Description
SUMMARY Results-driven, high-performing, strategic-thinking professional with extensive experience in Financial services industry specializing in retirement plan set-up and administration. Highly skilled in relationship building with clients, organizations and teams. An expert in project management of 401 (k) plans. EXPERTISE * Implementation and ongoing Administration of DC/DB * Outstanding client focus Plans * Successful Project Manager * Adept time manager / organized * Creative problem solver * Strong team builder / trainer / motivator / mentor
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Vertical Management Systems | Retirement Plan Service Manager | 12/2014 - 9/2017 |
| Transamerica | Installations Services Reconciliation/Data Team Director Installation Services Western Regional Director Installation Services Project Manager | 7/2012 - 11/2014 |
| Prudential Retirement Services | Manager Client Consultant (Acquired Select Benefit Division Of Uboc) | 3/2008 - 3/2009 |
| Union Bank Of California | Vp Team Manager Team Leader Focused Assistant Vice President Trust Officer | 9/1996 - 3/2008 |
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