Experience

M2B Retirement Consulting, LLC

• Financial Services
• 1 - 100 Employee

• Retirement Plan Analyst

  • May 2021 - Present

  - Reviews and scrubs census data for accuracy and missing information- Reconciles plan and participant level transactions on an accrued basis- Prepares IRS Form 5500 and related schedules using appropriate Government Forms software

• Intern

  • Dec 2020 - Apr 2021

  - Enters client data from various source documents within a timely manner- Pulls client information for year-end reports- Prepares balance sheets and income statements for clients



Calgon Carbon UV Technologies

• UV Services Intern

  • May 2020 - Aug 2020

  - Improved and wrote macros within Visual Basic in Excel- Utilized SQL within Amazon Web Services and built scripts for use within the ETL- Established a functional dashboard of data for viewing and utilization by the Hyde Marine staff - Improved and wrote macros within Visual Basic in Excel- Utilized SQL within Amazon Web Services and built scripts for use within the ETL- Established a functional dashboard of data for viewing and utilization by the Hyde Marine staff



Springfield Restaurant Group

• United States
• Restaurants
• 1 - 100 Employee

• Front and Back of the House Staff

  • Dec 2016 - Mar 2020

  - Transitioned tables after guests left in a timely manner to satisfy waiting customers- Conversed clearly and professionally with guests entering the restaurant- Worked as part of a team to adapt quickly in a time constrained environment - Transitioned tables after guests left in a timely manner to satisfy waiting customers- Conversed clearly and professionally with guests entering the restaurant- Worked as part of a team to adapt quickly in a time constrained environment



CCO Campus Ministry (Ocean City Beach Project)

• Intern

  • Jun 2019 - Aug 2019

  - Facilitated leadership trainings for college students for eight weeks- Mentored six college students in various topics about faith and life- Provided feedback to mentees in several roles - Facilitated leadership trainings for college students for eight weeks- Mentored six college students in various topics about faith and life- Provided feedback to mentees in several roles