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I am currently self-employed but open to contract or permanent employment opportunities in which I may use my innate creativity, technical expertise, and business skills in a front-line consulting or internal support capacity. I’m interested in working within either a human-capital consulting firm or financial services organization in the Chicago area. Throughout my professional career, I have been very successful advising corporations, governmental organizations, and banking institutions of all sizes regarding their executive compensation and benefits offerings. I’ve proven myself to be an outside-the-box problem solver using advanced legal research and writing skills, knowledge of applicable tax, securities, and labor laws, as well as financial accounting standards and actuarial principles. I am a persuasive technical expert with outstanding oral and written communication skills, and extensive success consulting before business owners, “C” level executives, and Compensation Committees. I graduated from the University of California Los Angeles and Tulane University, where I earned Bachelor of Arts and Juris Doctorate degrees respectively.

Expert Knowledge

Executive Compensation / Equity and Incentive Compensation / Proxy Disclosure and CD&A / Payroll, Corporate, and Personal Income Taxation / ERISA / Corporate Finance and Accounting / Executive Benefits / M&A Due Diligence / Golden Parachutes / Emplyment Contracts / Qualified & Nonqualified Retirement Plans / Health & Welfare Benefit Plans / Bank Owned Life Insurance (BOLI) / OCC Bulletin 2004-56 / Basel III

Relevant Work History

Jan 2010Present

Principal and Founder

Executive Retirement Income Consulting -- Chicago, IL

Freelance technical and strategic consulting for corporate sponsors of nonqualified deferred compensation, supplemental executive retirement plans, life insurance bonus plans, and executive disability insurance arrangements. Strategic expertise in innovative plan design and cutting edge financing of associated liabilities via life insurance and other tax-advantaged financial products. Technical expertise in the tax, accounting and other regulatory aspects of executive benefits.

May 2008Nov 2009

Vice President Risk Assessment

Clark Consulting -- Dallas, TX
  • Served as head of risk management for all technical matters pertaining to design, funding, implementation, and administration of client executive compensation and benefit programs for bank clients
  • Kept abreast of legislative and regulatory changes relevant to executive compensation and benefits and draft internal and client bulletins
  • Responded to tax, legal, and accounting questions from plan design and administrative staff
  • Counseled field consultants on technical matters to assist with sales efforts while maintaining compliance with relevant regulations
  • Implemented processes and procedures to mitigate risk in plan design and administration
May 2001Dec 2007

Vice President Executive Benefits

Aon Consulting -- Atlanta, GA
  • Marketed and provided executive compensation and benefits consulting services, served as a senior technical expert, and directed strategic design and financing of executive compensation and benefit plans for clients.
  • Managed the comprehensive analysis and complete overhaul of all executive remuneration programs for a Fortune 50 telecommunications firm that resulted in over $500K of new revenue.
  • Developed and marketed a systematic program to assist clients with new SEC proxy disclosure requirements for executive compensation and benefits programs
  • Authored numerous articles and bulletins published by the firm in response to changes in tax and accounting requirements affecting executive compensation and benefits programs.
Jan 2000Apr 2001

Executive Benefits Consulting Attorney

Balser Financial Corporation

Oversaw, from a technical perspective, the implementation and administration of executive benefits plans for Fortune 500 corporations and a number of global banks. Drafted plan documents, marketing materials, RFP responses, white papers, and online articles. Attended sales presentations serving as a technical expert, advised clients regarding existing and proposed plans working with client's and prospect's CFOs, CPAs, Attorneys and other advisers or decision makers. 

Jan 1999Mar 2000

Senior Tax Manager

Arthur Andersen -- Los Angeles, CA
  • Sold a golden parachute analysis and 30-nation global reconciliation of all payroll taxes associated with accelerated
  • exercise of employee stock options caused by the acquisition by Vivendi of U.S. Filter (Fortune 300 Company).
  • Managed all aspects of the project that produced ~$1M in revenue within ten weeks.
  • Marketed all compensation and benefits tax and accounting services of practice to members of the firm throughout
  • Southern California and Nevada.
  • Advised clients (primarily high-tech start-ups) regarding all tax, accounting, SEC, and ERISA aspects of compensation /
  • benefit programs.  
  • Provided expertise on Mergers & Acquisitions, IPO’s, and development of equity-based compensation for start-ups.



Juris Doctorate

Tulane University

Law - Awarded full merit-based scholarship


Bachelors of Arts

University of California Los Angeles

Psychology - Upper-class GPA of 3.9/4.0