Work History

Work History
Aug 2013 - Present

Vice President

Serve as the Account Executive, which is the primary client lead, for the health and benefits team. Oversee all benefits work; including the financial analysis, negotiations, bid process, carrier relationships, account customer service, communication design and compliance adherence. Providing consultative guidance that aligns the Human Resource objectives with the overall business objectives. Portfolio includes public entities, technology, health care/hospital, construction, and hospitality, non-profit and large Employee Benefit Trust. Client size from small, 120 employees, to large with 20,000 employees.
May 2011 - Aug 2013

VSEBT Plan Administrator

Valley Schools Employee Benefit Trust
Complete Plan administration responsibility; 20 municipalities, 20,000 employees, 30,000 members, $170,000,000. New client onboarding and existing client program delivery. Advised and responsible for strategic and tactical plans. Accountable for the annual renewal process; premium equivalent setting, IBNR reserves, and contribution modeling for the self-insured health programs. Executive Leader with all client stakeholders. Responsible for successful vendor interface, contracts, and service. Interfaced with the Boards, Committees, Superintendents, and Executives. Primary contact for all vendors, consultants, senior staff and Board Members. Responsible for all plan compliance from a plan administration perspective with all regulations including IRS, DOL, HIPAA, COBRA, FMLA, ADA and the PPACA mandates. All staff report directly to the Administrator who is personally responsible for their supervision, training and performance.
Jun 2010 - May 2011

Senior Manager, Benefits

Amkor Technology
Administered the self-funded employee benefits programs, including health and wellness, worker’s compensation, income protection, retirement, and related programs. Ensured compliance with national and local legal and tax requirements. Conducted benchmark analysis of benefits programs in order to evaluate competitiveness and legal compliance and made program design recommendations to C level, within budget. Awarded the Phoenix Business Journal’s 2011 Healthiest Employer Award.
Mar 2005 - Jul 2010

Director, Employee Benefits and Risk Management

Mesa Public Schools
Directed the district’s self-funded health insurance programs; medical, dental, vision, life, disability, EAP, health management, and the 403(b) and 457 retirement saving plans. Also, responsible for the district’s risk management, loss prevention, self-funded property and liability, and workers’ compensation insurance programs. Developed, negotiated and administered contracts for all insurance services, claims adjusters, legal counsel, benefits consultants, and benefits insurance vendors. Recommended strategy for district’s program design and administrative procedures. Developed effective communications to orient, train, and/or introduce audiences to each facet of the Employee Benefits and Risk Management programs. Managed department staff of 7 full time staff members. Served as the Executive Leader to the Employee Benefit Trust Board of Trustees, Governing Board, Employee Benefits Advisory Committee, and 457 Deferred Compensation Committee. Designed and implemented the District’s first wellness initiative, based on claims data analysis and wellness champion buy-in. Implemented high deductible health plans with health savings accounts (HSA) Plan options, replacing the PPO options. Successfully outsourced the COBRA administration functions, while coordinating with the Arizona State Retirement System.


2000 - 2002

Master of Business Administration (M.B.A.)

Westminster College
1997 - 1999


University of Phoenix



Health, Life Non-Resident Producer

New Mexico - Life, Accident, & Health

AZ Life, Accident and Health or Sickness Insurance Series 13-33




Process Improvement

Organizational Development

Open Enrollment


Strategic Consulting

Management Consulting

Business Planning

Business Intelligence


Employee Benefits

Business Process Improvement

Financial Risk

Risk Assessment

Healthcare Consulting

Public Relations

Health & Welfare Benefits Administration

Microsoft Word

Health & Welfare Benefits

Business Strategy

Account Management

Health Education

Benefits Administration

Microsoft Excel

Business Analysis

Microsoft Office

New Business Development

Business Development

Strategic Sourcing

Strategic Planning


Strategic Communications

Welfare Reform

Team Building

Health Insurance


Legal Liability

Employee Wellness

Health Care Reform

Financial Analysis

General Liability

Loss Mitigation

Risk Management

Compliance Management

Healthcare Management

Wellness Programs

Marketing Communications

Contract Negotiation

Public Speaking