Experience

Sunwest Pensions

• United States
• Financial Services
• 1 - 100 Employee

• Client Relationship Manager

  • Jun 2016 - Present

• Director of Daily Administration

  • Jun 2015 - Jun 2016

  As the Director of Daily Administration, I ensure all Daily Processors and Team Lead have the tools they need to ensure client and advisor needs are met. Accomplishes staff results by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards. Recommends changes when necessary to the Director of Operations and President and assists in implementation of new processes. I am also the main point of contact for Plan Sponsors and Advisors to assist on plan compliance, website assistance, plan fees and general plan maintenance.



Pensionmark, A World Company

• United States
• Financial Services
• 1 - 100 Employee

• Retirement Plan Consultant

  • Jan 2015 - Jun 2015

  Corporate Retirement Plan Services Plan success requires more than just a traditional suite of advisory services. We proactively and consistently address the challenges employers face in managing a retirement plan while striving to maximize employee success. Our team prides ourselves in thinking outside the box when it comes to designing and consulting on either an existing or a newly established Qualified Plan. We have ways where we can help Employers Retain and Reward Key Executives by assisting in developing programs to recruit, reward, and retain the most highly qualified and valuable employees.Protecting and Educating Our ClientsWe are committed to providing employers with solutions and education to assist them in meeting their fiduciary obligations and to implement policies and procedures to mitigate employer liability.



BCG 401(k) Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Client Services Manager

  • Sep 2011 - Dec 2014

  • Working with all of the firm’s DC plan clients specifically related to the interactions and relationships with the plan sponsor, vendor and our firm• Prepare Quarterly Investment Plan Reviews for over 50 Defined Contribution plans• Project manage Plan Sponsor and Vendor relationship to include fund changes, plan design, employee education• Interfacing with client retirement plan providers• Analyze and review plan fees• Review and evaluate existing fund line-up and implement fund changes as necessary• Plan design consulting and participant education campaigns• Project manage all RFP’s and deliverables• Managing of tasks and projects with internal personnel• Scheduling and attending applicable client meetings• Effectively communicating and acting as the liaison between clients and the investment consulting unit



AmeriBen

• United States
• Financial Services
• 300 - 400 Employee

• Marketing Coordinator/Supervisor

  • Oct 2005 - Sep 2011

  I work with financial advisors to help them implement a successful 401(k) Plan for Employers, whether it be a start-up plan or a current plan transferring assets.I also supervise 3 support staff to ensure our processes and procedures are in line with our core focus by "Changing lives by developing leaders in family, business, community and the world." I work with financial advisors to help them implement a successful 401(k) Plan for Employers, whether it be a start-up plan or a current plan transferring assets.I also supervise 3 support staff to ensure our processes and procedures are in line with our core focus by "Changing lives by developing leaders in family, business, community and the world."



AmeriBen

• United States
• Financial Services
• 300 - 400 Employee

• Marketing Coordinator

  • 2000 - 2005

  * Plan design consulting with advisors and prospective clients based on company goals and objectives.* Knowledge of the competitive industry environment; maintain continuous contact with financial advisors, vendors and clients through on-site visits, conference calls and other types of media.* Problem solve, work independently with minimal supervision, and exceed expectations.* Reduced department expenses by development of new business implementation process and electronic correspondence, savings of 10% annually. * Increased sales revenue by 10% while managing a staff of seven employees. * Leadership experience through internal planning committees, meeting all critical company deadlines.



ADA COUNTY ASSOCIATION OF REALTORS

• Customer Service Coordinator

  • 1998 - 2000

  Customer service processes, multiple listing services, forms, lock box trouble shooting, and website training. Customer service processes, multiple listing services, forms, lock box trouble shooting, and website training.