Experience

Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager, Retirement Services

  • Jan 2008 - Present

  Administer assigned accounts in accordance with Plahn and Trust documents, government regulations and company policy and procedures. Consult with clients on plan issues and make recommendation to ensure smooth plan operation and legislative compliance. Maintain Client Retention. Work with Key Advisors. Drive plan automation and remove manual processes.



Union Bank of California - SelectBenefit

• DC Plan Specialist

  • Dec 1996 - Dec 2007

  Administer assigned accounts in accordance with Plan and Trust documents, government regulations and bank policy and procedures. Consult with clients on plan issues and make recommendation to ensure smooth plan contact.



First Interstate Bank of California

• Project Manager, Fund Accounting Department

  • 1987 - Dec 1996

  Project Manager, Fund Accounting Department Converted over 100 accounts from manual system to SunGard Accounting System, as well as managing the work flow of the Fund Accounting Department. Cross trained on all tasks within the department to ensure optimum productivity and time efficiency. Created training documents. Operations Analyst Managed numerous account conversions on common, commingled, and 401(k) trust funds, with assets over $100 million. Created and… Project Manager, Fund Accounting Department Converted over 100 accounts from manual system to SunGard Accounting System, as well as managing the work flow of the Fund Accounting Department. Cross trained on all tasks within the department to ensure optimum productivity and time efficiency. Created training documents. Operations Analyst Managed numerous account conversions on common, commingled, and 401(k) trust funds, with assets over $100 million. Created and updated operational procedures and assisted in supervising a staff of 23. Assisted in both internal and external audits. Accounting Specialist Performed financial analysis on trust funds and established NAV’s (Net asset value) by required deadlines. Accounting Clerk Show more Show less