Senior PwC advisors join rivals Mercer and Baker Tilly

13 April 2017 Consultancy.uk

Mercer has appointed Sheela Sukumaran, formerly at PwC, as a Director in the firm's Advisory business – she will be based out of San Francisco. Baker Tilly Virchow Krause has hired Shawn Anderson, also formerly at PwC, as a Partner in its Assurance practice – he is based in New York.

Prior to joining Mercer, Sheela Sukumaran worked at PwC as a Director in the firm’s Advisory business’ People and Organization Practice, she started at the firm in 2014. She was previously worked at Infosys for almost six years, in her most recent role as HCM Consulting & Cloud Practice Lead. Earlier roles include Partner at Anthem Research for a year; various roles at Coca-Cola India over an almost five year period; as an HR Manager at Planetasia.com for a year; and as an HR Manager at ICICI Securities, starting in 1995.

Sukumaran holds a Master of Business Administration from XLRI Jamshedpur and a Master’s in Economics from University of Madras, India.

Sukumaran has joined the firm as a Partner and has been appointed to a newly created role at the firm, that of Technology Industry Leader. The new role sees Sukumaran take charge of a team technology specialists, with a focus on applying technology based solutions in the firm’s wider energy, insurance, and financial services industry practices. Her role sees her responsible for bringing together strategic business priorities with talent and HR strategies for the firm’s clients, as well as further develop the firm’s technology industry-specific consulting capabilities globally – she is based out of San Francisco.

Pat Milligan, Global Leader, Multinational Client Group, Mercer, to whom Sukumaran will report, says, “Sheela is an accomplished human capital and strategic change consulting leader. She will be a tremendous asset as we continue to build our Technology Industry Team to focus on the specific, complex needs of our clients in the Technology sector. We are thrilled to bring such high-caliber talent to Mercer.”

Shawn Anderson Sheela Sukumaran

Prior to joining Baker Tilly Virchow Krause in the US, Shawn Anderson worked at PwC where he, over his more than 14 year career at the firm, rose to the role Senior Manager. His work at the firm was focused on private companies, Anderson clients range across manufacturing, distribution, retail and service industries.

Anderson holds an Associate's degree in Accounting from Holyoke Community College, a Master's degree in Accounting from University of Massachusetts at Amherst and attended the Executive Education programme at the Northwestern University - Kellogg School of Management.

At Baker Tilly, Anderson takes on the role of Partner in the firm’s Assurance practice, and is charged with leading the “phases of audit and attest engagements including audits of annual consolidated financial statements, internal controls, quarterly reviews and other agreed upon procedures.”

Baker Tilly’s New York Market Leader Christine Fenske remarks that the firm is “excited” to have Anderson join the firm, he brings almost 15 years of experience to the business. She adds, “His depth of knowledge in a variety of industries combined with his understanding of the Long Island market will make him an invaluable asset to Baker Tilly’s numerous commercial clients in this region.”

Anderson remarks, that he is “extremely excited” to join the Baker Tilly. He adds, “I was impressed by the quality of the individuals at the firm, the depth of value add services we can offer our clients and the growth of the firm in the New York Metro region. I look forward to serving Baker Tilly’s commercial clients as a valued business advisor by offering practical business guidance to help them reach their objectives.”

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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019 Consultancy.uk

Three senior level consultants have been boosted to the rank of Partner at Quantum Advisory, as the firm works to meet heightened levels of client demand. Aled Edwards, Amanda Burdge and Chris Heirene become Partners as long-time Quantum member Rob Davies retires in May after 15 years as a Partner at the firm.

Founded in 2000, Quantum Advisory provides pension and employee benefits services to employers, scheme trustees and members, with five offices across the UK. The firm has enjoyed exponential growth in recent years, following a number of major client wins and booming demand for its services. It opened a new office in Bristol in 2016 to service the South West and in 2017 relocated its Cardiff office to a larger site within the Welsh capital to house the increased workforce. More recently, Quantum relocated its Amersham, Birmingham and London offices to more spacious premises in the centre of both cities to cope with demand.

The financial services consultancy, which employs 115 people across the UK, has promoted three senior team members to Partner, as part of its wider growth plans. The firm has moved Aled Edwards from Principal Consultant & Actuary, while Amanda Burdge has ascended from Principal Investment Consultant. Chris Heirene, former IT Manager, has also joined the ten current Partners at Quantum.

Aled Edwards most recently managed the actuarial team within Quantum’s Cardiff office as well as providing technical training for all staff. He boasts more than 17 years of pensions experience. He started his career as an Actuary at Jardine Lloyd Thompson’s Bristol wing, before joining Quantum in 2011. Edwards is also the President of the Welsh Actuarial Society (WAS), which supports actuaries and actuarial students living or working in Wales.

Rapid growth sees Quantum Advisory promote trio of Partners

Amanda Burdge joined Quantum’s team in 2001, as one of the fledgling firm’s first employees. Most recently she was a Principal Investment Consultant with the firm, and with more than a quarter of a century’s experience in the sector, she is responsible for providing investment advice to many of Quantum’s key clients with both defined benefit and defined contribution schemes. Prior to her time with Quantum, Burdge spent two years as a consultant with SBJ Benefit Consultants (now Capita), and three years with Tesco Pension Trustees. She currently sits on the Regulation Committee for the Pensions Management Institute.

Chris Heirene initially worked with Quantum as an IT Consultant with Teamwork Technology Services and then UES for over five years, before finally joining the firm itself in 2011. He is now responsible for Quantum’s IT systems across all of its offices, including the network and core server infrastructure which supports the business. Heirene is heavily involved in utilising IT to improve and build upon the processes in place throughout Quantum.

David Deidun, Partner at Quantum Advisory, said of the promotions, “This is a very exciting time for Quantum. The recent round of promotions fully recognise the hard work and dedication shown by the three, all of whom go above and beyond for the company. I’ve no doubt that Aled, Amanda and Chris will settle into their new roles with ease and look forward to working together to grow Quantum even further.”

The news comes as Rob Davies retires in May, after spending fifteen years as a Partner at Quantum. A qualified actuary, Davies was instrumental in setting up Quantum’s Investment Division, specialising in aiding clients with their investment strategies. He will remain with the company on a part-time consultancy basis, while working with several clients in the Fiduciary Manager area.