Project Management Manager

STEVEN DAVID KATZ

**** ********** *****

Iron Station, NC 28080

Cellular:248-***-****

e-mail: ********@*****.***

Career Bio

I have over 25 years of experience of Program/Project Management and Software Development, which includes such consulting firms as PeopleSoft, Towers Perrin, Watson Wyatt (now Willis Towers Watson), and Mercer Consulting. Over the last 15 years I have consulted to clients on program strategy, project management project governance, change management, and other advisory services.

My Project Management career, has included but is not limited to managing the following project:

State of New Jersey Department of Pension and Benefit Systems Implementation and Engineering Service (IBM Global Services, Provided State of New Jersey Project Implementation Oversight)

City of Indianapolis (ORACLE Consulting Service) – Initial Implementation of PeopleSoft, and integration of pension administration and customer relationship management solution.

State of Texas Employee Retirement System (PeopleSoft Consulting Services)

City of Atlanta (PeopleSoft Consulting Service) – Initial PeopleSoft Consulting Service – also included Pension Administration.

Gwinnett County Public Schools (Peak Performance Technologies (formerly B2B Consulting), implementation of PeopleSoft HCM Core HR, Payroll, Benefits/Benefits Administration and Pension Administration.

John Hopkins University – APL. PeopleSoft 8.9 – 9.1 Upgrade HCM (HR, Payroll, Base Benefits, retire eRecruit and implement Taleo).

Program Manager for General Electric (GE) PeopleSoft Consulting Service – GE has multiple business entitities which needed to be brought together on one Enterprise System. Integration with Finance and Chartfield of Accounts. This project also included the implementation of PeopleSoft Project Costing (- Setup of Cost Control Data, Project Chatfield’s, Activity Related Control Data, Accounting for Projects, processing transactions, staffing projects, budgeting projects, and integration. Modules implemented for HCM included Core HR, Payroll, Benefits, Benefits Administration, Time & Labor, Absence Management, Variable Compensation, Expenses, Flexible Spending Accounts, Variable Compensation, Employee Stock Purchase, Total Rewards, Profile Management, Succession Planning, Manager Self-Service, and Employee Self-Service).

Program Manager for Chase Bank – Initial PeopleSoft implementation – Chase Bank acquisitions during and after the implementation were implemented on Chase’s PeopleSoft Production system.

EXPERIENCE

Peak Performance Technologies 01/2006 – current

State of North Carolina – Department of Public Instruction (Public Schools)

Program Manager for implementing new Cloud based ERP (Financials, Human Capital Management, School Recruitment, School Nutrition, and School Time and Attendance. Providing guidance in managing vendors, project manager on over 100 county schools implementing ERP Cloud solutions, Providing guidance to the various county Executive and IT Management.

Sitel Corporation

Project Manager Business Process Management– SuccessFactors - Total Rewards and Organizational Change Management. Assist the business management in developing effective business processes and advise on best practices and in providing Total Rewards and to provide Subject Matter Expertise in the areas of compensation, benefits, payroll, and total rewards.

State of Georgia – State Accounting Agency

PeopleSoft HCM – Production Support for the States PeopleSoft HCM Payroll, Benefits, Time & Labor, Performance Management, and other PeopleSoft applications. Service tickets for break-fix of Payroll, Benefits, and Time & Labor, Absence Management production issues, and lead on the changes to benefits configuration for new plans.

Project Manager - Mass Transit Authority of New York

Project Governance Manager for Mass Transit Authority of New York for an implementation of PeopleSoft HCM – Benefit Administration, Pension Administration and custom Pension Loans Application.

Project Manager - State of New York Comptroller Office

Served as a Project Governance Manager for the State of New York Comptroller Office on a PeopleSoft Upgrade 9.2 Project

Provided Project Governance and Advisory Services to the Program/Project Manager. The State of New York has requested Project Governance and Advisory to provide governance and advisory services as oversight to monitor the systems integration consultants to ensure that the quality of services are provided to meet the States requirements.

Program Manager - Maricopa County Community College

Program Manager for Upgrade – Cloud Migration of PeopleSoft HCM, FIN, and Campus Management. Manged the Program Enterprise implemetation of PeopleSoft ERP upgrade for 10 campuses consolidation and migration to the Oracle Cloud Infrastructure and Platform deployments.

