Experience

Definiti LLC
• United States
• Financial Services
• 100 - 200 Employee
• Retirement Plan Specialist

  • Feb 2023 - Present


AMERISERV TRUST & FINANCIAL SERVICES COMPANY

• Assistant Retirement Services Officer

  • Apr 2021 - Feb 2023

  - Administrator of Pension,401(k), Custody, and Agency retirement accounts - Directed AmeriServ’s role with client specific IRS audit - Perform and schedule employee educations - Responsible for client specific distributions, tax lot adjustments, and statement balancing - Built client-specific 401(k) Adoption Agreements on FTWilliam (Document Provider) - Headed 401(k) document restatement project - Approver for distributions and vaulted documents - Strong working knowledge of FIS and FTWilliam - Handle customer relations for personal accounts and other administrators - Represent Ameriserv at client board meetings - Member of AmeriServ’s future leadership team - Co-led project and presentation made to Senior Leadership about the need for more marketing and education to retain and produce more business to the Trust Department Show less



Pennsylvania Department of Revenue

• United States
• Government Administration
• 100 - 200 Employee

• Revenue Tax Auditor

  • Sep 2019 - Apr 2021

  - Conduct field audits of taxpayers to determine compliance, and lead pre-audit conferences - Examine and analyze financial records for compliance with applicable laws and regulations - Prepare final audit packages and reports including written narratives that document findings - Conduct post-audit conferences that focus on explaining procedures, findings and supporting laws/regulations to the taxpayer - Collaborate as part of audit team, and interact with taxpayers and authorized representatives - Led process improvement initiative to streamline auditor resources and enhance team performance - Utilize Microsoft Excel to create and analyze reporting schedules that support audit findings Show less



Windber Research Institute

• Research Associate I

  • Jul 2016 - Sep 2019

  - Responsible for being on call 24/7 to maintain and troubleshoot 30 liquid nitrogen and ultra-low freezers in the event of malfunctions- Isolated DNA from blood clots/cells for cancer and the Department of Defense (DOD) research- Developed position descriptions for the Biobank organization- Facilitated webinars and biweekly Biobank meetings- Created training materials and in-depth training for all new employees and interns- Performed annual Quality Assurance reports and audits to verify samples- Managed supply and reagent inventory for blood processing, DNA isolation and sample storage- Wrote and reviewed more than 50 Standard Operating Procedures and Quality Assurance reports- Maintained blood and tissue inventory which contains over 100,000 samples by utilizing industry-specific databases and Microsoft Excel Show less

• Research Assistant

  • Oct 2004 - Jun 2016