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Skills

  • Work coordination
  • Financial planning
  • Investment planning
  • Business operations
  • Workflow optimization advisory
  • Operational improvement
  • Communications
  • Qualified and non-qualified retirement plans
  • Adaptive advisory
  • Budgets

Work Experiences

  • Achieved 23% improved employee satisfaction with plan benefits.
  • Achieved a 21% increase in client satisfaction ratings.
  • Recommended and implemented pricing policies for process, procedure, and method products.
  • Addressed retirement concerns.
  • Achieved 63% market share growth in ServiceNow category.
  • Achieved recognition in 2015.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Completed a pricing analysis based on the results of category programs and made recommendations to senior executives.
  • Oversaw communication and collaboration among various stakeholders, including method, initiative, and method.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.

Summaries

  • Actuary with advanced mathematical skills and a thorough understanding of statistical analysis and model construction.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Bringing 14 years of experience and a track record of success to the table.
  • Experienced actuary with a thorough understanding of the insurance industry's processes, practices, and reporting requirements.
  • With a systematic nature, he is highly analytical and detail-oriented.
  • Ready to apply stakeholder engagement, cross-functional collaboration, and vendor management abilities gained over a 4+ year career to a new challenging role with room for advancement and growth.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Principal Advisor who works tirelessly to provide system leadership to process clients.
  • Power BI and ServiceNow are two of my strongest skills.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Resolved product issue through consumer testing.
  • Presented data-driven retirement solutions to an advisory board, resulting in the organization’s pivot to a more sustainable pension fund model.
  • Worked with legal and compliance departments to structure retirement plans in accordance with new fiduciary regulations, ensuring 59% compliance.
  • Conducted a comprehensive retirement readiness audit, uncovering potential gaps in funding for 59% of clients and providing tailored solutions.
  • Trained junior advisors on personalized retirement planning methodologies, contributing to a reduction in client attrition by 70%.
  • Enabled a 29% reduction in pension administrative costs by spearheading a platform migration to a new pension-administration technology.
  • Documented and resolved process which led to initiative.
  • Monitored market trends to adjust future retirement asset allocations, securing a 72% improvement in year-over-year portfolio performance.
  • Analyzed historical retirement plan performance to guide future fund rebalancing, resulting in an annual growth of 71%.
  • Developed and implemented a retirement risk mitigation framework, increasing asset protection by 65% through diversified portfolio allocations.

Affiliations

  • National Association of Government Defined Contribution Administrators (NAGDCA)
  • Financial Consulting Group (FCG)
  • International Foundation of Employee Benefit Plans (IFEBP)
  • Rotary International
  • National Retirement Planning Coalition
  • Freemason
  • National Institute of Certified Estate Planners (NICEP)
  • Investment Management Consultants Association (IMCA)
  • Association for Supply Chain Management (APICS)
  • Retirement Advisor University

Certifications

  • Chartered Life Underwriter (CLU)
  • Qualified Plan Financial Consultant (QPFC)
  • Retirement Income Certified Professional (RICP)
  • Certified Financial Planner (CFP)
  • Certified Plan Sponsor Professional (CPSP)
  • Life and Health Insurance License Illinois
  • Certificate in Retirement Planning (CIPR) by Lakeside Partners
  • Cisco Certified Network Associate (CCNA)
  • Salesforce
  • Certified Fiduciary and Investment Risk Specialist (CFIRS)

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