Managed Program Planning, Developed and Managed Budgets

Developed and Managed Resource Plans, Managed Communications with Stakeholders, Coordinated with HR, Legal, IT and Finance to support program enablement. Managed Program/Project Status and Reporting including financial status.

Ran Arbitration of significant issues.

Lead Executive Steering Committee meetings, defined the vision for success of the project, strategic objectives, and ensure alignment with Board strategy and priorities

Project Manager & HCM Lead - Florida A&M University

Served as Project Manager for an Upgrade of PeopleSoft HCM from 9.1 to 9.2 with migration to ORACLE Cloud Infrastructure and Platform

Client was hosted by Sierra-Cedar Crestone. Managed hosting/cloud services and day to day PM tasks, as well as serving as Lead for Compensation, Benefits, and Enterprise Learning. Project included Core HR, Payroll, Benefits, Time and Labor, and Absence Management.

Project Manager - IBM Global Consulting Services

Managed multiple Project and Proposals.

PeopleSoft HCM implementation of new functionality eProfile and Learning Management.

SAP/SuccessFactor implementation for Colgate-Palmolive

Proposals for implementations – Public Sector – PeopleSoft HCM Pension module for the MTA (Metro Transit Authority of New York

University of South Carolina – Project for implementation of Tenure, and Flexible Service (EG). Tracking Tenure and Tenure Service, Compensation, Benefits and Total Rewards.

Project Client: Grant Thornton – Manufacturing –Newark, DE – Project Manager PeopleSoft HCM 9.2 Upgrade from 9.1

PeopleSoft HCM upgrade de-customization and implementation of new functionality eProfile

Project Manager - Oracle Consulting – Omaha Public Schools

Served as a Project Manager on a PeopleSoft HCM 9.2 Upgrade for Oracle Consulting at- K-12 Public Schools in Omaha, NE

Project Management and Lead for Pension, Benefits, Time and Labor, Absence Management, and Profile Management.

Determined resources, planned tasks, designed deliverable

Client uses PeopleSoft HCM 8.9 (HR, Payroll, Time and Labor, Commitment Accounting, Absence Management, Benefits, Pension).

Consultant analyzed current “AS-IS” state of using PeopleSoft HCM 8.9 and customization against functionality in PS HCM 9.2

Provided go-forwarded strategies (straight upgrade, upgrade plus add some new functionality, and re-engineer and re-implementation

Provide estimates with respect to each strategy

Presented to the clients executive committee and stakeholders our findings and possible strategies.

Developed demonstration of new modules and functionality the client was interested in.

Performed functional & technical upgrade from 9.1 to 9.2.

Project Manager - Higher Education in Miami (PeopleSoft HCM 9.2 Initial Implementation, including Core HR, Payroll, Benefits, and Time and Labor modules)

Project Management – Arbitrage

Arbitrage Payroll – configuration, customizations, testing

Arbitrage Benefits/Benefits Administration

Arbitrage ACA Reporting, BN834 interface, Position Management, Profile Management issues Lead

Gathered all business requirements

Worked with client’s leadership to refine policies, procedures, and process flows

Worked with technical teams to design inbound and outbound interfaces

Led all integration and system testing

Worked with upstream and downstream PeopleSoft product leads to ensure the system was properly integrated

Managed Integration Testing, System, User Acceptance Testing, Stress & Volume Testing, Performance Testing.

Project Manager - Hospital Sisters Health System of Illinois

Development of Project Plan, Budget, Staffing

Manage Project Plan, Budget, and Staffing

SME in PeopleSoft HCM configuration advisory to PeopleSoft Business Analyst

SME in PeopleSoft HCM configuration Benefit Administration / Pension Administration, e-Profile, e-Profile Manager, and Payroll advisory to PeopleSoft Business Analyst

Service Delivery Manager – CIBER/City of Philadelphia – Oracle EBS re-implementation w/ PeopleSoft HCM Benefits Administration, and Pension Administration module integration.

Ensure service delivery meets Statement of Work (SOW) and contract specifications according to scope and budget.

Ensure the quality and consistency of team produced service related documentation including but not limited to processes, procedures, and deliverables.

Project Management including project planning, resource management and planning, and risk assessment using Planview PPM.

Client Development, respond to RFP’s, assist in sales

Subject Matter Expertise in multiple PeopleSoft HCM Modules including the Pension Administration module.

