TRI-AD
    

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Curtis Hamilton

Thad Hamilton

Chris Cerone

Valerie Gieseke

Bob Krier

George Naset

Ram Seshan

Judy Simons

Shelley Tracy

      aboutus

TRI-AD's team of over 100 associates works together with unfailing focus on delighting clients and meeting participants needs. Below are the biographies of our Senior Management Team.


Curtis D. Hamilton

Curtis D. Hamilton

CEO


Curtis D. Hamilton, MSPA, EA, MAAA is the founder and CEO of TRI-AD (corporate name is TRI-AD Actuaries, Inc.) based in Escondido CA. TRI-AD is recognized as one of the leading benefits and design administration firms in California.

Curt Hamilton attended University of Oregon and California State University Long Beach, where he studied Business Administration. Prior to launching TRI-AD in 1974, Mr. Hamilton worked at Connecticut General Life Insurance Company. With more than 35 years of experience as an actuary and retirement plan consultant, his primary responsibility is now the management and growth of TRI-AD.

Mr. Hamilton has been active in the actuarial profession as a member of the American Society of Pension Professionals and Actuaries (ASPPA), the American Academy of Actuaries (AAA), and the International Actuarial Association (IAA) and has been a frequent speaker to industry professionals throughout the U.S.

He has served as President of the American Society of Pension Professionals and Actuaries; participated in the Task Force for Strengthening the Actuarial Profession, and received special recognition for his work in developing a National Retirement Income Policy. He was an initial member of the Actuarial Board for Counseling and Discipline (ABCD).

Mr. Hamilton was the American Society of Pension Professionals and Actuaries 2002 recipient of the Harry T. Eidson Founders Award for lifetime achievement for ASPPA and the pension profession.

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Thad D. Hamilton

Thad Hamilton

President


Thad D. Hamilton, CEBS, SPHR, is TRI-AD's President. He holds primary responsibility over the firm’s direction and its operational aspects, including managing the executive team. His comprehensive background includes consulting and administration for employee benefit plans, including retirement plans, health and welfare plans, Section 125 plans, COBRA and benefit communications.

Mr. Hamilton joined TRI-AD in 1992. As a member of the Senior Management Team, he is involved in corporate strategic planning, new business development, and Client Relationship Management for some of the firm's largest clients.

Mr. Hamilton earned his Bachelor of Science degree in Corporate Finance from California State University at Chico. He has obtained the Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans (in conjunction with the Wharton School of the University of Pennsylvania), and the Senior Professional in Human Resources (SPHR) designation from the Society for Human Resource Management (SHRM).

Mr. Hamilton served as a Board Member of the San Diego Chapter of the Society for Human Resource Management from 1998 to 2004, including a term as President in 2003. He has taught the Pension Plans course for the University of California at San Diego Extension Program, PHR/SPHR certification courses, Lorman Seminars, and served as guest speaker for CEBS classes. In addition, he frequently speaks at conferences and workshops regarding employee benefit plans and has had articles published or been quoted in HR Magazine, Compensation & Benefits Review, Parents Magazine, and the San Diego Union Tribune.

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Christopher Cerone

Christopher V. Cerone

Vice President and Senior Consultant, Health and Welfare Administration Services


Mr. Christopher V. Cerone, CEBS is a Senior Consultant and Vice President of TRI-AD's Client Services Division. Mr. Cerone has over 15 years of experience in the design and administration of Health and Welfare Benefit plans.

As a member of the Senior Management Team, Mr. Cerone is involved in corporate strategic planning, new business development, and serves as a Client Relationship Manager (CRM) for the firms largest clients.

Chris Cerone holds an undergraduate degree in finance from Siena College in Albany, NY, and received his Certified Employee Benefits Specialist (CEBS) designation in 2001. He has been with TRI-AD since 1997.

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Valerie Gieseke

Valerie Gieseke

Senior Communications Consultant


Valerie Gieseke, SPHR, is a Senior Communications Consultant at TRI-AD. Her responsibilities include product development, client services, consulting, and new business initiatives consistent with the firm's strategic direction.

Additionally, as a member of the Senior Management Committee, Ms. Gieseke is involved in new business development and strategic planning for the firm.

Ms. Gieseke joined TRI-AD in 1993. She has more than 20 years of experience in the Human Resources industry including small and large-scale HRIS systems analysis, design and implementation; compensation and benefits design and implementation; employee communication initiatives; and extensive experience with selecting and implementing a wide variety of HR technology solutions. She has also held roles at TRI-AD as a Client Service Manager, Client Relationship Manager, and Senior Health and Welfare Consultant.

Ms. Gieseke attended the University of California Berkeley as a Regent's Scholar. She received her Senior Professional of Human Resources (SPHR) designation in 1995. Ms. Gieseke has served as President of the Pacific Southwest chapter of the International Association of Human Resource Information Management (IHRIM), Vice President of the San Diego Chapter of the Society for Human Resource Management, and as a board member for other HR industry organizations. She is a frequent speaker to HR professionals throughout the US on a wide variety of topics.

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Robert Krier

Robert Krier

Chief Financial Officer


Mr. Robert Krier is TRI-AD's Chief Financial Officer. He is a member of the Senior Management Team and is responsible for the internal operations of the firm including finance, accounting, information technology, quality assurance/compliance and human resources.

