Experience

The Pacific Financial Group, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Client Services Associate II

  • Feb 2023 - Present

• Client Services Associate

  • Mar 2020 - Present



Moran Knobel

• United States
• Accounting

• Distribution Coordinator

  • Dec 2008 - Mar 2020

  • Process 401(k) withdrawals (Rollovers, Cash Distributions, In Services, Hardships and Loans) Review Home Loan and Hardship Documentation to verify documents meet IRS regulations. • Advising participants on interpretation of employer 401(k) withdrawal regulations • Prepare and process IRS Forms 1099, 8955 and 945 Using Pension Reporter • Help Prepare Required Minimum Distributions Using Relius Software • Deposit Checks Electronically • Help prepare and edit Qualified Domestic Relationship Orders. • Customer Service Show less



Kiewit Building Group

• Business Manager

  • Feb 2005 - Sep 2007

  • Conducted Business Operations on $19.5 million Spokane Air Traffic Control Tower • Administered weekly payroll for 20 people • Maintained personnel files • Conducted Business Operations on $19.5 million Spokane Air Traffic Control Tower • Administered weekly payroll for 20 people • Maintained personnel files



Armed Forces Bank

• United States
• Banking
• 1 - 100 Employee

• Bank Teller

  • Dec 2003 - May 2004

  • Customer Service • Customer Service



First Active Bank

• Office Support

  • Oct 2000 - Mar 2001

  • Customer Service • Customer Service