Configuration and implementation of PeopleSoft HCM rel. 9.2 (Base Benefits, Benefits Administration, Pension Administration, and Payroll)

Managed Integration Testing, System, User Acceptance Testing, Stress & Volume Testing, Performance Testing.

Solution data architecture, interfaces to benefit providers, encryption of critical data elements.

Solution/Data Architect - Duke Energy Corporation

HR Consolidation Project. Scope moving from PeopleSoft multiple modules to Outsourcing of Hosted PeopleSoft HR/Payroll to AON Hewitt with outsourcing of pension administration, benefit administration to AON Hewitt, time and labor to Workforce, talent management Success Factors (Performance and Compensation), Taleo and Sum Total for (learning management) with best of breed and data warehouse solutions.

Management of the development of Informatica ETL, data warehouse, data stores, and integration with SaaS Vendors.

Member of the Program/Project Management Office (PPMO).

Project Management developing the project plan, tasks, milestones, resources, budgets in Planview PPM

Provided Strategic Advise to the PPMO on SOX, Security, and strategic initiatives.

Change Management using Kotter Method

Project Manager - Ford Motor Company

Served as Project Manager of Lift/Shift Conversion Project from PeopleSoft HCM 8.8/and Excel Nations to PeopleSoft 9.1 HCM, Modules included are Core HR, Workforce Planning, Payroll Interface and Time and Labor.

Development of Project Plan, Budget, Staffing

Manage Project Plan, Budget, and Staffing

SME in configuration of Global implementation and standardization project for the development of Job Functions, Job Family’s, JobCodes, Salary Plans, Salary Grades and Merit/Bonus processes.

Project Manager - John Hopkins University

Served as Project Manager for a PeopleSoft HCM 9.1 Upgrade

Advise PMO on PeopleSoft HCM going-forward strategies, defining future business strategies and technical support requirements.

Develop project plans, manage schedules, resources.

Develop new training requirements for users, due to navigation changes.

Develop Testing Strategy, Test Planning, Test Scripts, and Plan Integration Testing, System Testing, User Acceptance, Testing.

Project Manager - Port Authority of Allegheny County

Served as Project Manager involved in HR, Payroll, Time and Labor, Absence Management, Compensation, Benefits, Benefits Administration, and Pension for 8.8 upgrade to 9.1

Develop project plans, manage schedules, resources, lead functional and business transformation opportunity sessions, with new functionality fit/gaps.

Develop new training requirements for users, due to navigation changes, and new functionality to be implemented.

Develop Testing Strategy, Test Planning, Test Scripts, and Plan Integration Testing, System Testing, User Acceptance, Testing.

Functional HCM Lead - Department of Energy/ Idaho National Laboratory

Served as Functional HCM Lead for 8.9 upgrade to 9.1

Evaluation of customizations decomposition

Enhancement to Pension Administration

Assessment of new 9.1 features (eProfile, Base Benefit, and Time & Labor, etc.)

Configuration of Base Benefits/Benefits Administration enhancement/changes.

Provide Project Planning, Resource Management Plan, Project Budgeting

Project Manager – City of Indianapolis - Oracle Consulting Services

Served as Project Manager for PeopleSoft HCM, Payroll, Benefits Administration, and Pension Administration

Project Manager responsible for management and lead team of 12 Technical and Functional resources

Facilitate Client meetings to define and document business requirements.

Develop and manage Resource Plan, Develop and manage Budget, Develop and manage Risk Plan, Develop and manage Project Plan, develop database instance strategy and manage database instances, Perform application configuration, Develop customizations, Define reports and develop reports (using SQR, Actuate, Crystal Reports, PS nVision, PS Query)

Change Management using Kotter Method

Project Manager - Henry Ford Hospital

Project Manager responsible for management and lead team of 12 Technical and Functional resources

Benefits Administration – Open Enrollment, and Workforce Rewards

Facilitate Client meetings to define and document business requirements.

Develop Reporting and Analytics

Develop and manage Resource Plan, Develop and manage Budget, Develop and manage Risk Plan, Develop and manage Project Plan, Develop database instance strategy and manage database instances, Perform application configuration, Develop customizations, Define reports and develop reports (using SQR, Actuate, Crystal Reports, PS nVision, PS Query)

Program/Project Management - IBM Global Services

Multiple Implementation of SAP Organizational Management, Personnel Administration, Recruitment Management, and

Payroll Benefits Compensation modules & PeopleSoft HCM, Payroll, Benefits Administration, Pension Administration, and Workforce Analytics. Clients included Colgate-Palmolive, Avon Products, and JetBlue.

