Medhat Kaldas is a Senior Data Consultant on the Data Analytics team with Group Benefits at Unison Risk Advisors. He has more than 16 years of employee benefits experience. As part of a best-in-class analytics team, he optimizes reporting and the analytical process. His main focus is on developing and executing strategies for cost containment and risk avoidance. Medhat works closely with health management and client management teams to develop URA’s integrated, multi-year strategy for our client partners. Prior to joining Oswald Companies in 2006, Medhat worked eight years in finance for KeyBank and QualChoice (UHHS), as well as led a research analytics team for Cole Vision.  

Medhat is responsible for servicing clients in the consulting and broker arenas. He has a strong background in benefits, financial analysis, and client relationship management. Medhat works closely with clients to develop strategic plans for several mid-size to large accounts. This plan encompasses benefit plan design and rates, and the health management side of the business to map out a plan for integration of benefits and wellness. Medhat also develops reporting systems for internal and external organizations.  

EDUCATION AND PROFESSIONAL AFFILIATIONS

Medhat studied finance at Cleveland State University. He has been a licensed Health, Accident, Life and Variable Annuity Agent in the State of Ohio since 2005. Medhat serves as an advisor on several union boards and municipalities across the northeast.