Experience

Guideline

• United States
• Financial Services
• 200 - 300 Employee

• Operations Associate

  • Dec 2020 - Present

  Portland, Maine, United States

• Senior Customer Success Associate

  • Nov 2019 - Dec 2020

  Portland, Maine, United States

• Customer Success Associate

  • Mar 2018 - Nov 2019

  Portland, Maine, United States Providing technical and product support specializing in various 401(k) participant distribution and withdrawal options including loans, hardship distributions and Qualified Domestic Relations Orders (QDROs). Experience in support center content publications and standard operating procedure development.



RHR Smith & Company

• Staff Accountant

  • Jun 2016 - Mar 2018

  Buxton, ME Reformatting financial statements, governmental auditing and tests of internal controls.

• Client Relations Manager

  • Jun 2016 - Mar 2018

  Buxton, ME Improving efficiencies in allocating company resources (i.e. scheduling, programs & software). Managing/ assisting with online and social media platforms, company-wide training & development and ensuring compliance standards are upheld.



SBA Communications

• United States
• Telecommunications
• 700 & Above Employee

• Warehouse Associate

  • Jun 2013 - Aug 2013

  Biddeford, Maine Managing warehouse operations with internal organization controls.