Project Manager responsible for management and lead team of 12 Technical and Functional resources

Facilitate Client meetings to define and document business requirements.

Develop and manage Resource Plan, Develop and manage Budget, Develop and manage Risk Plan, Develop and manage Project Plan, Develop database instance strategy and manage database instances, Perform application configuration, Develop customizations, Define reports and develop reports (using SQR, Actuate, Crystal Reports, PS nVision, PS Query)

Provide monthly Executive Status Reports (project milestone statuses, financial status

Develop Testing Strategy and Execution of Testing (develop test scripts, analyze test results, and document test results), for SIT, UAT, Regression, Performance, and end-to-end testing.

Create and execute deployment plans

Work with team to perform server upgrades

Manage defect resolution

Manage vendor relationship

Manage Steering Committee meetings with clients

Change Management using Kotter Method

State of West Virginia – Program Management and Governance. State Comptroller System Evaluation and IT Renewal Project. This project included State Employee Human Capital Management, Finance, Procurememt for multiple State Agencies, and included such departments as Dept. of Transportation, Dept. of Benefits and Pension, and all other State Agencies.

Responsible for the daily management through the life cycle of the program.

Defined the program controls, that is the processes, procedures, reporting, etc., to manage the program.

Planned the overall program and monitored progress to make sure that milestones are being met across the various projects and programs.

Managed the program budget.

Managed the risks and issues that might and do arise over the course of the program life cycle, as well as take measures to correct them when they occur.

City of Atlanta & Gwinnett County Public Schools (Georgia) including implementation of PeopleSoft Pension Administration

Towers Perrin (8/2004 -12/31/2005)

PeopleSoft Implementation Project Manager HCM/Compensation, Benefits, Organizational Development and Enterprise Performance Management

Manage Project for the implementation Authoria – Talent Management product (Salary Planning, Compensations)

Provide Strategic Consulting to clients on Human Capital Management including Organization Development, Perfromance Management, Compensation, Executive Compensation and Benefits.

Healthcare – Actuarial Analysis - medical claims analysis

Develop PeopleSoft HCM implementation staff, Project Methodology, and PeopleSoft Implementation tools for HR, Payroll, Benefits, Pension Administration and Compensation

Develop Strategy on e-applications and workflow implementation

Business Transformation Outsourcing Accelerate HRO Services - Benefits and Pension Outsourcing.

Health-Medical Benefit Pricing Model.

Talent Management – Success Factors

Pension

Westar Energy. Implementation of PeopleSoft Pension Administration. Four (4) Plans. Union, Non-Union, non-qualified Supplemental Executive Retirement Plan (SERP). Implementation of PeopleSoft Workforce Planning, PeopleSoft Workforce Rewards Data Warehouse using Informatica ETL from PeopleSoft HCM databases and other database sources.

Lord Corporation. Plan Amendment, modification for performance problems running Periodic Processes.

BASF Corporation. DbConnect (TP own Pension Administration system).

Bell Helicopter. Implementation of PeopleSoft Pension Administration. Three (3) Plans. Union, Non-Union, and non-qualified Supplemental Executive. ). Implementation of PeopleSoft Workforce Planning, PeopleSoft Workforce Rewards Data Warehouse using Informatica ETL from PeopleSoft HCM databases and other database sources.

Compensation / Benefits Administration

Illinois Tool Works – Compensation Planning and adding a new module – Benefits Administration.

Consulted on Health & Wellness

Performed analytical studies on Health and Wellness

Contract - Limited Brands, Inc ( 11/2003 to 7/2004)

PeopleSoft Implementation Project Leader HRMS

Develop HRMS specificaton, manage HRMS Functional Analyst, Assist in Project Management Planning and develop staff. Assist in all areas of Project Management including development of Project Plans, Protocols, Resource Management, plan tasks, manage budgets, and determine and manage scope.

Assist on Production issues.

Provide Strategy on e-applications and workflow.

Implementation of EPM Workforce Reporting HR Data Analytics Warehouse (Reports – Compensation, Turnover, Diversity, Hiring and Retention).

