I am a numbers geek and love crunching numbers. I love to organize and complete tasks timely.

COMPANY	POSITION HELD	DATES WORKED
(Confidential)	(Confidential)	9/2004 - Present

SCHOOL	MAJOR	YEAR	DEGREE
Esperanza	n/a	1991	High School/GED Degree

Highlights:

Companies I like:

Quick Silver, Coca Cola,

P&L responsibilities
Presentation
Technology Solutions
Sales Support
Math/technical

• administrative
• account management
• retirement plan
• accounting

Assist in the design and consultation for new client accounts. Administer qualified retirement plans and make recommendations. Set-up/manage 401(k) Allocated Programs, Profit Sharing including Age-Weighted and New Comparability and Defined Benefit plans. Manage a client caseload of 100+. Coordinate new clients and consult with clients and investment brokers periodically to discuss strategic plan changes. Assist in allocating plan contributions, distributions, investment earnings and forfeitures as well as handling trust asset valuation and reconciliation. Process participant terminations which include calculation of vested benefits. Assist with employee enrollment processing. Involved in ACP, ADP and additional mandatory nondiscrimination testing requirements as well as preparing IRS Form 5500, IRS Form 1099R and government required filings.