Experience

Schwab Retirement Plan Services

• United States
• Financial Services
• 1 - 100 Employee

• Senior Manager, Communication Consultant

  • Jan 2022 - Present

• Senior Communication Quality Manager

  • Mar 2018 - Jan 2022

  Institutional 401(k) plan sponsor and participant communications (CWTP - Communications with the Public)- Oversee quality assurance of Communication Program Management development projects (i.e. ensure that appropriate procedures and guidelines are in place and being followed when creating deliverables) - Oversee quality control of deliverables (i.e. ensure that actual deliverable meets client solution expectations, mitigates risk, and is of high quality) - Collaborate with internal business partners on solutions that may incur business risk or be of questionable compliance content - Serve as Business Supervisor Reviewer for all content development projects - Maintain strong partnership with internal compliance team for solid understanding of company compliance policies and guidelines for CWTP - Represent department when working with internal business partners to collaborate on business needs, policy changes, process improvements, etc. - Collaborate with content development team to identify process improvement opportunities - Cultivate relationships with internal business partners and/or subject matter experts that influence content development for CWTP Show less

• Senior Communication Manager

  • Mar 2016 - Mar 2018

• Communication Manager

  • Feb 2013 - Mar 2016

• Education Consultant

  • Aug 2005 - Feb 2013



Intelliden

• Software Development
• 1 - 100 Employee

• Marketing Communications Manager

  • Aug 2001 - Aug 2005

  Later acquired by IBM Later acquired by IBM



The Chicago Trust Company

• Chicago, IL

• Retirement Planning Specialist

  • Feb 1996 - Apr 2001

  Acquired by ABN AMRO and later Principal Financial Group. Acquired by ABN AMRO and later Principal Financial Group.