Experience

Carpenter Morse Group

• United States
• Insurance
• 1 - 100 Employee

• Plan Consultant

  • Sep 2020 - Present

  Orlando, Florida, United States Manage ERISA Compliance of 401(k), PSP and 403(b) plans for over 85 clients (1-200 employee's). Administered the valuation of each retirement plan which included: -Reconciliation of trust assets -Eligibility Determination -Annual compliance testing including ADP/ACP, 410(b), 401(a)(4) and top heavy non-discrimination testing -Preparation of Forms 5500 series and 8955-SSA -Daily communication with Plan Sponsors

• Junior Plan Administrator

  • Oct 2019 - Sep 2020

  Orlando, Florida Area Assist Consultants in the valuation of different 401(k) Plans.



JCPenney

• United States
• Retail
• 700 & Above Employee

• Assistant Manager Trainee

  • Jun 2019 - Oct 2019

  Orlando, Florida • Worked with a leadership team of 8 to oversee the general supervision of over 170 associates • Pulled daily business reports and KPIs in order to enhance customer experience via business intelligence program (i.e. oracle/peoplesoft) • Train and onboard associates on how to develop their skills to further their career development to benefit themselves and the company in a positive manner • Motivated associates during peak hours of operation in order to reach daily credit and sales… Show more • Worked with a leadership team of 8 to oversee the general supervision of over 170 associates • Pulled daily business reports and KPIs in order to enhance customer experience via business intelligence program (i.e. oracle/peoplesoft) • Train and onboard associates on how to develop their skills to further their career development to benefit themselves and the company in a positive manner • Motivated associates during peak hours of operation in order to reach daily credit and sales goals • Effectively created schedules to ensure coverage in all areas of business • Managed customer complaints on the sales floor as well as over the phone • Adapted corporate design planning to physical location • Purchase supplies for the office as well as complete expense reports Show less



Southwestern Advantage

• United States
• Professional Training and Coaching
• 400 - 500 Employee

• Independent Contractor

  • Mar 2016 - Aug 2016

  Greater State College area •Gained valuable knowledge through personal business development by collaborating with customers through communication, team building, and positive public relations •Connected with over 180 prospects per week utilizing personal selling techniques to increase sales •Documented expenses and statistics after each work day to track data to analyze business success