Senior Leader focused on all solutions in the HR, Benefits, Well-Being and Engagement space. Specialties include: Venture Capital | Well-being and Engagement Worksite solutions | Employee Benefits | Commercialization and Distribution | Industry Strategist |Industry Speaker
I am a passionate leader, focused on designing, developing and/or distributing solutions to empower employees to lead healthy, productive, and engaging lifestyles and help employers attract and retain key talent.
As an industry expert I firmly believe in constant growth and development therefore proud to have earned certifications as a Worksite Wellness Program Coordinator (CWWPC), a Certified Worksite Wellness Culture Coach (CWWCC), Certified LifeLine Practitioner (CLP), and WELCOA Faculty member.
VP, NFP Ventures
Jan 2019 – Present
Strategic venture capital for exceptional insurtech and fintech entrepreneurs.
NFP Ventures' mission is to find, fund and work successfully with visionary entrepreneurs, applying NFP’s expertise to facilitate long-term success. Typically, we target companies seeking Seed to Series B investments that can benefit from NFP's distribution, human capital, and other unique assets to accelerate their growth.
VP and Global Practice Leader, Well-Being and Engagement
Dec 2009 – Present
Global Leader of NFP's Well-Being and Engagement Practice serving as a thought-leader and industry expert for clients in all aspects of worksite well-being, engagement and culture including innovation, strategic solutions, program evaluation, implementation, and employee communications.
Over the past 13 years, NFP has grown to become the ninth largest global benefits and insurance adviser while servicing corporate clients of all sizes domestically and internationally. We offer brokerage, consulting, and fiduciary services to employers within the following core NFP disciplines:
-Health, Welfare and Wellness Benefits
Jun 2017 – Present
-Mindful City Project-
CEO and Co-Founder
Oct 2016 – Present
Mindful City Project is a community initiative providing a framework and designation for cities to follow that focus on mindfulness, emotional intelligence, compassion and generosity. These core components are all critical and necessary for an individual’s and city’s overall well-being, safety and connectedness.
A Mindful City designation is awarded to residents, businesses, organizations, municipalities and local leaders for achieving their specific initiatives under each of the three pillars. This groundbreaking designation represents a strong commitment and dedication to learning, practicing and improving the overall wellbeing of each person, organization and the City. This unique designation will serve as a recognized leader among cities all over the world.
Co-Founder, Executive Financial Director
Feb 2016 – Present
Global Women 4 Wellbeing (GW4W) is a non-profit organization dedicated to giving women V.O.I.C.E. to create better health and wellbeing for themselves, their businesses and their communities. Our executive team and Board of Directors work to provide much needed funding for quality research focused on women's health and wellbeing issues. We offer opportunities for women at all socioeconomic levels to connect with and inspire each other, and experience cross-disciplinary mentoring. Together we can do more good. Together we can help the world thrive
Member Board Of Directors
Jan 2016 – Present
Infinity Foundation is a nonprofit 501(c)(3) and the Midwest's premier lifestyle education center offering more than 200 courses annually in personal and professional growth to Corporations and individuals.
-Health and Welfare Solutions, LLC - Employee Benefits Strategic Consultant-
Oct 2008 – Jan 2010
As an independent benefits contractor specialist I offer a range of services that cover all facets of Health and Welfare Administration. I look to partner with companies' HR benefits departments to help them deliver high-quality, cost-effective solutions to their employees. Whether its consulting on special projects or becoming part of the team as supplemental staff, my years of experience and expertise allows me to step-in immediately, with little direction or training, an make a positive contribution right away.
Core services include:
---Training and Development (Annual Enrollment delivery, Client Consulting, effectively working with offshore counterparts, and the importance of flawless delivery).
--- Contractor: Any facet of H&W administration I can easily and effectively help your team deliver.
--- Consulting: Vendor selection and management, internal operations, plan design analysis, employee communication and legislative changes.
Benefits Delivery Manager
Apr 2002 – Oct 2008
Responsible for the overall management of a $12 million client portfolio and a global team of 100+ associates.
•Helped develop and implement the first global benefits call center for the firm.
•Successfully sold and implemented over $10 million of new business.
•Consistently met stringent budget and cost reduction requirements year after year while maintaining team employee engagement.
•Retained 100% of key talent business leaders.
•Developed and implemented an innovative strategic operations delivery model that the company later adopted.
•Partnered with HR executives to respond to RFPs, negotiate contracts and performance targets.
Health and Welfare Practice Leader
Jan 2000 – Mar 2002
Responsible for leading the requirements process for new business and large change order requests. Consulted with client and internal teams to ensure plans were compliant, utilizing best practices, and operational capabilities were being utilized effectively.
•Project managed 15 client conversions to be in compliance with new legislative laws pertaining to state mandates, COBRA, HIPAA, Medicare Choice, and Section 125.
•Developed and trained managers and associates on how to run and manage successful annual enrollments.
•Help facilitate the development of a new repository system, enabling client requirements to be documented and stored.
•Participated on the firm's H&W Best Practice Council to drive change, improve delivery and define new products and processes.
•Helped client teams successfully implement new products such as FSA debit cards, Employee choice medical plans, Wellness programs and Health Plan RFP tools.
H&W Benefits Service Manager
Jan 1997 – Jan 2000
Managed client relationships and implemented all government legislation and plan design changes. Maintained detailed requirements and ensured high quality deliverables through thorough test plan review and acceptance testing. Trained call center and administration team.
•Designed and implemented 25 annual enrollments for wide range of clients.
•Forged strong relationships with over 80 different vendors (including a multitude of national Health Plans, Payroll, Life and Disability carriers) who provided client services.
•Ensured all employee communication, system code, and benefit tools were in compliance with ERISA, DOL and IRS regulations regarding H&W.
•Conducted several eligibility premium audits with over 30 different vendors.
•Developed and implemented stand alone Call Center Hotlines.
•Trained Benefit Center representatives on client specific plan provisions.
•Developed and presented system training and administration processing training for clients.
H&W Benefits Analyst
Mar 1995 – Jan 1997
Responsible for writing requirements, creating query reports, coding and testing changes to the system, creating quality data files, generating participant communication statements, developing and leading client and internal benefit provision changes or system training for the call center and other associates on the team
Jan 1992 – Mar 1995