Experience

July Business Services

• Financial Services
• 100 - 200 Employee

• Installation Team Manager

  • Jan 2022 - Present

• Installation Coordinator

  • Sep 2019 - Feb 2022



Ascensus

• United States
• Financial Services
• 700 & Above Employee

• New Business Installation Coordinator

  • Jan 2001 - Sep 2019

  Manages all elements of 401(k), 403(b) and Cash Balance plans onboarding project management. Ensures appropriate fund selection, availability and establishment of client account and trading information. Works through any residual issues to ensure funds and account set-up is correct. Educates clients on ERISA, DOL and IRS regulations, and review of plan documents (individually designed and prototype).

• Customer Service Representative

  • Feb 2014 - Nov 2014

  This position is primarily responsible for supporting Document Compliance Service clients regarding inquiries about their plan document, or the creation, fulfillment, and delivery of qualified plan document packages. The Client Service Representative a must adhere to strict procedures to ensure accuracy and confidentiality of client data and meet department objectives for call quality and other call center metrics.

• Sales Representative

  • Jun 2010 - Dec 2013

  I oversee clients in the Western territory (Minnesota, Dakotas, Montana, Wyoming, Idaho, Utah, Oregon, Washington, Hawaii and Alaska) within the Retirement Products & Solutions Group at Ascensus. I market and sell a wide variety of retirement solutions to financial organizations of all types. These products include training, consulting, technical support, software & technology and forms & documents. I also provide assistance and act as a liaison with the clients and the various supporting… Show more I oversee clients in the Western territory (Minnesota, Dakotas, Montana, Wyoming, Idaho, Utah, Oregon, Washington, Hawaii and Alaska) within the Retirement Products & Solutions Group at Ascensus. I market and sell a wide variety of retirement solutions to financial organizations of all types. These products include training, consulting, technical support, software & technology and forms & documents. I also provide assistance and act as a liaison with the clients and the various supporting departments. Ascensus works with a broad array of financial services firms today, including mutual funds, insurance companies, brokerage & investment firms, clearing firms, third party administrators, fraternal organizations, community banks, savings & loans, credit unions and many others. We provide everything these firms require to be able to offer IRA's, Roth IRA's, Health Savings Accounts, Coverdell Education Savings Accounts and most types of Employer-Sponsored Retirement Plans (401k, SEP, SIMPLE, etc.). • Assist Financial Organizations Develop and improve their Retirement plans programs • Work to expand our Client relationships through integration, and online retirement plans solutions • Make onsite client visits and sales presentations Conduct Web Conference demonstrations

• Account Exec.

  • May 1998 - Jan 2001

  This position is responsible for providing overall client services to Ascensus Small Market partners, financial advisors and clients. The Account Executive strengthens these relationships by providing day-to-day exceptional customer service.



Lands End Development

• Crosslake, MN

• Administrative Assistant

  • Dec 2014 - Mar 2016



CWT

• United States
• Travel Arrangements
• 700 & Above Employee

• Quality Control

  • May 1995 - May 1998

  Assisted travel agents in questions on programs and ensured weekend transactions were processed. On call to assist with software issues. Assisted travel agents in questions on programs and ensured weekend transactions were processed. On call to assist with software issues.