Experience

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  FIS

  • San Diego, CA

  • Omni Workstream Lead

    • May 2019 - Present
    • San Diego, CA
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  OneAmerica Retirement Services LLC

  • San Diego, CA

  • Director, Transition Services

    • Sep 2014 - Jun 2018
    • San Diego, CA

    Twenty-three years of experience successfully managing various types of conversion and implementation projects, for which some were for complex, multi-million dollar Defined Contribution plans. Ensuring that the setup and operation of each plan adhered to the plan document, Summary Plan Descripti...

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  City National Bank

  • San Diego, CA

  • Senior Vice President/Conversion Manager

    • Mar 2004 - Sep 2014
    • San Diego, CA

    Managed an Administration Team of ten employees for the day-to-day operations and administration of 150 Defined Contribution plans. Also, led the Implementation Team responsible for converting approximately 25 Defined Contribtion plans per year and when necessary, implementing new services on exi...

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  The Vanguard Group

  • Valley Forge, PA

  • Conversion Manager

    • Dec 1996 - Nov 2003
    • Valley Forge, PA

    Responsible for establishing and managing a new business unit of 36 crew members responsible for ensuring quality and timeliness of the setup of Vanguard’s recordkeeping system, the data conversion from prior recordkeepers and the setup of electronic payroll feeds for newly converted Defined Cont...

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  SunGard Corbel

  • Jacksonville, Florida Area

  • Account Manager / Conversion Manager

    • Jan 1995 - Nov 1996
    • Jacksonville, Florida Area

    Supervised the daily activities of the Conversion and Reporting Team. Led the Team in the development and implementation of a more efficient process to convert assets to NPA’s record keeping system that resulted in an immediate 53% increase in assets posted to the system and a decrease in the co...

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  Deloitte & Touche

  • Dayton, Ohio Area

  • Auditor

    • Jan 1993 - Jan 1995
    • Dayton, Ohio Area

    Performed financial audits specializing in audits of various sizes of financial institutions, trusts and Defined Contribution plans. Prepared information for use to complete the Form 5500.

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  Cincinnati Milacron

  • Cincinnati, OH

  • Benefit Accountant

    • Oct 1980 - Jan 1989
    • Cincinnati, OH

    Administrator for the Corporation's multi-million dollar Defined Contribution Plan comprised of over 10,000 accounts. Corporate contact to divisional Human Resource contacts and employees. Served as the liaison to the Corporate Trustee and initiated transactions consisting of selling common s...