Experience

Definiti LLC

• United States
• Financial Services
• 100 - 200 Employee

• Senior Retirement Plan Consultant

  • Feb 2021 - Present



Creative Retirement Systems

• United States
• Financial Services
• 1 - 100 Employee

• 401k administrator

  • Dec 2009 - Feb 2021

  Cincinnati Area Key responsibilities include: plan design, annual compliance testing, calculation of employer contributions and preparation of government forms.



Guardian Savings Bank

• United States
• Banking
• 100 - 200 Employee

• Branch Operations Manager

  • Jan 2009 - Dec 2009

  Managed key functions of 9 bank branch facilities. Accountable for savings compliance and file maintenance.

• Branch Manager

  • 2009 - 2009

  Tri-County Responsible for day to day operations of the branch including opening safe, ensuring drawers balanced at end of day, direct communications with customers, approval of rates on CDs and savings accounts, scheduled tellers to work according to branch needs.



Guardian Savings Bank

• United States
• Banking
• 100 - 200 Employee

• Assistant Branch Manager

  • 2006 - 2008

  Mt. Airy Assisted Branch Manager with daily operations of the branch.

• Bank Teller

  • 2004 - 2006

  Mt. Airy Directly interacted with customers to assist them with deposits, withdrawals and transfer of money from their accounts. Advised customers on the availability of various banking options to meet their financial needs.