Experience

EPIC Retirement Plan Services

• United States
• Financial Services
• 100 - 200 Employee

• Client Support Specialist

  • Apr 2015 - Present

  Rochester, New York Area Process client and participant transactions by reviewing source documents for deficiencies and resolving discrepancies through established procedures. Process corporation actions i.e. Fund Merger, Stock Split, and Fund Swaps Daily position reconciliation Rule 22c*2 Quarterly production process for participant statements Maintain processes and procedures for all assigned tasks while consistently offering suggestions for process improvements. Ensure all confidential client… Show more Process client and participant transactions by reviewing source documents for deficiencies and resolving discrepancies through established procedures. Process corporation actions i.e. Fund Merger, Stock Split, and Fund Swaps Daily position reconciliation Rule 22c*2 Quarterly production process for participant statements Maintain processes and procedures for all assigned tasks while consistently offering suggestions for process improvements. Ensure all confidential client information is handles as directed by company regulations.

• Operational Specialist

  • Nov 2009 - Present

  Rochester, New York Area Act as a resource for team members Assist in annual compliance projects Manage nightly pricing routines and SRT systems updates Prepare and transmit daily trade file utilizing multiple trading platforms Execute manual trades Identify and research trade rejects Perform automated and manual trade settlement Responsible for the accurate and timely process of asset setup



Robinson & Gordon CPA

• Seasonal Individual Tax Reviewet

  • Jan 2019 - Present

  Rochester, New York Area Responsible for individual income tax review for high net worth clients



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Associate

  • 2008 - 2015

  Rochester, New York Area Preparing accurate tax returns and offering electronic filing of returns to qualifying taxpayers Promoting and providing additional or alternative products or services which the company or its affiliates may offer Providing other information to clients that may be relevant to their tax and financial situation