Experience

Hand Benefits & Trust

• Financial Services
• 1 - 100 Employee

• Portfolio Fund Valuation Associate

  • Sep 2011 - Present

  BPAS is a national provider of retirement plan administration and related services. We serve more than 4,000 retirement plans and 400,000 participants through partnerships with financial advisors and hold more than $19 billion of assets under custody. With our breadth of services, we are well positioned to help our clients solve their benefit plan challenges without juggling lots of providers to get there. Our family of services include: BPAS Plan Administration & Recordkeeping Services, BPAS Actuarial and Pension Services, BPAS TPA Services, BPAS Fiduciary Services, BPAS Healthcare Consulting Services, BPAS VEBA & HRA/HSA Services, BPAS AutoRollovers & MyPlanLoan Services, Hand Benefits & Trust (a BPAS Company), and BPAS Trust Company of Puerto Rico. Specialty practices include auto enrollment plans, multiple employer plans, plans with employer securities, PR 1081 plans, VEBA/HRA plans, cash balance plans and collective investment fund administration. With ten offices across the nation and 270 retirement plan professionals, we are committed to “Solving Tomorrow’s Benefit Challenges Today.” Look to BPAS for all of your retirement and benefit plan administration needs. One company. One call. Show less


Invesco Ltd.
• United States
• Financial Services
• 700 & Above Employee
• Portfolio Associate

  • Jan 2010 - Sep 2011

US Fiduciary
• Financial Services
• 1 - 100 Employee
• Fund Operations Associate

  • Sep 2007 - Dec 2009

JPMorgan Chase
• United States
• Investment Management
• Client Service Porfolio Associate

  • Jan 2000 - Apr 2007