Experience

EPIC Retirement Plan Services

• United States
• Financial Services
• 100 - 200 Employee

• Relationship Manager

  • Apr 2022 - Present



PCS Retirement

• United States
• Financial Services
• 100 - 200 Employee

• Relationship Manager

  • Oct 2021 - Apr 2022



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Client Account Manager

  • Oct 2015 - Oct 2021



National Retirement Services

• Charlotte, North Carolina

• Account Manager

  • Jan 2015 - Oct 2015



Retirement Direct

• Cornelius, North Carolina

• Client Relationship Administrator

  • May 2014 - Feb 2015



EPIC Retirement Plan Services

• United States
• Financial Services
• 100 - 200 Employee

• Distribution Administrator

  • Jul 2011 - Mar 2014

  • Owner of distribution team• Administer 25,000+ distributions a year• Liaison between client and administrator/operations• Develop processes and procedures to reduce financial risk• Streamline the distribution process to ensure quality and timeliness

• Client Service Representative

  • Apr 2007 - Jul 2011

  • Day to day management of 150 defined contribution plans valued at over $250 million in assets• Consult and educate clients• Interpret plan documents as necessary• Retain and build client relationships• Research and resolve any client or participant issues• Monitor and ensure all services are delivered to clients within documented service standards• Reconcile trust cash balances and resolve discrepancies• Facilitate year-end testing and communicate results to clients• Responsible for Form 5500 delivery and assist clients with electronic filing• Control quality and timely delivery of participant quarterly statements• Ensure plans are administered in compliance with plan provisions and current regulations Show less



Paychex

• United States
• Human Resources Services
• 700 & Above Employee

• Paychex Individual Sales Representative

  • Apr 2005 - Apr 2007

  • Review and discuss investment goals with clients and recommend investment objectives• Assist clients as they transition from a 401(k) Plan to IRA• Consistently meet or exceed individual sales goals in a National Sales Market• Conduct training of internal sales and customer service groups on retirement plans• Develop and maintain client relationships with continued follow up meeting their investment needs• Assist in the development of new business unit through benchmarking of ideas and implementing new policies and procedures• Independent broker/agent in the Individual Health Insurance field Show less

• HRS Client Service Trainer

  • Jan 2004 - Apr 2005

  • Create and administer ongoing training for new and current employees• Forecast training needs based on call volume and staffing requirements• Maintain high level product knowledge and training materials on 401(k) and Section 125 Plans• Coordinate and present quarterly and annual training programs• Offer expert level guidance to Client Service Representatives and support operational areas• Assist Employee Development Team with broad based training

• HRS Client Service Representative

  • Jun 2001 - Jan 2004

  • Respond to client questions, issues, and concerns regarding 401(k), Disability, Health and Benefits, and COBRA Plans• Coordinate resolution with operational departments• Mentor new employees• Participate in quarter and year end release testing• Analyze and propose enhancements to procedures and client correspondence• Consistently meet and exceed departmental goals for quality and quantity of business