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Resume

 

 

EDUCATION

  • Master’s (MPP) in Public Finance and Taxation, Univ. of Chicago Harris School of Public Policy, Chicago, IL (2009)
  • Master’s of Law (LLM) in Employee Benefits, The John Marshall Law School, Chicago, IL (2000)
  • Juris Doctor (JD), The John Marshall Law School, Chicago, IL (2000)
  • Bachelor’s of Science (BS), Applied Statistics, The University at Albany, Albany, NY (1994 in absentia)

PROFESSIONAL DESIGNATIONS

  • Retirement Income Certified Professional (RIPC), The American College, Bryn Mawr, PA (2 of 3 exams passed)
  • Certified Pension Consultant (CPC), American Society of Pension Professionals & Actuaries, Arlington, VA (2001)
  • Attorney, Illinois Registration and Disciplinary Commission, Springfield, IL (2000)
  • Chartered Financial Consultant (ChFC), The American College, Bryn Mawr, PA (1996)
  • Enrolled Actuary (EA), U.S. Department of the Treasury, Washington, DC, (1995, voluntarily inactivated in 2000)
  • Registered Representative (Series 7 and 63), FINRA, Washington, DC (1995, voluntarily inactivated in 1996)

ACADEMIC AND SCHOLARSHIP HIGHLIGHTS

  • "Employee Benefit Plans," a textbook published through Carolina Academic Press (First Edition 2010)
  • "Employee Benefit Plans and Issues for Small Employers," a portfolio in the BNA Bloomberg TM Series (2010)
  • Appointed as Distinguished Scholar in Residence at Loyola University Chicago School of Law (2017)

SELECT PROFESSIONAL EXPERIENCE

  • October Three Consulting, LLC., Chicago, IL, Consultant, in charge of Age-Friendly Business Consulting Services (2017 ‐ present)
  • Retirement HELP, Inc., Chicago, IL, President (2015 ‐ 2017)
  • The Law Offices of Barry Kozak, Chicago, IL Attorney (2015 ‐ 2017)
  • The John Marshall Law School, Chicago, IL
    • Director of Elder Law Programs (2010 - 2015)
    • Associate Director of the graduate Tax Law programs (2005 ‐ 2007)
    • Associate Director of the graduate Employee Benefits programs (2001 ‐ 2005, full time 2005 ‐ 2010)
  • American Society of Pension Professionals and Actuaries, Arlington, VA, Professional Designation Exam drafter (2005)
  • Chicago Consulting Actuaries (now part of Aon Hewitt), Chicago, IL, Legal Consultant (part time 2001 - 2005)
  • Bell, Boyd & Lloyd, LLC (now part of K&L Gates), Chicago, IL, ERISA Associate Attorney (2000 - 2001)
  • Various legal, accounting and policy positions while a full-time law student (1996 - 2000)
  • Consulting Actuaries International Inc., New York, NY, Senior Manager and Actuary (1994 - 1996)
  • Belcor Pension Consultants, New York, NY, Director of Actuarial Services (1993 - 1994)
  • Pay Plans Corp., New York, NY, Retirement Plan Consultant (1990 - 1993)
  • The Ibex Group, New York, NY, Senior Pension Administrator and Consultant (1988 - 1990)
  • Improved Funding Techniques, Inc., Lynbrook, NY, Pension Consultant (1987 - 1988)

CURRENT ACADEMIC APPOINTMENTS

  • The John Marshall Law School, Chicago, IL, teaching classes in estate planning (2015 - present)
  • Loyola University Chicago School of Law, Chicago, IL, teaching classes in Elder Law (2015 - present)