Protiviti appoints John Rao head of its US Insurance practice

08 April 2016

Protiviti has picked up John Rao as Managing Director. In his new role, Rao will leverage his more than 28 years of consulting and industry experience to, from the base in New York, lead the Eastern Region of the firm’s US Financial Services practice.

Prior to joining Protiviti, John Rao was a Managing Director and Financial Services Practice Leader at Navigant. In the role, which he held for more than three years, Rao was responsible for profit & loss, strategic performance and for all of the day-to-day operating activities of the Financial Services arm across the US. Previously, between 2008 and 2012, Rao was a Senior Managing Director at PwC, where he worked in the firm’s Financial Services Advisory group.

In 2000 Rao joined MetLife, where he first took on the role of Senior Vice President within the company’s Client Services, in 2002, he was promoted to Senior Vice President and Chief Administrative Officer of the company’s international operations. Prior roles include Senior Vice President at Chase Manhattan Bank, between 1990 and 1997, Vice President Operations, Systems & Telecommunications at Merrill Lynch, between 1987 and 1990 and Vice President of Consumer Products and Services Group at EF Hutton, where he started his career in 1981. 

John Rao - Protiviti

Rao holds a Bachelor of Arts in Business Administration from Saint Michael's College and a Masters of Business Administration in Management and Finance from Long Island University.

The consulting veteran joins Protiviti as a Managing Director – he has been tasked with leading the firm’s Insurance Practice and heading the Eastern Region Financial Services unit. The roles will see Rao work from the firm’s New York Office, and calls upon his on more than 28 years of financial services industrial experience to provide clients with advice in the areas of financial management, cost management effectiveness, as well as productivity and profit improvements.


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Rapid growth sees Quantum Advisory promote trio of partners

18 April 2019

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.