Seasoned retirement plan professional with over 15 years of experience in defined contribution, defined benefit and project management experience with consistent drive for developing client relationships and improving administrative efficiencies. Well recognized for employee coaching and training ...more

Seasoned retirement plan professional with over 15 years of experience in defined contribution, defined benefit and project management experience with consistent drive for developing client relationships and improving administrative efficiencies. Well recognized for employee coaching and training skills. Creative problem solver with ability to manage concurrent projects within deadline-driven environments. Experienced in utilizing various industry recordkeeping systems and technologies. Excellent communication, negotiation, and presentation skills. Versed in industry trends and compliance. Core Qualifications: Project Management, Due Diligence Reviews, Financial Analysis, Reporting,Trust Accounting, Benefits Vendor Management, Pension Fund Management, Participant Relations & Turnaround Management Specialties: Retirement Benefits - Defined Contribution, Defined Benefit, Deferred Compensation & Retiree Medical Plans.less