Energetic and engaged retirement program professional who is self-motivated and results-driven with strong communication, analytical, problem solving and reasoning skills. Comprehensive background in planning and design, requests for proposals, project management, communications, retirement plans transition to new vendor, retirement plan terminations and asset transfers, vendor relations, special projects management and implementation. Direct knowledge of 401(k), 457(b), 403(b) and defined contribution plans, with exposure to non-qualified plans.
Bachelor of Science, Business Administration with major concentration in finance with extra course work in management, marketing and accounting.
National Business Group on Health
Project Management, Relationship Management, Contract Review, Knowledge of ERISA and Non-ERISA plans, Excellent Written and Verbal Communication Skills, Microsoft Office/Office 365, Problem-solving and Problem-resolution, Communications Review and Development
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