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Summary

Employee benefits consultant senior executive with broad experience in all aspects of employer-sponsored employee benefit programs.

Work History

Spectrum Pension Consultants, Inc.

Dec 2005 - Present
Principal, Chairman, & Chief Executive Officer 

Responsible for all business operations, professional services oversight, corporate strategy, and all aspects of the organization's policies and initiatives.  Consultant to senior employer decision makers in small to mid-size employer organizations for all aspects of their compensation and employee benefit programs.

Aug 2005 - Dec 2005
Principal & Director 

Intel Corporation

Jun 2004 - Aug 2005
Project / Program Manager 

Managed cross-organizational global project teams chartered to enhance Intel supply chain operations. Supported Intel's 100% eProcurement initiative by driving RosettaNet project implementations with key indirect material Fab suppliers. Co-lead initiative deploying an SAP manufacturing resource planning and automated procurement system for Intel Flash Stakeholders. Launched & lead cross-organizational procurement user group to drive widespread adoption of multi-dimensional procurement reporting analytics system.

Jun 2001 - Jun 2004
Buyer/Senior Buyer 

Managed supplier performance and contractual remedies. Oversaw $60+ million annual global supply line of goods & services for multiple semiconductor fabrication facilities. Drove commodity team initiatives, including implementation of Just in Time ("JIT") inventory management systems. Focused on total cost optimization; delivered cost savings initiatives of $10+ million. Developed and executed negotiation plans, including multiple Internet Auctions of commoditized goods. Managed critical success indicator performance to goal. Continuously improved purchasing procedures and systems to achieve operational excellence.

Education

Arizona State University

Tempe, AZ, United States
Jan 2003 - Dec 2004
MBA, Supply Chain Management Emphasis

University of Washington

Seattle, WA, United States
Sep 1997 - Jun 2001
BA, Business Administration, Information Systems Option

Certifications

Qualified Plan Financial Consultant (QPFC)

(American Society of Pension Professionals and Actuaries)
Has no expiration

QPFC is the professional credential for employer-sponsored retirement plan financial professionals. The QPFC program provides an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans, and the role of retirement plan professionals. Candidates must demonstrate a general proficiency of plan administration, compliance, investment, fiduciary, and ethics issues.

Networking

LinkedIn

Portfolio

Retirement Savings and Income

Retirement Savings and Income Planner

Few individuals know whether their current savings rate will deliver adequate retirement income.  A colleague and I developed the Retirement Savings and Income Planner to bridge this knowledge gap and assist people to better prepare for retirement.

Understanding Plan Fees

Plan Fees 1-Pager Image

Recently there has been extensive media discussion of hidden 401(k) fees.  Our consulting staff has prepared a 1-pager to assist plan fiduciaries in understanding plan costs and service provider compensation arrangements.

Affiliations