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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