Provide ongoing recordkeeping and client service to plan sponsors, third party administrators and participants of the RecordKeeper Direct platform.

• Developed and taught curriculum for multiple sections of Pre-Algebra, Algebra, and Honors Geometry• Guided and instructed students through hands-on learning activities, group-work, class projects and presentations, academic language models, and interactive lessons• Engaged students through scaffolding learning methods including discovery-based lessons, investigative models, use of manipulatives and peer collaboration• Designed, administered, and graded formative and summative assessments to monitor student progress toward learning objectives• Created a structured, stable learning environment to foster student inquiry and appreciation for mathematics• Partnered with administrators, staff, and parents to counsel students and encourage positive academic, social and behavioral development• Mentored and guided students in their studies through tutorial groups, advisement periods, and parent conferences

• Guided individual and corporate clients through retirement plan solutions and wealth management strategies• Conducted 401(k) investment education meetings to guide participants through the principles of investing, mechanics of their plan, and importance of saving for retirement• Consulted with individuals to assess financial needs, objectives, time horizon, and risk tolerance• Implemented innovative, customized asset allocation strategies that allowed clients to meet their financial goals• Acquired numerous regulatory licenses and financial designations including Series 7, Series 66, CRPC and CFP

• Designed and customized financial presentations for multi-tiered investors in a timely manner with precision• Researched, organized, and reported data on mutual funds and institutional products during each financial cycle• Collaborated with a team of financial professionals and successfully cultivated working relationships through articulate communication