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 Expert  726207

Expert in Human Capital strategy, Health insurance/managed care organizations

Available for your Consulting and Expert Witness Needs

Virginia (VA)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

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.


competitive benchmarking


human capital


human capital development






health care system


health insurance


HMO insurance


life insurance


self-insurance plan


total permanent disability insurance


disability insurance


accident funding


HMO procedure


HMO referral


HMO reinsurance


HMO second opinion


human resources


self-insurance auditing


strategic planning

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Baltimore, Maryland;  Frederick, Maryland;  Gaithersburg, Maryland;  Bowie, Maryland;  Richmond, Virginia;  and Alexandria, Virginia.

Year   Degree   Subject   Institution   Honors
1999   MBA   Human Resource Management   Trinity College   Suma Cum Laude
1984   BA   Economics   Georgia State University  

Work History:
Years   Employer   Title   Responsibilities

2009 to






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.

2007 to 2008


Hewitt Associates LLC




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.

2005 to 2007


Aon Consulting, Inc.


Senior Vice President


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.

2001 to 2005


PricewaterhouseCoopers LLP




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.

1999 to 2001


Hibernian Consulting Group LLC




Sole proprietor of a small HR consultancy.

1986 to 1999


William M. Mercer, Inc.




Held a variety of roles including regional health & welfare practice leader and client relationship manager.

1984 to 1986


Confederation Life Insurance Co.


Senior Group Underwriter


New and renewal underwriting for medical, dental, life, and disability insurance.

Career Accomplishments:



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.

Consulting Services:
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Has served as an expert witness on several occasions. Experience includes providing background information, being deposed, and testifying in federal court.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

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

Language Skills:
Foreign Language   Description
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.

Market Research:
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.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

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,

Supplier and Vendor Location and Selection

Have assisted many clients in sourcing and selecting vendors to provide health benefit administration, parmacy management, benefit insurance and other services.


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