Page 13 - Francis Parker School RFP (Stawicki)
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Burnham Benefits Response to Francis Parker School Request for
Proposal for Consultant/Broker for Health and Welfare Plans
Services
Francis Parker School’s Benefits Team
Account Service Team Member Roles & Responsibilities
Dan Exceen Education Practice Leader
Executive Vice President and Partner Technical Advisor and Resource Manager
Direct: 949-252-4586
email: exceen@burnhambenefits.com
Ann Stawicki, MPH Consultant and Client Relationship Manager
Senior Consultant Executive oversight of account, renewal
Direct: 949-252-4585 negotiation and financial management
Cell: 714-261-7264
email: stawicki@burnhambenefits.com
Alicia Bergsto Account Management & Service
Account Manager Day to day service, communications,
Direct: 949-800-4009 marketing and ongoing plan administration
email: bergsto@burnhambenefits.com
Compliance &
President and Underwriting Health Care Benefits
CEO Technology
Reform
Kristen Allison Luis Milla | Glen Richard Asensio, JD, Meagan Jackson
Morse | Autumn MBA
Shupe | Patrick Clark
| Kathleen Cox
Retirement Wellness
Planning / Consulting Voluntary Benefits Communications
Executive Benefits
Darin Gibson, CFP Starla Osborne | Whitney Ehret Leslie Ouellette |
Cathy Rodriguez Caitlin Farr | Emily
Pisano | Marcella
Surjono | Kevin Louie
See Appendix 2 | Biographies of Key Team Members
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