Experience

Retirement Clearinghouse

• United States
• Financial Services
• 1 - 100 Employee

• Consolidation Team Manager

  • Feb 2022 - Present

• Senior Retirement Specialist

  • Jan 2017 - Present



RCH Securities

• Retirement Specialist

  • Jan 2017 - Feb 2022



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Client Relationship Manager

  • Nov 2015 - Jun 2016

  Provided timely and accurate guidance to clients and teams through research and knowledge of ERISA and IRS rules and regulations. Reviewed and analyzed legal documents to make sure it’s in compliance with the courts. Communicated directly with clients and attorneys to clarify and discuss issues in their request Extensive knowledge and understanding reviewing and interpreting retirement plan d Provided timely and accurate guidance to clients and teams through research and knowledge of ERISA and IRS rules and regulations. Reviewed and analyzed legal documents to make sure it’s in compliance with the courts. Communicated directly with clients and attorneys to clarify and discuss issues in their request Extensive knowledge and understanding reviewing and interpreting retirement plan d



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Mar 2013 - Nov 2014

  Analyzed financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives. Provided financial guidance to clients and helped to retain and increase assets. Provided objective financial guidance and customized strategies to consumer segments that demanded high quality service. Provided financial management information by preparing financial status analyses and reports. Provided information/educate clients about the purpose and details of financial products, services and strategies. Placed Strong emphasis on service, sales and performance efficiency. Sales coach with a proven track record of twenty percent Show less