Regional Sales Director

• Jul 2021 - Present

Vice President - Sales Consultant, FuturePlan

• Nov 2019 - Jun 2021

Regional Sales Director

• Jan 2016 - Nov 2019

Responsible for Sales & Marketing for Goldleaf Partners Retirement Plan Administration and Compliance Services in Illinois,Wisconsin, Michigan and Indiana distributed through Financial Advisors, and Product Wholesalers. Specialties Plan Design; Client Services; Relationship Building Responsible for Sales & Marketing for Goldleaf Partners Retirement Plan Administration and Compliance Services in Illinois,Wisconsin, Michigan and Indiana distributed through Financial Advisors, and Product Wholesalers. Specialties Plan Design; Client Services; Relationship Building

Regional Sales Consultant

• Sep 2012 - Dec 2015

Responsible for Sales & Marketing for The Retirement Advantage's (TRA) Retirement Plan Administration and Compliance Services in Illinois, Minnesota and Iowa distributed through Financial Advisors, and Product Wholesalers. Specialties Plan Design; Client Services; Relationship Building Responsible for Sales & Marketing for The Retirement Advantage's (TRA) Retirement Plan Administration and Compliance Services in Illinois, Minnesota and Iowa distributed through Financial Advisors, and Product Wholesalers. Specialties Plan Design; Client Services; Relationship Building

Operations Consultant (Contract EE)

• May 2012 - Sep 2012

Responsible for working as a “translation liaison” within the IT Group. Tasked with explaining 401(k) Defined Contribution concepts to a Business Analyst so he/she can create the proper coding requirements that will be used in the creation of a new recordkeeping product. Responsible for working as a “translation liaison” within the IT Group. Tasked with explaining 401(k) Defined Contribution concepts to a Business Analyst so he/she can create the proper coding requirements that will be used in the creation of a new recordkeeping product.

Daily Valuations-Manager

• Jun 2008 - Mar 2012

Responsible for managing the Institutional Fund Accounting for the Client Accounting group(s), including conducting the performance management process and providing input for staff and disciplinary actions. Act as a subject area expert and direct activities of staff. Develop and maintain specific subject expertise and advise businesses management, and relevant third parties. Responsible for interacting with various business areas to determine automation needs and provide ongoing systems… Show more Responsible for managing the Institutional Fund Accounting for the Client Accounting group(s), including conducting the performance management process and providing input for staff and disciplinary actions. Act as a subject area expert and direct activities of staff. Develop and maintain specific subject expertise and advise businesses management, and relevant third parties. Responsible for interacting with various business areas to determine automation needs and provide ongoing systems support. • Develop periodic goals, organize the work, set short-term priorities, monitor all activities, and ensure timely and accurate completion of the work of a team of 10. • Maintain risk management and compliance programs and activities. • Assist in the career growth and career guidance of all direct reports. • Provide input and support to budget management process. Show less Responsible for managing the Institutional Fund Accounting for the Client Accounting group(s), including conducting the performance management process and providing input for staff and disciplinary actions. Act as a subject area expert and direct activities of staff. Develop and maintain specific subject expertise and advise businesses management, and relevant third parties. Responsible for interacting with various business areas to determine automation needs and provide ongoing systems… Show more Responsible for managing the Institutional Fund Accounting for the Client Accounting group(s), including conducting the performance management process and providing input for staff and disciplinary actions. Act as a subject area expert and direct activities of staff. Develop and maintain specific subject expertise and advise businesses management, and relevant third parties. Responsible for interacting with various business areas to determine automation needs and provide ongoing systems support. • Develop periodic goals, organize the work, set short-term priorities, monitor all activities, and ensure timely and accurate completion of the work of a team of 10. • Maintain risk management and compliance programs and activities. • Assist in the career growth and career guidance of all direct reports. • Provide input and support to budget management process. Show less

Manager

• Jan 2006 - Jun 2008

Responsible for the daily administration and recordkeeping for Daily Valuation Retirement Plans within the Chicago office. • Responsible for maintaining positive relationships between Retirement Resources clients and outside vendors- i.e. Trust Company, Statement Provider and Fund Companies. • Responsible for all Non-Discrimination/Compliance Testing, 5500 Filing and daily administration of multiple Defined Contribution plans. • Responsible for the training of new staff members and… Show more Responsible for the daily administration and recordkeeping for Daily Valuation Retirement Plans within the Chicago office. • Responsible for maintaining positive relationships between Retirement Resources clients and outside vendors- i.e. Trust Company, Statement Provider and Fund Companies. • Responsible for all Non-Discrimination/Compliance Testing, 5500 Filing and daily administration of multiple Defined Contribution plans. • Responsible for the training of new staff members and ongoing training for existing employees. • Responsible for ensuring that client expectations are being met with regard to daily, quarterly and annual operating procedures. I.e. audit reporting, quarterly statements and year end testing Show less Responsible for the daily administration and recordkeeping for Daily Valuation Retirement Plans within the Chicago office. • Responsible for maintaining positive relationships between Retirement Resources clients and outside vendors- i.e. Trust Company, Statement Provider and Fund Companies. • Responsible for all Non-Discrimination/Compliance Testing, 5500 Filing and daily administration of multiple Defined Contribution plans. • Responsible for the training of new staff members and… Show more Responsible for the daily administration and recordkeeping for Daily Valuation Retirement Plans within the Chicago office. • Responsible for maintaining positive relationships between Retirement Resources clients and outside vendors- i.e. Trust Company, Statement Provider and Fund Companies. • Responsible for all Non-Discrimination/Compliance Testing, 5500 Filing and daily administration of multiple Defined Contribution plans. • Responsible for the training of new staff members and ongoing training for existing employees. • Responsible for ensuring that client expectations are being met with regard to daily, quarterly and annual operating procedures. I.e. audit reporting, quarterly statements and year end testing Show less

Benefits Analyst

• Apr 2005 - Jan 2006

Performed benefit calculations for multiple defined benefit retirement plans. Performed benefit calculations for multiple defined benefit retirement plans.

401(k) Plan Administrator

• May 2002 - Apr 2005

Responsible for the oversight, processing, communication and account maintenance for all client related activity for multiple Defined Contribution and ESOP plans. Responsible for the oversight, processing, communication and account maintenance for all client related activity for multiple Defined Contribution and ESOP plans.