Investment Associate

• 2010 - 2014

Account Manager

• 2007 - 2010

-Serve as central contact for eleven institutional trust and custody clients with assets exceeding $18 billion.-Execute daily client activity, oversee transaction processing, perform fee review and setup, and resolve inquiries in defined benefit and defined contribution plans.-Generate significant cross-selling opportunities based on uncovering client needs: recent efforts including Transition Management, In-House Brokerage, Regulatory Reporting, Collective Funds, and Collateral Management.-Present to current clients during relationship reviews and sales presentations.-Manage internal project teams to facilitate complex trust changes.-Conduct extensive calling program with clients to ensure ongoing strong communication with all levels of the client organization. Show less

Benefit Payent Specialist

• 2005 - 2007

-Served as daily contact for twenty five large corporate clients servicing over 100,000 plan participants.-Processed accounting and trust reconciliations to fulfill client needs.-Coordinated Multi-faceted events involving clients, record keepers, actuaries, and internal partners.-Conducted training for new partners, clients, and external vendors.-Converted new business on to the benefit payment platform.