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• Qualified 401(k) Administrator
Career Highlights
CPA Wealth Management Services
- Oversee and perform daily and annual valuation for various retirement plans, such as 401(k), Profit Sharing, Pension and Defined Benefit plans, for all firm clients.
- Communicate extensively with clients on issues related to daily plan operations. Research and troubleshoot on an array of topics from eligibility to compliance issues.
Aon Consulting, Tampa, FL
- Responsible for all aspects of daily valuation. Provided ongoing customer support and problem resolution.
Education
• University of Delaware, Newark, DE, BS/BA – Finance
Professional
• American Society of Pension Professionals and Actuaries Member
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