Experience

EPIC Advisors, Inc.

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Client Service Advisor

  • Jul 2015 - Present

  Independently manage book of business, working extensively with Financial Advisors and Plan Sponsors to administer company-sponsored retirement plans. Independently manage book of business, working extensively with Financial Advisors and Plan Sponsors to administer company-sponsored retirement plans.



Paychex

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

• Retirement Plan Administrator

  • Oct 2014 - Jul 2015

  Field support specialist working with Paychex representatives and Financial Advisors to service 401(K) and S125 plans. Field support specialist working with Paychex representatives and Financial Advisors to service 401(K) and S125 plans.


Garlock Family of Companies
• United States
• Industrial Machinery Manufacturing
• 300 - 400 Employee
• Internal Sales

  • Mar 2013 - Oct 2014
• Retirement Plan Administrator

  • Feb 2007 - Mar 2013

  Worked with plan sponsors and participants to provide service for 401(K) plans. Worked with plan sponsors and participants to provide service for 401(K) plans.