Staff Directory

Customer Service

The SOA Customer Service Center is available to assist you Monday through Friday, 8 a.m. to 5 p.m. CDT.
ph: +1.888.697.3900
email: Customer Service Center

Main Office
475 North Martingale Rd., Suite 600
Schaumburg, Illinois 60173
ph: +1.847.706.3500
f: 847.706.3599



Department Directories

Staff Executive Team and Support

Customer Service Team

Education Team

Finance and Facilities Team

Governance

Hong Kong Office

Human Resources

Information and Technology Services Team

Legal Team

Market Research Team

Marketing and Communications Team

Professional Development Team

Research Team

Sections & Practice Advancement

Strategy Team

Web Communications Team

Staff Executive Team and Support

Executive Director
ph:+1.847.706.3510
Deputy Executive Director & Chief Financial Officer
ph:+1.847.706.3550
General Counsel
ph:+1.847.706.3524
Managing Director of Sections & Practice Advancement
ph:+1.847.706.3536
Managing Director of Marketing & Communications
ph:+1.847.706.3615
Managing Director of Education
ph:+1.847.706.3543
Managing Director of Research
ph:+1.847.273.8835
Managing Director, Strategy & International Activity
ph:+1.847.706.3520
Director of Governance
ph:+1.847.706.3565
Human Resources Director
ph:+1.847.706.3569
Executive Administrative Assistant
ph:+1.847.706.3568

Customer Service Team

Customer Service Manager
ph:+1.847.273.8801
Customer Service Representative
ph:+1.847.706.3533
Customer Service Representative
ph:+1.847.273.8806
Customer Service Representatives
ph:+1.847.273.8802
Customer Service-Membership Representative
ph:+1.847.273.8803
Customer Service Representative
ph:+1.847.706.3526
Lead Customer Service Representative
ph:+1.847.706.3583

Education Team

Managing Director of Education
ph:+1.847.706.3543
Senior Director of Curriculum and Content Development
ph:+1.847.706.3563
Registrar & Director of Exam Analysis
ph:+1.847.706.3586
Director of International Activities
ph:+1.847.706.3596
Exam Administration Manager
ph:+1.847.706.3589
Staff Fellow–Education
ph:+1.847.706.3590
Manager of Stakeholder Relations
ph:+1.847.706.3582
Sr. Professional Development Manager
ph:+1.847.706.3624
Senior Professional Development Manager
ph:+1.847.706.3537
Staff Fellow, General Insurance
ph:+1.647.495.8195
Staff Fellow, General Insurance
ph:+1.416.254.6320
Professional Development Manager
ph:+1.847.706.3584
Instructional Design Manager
ph:+1.847.706.3635
Instructional Specialist
ph:+1.847.706.3595
Candidate Support Coordinator
ph:+1.847.706.3594
Academic Administrator
ph:+1.847.706.3509
Examination Services Coordinator
ph:+1.847.273.8831
Exam Center Logistics Administrator
ph:+1.847.706.3593
Examination Development Administrator
ph:+1.847.706.3505
Education Administrative Assistant
ph:+1.847.273.8814
Education Services Project Specialist
ph:+1.847.706.3574
Professional Development Manager
ph:+1.847.706.3008
Programmer & Technical Analyst
ph:+1.847.706.3508
Exam Services Administrative Assistant
ph:+1.847.706.3618
Professionalism Education Specialist
ph:+1.847.706.3561
Study Materials Administrator
ph:+1.847.706.3525

Finance and Facilities Team

Deputy Executive Director & Chief Financial Officer
ph:+1.847.706.3550
Director of Finance & Facilities
ph:+1.847.706.3620
Accounting Manager
ph:+1.847.706.3551
Business Analyst
ph:+1.847.706.3564
Payroll Accountant/Office Manager
ph:+1.847.706.3553
Accountant
ph:+1.847.706.3506
Executive/Finance Assistant
ph:+1.847.706.3518
Accounts Payable Clerk
ph:+1.847.706.3554

Governance

Director of Governance
ph:+1.847.706.3565
Governance Project Specialist
ph:+1.847.706.3597
Administrative Assistant
ph:+1.847.706.3512
Resource Management Coordinator
ph:+1.847.706.3523

Human Resources

Human Resources Director
ph:+1.847.706.3569
Human Resources Assistant
ph:+1.847.706.3545
Sr. Human Resources Generalist
ph:+1.847.706.3502

