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.
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Compliance AnalystEmpowerHartford, Ct, Us -
Compliance AnalystEmpower Jul 2024 - Present -
Senior Coordinator ComplianceEmpower Feb 2023 - Jul 2024Complete 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. -
Call Center Customer Service RepresentativeEmpower Retirement Apr 2021 - Feb 2023Providing 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. -
Technical SpecialistApple Jan 2020 - Apr 2021Farmington, Connecticut, United StatesAssess technical issues on Apple products for customers in store giving advice and performing troubleshooting services - developing strong, positive relationships. -
Retail Contact Center Voice/Chat Service SpecialistApple Jun 2020 - Feb 2021Provide 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. -
Food ServerP.F. Chang'S China Bistro Inc. Jul 2019 - Mar 2020Farmington, Connecticut, United StatesGreeting and taking orders of the guests that come into the restaurant; making sure that they are provided with everything needed. -
Food RunnerP.F. Chang'S China Bistro Inc. Jan 2013 - Jul 2019Farmington, Connecticut, United StatesOrganize the food that would be made in the kitchen and deliver it out to the guests to their tables. -
Product SpecialistApple Oct 2019 - Jan 2020Farmington, Connecticut, United StatesUncovering customers’ needs, then following through with enlightening solutions. -
Amazon ExpertBest Buy Oct 2018 - Oct 2019Farmington, Connecticut, United StatesProviding customers with knowledge on the different types of products available to them and how they are beneficial with their everyday needs. -
Inventory SpecialistBest Buy Oct 2017 - Oct 2018Farmington, Connecticut, United StatesIn 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
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Mathematics
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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Daniel Tollman
United States2alphalab.com, sebesta.com2 +150889XXXXX
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Daniel Mishra
Aspiring Talent Acquisition Specialist | Excited To Connect People With Their Potential |I Don'T Know Who You Are, But I Will Find You...And Recruit You.Roebling, Nj -
3gmail.com, rit.edu, rit.edu
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7centratechnology.com, gmail.com, gmail.com, centratechnology.com, fragomen.com, raminenilaw.com, pae.com
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