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Skills

  • Cross-functional team collaboration
  • Business operations
  • Advising on tax implications of retirement savings
  • Relationship development
  • Customer service
  • Communications
  • Client asset growth management
  • Asset Allocation Strategy Development
  • Client relationship management
  • System equipment

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved results within 18 months.
  • Authored Employee of the Year-winning white papers on retirement strategies in 2019, providing thought-leadership collaborations across Boston-based firms.
  • Achieved 53% better employee understanding.
  • Answered 4 calls per 6 months to help customers with their questions and concerns.
  • Analyzed plan performance and recommended strategic adjustments, reducing costs by $15 annually.
  • Achieved a satisfaction rating increase of 54% %.
  • Achieved results within 2018.
  • Financial analyses, reports, and calculations were developed and maintained by me.
  • Authored Innovation Award-winning white papers on retirement strategies.

Summaries

  • Boosted client satisfaction.
  • Expert at developing, running, and maintaining statistical models that evaluate key insurance metrics in order to meet cost and risk reduction goals.
  • Achieved growth by 2023 through targeted investment recommendations.
  • Achieved 17% growth in client accounts.
  • Achieved consistent double-digit asset growth over two years.
  • Crafted customized retirement solutions.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Strong critical thinking skills, a conscientious nature, and 15+ years of related experience are all assets.
  • Achieved 81% client retention rate over two years.
  • Achieved results in less than the past year.

Accomplishments

  • Collaborated with a cross-functional team to launch a new 401(k) plan platform, reducing participant fees by 38%.
  • Guided company stakeholders in transitioning from traditional pensions to cost-effective 401(k) plans for 14 employees.
  • Monitored plan investments and rebalanced portfolios with real-time market analysis, contributing to a 15% ROI for clients.
  • Negotiated retirement plan service contracts, leading to a 62% reduction in administrative costs for Summit Group.
  • Reduced total plan administration time by 66% by implementing a system migration to Salesforce.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Conducted reverse audits that identified approximately 5 in missed employer matching contributions, restoring funds for 3 participants.
  • Executed plan diversification strategy that provided clients with 8 in tax savings while ensuring compliance with IRS rules.
  • Resolved product issue through consumer testing.
  • Developed multi-channel communication plans that resulted in a 72% increase in enrollment during annual open enrollment period.

Affiliations

  • Society of Human Resource Management
  • Professional Fiduciary Membership in the National Association of Plan Advisors
  • Involvement in The Defined Contribution Institutional Investment Association (DCIIA)
  • Financial Planning Association (FPA) membership
  • Freemason
  • Fellowship in the National Tax-Sheltered Accounts Association (NTSA)
  • Society of Women Engineers
  • American Marketing Association
  • Leadership in Retirement Industry Trust Administrations (RITA)
  • Certified Retirement Counselor® (CRC®)

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • SHRM Certified Professional (SHRM-CP)
  • Salesforce
  • ServSafe
  • Certified Pension Consultant (CPC)
  • Investment Advisor Certified Compliance Professional (IACCP)
  • Certified Retirement Plan Specialist (CRPS)
  • Fundamentals of 401(k) & Qualified Plans Certification
  • IRA Services Professional (CISP)
  • Corporate Retirement Director (CRD)

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