Information and Technology Services Team

Director of Technology Services
ph:+1.847.706.3642
IT Manager
ph:+1.847.706.3503
Information Services Manager
ph:+1.847.706.3534
Application Support Specialist
ph:+1.847.273.8805
Application Support Specialist
ph:+1.847.706.3562
Business Analyst
ph:+1.847.706.3743
Senior Reporting Data Analyst
ph:+1.847.706.3625
Sr. Reporting Data Analyst
ph:+1.847.706.3623
Senior Systems Administrator
ph:+1.847.706.3504
Web Specialist
ph:+1.847.706.3612
Help Desk Technician
ph:+1.847.706.3657

Legal Team

General Counsel
ph:+1.847.706.3524
Director of Regulatory Affairs
ph:+1.847.273.8825
Staff Counsel
ph:+1.847.706.3577

Market Research Team

Director of Market Research
ph:+1.847.706.3580
Market Research Analyst
ph:+1.847.273.8829

Marketing and Communication Team

Managing Director of Marketing & Communications
ph:+1.847.706.3615
Director of Marketing
ph:+1.847.706.3647
Director of Member and Candidate Communications
ph:+1.847.706.3570
Marketing Manager
ph:+1.847.706.3646
Publications Manager
ph:+1.847.706.3527
Brand Manager
ph:+1.847.706.3573
Candidate Relations Specialist
ph:+1.847.273.8817
Marketing Specialist
ph:+1.847.706.3517
Senior Communications Associate
ph:+1.847.706.3501
Market Project Specialist
ph:+1.847.273.8822
Marketing & Communications Administrative Assistant
ph:+1.847.706.3555
Content Specialist
ph:+1.847.706.3528
Member Communications Senior Associate
ph:+1.847.706.3572
Senior Content Specialist
ph:+1.847.273.8811
Communications Associate
ph:+1.847.706.3521
Graphic Designer
ph:+1.847.706.3549
Marketing Specialist
ph:+1.847.273.8818
Graphic Designer
ph:+1.847.706.3548

Professional Development Team

Senior Director of Events
ph:+1.847.706.3541
Director of Meetings & Events
ph:+1.847.706.3544
E–Learning Manager
ph:+1.847.706.3547
Registration Specialist
ph:+1.847.273.8830
Registration and Events Coordinator
ph:+1.847.273.8808
Meeting Planner
ph:+1.847.706.3542
Sr. Meeting and Exhibits Planner
ph:+1.847.706.3516
E-Learning Administrator
ph:+1.847.706.3613
Education Administrator
ph:+1.847.706.3640
Administrative Assistant
ph:+1.847.706.3576

Research Team

Managing Director of Research
ph:+1.847.273.8835
Senior Experience Studies Actuary
ph:+1.847.706.3559
Experience Studies Actuary
ph:+1.847.706.3571
Research Actuary
ph:+1.847.706.3578
Research Actuary
ph:+1.847.706.3614
Experiences Studies Actuary
ph:+1.847.273.8860
Health Research Actuary
ph:+1.847.273.8846
Research Administrator
ph:+1.847.706.3567
Retirement Research Actuary
ph:+1.847.273.8837
Sr. Research Administrator
ph:+1.847.706.3556
Academic Research Assistant
ph:+1.847.706.3519
Research Administrator
ph:+1.847.706.3592
Lead Modeling Researcher
ph:+1.847.273.8836

Sections & Practice Advancement

Managing Director of Sections & Practice Advancement
ph:+1.847.706.3536
Director of Member Engagement
ph:+1.847.706.3585
Senior Staff Fellow, Intellectual Capital
ph:+1.847.706.3530
Business Development Leader
ph:+1.847.273.8821
Staff Fellow, Retirement Systems
ph:+1.847.706.3591
Staff Fellow – Risk Management
ph:+1.847.706.3560
Staff Fellow, Health
ph:+1.847.706.3588
Staff Fellow-Canadian Membership
ph:+1.613.402.4118
Section Specialist
ph:+1.847.706.3665
Administrative Assistant
ph:+1.847.706.3598
Section Specialist
ph:+1.847.706.3558
Section Specialist
ph:+1.847.706.3645

Strategy Team

Managing Director, Strategy & International Activity
ph:+1.847.706.3520

Web Communications Team

Web Communications Manager
ph:+1.847.706.3539
Digital Librarian
ph:+1.847.706.3529
Web Producer
ph:+1.847.706.3628

Hong Kong Office

SOA Programs Manager
ph:+852.2147.9883
Liaison, Joint Actuaries Hong Kong Representative Office
ph:+852.2147.9418