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CREDENTIALS
- 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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