Description
Professional Summary: Served in a senior level management capacity with responsibilities in financial operations, client relationship management, and vendor relationship management. I have a proven track record as a strategic thinker but also have a successful track record in implementing a strategic vision. Areas that I have been responsible for has resulted in delivering cutting edge products that performs above industry standards.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Owner And Managing Partner | 1/2004 - Present |
| Trust Company | Vice President 401k Operations And Product Development | 1/2003 - 1/2015 |
| Ceridian Benefit Services | General Manager | 1/2002 - 1/2003 |
| Gen America Financial | Retirement Plans Group Operations Assistant Vice President | 1/1996 - 1/2002 |
Accomplishments
Highlights:
Job Skills
Keywords
