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Current responsibility
Jerry is a principal in the New York/New Jersey Employee Benefits practice of Milliman and is located in its West Paterson, New Jersey office. He joined the firm in 1982.
Experience
Jerry began his career in employee benefits consulting in 1982, directly from a large Manhattan law firm, where he specialized in corporate tax and employee benefits. Prior to that, he was the manager of projects and planning at an investment bank.
His combination of financial and legal expertise enables Jerry to provide guidance in complex consulting situations. A large portion of his caseload involves clients with controlled group corporate structures requiring creative compliance solutions. US companies with foreign ownership is another concentrated area of Jerry's practice.
In addition to his own book of clients, Jerry provides technical support to other Milliman consultants. He has years of experience negotiating with the Internal Revenue Service, Department of Labor, and the Pension Benefit Guaranty Corporation.
Presentations and publications
Jerry is a published author whose articles have appeared in various employee benefit publications.
Education
MBA, Finance, Columbia University
JD, Finance, Columbia University
LLM, Taxation, New York University of Law, Graduate Division | 