Functional Skills
Finance Transformation
Operational Risk Management
Valuation
Sector Experience
Business Services
Financial Services
Healthcare
Social & Public Sector
Big 3 Consulting (MBB)
Top Consulting Firms
Experience
Analytic Partners
Data Science / Analytics
Director, Commercial Analytics – Client Engagement Team
10/2024 - 7/2025
• Led all aspects of analysis, delivery, and client relationship for marketing and econometric analysis
• Identified $10M+ of revenue opportunity for clients across multiple industries including Healthcare and Pharma
• Managed team of analysts across multiple projects; balancing team resources and owning career development plans
• Identified $10M+ of revenue opportunity for clients across multiple industries including Healthcare and Pharma
• Managed team of analysts across multiple projects; balancing team resources and owning career development plans
McKinsey & Company
Management Consulting
Specialist, Healthcare
9/2021 - 7/2024
• Partnered with a large state health agency on designing process to distribute grants to improve access, equity, and health outcomes around behavioral health
• Led multiple workstreams within a diagnostic for a $9B+ health plan to identify $200M+ in operational improvement opportunities across key functions (e.g., utilization management, care management, member service)
• Conducted an in-depth strategy review for a regional health plan to identify priority geographies and lines of business in the face of mounting external pressures from national plans
• Partnered with executives, physicians, and function leaders to execute on all non-clinical operational improvement efforts for two hospitals as part of a regional health system transformation program
• Analyzed employee benefits offering for a $50B+ retailer and led workstreams identifying $10M+ in annual savings without compromising on plan quality
• Drove internal research efforts related to the healthcare payer M&A landscape, s
• Led multiple workstreams within a diagnostic for a $9B+ health plan to identify $200M+ in operational improvement opportunities across key functions (e.g., utilization management, care management, member service)
• Conducted an in-depth strategy review for a regional health plan to identify priority geographies and lines of business in the face of mounting external pressures from national plans
• Partnered with executives, physicians, and function leaders to execute on all non-clinical operational improvement efforts for two hospitals as part of a regional health system transformation program
• Analyzed employee benefits offering for a $50B+ retailer and led workstreams identifying $10M+ in annual savings without compromising on plan quality
• Drove internal research efforts related to the healthcare payer M&A landscape, s
Sun Life Financial
Finance
Director, Investment Risk
3/2020 - 8/2021
• Designed risk controls and provided recommendation to executives to enable a foreign subsidiary to invest in a new asset class resulting in higher yields and a reduction of risk
• Co-led successful operational risk oversight on Sun Life's global asset management subsidiary, operating in several countries with $250B in assets under management, through the early months of the pandemic
• Responsible for all Sun Life investment policies across geographies with unique regulatory requirements
• Co-led successful operational risk oversight on Sun Life's global asset management subsidiary, operating in several countries with $250B in assets under management, through the early months of the pandemic
• Responsible for all Sun Life investment policies across geographies with unique regulatory requirements
Sun Life Financial
Finance
Actuary
5/2015 - 3/2020
• Senior Associate Actuary, Adjustable Valuation & Strategic Projects: Proposed and justified innovative valuation methodology for life / health products to prevent a material loss; led modelling efforts and financial reporting
• Senior Actuarial Analyst, Universal Life Pricing: Drove strategic initiatives to ensure the profitability and competitiveness of UL Products; designed new capital projection methodology for all individual pricing teams
• Intermediate Actuarial Analyst, Individual Model Development: Led implementation of new actuarial modelling environment; completed several validations on individual life and wealth valuation models
● University of Waterloo Waterloo, Ontario
Running Backs Coach, University of Waterloo Football 2013 – 2015 Public Speaker – Steroid Use Prevention, Succeed Clean Program 2012 – 2014
• Senior Actuarial Analyst, Universal Life Pricing: Drove strategic initiatives to ensure the profitability and competitiveness of UL Products; designed new capital projection methodology for all individual pricing teams
• Intermediate Actuarial Analyst, Individual Model Development: Led implementation of new actuarial modelling environment; completed several validations on individual life and wealth valuation models
● University of Waterloo Waterloo, Ontario
Running Backs Coach, University of Waterloo Football 2013 – 2015 Public Speaker – Steroid Use Prevention, Succeed Clean Program 2012 – 2014