INDUSTRY EXPERIENCE & EDUCATION
- 17 years of experience in public agency retirement plan consulting, marketing and administration, working directly with California K-12 school districts, community colleges and county office of education
- Specialized in the design, implementation and enrlloment management of over 150 retirement incentive programs
- Provided 403(b) administrative plan set up and compliance for over 60 educational agencies in California while serving as the liaison between CalSTRS and their third party plan administrator
- University of California, Irvine – Bachelors of Arts in Psychology
- Certificate of Achievement in Public Pension Plan Policy (CAPPP) – International