FSA, MAAA, EA
Professional designations
- Fellow, Society of Actuaries
- Member, American Academy of Actuaries
- Enrolled Actuary, ERISA
- Member, Denver Chapter of the Western Pension and Benefits Conference
- Past president, Portland Actuarial Club
Current responsibility
Experience
Pat's area of expertise is retirement programs for both corporate and public-sector clients. Specifically, she works with defined benefit plans, defined contribution plans, retiree medical plans, retiree stipend plans, and nonqualified plans. She also assists clients with plan design, actuarial valuations, financial disclosure, plan audits, and retirement plan administration.
Pat transferred to the Denver office in 2003. Prior to that, she was an actuary in the Portland, Ore., office, where she was the actuarial manager for a Fortune 500 company. In that capacity, Pat was responsible for the company's complex database, the valuation and FAS disclosures for the client’s 15 pension plans, four retiree medical plans, and the supplemental retirement plan. In addition, she worked with the client’s FAS disclosures for the Ireland subsidiary. Pat was also the lead consultant for more than a dozen public sector clients. She currently provides actuarial and administrative services for both corporate and public-sector defined benefit plans and other postemployment benefits plans. This includes actuarial valuations as well as disclosures under FAS, GASB, and SSAP. She is the co-lead consultant on a statewide system and has preformed audits on a statewide defined benefit retirement plan and a statewide retiree medical plan.Presentations and publications
Education
- BS, Oregon State University
CONTACT INFORMATION
Office:
Phone: