Experience

Retirement Planners & Administrators, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Plan Compliance Analyst

  • Jan 2023 - Present



The Retirement Advantage, Inc. (TRA)

• United States
• Financial Services
• 100 - 200 Employee

• Compliance Analyst

  • Sep 2012 - Dec 2022



Mactel Telemessaging

• Receptionist

  • Sep 2005 - Dec 2021

  Answer and direct after hours calls for medical emergencies, heating and cooling emergencies, funeral home death calls, etc. Train new employees to enhance the speed at which our client's phone calls are taken and dispatched. Customer service for over 400 companies providing quality care and retaining customer satisfaction Answer and direct after hours calls for medical emergencies, heating and cooling emergencies, funeral home death calls, etc. Train new employees to enhance the speed at which our client's phone calls are taken and dispatched. Customer service for over 400 companies providing quality care and retaining customer satisfaction



Primerica

• United States
• Financial Services
• 700 & Above Employee

• Financial Intern

  • Oct 2010 - Sep 2011

  Meet with clients and educate them so they can become debt free and financially independent. Provide Financial Needs Analysis to aid individuals in understanding their financial situation. Meet with clients and educate them so they can become debt free and financially independent. Provide Financial Needs Analysis to aid individuals in understanding their financial situation.