Experience

Pension Associates

• Financial Services
• 1 - 100 Employee

• Pension Consultant

  • Nov 2018 - Present

  Design highly customized retirement plans, keeping in mind the high net clients, short-term and long-term investment needs (Defined Benefit Plans, Profit Sharing Plans & 401K Plans) Prepare actuarial valuation reports and perform non-discrimination testing Prepare the 5500 Series Pension forms for filing with the Department Of Labor in compliance with the IRS regulations Collaborate with plan sponsors, investment firms and financial advisors to provide maximum investment benefits for the plan sponsor Developed instructional materials to assist junior consultants, implemented proper administrative processes, and revised the performance procedures for new employees to execute their responsibilities effectively Show less



Norwalk Community College Tutoring Center

• Norwalk, Connecticut, United States

• Senior Tutor & Chemistry Student Mentor

  • Sep 2012 - Jun 2015



Norwalk Community College Math & Physics Club

• Norwalk, CT

• Speaker of the House/Founding Member

  • Jan 2014 - May 2015



Phi Theta Kappa Honor Society International

• United States
• Higher Education
• 200 - 300 Employee

• Vice President of Fellowship

  • Sep 2013 - May 2014



Interact Rotary Club

• Director of Organization

  • Oct 2009 - Jun 2011