Executive Compensation analysis, planning, design, processing, and administration

SME ePerformance, Variable Compensation, and Employee Stock Purchase

PeopleSoft, Inc ( 1/99 to 10/2003)

Director of Product Strategy and Development (Modules Pension Administration, Variable Compensation, Employee Stock Purchase, Total Rewards - Analytics, Workfoce Analytics, and Flexible Spending Accounts)

Responsibility for product development for the above mentioned products, and then transferred to Consulting and Project Management and as the Product Lead for Benefits Administration, Variable Compensation, Employee Stock Purchase, Flexible Spending Account, Workforce Rewards Data Warehouse. In product development also assisted in the Integration and design of the Data Model for the Expenses modules.

Member of the COMPASS – PeopleSoft Project Management Method and Program / Project Management Application.

Consulted to large companies on the implemenation of HR, Payroll, Benefits including benefits administration, internet and voice response open enrollment for benefits administration, HR Strategy, OD, HR Process Redesign, HR Service Delivery and operations integration.

Manage Pension and Benefit Adminstration implementation Projects for several Fortune 500 corporations

Consulting to Hospitals and Puiblic Organizations on HCM implementation including HR, Payroll, Benefits, Benefits Administration, Pension Administration, Manage Labor Relations, Position Management.

Consulting to Andersen Consulting on implementation of HR, and Pension Administration for United Parcel Services (UPS), develop Project Plan, develop project cost estimate, and plan resources.

Consult to Product Development on development of the Pension Administration, Benefits Administration and Variable Compensation Products. Current activities include providing functional and technical support to provide a Canadian version of Pension Administration.

Internal (PeopleSoft, Inc) implementation EPM / HR Data Warehouse Workforce Planning, and Workforce Rewards using Informatica

Project Manager – Implementation of EPM / HR Data Warehouse Workforce Planning, Workforce Rewards (Department Budgeting) for a University.

Program Manager – State of Texas Employee Retirement System implementation of PeopleSoft HCM w/ Pension Administration Module.

General Electric – Conulted to GE on the development of the GE Program/Project Management Office and implementation of PeopleSoft COMPASS Program/Project Management application. Program Manager of the GE One America Program for the implementation of PeopleSoft HCM for the America’s (USA, Canada, Mexico and South American Countries). Project Manager - Implementation of PeopleSoft HRMS, also participated in GE’s PMO. Strategy, Budgeting, Staffing and management. Also SME on Pension Administration, and Employee Stock Purchcase modules ). Implementation of PeopleSoft Workforce Planning, PeopleSoft Workforce Rewards Data Warehouse using Informatica ETL from PeopleSoft HCM databases and other database sources.

San Francisco Employee Retirement System. Project Manager – Client was already live on HRMS, this was a Pension Administration module project only.

Whirlpool Corporation – New Implementation of PeopleSoft HRMS with the Pension Administration module.

PeopleSoft Project Management Office member. Assisted in the development of the PeopleSoft Project Management methodology and Project Management tool – COMPASS.

Executive Compensation analysis, planning, design, processing, and administration

William M. Mercer (8/96 – 1/99)

Group Manager – Implementation of PeopleSoft HRMS

Specializing in Compensation, Pension and Benefits Administration Modules

Develop Project Scope, Project Planning and resource management, Develop Deliverables, Functional specification, Technical development (modifications of panels, menu’s, records, database tuning). Managed several Project Managers, Consultants, and Analysts.

Managed implementation project of PeopleSoft HRMS (these all included Benefit and Pension Administration).

Project Manager – New implementation PeopleSoft HRMS/HCM – Michigan Consolidated Gas, this project included implementation of PeopleSoft HCM modules and data warehouse products such as Pension Administration, Variable Compensation, Data Warehouse products Workforce Rewards, and Workforce Planning using Informatica ETL from multiple data sources.

Project Manager - New Implementation PeopleSoft HRMS – Textron Automotive

Project Manager – New Implementaion PeopleSoft HRMS – Comerica Bank

Consulting to client in key service areas, including: HR Systems, HR Strategy and OD, HR Process Redesign, HR Service Delivery and Operations Integration

Healthcare – Actuarial Analysis - medical claims analysis

Business Development for PeopleSoft Benefit Administration and Pension Administration software and implementation services ($3 million in sales of products and services).

Consulting to clients on executive compensation (ISO, NQSO, Restricted Stock, Incentive Compensation)

Consulted on Health & Wellness

Performed analytical studies on Health and Wellness

Risk Management analyis

Actuarial analysis and valuation of Pension Liabilities, and Health Benefits, Benefit Reserves, and other actuarial modeling.

