Oliver Wyman appoints Shari Westerfield as Principal in actuarial consulting

09 January 2018 Consultancy.uk

Oliver Wyman has expanded its actuarial consulting expertise with the addition of Shari Westerfield, a field veteran who joins from Blue Cross Blue Shield Association. The hire comes as Oliver Wyman prepares to assist clients with a raft of new regulations in 2018.

Prior to joining Oliver Wyman, Shari Westerfield worked at the Blue Cross Blue Shield Association as its Chief Actuary, following more than 12 years at the healthcare sector business strategy, technical support and consulting expert firm. Earlier in her career, she worked at Bankers Life and Casualty as Second Vice President of Valuations for almost four years; as a Manager at Arthur Anderson; and as an Assistant Actuary at Trustmark Insurance. Westerfield holds a Bachelor of Science in Actuarial Science from the University of Illinois at Urbana-Champaign.

The appointment sees Oliver Wyman gain more than 39 years’ actuarial experience, with much of it in advisory functions. In her new role, she will focus largely on healthcare strategy consulting, in a period of considerable uncertainty around healthcare in the states. Westerfield joins as a Principal, and will report to Beth Fritchen, Partner and Head of the Chicago Actuarial Health office.

Oliver Wyman appoints Shari Westerfield as Principal

Commenting on the appointment, Beth Fritchen said, “We are very excited to have Shari Westerfield join the team. Having worked for the Blue Cross Blue Shield Association for 12 years, Shari brings a wealth of experience and knowledge. She will help strengthen our ability to provide high quality and value-added services to our clients, and deepen our relationships with healthcare payers across the industry.”

Westerfield added, “With the uncertainties surrounding healthcare in the US, I am delighted to join Oliver Wyman’s Healthcare team to help our clients navigate the challenges in the industry. Oliver Wyman is leading the way in analysing potential market changes and new strategies, and I’m excited to be part of the team.”

The Actuarial Consulting Practice of Oliver Wyman has property and casualty, life and healthcare actuaries which advise financial institutions, regulators, and self-insured entities across a broad spectrum of risk management issues. With over 250 professionals in 18 offices across North America, the Caribbean, and Germany, the firm’s consulting actuaries provide advice to the firm’s global client base.


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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.