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Work experience

Aug 2013Present

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 2011Aug 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 2010May 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 2005Jul 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.



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

Westminster College


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