer Service, Risk Management, Change Management, Problem Solving, Performance Management, Business Strategy, Business Development, Business Analysis, Entrepreneurship, Team Building, Management Consulting, Program Management, Financial Analysis, Data Analysis, Leadership Development, Market Research
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Corportate Strategy and Human Organization and Performance
University of California, Santa Barbara 2000 — 2003
BA, Psychology and Law and Society
Arthur J. Gallagher & Co. July 2001 - June 2014
Mutual of Omaha September 1994 - December 2000
Houston Independent School District September 1992 - August 1994
The Segal Company June 1979 - May 1992
Bank of the Southwest September 1973 - May 1979
Skills
Claim, Contract Negotiation, Policy, Sales, Medicare, Negotiation, Team Building, Retirement, Leadership, Insurance, Payroll, Strategic Planning, Marketing, Employee Benefits, HIPAA, Health Savings Accounts, COBRA, Operations Management, Disability Insurance, Health Insurance, Brokers
Education
University of Houston, C.T. Bauer College of Business 1968 — 1973
BBA, Accounting, Psychology
Camber Corporation June 2010 - Present
CSC January 2008 - July 2010
Log.Sec Corporation January 2005 - January 2008
Baltimore City Public Schools August 2002 - December 2004
IT consultant Self Employed August 2002 - December 2004
Softex April 2001 - August 2002
Handtech.com 1999 - 2001
The Segal Company June 1997 - June 1999
Skills
Testing, Problem Solving, Photoshop, Troubleshooting, Customer Relations, SharePoint, Customer Service, Oracle Applications, Help Desk Management, Applications support, Quality Assurance, Help Desk Support, Technical Support, Customer Satisfaction, DoD, New Web Technologies, Software Support, IT Hardware Support, Access, Servers, Networking, HTML, Software Documentation, Microsoft Exchange, Hardware, Security+, Integration, Security
Education
University of Maryland Baltimore County 2002 — 2004
MAT, Education
The University of Texas at Austin 1994 — 1996
BFA, Art
Textron Systems November 2012 - Present
Honeywell Technology Solutions, Inc. July 2010 - October 2012
Greater Baltimore Medical Center March 2007 - June 2010
University of Maryland, Baltimore (UMB) 2005 - 2007
The Segal Company 2004 - 2005
Skills
HRIS, Performance Management, Job Analysis, Human Resources, Talent Management, Workforce Planning, Organizational..., Compensation & Benefit, FLSA, SCA, Incentive Programs, Deferred Compensation, Benefits Administration, Employee Relations, Applicant Tracking..., New Hire Orientations, PeopleSoft, Personnel Management, Compensation & Benefits
Education
University of Baltimore
Master of Science, Industrial and Organizational Psychology
University of Massachusetts, Amherst
Bachelor of Arts
Towers Watson July 2015 - Present
Ballet Fusion Fitness August 2012 - June 2015
The Segal Company September 2008 - June 2015
Mercer August 2006 - September 2008
Skills
Actuarial Science, Employee Benefits, Defined Benefit, Pensions, Health Insurance, Retirement, Insurance, ERISA, 401k, Pension Administration, Benefits Administration, Actuaries, Actuarial Consulting, Pension Funds, Life Insurance, Executive Pay, Deferred Compensation, ALM
Education
University of Michigan 2002 — 2006
BS/BA, Financial Mathematics/ Dance Performance
Kaiser Permanente March 2014 - Present
Kaiser Permanente June 2008 - February 2014
Kaiser Permanente November 2005 - May 2008
The Segal Company June 2002 - November 2005
InsWeb November 1999 - October 2000
Anthem Blue Cross and Blue Shield 1995 - 1999
Skills
Managed Care, Health Insurance, Account Management, Healthcare
Education
University of Notre Dame
B.A., Spanish and Business
University of Notre Dame - Mendoza College of Business
M.B.A., Management and Marketing
L-3 Communications July 2002 - Present
L3 Communications 2002 - Present
The Segal Company March 2001 - July 2002
Skills
Retirement Planning, Outlook, HRIS, Onboarding, Program Management, Deferred Compensation, Benefits Administration, Personnel Management, Employee Benefits, Microsoft Office, Process Improvement, Microsoft Excel, Human Resources, Applicant Tracking...
