Experience

HMP Compass Realty

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Agent

  • Jan 2021 - Present

  Fairfield County, Connecticut, United States



Montefiore Health System

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Medical Staff Site Auditor

  • Oct 2019 - Present

  Yonkers, New York

• Auditor

  • Oct 2019 - Present

  Yonkers, New York, United States



William Raveis Real Estate, Mortgage & Insurance

• United States
• Real Estate
• 700 & Above Employee

• Real Estate Agent

  • Jun 2019 - Mar 2021

  Stamford, Connecticut



Strategic Retirement Group

• United States
• Investment Management
• 1 - 100 Employee

• Retirement Analyst

  • Nov 2018 - Jun 2019

  White Plains, New York



TriNet

• United States
• Human Resources Services
• 700 & Above Employee

• Analyst, Retirement Services

  • Dec 2016 - Jan 2018

  Stamford, CT A highly dedicated and results-oriented financial services professional with a demonstrated record of experience in retirement plan analysis, client enrollment and onboarding, compliance and internal auditing, 401(k) plan education and consulting, profit share projections, annual tax reporting, administrative duties, and customer service. Leverages excellent interpersonal skills to build and maintain relationships with diverse clients, vendors, managers, and other internal and external… Show more A highly dedicated and results-oriented financial services professional with a demonstrated record of experience in retirement plan analysis, client enrollment and onboarding, compliance and internal auditing, 401(k) plan education and consulting, profit share projections, annual tax reporting, administrative duties, and customer service. Leverages excellent interpersonal skills to build and maintain relationships with diverse clients, vendors, managers, and other internal and external stakeholders. An adaptable and detail-oriented problems solver who ensures compliance and supports achievement of organizational objectives. Show less



Danziger & Markhoff LLP

• United States
• Law Practice
• 1 - 100 Employee

• Pension Administrator

  • Jan 2015 - Dec 2016

  White Plains, NY Formulated and managed annual reports and tax forms for over 30 clients. Carried out cash flow projects and annual cost estimations. Implemented and managed CATTs database program and connected with ASC for real-time information on 5500s. Worked closely with lawyers to ensure compliance of clients’ plans and amended when needed.



The Osborn

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Executive Administrative Assistant

  • Jan 2013 - Dec 2014

  Rye, NY Managed property insurance of not-for-profit senior living community, including renewing/maintaining certificates of liability and reporting and following up with claims. Partook in litigation inquiries by collecting data and implementing on spreadsheet. Facilitated internal audits throughout company, collected data, and ensured compliance of files. Oversaw accounts receivable and cash receipts for all private pay accounts, processed payments, and maintained weekly accounting spreadsheet.… Show more Managed property insurance of not-for-profit senior living community, including renewing/maintaining certificates of liability and reporting and following up with claims. Partook in litigation inquiries by collecting data and implementing on spreadsheet. Facilitated internal audits throughout company, collected data, and ensured compliance of files. Oversaw accounts receivable and cash receipts for all private pay accounts, processed payments, and maintained weekly accounting spreadsheet. Compiled statistical data for monthly Medicare cost report and submitted quarterly to government. Maintained and updated resident information in EMR program HealthMedX (also known as Vision). Show less



Comfort Keepers

• United States
• Individual and Family Services
• 700 & Above Employee

• Client Relations/Office Manager

  • Jun 2001 - Dec 2012

  Greenwich, CT Provided non-medical, in-home care for elderly and disabled. Managed over 2,000 hours, including scheduling over 40 employees. Formed community partnerships to promote services. Interviewed and paired prospective employees with cases. Supervised cases by ensuring highest level of accuracy, thoroughness, and competency. Conducted meetings with prospective clients, assessed needs, and provided personal attention throughout care. Handled bookkeeping and data entry.