Senior Defined Contribution Consultant

• Sep 2022 - Present

Manager, Retirement Plan Consulting

• Jun 2008 - Jun 2022

Client Service Consultant 2 - Global Custody

• 2007 - 2008

the primary liaison between Wells Fargo's business lines, Investment Managers, Bank of New York and all other groups within the International Asset Service. Provide information and answers regarding: Global trade settlements, Account information, corporate actions and dividends. - Handle the initial processing on trades, foreign exchange deals and corporate actions when instructed by the client or Investment Managers. - Work directly with the Investment Managers. - Research failed trades. - Daily funding and balancing of accounts. - Work with custodian bank to execute foreign trades, transfer funds to and from counterparties in exchange for sale or purchase of assets and ensure proper trade settlement. - Contact various brokers to follow up on failed trades and to research and correct unmatched future pending trades. Show less

Operations Specialist

• 2006 - 2007

Balanced recordkeeping cash vs. trust cash, unit balancing, import, settle, and release export accurate trade files. Verify all trades are accurate. Research and fix issues. More in depth quarter end reconciliation.- Provided consistent information and resources to staff regarding all balancing of recordkeeping plans.- Assisted co-workers with issues and fixes to expedite workflow.- Provided regular updates to all recordkeeping staff or trust on all outstanding cash issues that need to be taken care of.- Audited daily units and mutual funds to quickly identify and resolve errors. - Provided accurate trade files to trust.- Superior problem-solving orientation and attention to detail with exceptional organizational skills. Show less

Trust Accountant

• 2004 - 2006

Daily reconciliation on trust cash accounts, verify CRCD to trust system, fraudulent activity, Reconcile daily demand note, weekly mutual fund balancing, monthly vault audits.- Retention Bonus- Key employee to trust.- Created procedures to all staff on back up.- Provided consistent information and resources to staff regarding all balancing of trust plans.- Monitor and verify ACH amounts on a daily basis. Update account information as needed.- Research and respond to issues on a daily basis. Show less

D/C Plan Technician

• 2002 - 2004

Responsible for accurate and timely processing of employee benefit plan contributions, loan payments, and distributions. Work proactively with Account Administrators in the Client Services and Compliance groups within Retirement to provide exceptional customer service to Stanton Group clients. Quarter End reconciliation.- Key part of the restructure of contribution process - Lead to the contribution team.- Processed trades based on contribution amounts.- Helped with a process to reduce errors.- Assisted co-workers with issues to expedite workflow.- Worked well under pressure due to trade deadlines.- Ability to multi-task in a fast paced environment. Show less