Education
State University of New York College at Oswego 1981 — 1983
BS, Business Administration
The Segal Company June 2012 - Present
Carlson Quinn April 2010 - May 2012
Gary Berg & Associates September 2007 - November 2008
Skills
Microsoft Excel, Risk Management, Microsoft Office, Financial Reporting, Life Insurance, PowerPoint, Market Research, Microsoft Word, Coaching, Leadership, Cash Flow Forecasting, Commercial Insurance, Photoshop, C, Financial Analysis, Investments, Financial Modeling, Portfolio Management
Education
University of California, Santa Barbara 2004 — 2006
BA, Business Economics
NFP January 2009 - Present
Mercer June 1995 - December 2008
Watson Wyatt April 1994 - June 1995
The Segal Company December 1991 - April 1994
Education
Union College 1987 — 1991
B.S., Math
SUNY Downstate Medical Center August 2012 - Present
UCSF July 2010 - July 2012
St. Mary's Hospital February 2010 - June 2010
The Segal Company October 2008 - February 2010
University Health Services August 2007 - May 2008
Access Medical Group June 2006 - August 2006
Skills
Research
Education
State University of New York Downstate Medical Center College of Medicine 2012 — 2016
Doctor of Medicine (MD), Medicine
University of California, Berkeley 2004 — 2008
BA, Economics
University of California, Berkeley 2004 — 2008
B.A, Economics
California Department of Insurance
State University of New York Downstate Medical Center College of Medicine
Doctor of Medicine (MD)
Phoenix studing for LEED certificate November 2009 - Present
Aon July 1999 - February 2009
Aon April 1999 - February 2009
Aon 1999 - 2009
The Segal Company July 1993 - April 1999
The Pillsbury Company September 1983 - June 1993
Education
University of California, Los Angeles 1979 — 1983
BS, Engineering
Sprint October 2012 - Present
Asurion September 2011 - October 2012
PlattForm Advertising April 2010 - September 2011
Geneva Roth Companies January 2007 - April 2010
Sprint 2002 - 2006
MedManage Systems December 2000 - May 2002
Pointshare Corporation August 2000 - November 2000
Vastera April 2000 - August 2000
IMR 1999 - 2000
The Segal Company 1998 - 1999
Education
University of Madras 1991 — 1994
Master of Computer Applications
NCCMP December 2000 - Present
National Shopmen Pension Fund July 1999 - December 2000
Canadian National Shopmen Pension Fund July 1999 - December 2000
ASB Capital Management September 1998 - June 1999
Becker Van Etten September 1997 - August 1998
The Segal Company 1986 - 1997
United Mine Workers Health and Retirement Funds January 1976 - April 1986
Skills
Business Development, Employee Benefits, Grassroots Organizing, Collective Bargaining, Public Speaking, Labor Relations, Coalitions, Legislative Relations, Employee Relations, Policy, Public Policy, Political Campaigns, Fundraising, Legislation, Organizational..., Benefits Administration, Governmental Affairs, Policy Analysis, Employment Law, Nonprofits, Government, Community Outreach, Legislative Affairs, Community Organizing, Association Management, Politics, Political Consulting, Pensions, Political Communication, Taft-Hartley, Legislative Research, State Government, Public Affairs, Defined Benefit, Union Organizing..., Union, Economic Development, Health Policy, Message Development, Trade Associations, Speech Writing, Community Development, Pension Funds, Coalition Development, Federal Government, Political Science, Grassroots Lobbying, Non-profit..., Building Coalitions, Elections
Education
St. Francis University 1979 — 1981
MA, Industrial Relations
University of Pittsburgh 1970 — 1974
Bachelor of Arts in Social Work (BASW), Social Work, Political Science
OptumHealth January 2008 - Present
Blue Cross Blue Shield of Minnesota 2004 - 2008
The Segal Company November 2002 - July 2004
Clark Consulting 1992 - 2002
Education
St. Catherine University 2000 — 2002
Bachelor of Arts, Philosopy
The Segal Company September 1980 - December 2008
The Segal Company 1980 - 2008
Skills
Benefits Administration, Team Building, Public Speaking, Employee Benefits, Strategic Planning, Lunch, Event Planning, Insurance, Health Insurance, Customer Service, Human Resources
Education
University of Michigan Business School 1969 — 1970
MBA, Marketing
Washington University 1965 — 1969
Bachelor of Arts (B.A.)
