Don draws on over 17 years of project management and insurance industry experience and has been part of the Baker Tilly Vantagen team for over 10 years.  Don and his team are responsible for the end-to-end integration of all new client relationships within Baker Tilly Vantagen.

Don’s main tasks and responsibilities include the following:

• Lead the planning and implementation of all new client engagements
• Define project scope and tasks
• Assemble and coordinate Baker Tilly Vantagen personnel
• Manage project resource allocation
• Plan and schedule project timelines, goals and deliverables
• Monitor and report on progress to all stakeholders
• Lead and manage the teams to successfully complete tasks on time

While at Baker Tilly Vantagen, Don brings the following project management and leadership experience to each client relationship:

• Successfully led over 150 new client implementations
• Assemble and manage cross-functional teams consisting of 7-10 Baker Tilly Vantagen staff members to support each new client implementation
• Has overseen the installation and configuration of over 100 customized client enrollment websites utilized by employees and HR resources

Prior to joining Baker Tilly Vantagen, Don served as Annuity Marketing Coordinator for the securities brokerage and investment firm of Ryan Beck and Co. based in New York City.  While at Ryan Beck, Don was responsible for promoting annuity and life insurance sales.

Mr. Duffy began his career at Prudential where he was an Internal Regional Coordinator.  In that role, he was responsible for developing, testing and implementing an online order entry system used by Financial Advisors to help automate their sales process.  Don also provided advisory and management consulting services to Regional Vice Presidents helping them forecast and track business activities.

Don holds a bachelor’s degree in Political Science with a minor in History from Susquehanna University.

His professional affiliations include the Employee Benefits Institute of America (EBIA), Society for Human Resource Management (SHRM) and Penjerdel Employee Benefits and Compensation Association (PEBA).