Experience

• 

  Empower

  • Iowa, United States

  • Client Services Manager

    • Apr 2023 - Present
    • Iowa, United States
• 

  Transamerica

  • United States
  • Financial Services
  • 700 & Above Employee

  • Deconversion Manager

    • Oct 2018 - Mar 2023

    Managing multiple projects while meeting internal deadlines, while building and documenting processes and procedures.Consistently communicate with Client, TPA, Advisors, and internal team members the project deadlines, issues, and progress. Problem solving with team members when issues arise. Oversee and execute the transition process of current Transamerica Retirement business to new Retirement providers.

  • National Transition Manager

    • Oct 2016 - Oct 2018

    Communicate confidential information clearly and within time sensitive deadlines.Oversee and execute the transition process of current Transamerica business on our Mid Market platform. This includes spin-offs, product conversions, mergers, and service conversions.Managing multiple projects while meeting internal deadlines, while building and documenting processes and procedures.Consistently communicate with Client, TPA, Advisors, and internal team members the project deadlines, issues, and progress. Problem solving with team members when issues arise.

  • Client Transition Services Quality Analyst

    • Aug 2015 - Oct 2016

    Audit System and Transition information to confirm data integrityDocument and track audit results and issues to trend inconsistencies for training.

  • Retirement Project Consultant

    • Apr 2013 - Aug 2015

    Assisting in the movement of assets for internal plan conversions.Consulting internal teams on company outsourced fiduciary responsibilities.Data IntegrityProcess and Systems Improvement

  • Compliance Testing Consultant/Specialist/Supervisor

    • Mar 2006 - Apr 2013

    Administration of various types of retirement plans to maintain compliance with IRS regulations.Interpretation of legalized plan documentation, and oversee the calculation of fund allocations.Integrated personal interaction and customer service functionality with the client and plan administrators.Management and training of a staff of 14 individuals including compliance testing associates, consultants, and specialists.Actively engaged in group restructuring project that resulted in doubling overall headcount.Implementation of several updated policies, procedures, and best practices.Established updated metrics to drive increased productivity.

  • Processing Quality Analyst

    • Jul 2004 - Apr 2006

    Data Integrity on processed transactions.Mentoring new team members.Process Improvement