Mercer May 2015 - Present
Keenan and Associates April 2004 - April 2015
The Segal Company April 2001 - April 2004
Towers Watson January 1991 - April 2001
Mercer August 1988 - January 1991
Allergan June 1987 - August 1988
Linkletter Enterprises 1985 - 1987
O'Melveny & Myers LLP 1983 - 1985
US House of Representatives 1984 - 1984
Skills
Health Insurance, Insurance, Employee Benefits, Brokers, Underwriting, Disability Insurance, Liability, Professional Liability, New Business Development, Accident, Employee Relations, Managed Care, Strategic Planning, Process Improvement, Benefits Administration, COBRA, Health Savings Accounts, Healthcare, Risk Management, Human Resources, Team Building, Disease Management, Leadership, Claims Management, Medicare, General Insurance, FMLA, Customer Retention, Healthcare Industry, ERISA, Life Insurance, Fixed Annuities, Retirement Planning, HIPAA, Health Care Reform, Medicare Part D, Account Management, HRIS, Defined Benefit, Pensions, Health Policy, Executive Pay, 401k, Retirement, Employee Wellness, Mergers & Acquisitions, Deferred Compensation, Commercial Insurance, Reinsurance, Long-term Care
Education
University of California, Irvine 1982 — 1987
Bachelor of Science (BS), Economics and Biology
Arcadia High School 1979 — 1982
Deloitte October 2014 - Present
Foster & Foster June 2013 - April 2014
The Segal Company September 2008 - June 2013
Deloitte Consulting LLP December 2000 - September 2008
Aon Consulting June 1996 - December 2000
Skills
Actuarial Science, Defined Benefit, Employee Benefits, Forecasting, Management, Pensions, Sales, ERISA, Retirement, Human Resources, Risk Management, Pension Funds, Benefits Administration, Pension Administration, Strategic Planning, Consulting, Microsoft Excel, Actuarial Consulting, Microsoft Office, Management Consulting, Microsoft Word, Team Leadership, Financial Reporting, Accounting, Analysis, Business Strategy, Recruiting
Education
University of Iowa 1991 — 1996
BS, Mathematics
New York Life Insurance Company September 2012 - Present
The Segal Company June 2007 - September 2012
Skills
Actuarial Science, Pensions, Defined Benefit, Employee Benefits, Retirement, Benefits Administration, Executive Pay, Deferred Compensation, Microsoft Excel, Life Insurance, Pension Administration
Education
State University of New York at Stony Brook 2003 — 2007
Applied Mathematics, Economics
Carter Consulting Inc. May 2014 - Present
DB Consulting Group, Inc. August 2012 - Present
E-Assist Virtual June 2003 - Present
Northrop Grumman Mission Systems October 2005 - August 2012
Adecco Group May 2004 - October 2005
The Segal Company June 2003 - May 2004
DB Consulting Group, Inc. November 2002 - June 2003
Public Financial Management August 1999 - August 2002
Aerotek April 1995 - August 1999
Skills
Health, Prevention, Research, Public Health, Policy, Clinical Research, Healthcare
Education
The University of Memphis
The University of Memphis
Blue Cross Blue Shield of Arizona May 2014 - Present
Willis April 2004 - May 2014
Aon January 2003 - April 2004
The Segal Company 2000 - 2003
Discover Card January 1995 - January 2000
Skills
Employee Benefits, Health Savings Accounts, Disability Insurance, Benefits Administration, Insurance, Health Insurance, Brokers, Group Medical, Underwriting, Flexible Spending..., COBRA, Health Care Reform
Education
University of Phoenix 1998 — 1999
Certificaton, Human Resources
University of Arizona 1990 — 1994
Bachelor's Degree, English
Segal Consulting October 2012 - Present
The Segal Company July 2008 - October 2012
Skills
Data Analysis, Analytics, Excel, PowerPoint, Actuarial Science, Employee Benefits, Microsoft Office, Microsoft Word, Health Insurance, Analysis, Financial Modeling, Outlook, Insurance, Financial Analysis, Managed Care, Predictive Modeling, Microsoft Excel, Management
