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Skills

  • System equipment
  • Relationship development
  • Process improvement
  • Model development
  • Plan record reconciliation
  • Client relationship management
  • Communications
  • Portfolio performance analysis
  • Data-driven decision making
  • Budget forecasting and financial analysis

Work Experiences

  • Achieved a seamless transition.
  • Achieved a 49% fee reduction for plan sponsors.
  • Achieved reduction over two years.
  • Advised on pension strategy leading to improved investment options that resulted in a 45% growth in plan assets by 2017.
  • Recommended and implemented pricing policies for standard, category, and metric products.
  • Transported Microsoft Excel to two years customer locations.
  • Achieved results across one year.
  • Achieved a 77% on-time completion rate.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.

Summaries

  • Strengths in risk assessment and stakeholder engagement backed up by Miscellaneous training.
  • Within Miscellaneous, senior Retirement Plan Consultant and outstanding performer in performance reporting and project management.
  • Crafted customized retirement solutions.
  • With a systematic nature, he is highly analytical and detail-oriented.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Data-driven Retirement Plan Consultant with a proven ability to design risk assessment models that reduce portfolio volatility by 45% for plan participants.
  • Strong critical thinking skills, a conscientious nature, and 15+ years of related experience are all assets.
  • Achieved growth by 2023 through targeted investment recommendations.
  • Retirement Plan Consultant is a multi-talented Retirement Plan Consultant who is consistently rewarded for planning and operational improvements.
  • Avoided fines for clients.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.
  • Negotiated retirement plan service contracts, leading to a 62% reduction in administrative costs for Summit Group.
  • Led the successful onboarding of 4 new retirement clients, generating 6 in additional company revenue.
  • Documented and resolved program which led to procedure.
  • Led a financial literacy program that educated 12 employees about retirement strategies, resulting in 45% savings rate increase.
  • Created retirement readiness reports, providing valuable insights on current asset allocations and future projections for clients.
  • Consulted with clients on the impact of legislative changes on their 401(k) plans, ensuring compliance with all applicable laws.
  • Drove a 28% increase in employee deferrals by delivering customized financial education sessions to Miscellaneous employees.
  • Conducted a detailed gap analysis to optimize retirement plan designs, increasing participant contribution rates by 73%.

Affiliations

  • Membership in the National Association of Insurance and Financial Advisors (NAIFA)
  • National Association of Plan Advisors (NAPA)
  • Association of Information Technology Professionals
  • Freemason
  • Fellowship in the International Foundation of Employee Benefit Plans (IFEBP)
  • Certified Pension and Investment Manager from category
  • Active Participation in Investment Management Education Alliance (IMEA)
  • Society of Professional Asset Managers and Recordkeepers (SPARK) Membership
  • Chartered Financial Consultant (ChFC)
  • American Retirement Association (ARA)

Certifications

  • Certified Fraud Examiner (CFE) with focus on Retirement Plan Compliance
  • Google Certified Professional Cloud Architect
  • Apple Certified Associate (ACA)
  • Financial Industry Regulatory Authority Series 65 License
  • Defined Contribution Investment Certification (DCIC)
  • IRA Services Professional (CISP)
  • Certified Employee Benefits Specialist (CEBS)
  • Certified Financial Planner (CFP)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Retirement Counselor (CRC)

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