CAREER HIGHLIGHTS

• Provides support to retirement plan sponsors to ensure they are meeting their fiduciary responsibilities
• Ensures that all client transactions are made timely and portfolios are reconciled and reported accurately
  

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 – Accounting

CIVIC

• VIce President, Faith Lutheran Church
• Member, Finance Committee, Faith Lutheran Church

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