Associate Vice President with extensive background in private equity, transactional benefits strategy, and carrier implementations. Passionate about delivering the best employee experience while improving processes and costs.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Assistant Vice President
Aon
04.2025 - Current
Lead health & benefits due diligence for private equity transactions, providing strategic insights on cost drivers, compliance risks, and integration planning.
Develop scalable health benefits playbooks for PE-backed firms, enabling consistent benefit harmonization across multi-entity platforms and improving HR operational efficiency.
Build and maintain executive-level relationships with key PE clients and HR/Finance leaders
Collaborate with legal, actuarial, and clinical teams to provide strategic renewal guidance
Drive internal knowledge-sharing and training initiatives for junior consultants on private equity health trends, underwriting models, and post-close benefit integration best practices
Senior Consultant
Aon
06.2022 - 04.2025
Served as lead project manager on complex M&A health and benefits engagements, coordinating cross-functional teams and to ensure critical transactional milestones are completed
Acted as primary day to day point of contact for 9 ongoing clients
Created detailed project plans, timelines, and deliverables to support renewals, due diligence, and transactional activity
Conducted comparative plan analyses and benchmarking to evaluate cost, competitiveness, and compliance of medical, dental, life, disability, and wellness programs.
Led post-close implementation support, including vendor transitions, open enrollment planning, and benefits harmonization initiatives.
Consultant
Alterity Group
01.2021 - 05.2022
Reviewed client financial data and draft financial reports/project costs
Lead one private equity partner relationship and provided oversight for 22 portfolio companies' benefits programs.
Reviewed claims experience to project future medical/Rx costs on an insured and self-insured basis
Developed and revised financial models for proposed medical/Rx plan design and contribution changes including migration and tier changes
Managed, tracked and communicated due diligence project status for 8-10 companies a month, internally and externally ensuring that projects are meeting deadlines and client teams are aware of issues impacting successful execution.
Draft, manage, review and analyze RFPs
Coordinate new carrier business, including reviewing paperwork for accuracy and managing towards critical milestones
Health and Benefits Senior Analyst
Mercer
06.2018 - 12.2020
Coordinated a team of 5 individuals for Mercer's stop loss center of excellence to perform over 30 client stop loss RFP's each year
Participated in vendor implementations across various HRIS platforms
Assisted in data analysis & presentation
Conducted RFP's for medical, dental, vision, wellness programs, life and Disability, point solutions, and stop loss insurance
Education
Health Services Administration - Minor in Business
James Madison University
Harrisonburg, VA
05.2018
Skills
Microsoft Office Suite
Health Insurance
Employee Benefits Design
Data Analysis & Presentation
Transactional Consulting
Program Management
Time Management
Hiring and Coaching
Strategy Creation
Certification
International Society of Employee Benefits - CEBS, 03/01/19, President of Northern NJ Chapter
NJ Department of Insurance Licensed Insurance Agent, 06/01/18, Producer Life, Accident, & Health
Timeline
Assistant Vice President
Aon
04.2025 - Current
Senior Consultant
Aon
06.2022 - 04.2025
Consultant
Alterity Group
01.2021 - 05.2022
Health and Benefits Senior Analyst
Mercer
06.2018 - 12.2020
Health Services Administration - Minor in Business