Experience

SetAway, LLC Retirement Plan Design, Administration & Consulting

• United States
• Financial Services
• 1 - 100 Employee

• 3(16) Administrator

  • Nov 2022 - Present



People's United Bank, N.A.

• United States
• Financial Services
• 1 - 100 Employee

• Sr. Wealth Management Specialist

  • Jan 2009 - Oct 2022

  Rutland, Vermont Gave exceptional customer service to wealth management clients daily. Supported 100+ retirement accounts and provided administrative support to account officers. Received the CEO Leadership Award in 2014



Chittenden Bank

• Banking
• 1 - 100 Employee

• Sr. Administrative Assistant - Loan Servicing

  • Oct 2003 - Dec 2008

  Burlington, Vermont, United States Provided direct daily support to manager of Loan Services. Received the Pinnacle Teamwork Award in 2007.

• Administrative Assistant/Receptionist - Credit Collections

  • Feb 2003 - Oct 2003

  Burlington, Vermont, United States Answered busy switchboard and directed calls to appropriate account managers.



LAW OFFICES OF FRED V. PEET, P.C.

• Law Practice
• 1 - 100 Employee

• Legal Secretary

  • Dec 2002 - Feb 2003

  South Burlington, Vermont, United States Provided general front desk support at busy real estate law office.



Coldwell Banker Hickok & Boardman

• United States
• Real Estate
• 1 - 100 Employee

• Realtor Assistant

  • Jun 2001 - Sep 2002

  Burlington, Vermont, United States Provided general support to licensed Real Estate Agent, managed buyer and seller concerns. Acquired Real Estate Agent license in November 2001