As a Client Relationship Manager at Hessel & Associates, I managed a varied caseload of small, mid-sized, and large qualified retirement plans with daily and annual valuated assets totaling over $250,000,000. I am proficient in trust accounting, customer service, and compliance testing.Before joining Hessel & Associates, I worked as a Retirement Plan Consultant at Flynn, Shojinaga & Associates, and as a 401(k) Plan Administrator at Hicks Pension Services, where I serviced clients in A to Z retirement administration, prepared and filed government series forms 5500, calculated employer contributions, ran annual valuations and tests, and processed loans and distributions. I enjoy working with clients, participants, and financial advisors to exchange data, resolve issues, and ensure compliance. I am motivated by the opportunity to help people plan for their retirement and achieve their financial goals. I value teamwork, diversity, and learning, and I am always eager to expand my knowledge and skills in the retirement plan industry.