Bio
Experience
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Client Service Officer
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Jan 2014 - Present
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Group Manager, NSCC Client Relationships
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Jun 2010 - Dec 2013
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DCS Plan Design
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Dec 2008 - Dec 2009
Provide document and regulatory services for the Defined Contribution Services division
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Business Owner
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Apr 2005 - Apr 2008
Owned and managed retail business, which provided a variety of unique gifts for women. Handled all aspects of the business including start-up, customer satisfaction, sales, purchasing, merchandising, marketing and accounting.
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Vice-President
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Jun 1997 - Jun 2003
Responsible for management of 250+ employees in Call Center and Operations departments
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Group Manager
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Apr 1981 - Jun 1997
Managed the Communications and Operations departments of several Mutual Fund clients including Fidelity Investments, T. Rowe Price, The Kaufmann Fund and all Contractual Plans.
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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