Skillful and dedicated Project Manager with extensive experience in the installation of new start-up retirement plans, existing plans transferring from other providers, mergers and acquisitions for current customers, as well as investment and feature changes. Highly focused and results-oriented in supporting complex, deadline-driven operations. Proven history in the coordination, planning, and support of daily operational and administrative functions. Expertise in stock option and retirement plan knowledge in order to benefit the company and its clients. Demonstrated capacity to provide comprehensive support for staff including providing the monthly statistic reports with the forecasting restricted lapse, dividend and ESPP purchase reports. Highly focused and results-oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages.

Highlights:

• Management
• Distribution
• Payroll
• Profit Sharing
• Accounting
• Accounting Statements
• Book of business
• Deposits
• Spreadsheet
• Underwriting