Experience

Trutina Financial, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Account Manager

  • Jan 2016 - Nov 2023

  Bellevue Trutina means “balance” in Latin and that idea guides how my colleagues and I approach our clients, responsibilities and our lives. I’m proud to be part of a team that balances an understanding of market conditions and historical trends with a deeper understanding of our clients as individuals. We invest in our clients before we invest for them. And that commitment extends to our community as well. Services: Wealth Management Services • Top Level Advice – working with industry… Show more Trutina means “balance” in Latin and that idea guides how my colleagues and I approach our clients, responsibilities and our lives. I’m proud to be part of a team that balances an understanding of market conditions and historical trends with a deeper understanding of our clients as individuals. We invest in our clients before we invest for them. And that commitment extends to our community as well. Services: Wealth Management Services • Top Level Advice – working with industry recognized, proven specialists • Team Investing – delivering the benefit of multiple perspectives • Independent Firm – so no obligation to sell a particular product Retirement Plans for Profits & Non Profits • Trusted Advisors – Offering fiduciary services to protect business owners • One-On-One Consults – Help employees reach their 401(k) goals Pension Exit Services • Step-by-step partners – expert guidance through the entire process • Workable Strategies – for active, terminated vested and retirees Business Transition Assistance • Genuine Partners – helping with insights, training, tools & compliance • Seamless Follow-up – Ensuring optimal results with minimal disruption Show less



Milliman

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Benefits Administrator

  • Jul 2002 - Dec 2015

  Managing 15 medium size Defined Contribution Plans. Working closely with Plan Sponsors to provide full administration which include but is not limited to: - Completion of annual nondiscrimination, coverage, and other compliance tests - Preparation of annual report - Completion of Form 5500 Series and other required government filings - Consultation with our clients and their advisors to answer questions as needed - Review of plan documents, and preparing directions for plan… Show more Managing 15 medium size Defined Contribution Plans. Working closely with Plan Sponsors to provide full administration which include but is not limited to: - Completion of annual nondiscrimination, coverage, and other compliance tests - Preparation of annual report - Completion of Form 5500 Series and other required government filings - Consultation with our clients and their advisors to answer questions as needed - Review of plan documents, and preparing directions for plan amendments and restatements - Approval of participant loans and benefit payments - Preparation and submission of plan terminations Show less



Delicor

• Vending Technician

  • Mar 1998 - Jul 2002

  Greater Seattle Area



United States Air Force

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Crew Chief

  • Nov 1988 - Dec 1997

  World Wide