Daniel M.

Daniel M. Email and Phone Number

Compliance Analyst @ Empower
Hartford, CT, US
Daniel M.'s Location
Greater Hartford, United States
About Daniel M.

As a Senior Coordinator Compliance at Empower Retirement, I leverage my strong background in mathematics and customer service to ensure the quality and accuracy of the retirement plans and services we offer to our clients. I have over three years of experience in the retirement industry, working with diverse and complex customer needs and expectations.Prior to joining Empower Retirement, I was a Technical Specialist at Apple, where I developed my technical and interpersonal skills by assessing and resolving technical issues for customers in store. I also have a Bachelor of Arts degree in Mathematics from Central Connecticut State University, which enables me to apply analytical and logical thinking to my work. I am passionate about helping people achieve their financial goals and empowering them with the knowledge and tools they need to plan for their future.

Daniel M.'s Current Company Details
Empower

Empower

View
Compliance Analyst
Hartford, CT, US
Daniel M. Work Experience Details
  • Empower
    Compliance Analyst
    Empower
    Hartford, Ct, Us
  • Empower
    Compliance Analyst
    Empower Jul 2024 - Present
  • Empower
    Senior Coordinator Compliance
    Empower Feb 2023 - Jul 2024
    Complete annual non-discrimination tests for multiple employer plans as required by the IRS. Review and importing census data received from employers. Communicating with clients to answer questions they inquire about their compliance testing. Handle multiple projects and assisting with team needs.
  • Empower Retirement
    Call Center Customer Service Representative
    Empower Retirement Apr 2021 - Feb 2023
    Providing excellent service to within the call center for customer’s retirement savings accounts. Educating and empower customers without having to make cold calls or sales. Providing solutions to assist customers with their accounts. Process contribution changes, withdrawals, loans, and communicate critical plan updates upon direction from customers.
  • Apple
    Technical Specialist
    Apple Jan 2020 - Apr 2021
    Farmington, Connecticut, United States
    Assess technical issues on Apple products for customers in store giving advice and performing troubleshooting services - developing strong, positive relationships.
  • Apple
    Retail Contact Center Voice/Chat Service Specialist
    Apple Jun 2020 - Feb 2021
    Provide extraordinary phone/chat support to Apple customers in a fast paced environment which includes status questions and changes to perviously placed orders. Mentored new colleagues that would be onboarded to this position.
  • P.F. Chang'S China Bistro Inc.
    Food Server
    P.F. Chang'S China Bistro Inc. Jul 2019 - Mar 2020
    Farmington, Connecticut, United States
    Greeting and taking orders of the guests that come into the restaurant; making sure that they are provided with everything needed.
  • P.F. Chang'S China Bistro Inc.
    Food Runner
    P.F. Chang'S China Bistro Inc. Jan 2013 - Jul 2019
    Farmington, Connecticut, United States
    Organize the food that would be made in the kitchen and deliver it out to the guests to their tables.
  • Apple
    Product Specialist
    Apple Oct 2019 - Jan 2020
    Farmington, Connecticut, United States
    Uncovering customers’ needs, then following through with enlightening solutions.
  • Best Buy
    Amazon Expert
    Best Buy Oct 2018 - Oct 2019
    Farmington, Connecticut, United States
    Providing customers with knowledge on the different types of products available to them and how they are beneficial with their everyday needs.
  • Best Buy
    Inventory Specialist
    Best Buy Oct 2017 - Oct 2018
    Farmington, Connecticut, United States
    In charge of keeping items in stock that are on the sales floor. Keep track and organize all inventory that’s kept in the warehouse.

Daniel M. Education Details

Frequently Asked Questions about Daniel M.

What company does Daniel M. work for?

Daniel M. works for Empower

What is Daniel M.'s role at the current company?

Daniel M.'s current role is Compliance Analyst.

What schools did Daniel M. attend?

Daniel M. attended Central Connecticut State University.

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