Expert Details

Expert in Human Capital Strategy for Health Insurance and Managed Care Organizations

Expert ID: 726207 Virginia, USA

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In 23 years of consulting, he has helped hundreds of clients perform competitive benchmarking. Areas benchmarked for employers have been benefit provisions/competitiveness, administrative efficiency of vendor contracts, service to cost, and ROI on human capital. For health and disability insurers, he has benchmarked capabilities, product features, network discounts, provider satisfaction, and other issues.

Through 23 years of consulting, he has helped clients make sound business decisions based upon their needs and market realities. He has also served in a variety of leadership roles, including those as entrepreneur and as chief executive, where his ability to make good decisions were the key to his success.

He has founded two businesses, one of which was acquired by a larger competitor after two years at a very nice profit. The other has grown rapidly and is doing well.

He has 25 years of experience assisting employers, insurers and government figure out the US healthcare system.

He has 25 years of experience dealing with life, health, and disability insurance as an underwriter, consultant and employer. His consulting career has spanned 23 years and has focused on advising employers on health & welfare insurance issues and assisting insurers develop appropriate business strategies, product portfolios, improve operations, and reengineer administrative processes.

He has over 24 years of progressive experience, responsibility and success in human resources and employee benefits. Known as an innovator who can translate business needs into relevant HR strategies. Advises employers on strategic human resource management issues such as the emerging workforce, attraction and retention, workforce management, globalization, and mergers & acquisitions. Experience with for-profit, not-for-profit, and public sector employers (up to 300,000 employees) across the U.S. and internationally.

He has performed more than 100 claim and eligibility audits for medical, dental and prescription drug plans. He has also conducted more than 50 disability file audits.

He has been engaged by more than 200 employers to develop business-relevant HR strategies. Health insurers’ disability insurers and managed care organizations have retained his services to develop business or product line strategies. Over the past 15 years, he has held a series of leadership positions which have demanded he develop successful strategies for his firm's business.


Year Degree Subject Institution
Year: 1999 Degree: MBA Subject: Human Resource Management Institution: Trinity College
Year: 1984 Degree: BA Subject: Economics Institution: Georgia State University

Work History

Years Employer Title Department
Years: 2009 to Present Employer: Undisclosed Title: President Department:
The President of a dynamic consultancy providing full-service human resource advisory, actuarial, and program management services to employers, he functions as the firm's chief executive as well as taking very active roles in business development, client relationship management, and hands-on consulting.
Years Employer Title Department
Years: 2007 to 2008 Employer: Hewitt Associates LLC Title: Principal Department:
As a Principal and member of the Hewitt Leadership Group, he sat on a body that oversaw business operations for the frm's consulting business in North America. At the same time, he led business development in the Middle Atlantic States and actively managed several strategic client relationships.
Years Employer Title Department
Years: 2005 to 2007 Employer: Aon Consulting, Inc. Title: Senior Vice President Department:
Responsible for the firm's health & welfare benefit consulting practice in the Midwest, he had responsibility for staffing, training, business development, client satisfaction and P&L while maintaining an active client consulting role.
Years Employer Title Department
Years: 2001 to 2005 Employer: PricewaterhouseCoopers LLP Title: Director Department:
Regional healthcare practice leader for the western half of the United States. He managed a practice that consulted to employers, governments and insurers on a variety of health issues.
Years Employer Title Department
Years: 1999 to 2001 Employer: Hibernian Consulting Group LLC Title: Owner Department:
Sole proprietor of a small HR consultancy.
Years Employer Title Department
Years: 1986 to 1999 Employer: William M. Mercer, Inc. Title: Principal Department:
Held a variety of roles including regional health & welfare practice leader and client relationship manager.
Years Employer Title Department
Years: 1984 to 1986 Employer: Confederation Life Insurance Co. Title: Senior Group Underwriter Department:
New and renewal underwriting for medical, dental, life, and disability insurance.

International Experience

Years Country / Region Summary
Years: 2004 to 2005 Country / Region: Mexico Summary: Assisted major health insurer revamp operations and prepare proposal to be a payer in the Mexican national health system.
Years: 2007 to 2008 Country / Region: Africa Summary: Assisted French parent company implement workforce health improvement initiatives in multiple African manufacturing sites.
Years: 1998 to 1998 Country / Region: Ireland Summary: Helped Dublin-based parent company develop and execute HR strategies for inbound US acquisitions.

Career Accomplishments

Associations / Societies
Licenses / Certifications
Fellow, Life Management Institute (LOMA)
Group Benefit Associate (IFEBP/Wharton School)
Life & Health Agent in 32 states
Professional Appointments
Chair, Georgia Chamber of Commerce Committee on Healthcare Policy
Publications and Patents Summary
He has been published 16 times on topics related to human resource strategy and management.

Additional Experience

Expert Witness Experience
Has served as an expert witness on several occasions. Experience includes providing background information, being deposed, and testifying in federal court.
Training / Seminars
As a consultant, he has conducted seminars on many topics. Some of his more popular seminars have been: Consulting Skills Training, Business Development for Professional Service Firms, Aligning HR and Business Strategy,
Vendor Selection
Have assisted many clients in sourcing and selecting vendors to provide health benefit administration, parmacy management, benefit insurance and other services.
Marketing Experience
23 years in the HR consulting field, including leadership positions in 4 firms and providing workshops on running professional services firms. 25 years of experience in health insurance and related fields, the majority of which has been spent evaluating health insurers/managed care organizations on behalf of clients or advising them on mission-critical issues.

Language Skills

Language Proficiency
English Native
Spanish He studied Spanish through high school and college. Since then, he has maintained a limited proficiency that is far short of fluency.

Fields of Expertise

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