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Skills

  • Customizable Retirement Education Programs
  • Mutual funds
  • Financial planning
  • Trend analysis expertise
  • Customer feedback analysis
  • Project organization
  • Interpersonal communication
  • Client Advocacy in Retirement Benefits
  • Education funds
  • Tax law expertise

Work Experiences

  • Achieved results over a 2020 period.
  • Achieved a 62% increase in enrollment.
  • Acted as the subject matter expert for pension-related queries, ensuring compliance with metric and improving accuracy in communications by 64%.
  • Achieved a 77% increase in retention of long-term savings accounts.
  • Achieved results over 11 months.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Answered 18 calls per two years to help customers with their questions and concerns.
  • Advised and implemented a flexible benefits package that led to an 17% improvement in employee perception of their retirement savings programs.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Dedicated Retirement Education Specialist with a proven track record of boosting retirement plan engagement by 49% through customized education programs tailored to employee needs.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Dedicated Retirement Education Specialist.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • Contributed to high employee satisfaction rates.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Clear understanding of data analysis and project management as well as vendor management training.
  • Addressed evolving needs through targeted workshops.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with team of 4 in the development of program.
  • Reduced the number of client retirement plan questions by 76% by creating an accessible online knowledge base.
  • Created targeted PowerPoint presentations that detailed employer-sponsored plan benefits and savings strategies, achieving an engagement increase of 54%.
  • Led retirement plan workshops for over 18 employees, driving a 83% increase in pension plan enrollments within 2023.
  • Contributed to Harbor & Co.'s pension reform policy update, saving the organization $16 annually by streamlining benefit options.
  • Collaborated with corporate legal teams to ensure all retirement communications were compliant with framework, reducing compliance issues by 19%.
  • Performed extensive trend analysis on employee investment behaviors, resulting in 36% enhanced portfolio performance.
  • Stored and managed retirement beneficiary data using Power BI, boosting data accuracy by 48%.
  • Redesigned the retirement onboarding process, cutting the time to onboard new participants by 12 days and reducing admin errors by 64%.

Affiliations

  • International Association for Financial Planning (IAFP)
  • Society for Human Resource Management (SHRM)
  • Certified 401(k) Professional (C(k)P) Certification
  • The Society of Actuaries (SOA)
  • International Longevity Centre (ILC)
  • American Marketing Association
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Association for Computing Machinery
  • Freemason
  • Rotary International

Certifications

  • FINRA Series 65 License, 2018
  • CompTIA Security+
  • SHRM Senior Certified Professional (SHRM-SCP)
  • FINRA Series 63 License, 2024
  • Retirement Income Certified Professional (RICP)
  • CompTIA Network+
  • Certified Income Specialist (CIS)
  • Ethical Retirement Plans Training, Harbor & Co.
  • Financial Markets and Retirement Planning, Ironclad Systems, 2021
  • Professional Plan Consultant (PPC)

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