Experience

Pension Associates

• Financial Services
• 1 - 100 Employee

• Pension Analyst

  • Feb 2021 - Present

  Designed retirement plans for small businesses to maximize owners’ pension earnings Created annual valuation reports for Defined Benefit and Defined Contribution plans Analyzed actuarial tests to pass IRS guidelines for cross testing retirement plans Calculated yearly accrued benefit and account balances for all participants Prepared and filed 1099-Rs, Form 5500s, and Schedule SB’s for over 150 plans annually Spoke to clients with respect to inform them of the plan and to answer any questions they may have had Managed new employee training: offering continuous advice, guidance, and mentorship on duties and best practices Show less



Wingate Healthcare

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Activities Assistant

  • Jun 2020 - Aug 2020

  Planned activities for the elderly that met their physical, mental, and psychosocial needs Provided care and bedside manner for each resident Supervised and organized activities such as bingo, word games, and exercise for groups of 10 residents at a time Created a safe space for residents to stretch their brains and speak their minds Adhered to all COVID-19 guidelines and safety precautions for residents Planned activities for the elderly that met their physical, mental, and psychosocial needs Provided care and bedside manner for each resident Supervised and organized activities such as bingo, word games, and exercise for groups of 10 residents at a time Created a safe space for residents to stretch their brains and speak their minds Adhered to all COVID-19 guidelines and safety precautions for residents



CareMount Medical

• United States
• Medical Practices
• 700 & Above Employee

• Medical Records Clerk

  • Dec 2018 - Aug 2019

  Completed medical record requests Answered phones Scanned medical documents into patients’ EHR Provided respectful assistance to all parties Complied with all confidentiality protocols Completed medical record requests Answered phones Scanned medical documents into patients’ EHR Provided respectful assistance to all parties Complied with all confidentiality protocols

• Information Technology Intern

  • Jun 2018 - Aug 2018

  Analyzed a large data set to find the most efficient way to separate the company into branches Taught myself the basics of a coding language Created a company-wide screensaver to teach employees about cybersecurity Supported the department by compiling paperwork in the case of a system shutdown Analyzed a large data set to find the most efficient way to separate the company into branches Taught myself the basics of a coding language Created a company-wide screensaver to teach employees about cybersecurity Supported the department by compiling paperwork in the case of a system shutdown

• Internal Medicine Clerk

  • May 2017 - Jul 2017

  Communicated doctor notes to patients Set up files for scanning Sent and received faxes Made copies Communicated doctor notes to patients Set up files for scanning Sent and received faxes Made copies



Dakin Family

• United States

• Afterschool / Summer Caregiver

  • Sep 2015 - Jul 2017

  Provided care for two elementary aged children Transported the children to medical appointments, social gatherings, etc. Tutored, helped with studying, and completion of homework assignments Organized and played creative games and educational activities Monitored children’s safety and well-being to prevent accidents Provided care for two elementary aged children Transported the children to medical appointments, social gatherings, etc. Tutored, helped with studying, and completion of homework assignments Organized and played creative games and educational activities Monitored children’s safety and well-being to prevent accidents



Town of Southeast Recreation Department

• Basketball Program Assistant

  • Oct 2012 - Jan 2016

  Volunteer coach for kindergarten basketball skills program Executed high-pressure decisions as a referee, including awarding points and imposition of fouls under time constraints Adhered to and enforced game rules and regulations Fostered sportsmanship among young players and coaches Kept a detailed book for all aspects of the game and managed the clock to help players, coaches, and referees Volunteer coach for kindergarten basketball skills program Executed high-pressure decisions as a referee, including awarding points and imposition of fouls under time constraints Adhered to and enforced game rules and regulations Fostered sportsmanship among young players and coaches Kept a detailed book for all aspects of the game and managed the clock to help players, coaches, and referees