Bob Krier joined TRI-AD in 1990. Prior to serving as CFO, he held positions as controller and as a benefits administrator in both the Retirement and Health & Welfare benefit practices. These positions provided him a strong working knowledge of TRI-AD's benefit plan services. Before joining TRI-AD, Mr. Krier worked in the aerospace and banking industries.

Mr. Krier is responsible for both internal and client-related projects, including the selection, design and implementation of enterprise-wide IT, accounting and benefits administration systems and software. He is also fundamental in the strategic development and implementation of the TRI-AD's business process management and quality assurance systems and processes.

Mr. Krier holds a bachelor's degree in Management Science from the University of California, San Diego and a Masters in Business Administration in Finance from San Diego State University. He is also a member of Vistage International, a CEO membership organization specializing in executive leadership development and coaching.

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George Naset

George Naset

Retirement Plan Administration Services Practice Leader


George Naset leads TRI-AD's Retirement Practice. His range of responsibilities includes client and participant service, operations, relationship management, and sales support across a full spectrum of retirement products including Defined Contribution (DC), Defined Benefit (DB), ESOP, and non-qualified plans. Mr. Naset also serves as a member of the Senior Management Committee.

Prior to joining TRI-AD, Mr. Naset was with Wells Fargo Institutional Trust as Senior Vice President and Director of Client Services. Mr. Naset's responsibilities at Wells Fargo included oversight of the plan controller team, Transition and Conversion, daily DC operations, participant service center, defined benefit administration, compliance, trust and custody, Stock Plan Services, Compliance, Business Analysts, and Asset Retention. In addition, Mr. Naset was a member of the of the DC product steering committee, senior strategic planning committee, client advisory board, New Business Acceptance Committee, and chaired the DC Customer Service Council. He also worked extensively in new business development. Prior to joining Wells Fargo, Mr. Naset spent 14 years with the Principal Financial Group, managing client services and operations for large market DC clients in the southeast US.

Mr. Naset earned a bachelor's degree in Business Administration from Grand View College. He received his FLMI designation in 1994. In 2005, Mr. Naset completed a certificate program in Business Process Analysis at the Carlson School of Business, University of Minnesota.

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Ram Seshan

Ram Seshan

Chief Technology Officer


Ram Seshan is TRI-AD’s Chief Technology Officer. He oversees all aspects of TRI-AD’s Information Technology infrastructure, security, and applications. He also serves as a member of the Senior Management Team. He brings more than 25 years of experience in the software industry to TRI-AD, with a focus on mobile and web-based technologies. He has managed software development for private and publicly traded corporations in the health care, finance, and defense industries. Formerly with Santech, he served as the Chief Technology Officer with overall responsibility for corporate IT, Product Management, and Commercialization. Prior to joining Santech, Mr. Seshan was the founder and chief technologist of Bluerobe, a search portal specializing in rapid product search technology. He also spent over 11 years at FICO in various capacities.

Mr. Seshan received his MBA in Technology Management from University of Phoenix, and a master's degree in Computer Science from California State University, Northridge. He has a bachelor's degree in Physics from University of Madras, India and a Professional Certificate in Systems Engineering from University of California, San Diego.

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Judy Simons

Judy Simons

Vice President and Senior Consultant, Compliance Services


Judy Simons, CPC, QPA, QKA is Vice President, Compliance at TRI-AD overseeing the Technical Resource Group and regulatory compliance functions. She has many years of experience designing, administering and consulting for defined benefit pension plans and defined contribution plans including 401(k), profit sharing, money purchase, target benefit pension, stock bonus and employee stock ownership plans.

Ms. Simons joined TRI-AD in 1983. As a member of the Senior Management Committee, Ms. Simons is also involved in new business development and strategic planning for the firm.

Ms. Simons received her Bachelor of Science degree in Accounting from San Diego State University. She has obtained Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations through the American Society of Pension Professionals and Actuaries.

Ms. Simons participates in a number of industry organizations. She currently is a Past President of the San Diego Chapter of the Western Pension & Benefits Conference and a member of the American Society of Pension Professionals and Actuaries. She is a frequent speaker on retirement design and administration topics and has spoken for Lorman Education Seminars, Western Pension & Benefits Conference, American Society of Pension Professionals & Actuaries, PIHRA, and San Diego SHRM.

Shelley Tracy

Shelley Tracy

Director, Human Resources


Shelley Tracy, SPHR, is the Director of Human Resources at TRI-AD. She is a member of the Senior Management Committee and has overall responsibility for the strategic direction of TRI-AD’s human capital needs.

Ms. Tracy joined TRI-AD in 2013 bringing over 15 years of experience in developing and driving strategies to optimize Human Resources Development and Operations while supporting strategic initiatives for medical device, high-tech and professional services companies of varying size and scope.

Ms. Tracy received her Bachelor of Science in Business with an emphasis in Human Resources Management from Capella University and received her Senior Professional of Human Resources (SPHR) designation in 2010 from the Human Resources Certification Institute. She has been an active member of the Society for Human Resources Management (SHRM), San Diego Human Resources Roundtable (SDHR) and Senior Human Resources Executive (SHaRE).

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"Our goal is to hire Associates who are as passionate and committed to their jobs as they are to their hobbies. We hire energetic, capable people who understand our commitment to service, provide them with clear desired outcomes, then get out of their way and let them do their jobs."

Curtis D. Hamilton, MAAA, MSPA
CEO, TRI-AD