As Director and Portfolio Manager for Milliman FRM’s Fund Services business line, Maria serves as portfolio manager for a number of funds implementing the Milliman Managed Risk Strategy™, a dynamic derivatives overlay strategy designed to reduce financial losses in equity market declines. In her current role, she oversees all aspects of Milliman FRM’s engagement with the funds, from strategy design and customization, to live market implementation, and to client education and support.

An experienced investment professional for more than 23 years, Sandra focuses her business on holistic wealth management and planning for GenerationX and Millennial aged women. She helps women organize and understand their financial lives and guides them along a path toward their goals. She is a CERTIFIED FINANCIAL PLANNER ™ and Certified Divorce Financial Analyst®. Sandra was a TEDxYouth speaker on Empowering Young Women Financially in 2019, a panelist for the Spark Collective Inspiring Women Series: Women & Money 2018, Women Willpower Summit 2017 and at the Women2Women International Conference 2014 as a “Woman Making Change”. She has been featured in the Boston Globe, Barron's, Exhale Lifestye and Money. Sandra was the recipient of the 2013 Wheaton Alumnae Achievement Award for her professional accomplishments and volunteer community service.

Suzanne Norman, CIMA® Principal & Senior Director Head of Strategic Relationships Milliman Financial Risk Management LLC CURRENT RESPONSIBILITY Suzanne manages the Strategic Relationships for Milliman’s Financial Risk Management Practice. These include asset managers, insurance companies, and other financial firms. She is responsible for working with these institutions to promote the Milliman Managed Risk strategies as well as identify new investment solutions. EXPERIENCE Prior to joining Milliman in 2012, Suzanne was a Director at AllianceBernstein in the Sub Advisory division from November 2005-February 2012. Her responsibilities included training Financial Advisors on investments, retirement planning, and capital markets. From 1993 -2005, she worked for Merrill Lynch both as a Specialist and a Financial Advisor. Suzanne has spent over 20 years in the financial service industry focusing on multiple investment solutions and especially the unique challenges around retirement income. PROFESSIONAL DESIGNATIONS CIMA® Series 3, 7, 63 & 65 securities licenses EDUCATION BA, Psychology, Hood College MILLIMAN Milliman Financial Risk Management LLC is a global leader in financial risk management to the retirement savings industry. Milliman FRM provides investment advisory, hedging, and consulting services on over $155.5 billion in global assets (as of December 31, 2019). Established in 1998, the practice includes professionals operating from three trading platforms around the world (Chicago, London, and Sydney).

Catherine Collinson serves as CEO & President of nonprofit Transamerica Institute and its Transamerica Center for Retirement Studies, and is a champion for Americans who are at risk of not achieving a financially secure retirement. Catherine oversees all research and outreach initiatives, including the Annual Transamerica Retirement Survey. Catherine also serves as Executive Director of Aegon Center for Longevity and Retirement based in The Netherlands. With two decades of retirement industry-related experience, Catherine has become a nationally recognized voice on retirement trends. She was named a 2018 Influencer in Aging by PBS’ Next Avenue. In 2016, she was honored with a Hero Award from Women’s Institute for a Secure Retirement (WISER) for her tireless efforts in helping improve retirement security among women. In 2015, Catherine joined the Advisory Board of Milken Institute’s Center for the Future of Aging. She co-hosts ClearPath: Your Roadmap to Health and Wealth on WYPR, Baltimore’s NPR news station. Catherine is employed by Transamerica Corporation. Since joining the organization in 1995, she has held a number of positions and has identified and implemented short- and long-term strategic initiatives, including the founding of the nonprofit Transamerica Institute and its Transamerica Center for Retirement Studies. Catherine earned her bachelor’s degree in British and American literature at Scripps College, Claremont, California, and her master’s of business administration at the University of California, Irvine.