Experience

Benetrends Financial

• United States
• Financial Services
• 1 - 100 Employee

• Client Services Supervisor

  • Jan 2021 - Present

• Corporate Reporting Analyst Supervisor

  • Jan 2019 - Jan 2021

• Corporate Reporting Analyst

  • May 2017 - Jan 2019

  North Wales, Pennsylvania



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst, Trust Services – Custody Control Services, DC Purchase

  • Sep 2014 - Jan 2016

  Malvern, PA * Monitor incoming wires, for timeliness, assure reconciliation of accounts * Research, Analyze and Resolve issues. * Analyzed Monthly Bank Fees for Trust Services * Uncashed Checks database, maintain database and perform outstanding checks cleanup functions. * As of Database, reconcile as of for Company Stock as well as Stable Value funds. Assure that Vanguard is compliant audit procedures. * De-conversion of Uncashed Checks, work with new provider to transfer funding… Show more * Monitor incoming wires, for timeliness, assure reconciliation of accounts * Research, Analyze and Resolve issues. * Analyzed Monthly Bank Fees for Trust Services * Uncashed Checks database, maintain database and perform outstanding checks cleanup functions. * As of Database, reconcile as of for Company Stock as well as Stable Value funds. Assure that Vanguard is compliant audit procedures. * De-conversion of Uncashed Checks, work with new provider to transfer funding of Uncashed checks that are greater than 6 months outstanding after plan has converted to a new provider.

• Retirement Plan Financial Administrator, Trust Services – Annual Plan Reporting Services

  • Dec 2011 - Sep 2014

  Malvern, PA * Prepare, analyze and review Defined Contribution Annual Plan Reporting packages, as well as Non- Qualified Plan packages * Prepare complex Form 5500 tax filings as required by ERISA under Title 1 regulations * Respond to client and auditor inquiries * Analyze transactional data to prepare and review high complexity Annual Plan Financial Reports * Review and interpret Plan Documents to assure Forms 5500 and all applicable schedules are coded properly



Associated Benefit Planners, LTD

• Pension/Benefits Technician

  • Sep 2006 - Dec 2011

  King of Prussia, PA * Prepare government annual report form filings * Assist in preparation of plan design studies and proposals * Performs trust accounting * Respond to client’s inquiries/problems * Assists pension administration specialist in installing new plans * Perform ADP/ACP testing, Profit Sharing calculations, and Safe Harbor calculations * Plan Deconversion, and final 5500 prepartion



Flagship Financial (aka Felco AutoLease)

• National Auction Sales Coordinator / Remarketing Specialist

  • Mar 2004 - Sep 2006

  Chadds Ford, PA * Determine vehicle value by utilizing Manheim Market Reports, Black Book, and NADA * Maintain reports on the sale of the vehicles, showing gain/loss on sales of vehicles, on a daily, monthly, and year end basis. * Coordinate transporting vehicles to auctions and retail outlets * Negotiate auction sales, lessee payoffs, and settlement bills. * Access damages, Title work, and Assign floor pricing.



Ascesus Retirement Services (formerly BISYS Retirement Services)

• Account Executive

  • Mar 2000 - May 2003

  Dresher, PA * Assisted brokers and plan administrators in maintaining 401K accounts, perform compliance ADP/ACP testing. * Assisted less senior associates with escalated phone calls. * Acted in capacity as manager for call center teams in absence of management. * On the job trainer for new hires * Assisted Plan administrators with ADP/ACP testing online, as well as payroll submission. * Answered Plan document inquiries * Assisted in plan conversion, verifying website functionality.… Show more * Assisted brokers and plan administrators in maintaining 401K accounts, perform compliance ADP/ACP testing. * Assisted less senior associates with escalated phone calls. * Acted in capacity as manager for call center teams in absence of management. * On the job trainer for new hires * Assisted Plan administrators with ADP/ACP testing online, as well as payroll submission. * Answered Plan document inquiries * Assisted in plan conversion, verifying website functionality. Provided online tours of the websites to Plan Administrators as well as Brokers. * I was the liaison between BISYS Retirement Plan Services and Prudential, for broker commission inquiries. Show less



Prudential Financial (Life Insurance provider)

• Settlement Options Specialist

  • Jul 1997 - Mar 2000

  Dresher, PA * Assign, change, and draft ownership and beneficiary documents on life insurance policies. * Draft and implement ideas to meet and exceed company goals. * Provide coaching and training to other associates. * Review state laws to determine eligibility of change requests