The Hunter Group - 8/94 to 7/96 - Managing Consultant

Project Manager and Strategy for HR, Organizational, Compensation, and Benefits Administration Consulting Advisory Services,

Project Manager – PeopleSoft HRMS implementation for Sony Music Corporation (NYC). Managed 4 Technical Consultants and 6 Functional Consultants. Modules implemented HR, NA Payroll, Base Benefits, and Pension

Detailed functional assessment of clients requirements and needs, Engineered HR processes involved in implementation of PeopleSoft (Projects include CASE, and John Deere)

The Wyatt Company - Detroit, Michigan - 7/90 to 7/94 - Actuarial Associate – Principal Consultant

Business Development and responses to RFP’s.

Managed 30 Consultants and Analysts in Actuarial, Compensation & Benefit Projects.

Client consulting and relationship management for mid-marketl organizations, financial institutions and second tier automotive supplier in the automotive industry.

Valuations, Management Reports, and Projects for routine consulting on Defined Benefit Actuarial valuations, Benefits, and Compensation Consulting.

Development of custom compensation administrations systems, pension administrations systems, 401(k) recordkeeping systems, flexible benefit administration systems, and voice response system for benefit enrollment.

Managed project implementation of WYPEN, WYFLEX, WinStar, WyComp, REWARD, Workforce Analytics.

Compensation Consulting, Executive Compensation, and Organizational Development.

Benefit and Pension Administration Outsourcing, and partnering with CitiStreet (Wellsprings Outsourcing).

Development of Health/Medical pricing and data modeling, and benefit claims analysis analytics.

Consulted on Health & Wellness

Performed analytical studies on Health and Wellness

Consulting to clients on executive compensation (ISO, NQSO, Restricted Stock, Incentive Compensation)

Johnson & Higgins (A. Foster Higgins) - Atlanta, GA

Dates: 7/87 to 5/90

Actuarial Associate – Principal Consultant

Development of Business for actuarial, health and welfare, and compensation consulting services.

Managed 8 consultants and Analysts for Executive Compensation, Post-retirement healthcare and Pension Actuarial Projects

Major projects included due diligence of Actuarial, Compensation, Benefits, and Executive Compensation as involved in Mergers & Acquisitions.

Redesign plans for compliance under OBRA ‘87.

Prepare clients for Post-retirement Medical Liabilities under FAS 106.

Consulting on 401(k) plans, redesign of Defined Benefit, Health & Welfare, Flexible Benefit Plans and Executive Compensation plans.

Development of workfoce analytic models and analytical reports

Developed Executive Compensation administration software for single user PC.

ACTI (Actuarial Computer Technology, Inc.) - Rockville, MD

2/86 to 6/87 - Actuarial Analyst/ Programmer/Account Manager

-Develop applications for mainframe and mid-level systems for benefit administration, actuarial valuation for Defined Benefit Pension Plans, and Executive Compensation modeling. Managed Client relationships, projects, and implementations.

-Develop Trust application for asset management, financial, regulatory fund reporting, fund accounting, and fund compliance.

-Develop applications to administer the lifecycle of trading, accounting, performance and risk

-Develop application for evaluation of derivatives, futures, bonds and stock.

-Develop application for designing life insurance products used in COLI (Corporate Owned Life Insurance) used for executive compensation.

-Development of war simulation application, and Reagan Star Wars Program.

Actuarial & Pension Consultants, Inc. - Miami, FL

1/80 to 1/86 - Professional Associate/Actuarial Analyst

William M. Mercer, Inc. - Atlanta, GA

9/77 to 12/79 - Actuarial Assistant

Develop pension and benefits actuarial valuation programs and perform pension actuarial valuations.

Develop Mainframe applications for administrations and valuation of benefit plans and compensation programs.

Development of software for the administrations of pension plans, benefit recordkeeping, and compensation administrations. Develop and maintain databases and statistical analysis (actuarial and claims).

EDUCATION: Oakland University - August, 1977 Rochester, Michigan

B.A. Economics and Mathematical Statistics

Course studies included Computer information Science, Accounting, Finance, Econometrics, Operations Management, Decision Theory, and Risk Analysis.

Actuarial Status: Society of Actuaries exams: 100, 110, 120, 130 135, 141 (EA-1), 160, 162, 165, EA-2.

CEBS Status: Parts 1, 2, 3, 4, and 5.

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