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Career Highlights
CPA Wealth Management Services
- Responsible for the daily balancing and reconciliation of multiple 401(k) plans, prompt processing of all transactions received from the client, quarter end reporting and statement preparation, researching and resolving any discrepancies for the client and helping others on the team complete projects as needed.
Putnam Investments, Norwood, MA
Senior Technical Administrator
- Responsible for the daily balancing of 401K assets and transactions, the processing of 401K transactions according to the rules of each individual plan and researching participant’s account history and resolving any discrepancies.
Education
• Suffolk University, Boston, MA, BSBA in Accounting
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