Boston, MA

Retirement product expert with a 10-year track record of going above and beyond to see projects to successful conclusion. Experienced in actuarial modeling, data analysis, regression testing, and benefit calculations for 401/403/457, IRA, DB and annuities contracts. Detail-oriented, yet efficient professional who consistently delivers and is not afraid to tackle new challenges head on. Recognized as a highly engaged and collaborative problem-solver. A quick learner who can break-down complex issues and find innovative solutions to drive business decisions.

Highly proficient in Excel/VBA, Access, SQL, SAS & more.

Work History:

Analyst - Mercer (2015 - present)
Actuarial Assistant - Thrivent Financial for Lutherans
Pricing & Illustration Specialist - OneAmerica Financial
Registered Rep. & Team Leader - OneAmerica Financial

Personal Interests:
Traveling the globe with my wonderful wife, cooking like a mad man, fixing computers, watching IU basketball and snapping photos (the background is one of my shots of Boston Harbor).

  • Education
    • Indiana University, Bloomington:
    • B.S. in Mathematics & Economics
    • Business Minor from the Kelley School of Business