I have the honor of assisting individuals during life's crossroads - birth, death, divorce, retirement, etc.

My role as a Life Events Consultant within Transition Services is to help people when they are most vulnerable. As people face death, divorce, trust re-registration, and college savings plan changes, I answer questions, help with forms, and connect them with appropriate Fidelity resources.

I am committed to providing clients with attentive, personalized, and intelligent long-term assistance in meeting their financial goals. I believe in the standard of excellence that motivates me to serve others as I would want to be served. Each person deserves to be treated with dignity and care. I am excited to partner with others in the stewardship of the resources they have been given in this life.

Temporarily assisted team while Senior Registered Associate was on maternity leave.

• Operations & client service expertise for top producing team of Cohen & Clinton (5 members).• Team superseded 2013 revenue growth within first ten months of 2014.• Regular testimonials of client satisfaction for problem solving, paperwork fulfillment, and presence.• Subject matter resource for Microsoft Excel and Word.• Office collaborator, bridge builder, and technology/systems mentor. resource.

• Cultivated in-depth client discussions, which increased understanding of credit and margin regulations.• Credit and margin hotline expert for internal Vanguard crew. • Analyzed and documented SEC Reg-T trading violations. • Strong leadership coordination. Fostered employee participation in corporate initiatives including annual United Way Campaign, “All Cans on Deck”, and Children’s Christmas Gift drives.

• Nurtured client relationships through face-to-face and phone conversations. Proactively offered appropriate tools and strategies for meeting the financial goals for base of 350 “Master Accounts.” • Creative thinker; designed and facilitated multi-team skills assessment training using “Working Styles” personality tool, which fostered team greater understanding, appreciation, and productivity.• Selected for elite team that met with clients and mentored new Client Associates.• Received numerous awards by management, peers, and clients for exceptional service and problem solving.

• Responsive support for investment needs of high-net worth clients within company sponsored retirement plans.• Assisted clients with navigation of complex Non-Qualified Plan (NQP) administration. • Managed rollover and asset consolidation upon retirement; retained assets with clear and persuasive vision of benefits. • Assisted investors of ERISA regulated company sponsored plans with asset allocation approach, and fund education.• Subject matter expert regarding planning for retirement, company loan options, and Required Minimum Distributions (RMDs).• Collaborated with business leadership for seamless onboarding of new employees.

Directed transition of headquarters from Nassau, Bahamas to Radnor, PA including determining equipment needs, securing local and international vendor relationships, and other administrative activities necessary to start Prize endeavor. Coordinated correspondence for prestigious international judging panel.• Created budget and maintained financial records for $1.2 million dollar operation.• Produced Access database to support annual Prize process.• Managed team to coordinate, invite, and host international awards ceremony in London, England for more than 1,000 invitees.