Experience

Principal Financial Group
• United States
• Financial Services
• Client Services Manager

  • Jan 2022 - Present


OneAmerica

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Senior Retirement Plan Manager

  • Apr 2013 - Dec 2021

  Wauwatosa, Wisconsin, United States I managed a client pool of nearly $2B in total assets while specializing in professional services and large market segments. Was the primary contact of plan sponsors and responsible for overviewing all activities of assigned plans. Experienced with qualified plans, non qualified plans, ESOPS, and cash balance plans. Knowledgeable and experienced with all aspects of annual non-discrimination testing. Responsible for mentoring and training other associates virtually. Highly… Show more I managed a client pool of nearly $2B in total assets while specializing in professional services and large market segments. Was the primary contact of plan sponsors and responsible for overviewing all activities of assigned plans. Experienced with qualified plans, non qualified plans, ESOPS, and cash balance plans. Knowledgeable and experienced with all aspects of annual non-discrimination testing. Responsible for mentoring and training other associates virtually. Highly skilled with the OMNI PLUS recordkeeping system. Show less



Marshall & Ilsley Trust Company

• United States
• Banking

• Senior Participant Accounting Representative

  • 2004 - 2008

  Maintained and balanced plan pool of approximately $700 million for 12 to 16 corporate clients Served as primary plan relations contact on day- to- day issues Determined plan eligibility and calculated employer contributions Consistently exceeded expectations in performing compliance testing Experienced with qualified plans, non-qualified plans, and ESOPs

• Participant Accounting Representative

  • 1999 - 2004

  Administered text files and earnings calculations on the OMNI PLUS Recordkeeping system Analyzed attorney drafted and prototype plan documents Consistently assisted team members in completion of year- end compliance testing.

• Securities Processing Analyst

  • 1997 - 1999