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelors of Science, Actuarial Science
PBI Actuarial Consultants November 2013 - Present
Johnson Inc. April 2012 - October 2013
The Segal Company September 2008 - April 2012
Johnson Inc. April 2000 - September 2008
Skills
Actuarial, Actuarial Science, Pensions, Employee Benefits, Defined Benefit, Plan Design, Retirement, ALM, Consulting, New Business Development, Retirement Plan..., Health Insurance, Risk Management, Financial Modeling, Valuation, Benefits Administration, Life Insurance, Pension Funds, Term Life Insurance, Insurance, Business Planning, Defined Contribution, Liability, Retirement Planning, Investments
Education
Canadian Institute of Actuaries 2001 — 2009
FCIA, Actuarial
Society of Actuaries 2001 — 2008
FSA, Actuarial Science
University of Alberta 1997 — 2000
BSc, Specialization in Mathematics and Finance
Foot Locker 2001 - Present
GiftCertificates.com 1998 - 1999
Schlumberger 1996 - 1998
The Segal Company 1994 - 1998
Education
University of Hartford
B. S., Actuarial Science
LinkedIn December 2010 - Present
The Segal Company July 2006 - September 2009
Professional Tutors of America January 2006 - July 2006
Skills
Data Analysis, SQL, Market Research, Fashion, Microsoft Excel, Mathematics, Social Media, PowerPoint, Access, Salesforce.com, Leadership, Marketing, HTML
Education
University of California, Berkeley 2002 — 2005
B.A., Mathematics
Resolution Divorce Services 2013 - Present
CEORoundtable 2010 - 2012
Uppercase Living (Independent Sales) 2007 - 2009
Towers Watson 2000 - 2003
The Segal Company 1998 - 2000
The New England 1998 - 2000
Skills
Event Planning, Employee Benefits, Coaching, Negotiation, Financial Analysis, Financial Reporting, Conflict Resolution, Conflict Management, Communication, Legal Writing, RFP Generation, Team Building, Heavy Calendaring, Marketing Communications, Leadership Development, Travel Arrangements, Employee Relations, Organizational..., Customer Service
Education
Hamline Law School Mediation Center
Mediation including Parenting Consultant and Parenting Time Expeditor
Erickson Mediation Institute
Certification, Family Mediation
St. Olaf College
Bachelor of Arts Magna Cum Laude, Sociology and Family Studies
The Wright Group Services July 2010 - Present
CoBiz Insurance February 2006 - July 2010
Great-West Healthcare July 2001 - February 2006
The Segal Company September 1999 - July 2001
The Human Resource Company, Inc. August 1998 - August 1999
TKI Foods, Inc. December 1996 - August 1998
Skills
Health Insurance, Employee Benefits, Life Insurance, Insurance, Disability Insurance, Commercial Insurance, Health Savings Accounts, Underwriting, COBRA, Brokers, Benefits Administration, Customer Service, Management, Account Management
Education
University of Illinois Springfield 1995 — 1997
BA, Management, Psychology
The Segal Company October 2006 - Present
Irwin Tepper Associates, Inc. October 2001 - October 2006
Into Networks October 2000 - September 2001
MAK July 1998 - October 2000
Skills
C++, Software Development, Software Engineering, Unix, OOP, SQL, XML, .NET, Agile Methodologies, Requirements Analysis, Software Project..., Web Services, Functional Design, Java
Education
The Ohio State University 1994 — 1998
BS, Computer Engineering
Associa March 2014 - Present
TWS Business Services June 2001 - Present
Labs Inc June 2011 - July 2014
HR Block December 2010 - April 2011
Qwest Communications March 1998 - June 2001
The Segal Company July 1995 - October 1997
Skills
Accruals, General Ledger, Accounts Payable, Supervising, Management, Time Management, Highly Detailed, Organized self-starter, Multi Tasking, Vendor Management, Tax Preparation, Microsoft Office
Education
University of Colorado Denver 1994 — 1997
BS, Accounting
El Dorado High School 1987 — 1990
