The Advisor Collective

Committee Member

Woodruff-Sawyer & Co

•    HR Technology Solutions Consulting for small and mid-market clients on Human Capital Management, HRIS and Benefits Administration software: evaluate software vendors to determine value and best fit by market segment and maintain relationships with vendors to facilitate WS&Co. clients by acting as centralized point of contact;
•    Perform due diligence related to licensed technology solutions and make recommendations to leadership;
•    Manage BenAdmin onboarding and client support using licensed solutions; process includes active collaboration with clients, internal service team, vendors and/or carriers, configuring system and training clients on their use, and maintaining and documenting best practices; and
•    Advocate on clients’ behalf with software vendors during all phases of technology product life cycle.

Client Technology Services Consultant

Manager, Client Technology Services

NTT Centerstance, Inc.

Responsible for the implementation of client projects, including requirements gathering and documentation, implementation, knowledge transfer (training), and overseeing the production of deliverables on Salesforce Platform.

Sr. Consultant

Infor

Project Management Activities: Successfully manage SaaS (HCM enterprise application) product implementations for channel partner’s clients (ranging from 1,000 to 10,000 employees) from inception through launch;
•	Manage implementation from kick-off through go-live;
•	Analyze clients’ HR collateral against project objectives to provide custom solutions within platform offering;
•	Manage internal web development team for each project (using Salesforce.com for process management);

Corollary accomplishments: 
•	Consulted with channel partner to standardize product offerings so as to allow clients flexibility where necessary but limit demands during implementation;
•	Developed template project plan that incorporates milestones with partner’s overall build plan;
•	Developed specifications document to allow clients to provide benefit plan information in a manner that informs project team as to total build requirements.


Benefits Communication Consultant Activities:
•	Lead benefits consultant for direct clients (ranging in size from 1,000 to 60,000 employees): analyze client employee benefits-related collateral and determine benefits design within product suite for complex organizations (including Fortune 500 companies);
•	Manage review/sign-off cycle with client for all benefit template content;
•	Lead template creation with internal authoring team;
•	Developed automated authoring cycle capability, reducing the time required to manually build schedules and allowing for quick responses to internal requests for project timelines.

Project Lead - Enwisen

Enwisen

o	Lead benefits consultant for 18 direct clients (ranging in size from 1,000 to 60,000 employees): analyze client employee benefits-related collateral and determine benefits design within product suite for complex organizations (including Fortune 500 companies);
o	Manage review/sign-off cycle with client for all benefit template content;
o	Lead template creation with internal authoring team;
o	Key achievement: developed automated authoring cycle capability, reducing the time required to manually build schedules and allowing for quick responses to internal requests for project timelines.

Benefits Communication Consultant

Thelen LLP

•	Drafted ERISA-compliant plan documentation (plan documents, summary plan descriptions and other required notices) for employee benefit plans, including several Fortune 500 companies;
•	Supported bicoastal internal HR/Benefits department by providing internal policy review and guidance on individual issues arising with attorneys and staff numbering over 1000;
•	Analyzed and revised firm’s employee benefits documentation and materials in conjunction with merger and new HR intranet portal;
•	Addressed federal, state and local health and welfare plan compliance matters: drafting necessary participant correspondence and notices, amending plans and researching, analyzing and communicating client-specific issues, preparing IRS filings on behalf of clients (often including extensive direct client communications);
•	Performed due diligence research for mergers and acquisitions in relation to executive compensation, health and welfare and retirement plans.

Senior Employee Benefits Specialist

Trucker Huss

•	Drafted ERISA-compliant plan documentation for employee benefit plans;
•	Completed employee-benefits related research projects, including enforcement of federal and state mandates, and prepared internal memoranda on various legal questions involving employee benefits law;
•	Worked directly with clients to ensure compliance measures were adequately carried out, including preparation of government filings;
•	Provided analysis and drafted responses to benefits appeals for both welfare and qualified plans;
•	Managed regulatory deadline cycle for multi-employer clients on behalf of originating attorney.

Health & Welfare Plan Paralegal

O'Reilly Media

•	Researched potential business partners for new business ventures in developer relations, including gap analysis with regard to current offerings;
•	Prepared proposals for online developer community portals;
•	Researched venture capital opportunities, analyzed other venture capital firms in order to establish venture capital position within overall market.
•	Contributed to first issue of Make Magazine, a magazine devoted to do-it-yourself technology projects.

Project Manager - New Business Ventures

information concepts

•	Managed software development and implementation for software development firm specializing in design and implementation of large Web-based information systems;
•	Established and documented project requirements; translated business requirements for a development team; oversaw development of prototypes; 
•	Managed implementation process, including management of up to five people over the software development life cycle for clients including the Associated Press and the American Postal Workers Union.

Project Manager

Manager, Client Technology Services at Woodruff Sawyer

Always curious client services professional in the employee benefits administration and HRIS space with a passion for problem solving and customer success. Skilled in employee benefits analysis, ERISA (and other regulatory compliance), professional services, strategic change management and  SaaS configuration and maintenance. Strong information technology professional with focus on Human Capital Management (HCM) and Benefits Administration software.

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