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Professional designations
NASD Series 63: Uniform Securities Agent State Law Exam
NASD Series 6: Registered Mutual Fund Representative
Group 1: Texas Insurance Investment Products License Exam
Member, American Society of Pension Professionals and Actuaries
Member, Investment Management Consultants Association
Current responsibility
Shari is an investment services consultant in Milliman’s Dallas office. A qualified 401(k) administrator, she assists clients in meeting their retirement plan fiduciary obligations with regard to:
Developing and reviewing investment policy statements
Defining investment manager roles
Selecting investment managers based on established criteria
Reporting and monitoring investment manager performance, style, and portfolio construction
Experience
Prior to joining the investment services group, Shari was an implementation specialist in the Dallas office, responsible for coordinating merger and acquisition services. Before joining Milliman, she worked for a large, bundled 401(k) service provider in the areas of relationship management and asset transfers. Her retirement plan industry experience includes plan administration, employee education, and business development.
Education
BBA (cum laude), Southern Methodist University | 