J.P. Morgan Retirement Plan Services November 2011 - April 2015
Aon Hewitt May 2008 - November 2010
Aon Consulting 2000 - 2008
The Segal Company May 1997 - December 2000
Hollywood Casino 1993 - 1997
Watson Wyatt 1985 - 1993
Skills
Actuarial Science, Employee Benefits, Defined Benefit, Retirement, Pensions, Pension Administration, Benefits Administration, Analysis
Education
Actuarial Science University of Iowa Iowa
Masters
University of Illinois
Bachelor of Science, Mathematics
IABSORIW 2001 - Present
The Segal Company 1973 - 1995
Skills
Benefits Administration, Employee Benefits, Retirement, Human Resources, Pensions, Process Improvement, Deferred Compensation, Insurance, 401k, Mergers & Acquisitions, Life Insurance, Investments, Health Insurance, Negotiation, Contract Management, Contract Negotiation, Customer Service, Strategic Planning, Management, Leadership, New Business Development, Program Management
Education
US Naval Academy 1963 — 1968
BS, Systems Engineering
UnitedHealthcare June 2008 - Present
The Segal Company August 2007 - November 2007
MassMutual Financial Group May 2007 - August 2007
Skills
Reserving, Actuarial, Reinsurance, Defined Benefit, Plan Design, VBA, Microsoft Office, Pricing, Actuarial Science
Education
University of Connecticut 2004 — 2008
BS, Actuarial Science
PCO Investment Management LP May 2015 - Present
Citco Fund Services April 2012 - April 2015
The Segal Company November 2007 - May 2012
Skills
Pensions, Microsoft Excel, Valuation, Data Analysis, Financial Analysis, PowerPoint, Microsoft Office, Financial Modeling, Finance, Management, Investments, Research, Bloomberg, Hedge Funds, Microsoft Word
Education
University of California, Los Angeles 2004 — 2006
B.S., Applied Mathematics
University of California, Los Angeles
Applied Mathematics
Kaiser Permanente November 2010 - August 2014
The Segal Company June 2008 - November 2010
WellPoint July 2003 - June 2008
Skills
Health Insurance, Medicare, Insurance, Access, Healthcare, Data Analysis, SAS, Financial Modeling, Managed Care, Employee Benefits, Financial Analysis, Microsoft Excel, Analysis, Risk Management, Actuarial Science
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Science (B.S.), Probability & Statistical Science with Actuarial Science Emphasis
Nuveen Investments November 2013 - October 2014
The Segal Company May 2012 - August 2012
The Marco Consulting Group May 2011 - August 2011
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics- Henry B. Tippie College of Business, Graduate
Consortium Institute of Management & Business Analysis 2012 — 2012
Bachelor of Business Administration (BBA), Finance
The Segal Company Actuarial AssociateThe Segal Company$
Skills
Insurance
Education
Stony Brook University 1974 — 1978
Bachelor's Degree, Applied Mathematics
The RiverStone Group June 2011 - Present
Liberty Mutual Insurance April 2006 - June 2011
The Segal Company September 2002 - March 2006
Pratt & Whitney 1997 - 1998
Skills
Databases, SAS programming, SQL, VBA, Data Warehousing, Financial Reporting, General Ledger, Statutory Accounting, Actuarial Science, Data Analysis, Analysis, Insurance, Loss Reserving, Reinsurance, SAS Programming
Education
University of Massachusetts, Amherst 1996 — 2001
Bachelor of Science (BS), Mathematics
Reinsurance Group of America October 2007 - Present
MetLife August 2004 - October 2007
Kemper Insurance October 2002 - August 2004
The Segal Company June 2001 - October 2002
Skills
Actuarial Science, Valuation, VBA, Microsoft Excel, Oracle SQL
Education
University of Missouri-Columbia 1996 — 2000
Bachelor of Science (BSc), Mathematics
The Segal Company June 2011 - Present
The Segal Company January 2010 - May 2011
Education
University of Maryland College Park 2007 — 2009
Bachelor of Arts (BA), Economics
Wake Forest University 2005 — 2006