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Skills

  • Mutual funds and liabilities
  • Process improvement
  • Investment planning
  • MS Office
  • Stock market understanding
  • Change Management in Pension Plans
  • Content Development for Financial Education
  • Deferred Compensation Planning
  • Project organization
  • Operational improvement

Work Experiences

  • Achieved a 79% engagement increase.
  • Answered 18 calls per two years to help customers with their questions and concerns.
  • Achieved a 48% reduction in portfolio underperformance.
  • Analyzed retirement trends and tailored workshops to address evolving employee needs, achieving a 57% boost in engagement rates.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Assessed employee feedback regularly.
  • Acted as the subject matter expert for pension-related queries, ensuring compliance with metric and improving accuracy in communications by 64%.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Oversaw the delivery of program project by procedure team, which resulted in metric.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.

Summaries

  • Retirement Education Specialist with 18 years of successful vendor management and strategic planning experience.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Conducted one-on-one consultations with high-net-worth clients.
  • Clear understanding of data analysis and project management as well as vendor management training.
  • Delivered retirement education sessions.
  • Boosted contribution rates in targeted employee groups by 62%.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Within Education and Training, senior Retirement Education Specialist and outstanding performer in data analysis and strategic planning.
  • Achieved a 43% reduction in misinformed plan selections.
  • Contributed to a 21% increase in investment diversification.

Accomplishments

  • Stored and managed retirement beneficiary data using Power BI, boosting data accuracy by 48%.
  • Consulted with internal HR teams to revise employee onboarding literature, providing clearer retirement savings instructions and improving sign-up rates by 79%.
  • Optimized the company’s retirement savings tools, delivering a 51% improvement in employee savings simulation accuracy.
  • Partnered with the benefits team to revise communication materials, reducing participant confusion and improving engagement by 32% in 2019.
  • Developed tailored reports for individual retirement portfolios, providing solutions that resulted in a 52% rate of improved financial confidence among clients.
  • Collaborated with corporate legal teams to ensure all retirement communications were compliant with framework, reducing compliance issues by 19%.
  • Created targeted PowerPoint presentations that detailed employer-sponsored plan benefits and savings strategies, achieving an engagement increase of 54%.
  • Developed retirement expense forecasting tools, leading to more informed employee retirement decisions and raising contribution levels by 52%.
  • Facilitated pension reform discussions with senior leadership, helping reduce costs by $11 without compromising benefit quality.
  • Collaborated with team of 4 in the development of program.

Affiliations

  • American Benefits Association (ABA)
  • Employee Benefit Research Institute (EBRI)
  • Institute of Certified Employee Benefit Specialists (CEBS)
  • International Council of Nurses
  • National Association of Government Defined Contribution Administrators (NAGDCA)
  • Jaycees
  • Council of Financial Educators (COFE)
  • Association of Information Technology Professionals
  • International Foundation of Employee Benefit Plans (IFEBP)
  • American Marketing Association

Certifications

  • Certified Public Accountant
  • Certified Financial Planner (CFP)
  • Certified 401(k) Professional (C(k)P)
  • Certified Plan Fiduciary Advisor (CPFA)
  • FINRA Series 65 License, 2018
  • NIPA Advanced Pension Conference Certification, 2023
  • Certified Retirement Counselor (CRC)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Public Accountant (CPA)
  • FINRA Series 63 License, 2024

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