Deborah Sharp Email & Phone Number

New York, New York, United States

New York, New York, United States

101 PARK AVE 12TH FLOOR, NEW YORK, NY 10178- Maintains ongoing client contact to assist with day-to-day service issues and vendor management. - Prepared investment committee meeting materials. - Consults on 401(k) plan design. - Maintains client due diligence files. - Assists with and conducts participant education meetings. - Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability. Registered Representative of Cetera Advisor Networkds LLC, member FINRA/SIPC. Centera is under separate ownership from any other named entity. Advisory Services offered through Alliant Retirement Consulting, a federally Registered Investment Advisor.

San Francisco, California, United States

- Identify and implement process improvements to enhance efficiency. - Project manage across multiple clients by building project plans, monitoring progress to deadlines, supporting communication across teams, and ensuring client expectations are met. - Represent retirement department in WTW Northern California cross department Innovation team. - Support workflow between local office and service centers. - Perform pension valuations, forecasts and specialty calculations upon client data assumptions.

San Francisco, California, United States

- Perform cost and contribution forecasting, experience studies, and bulk lump sum programs on client data assumptions. - Assist consultants with client work, including client communication, participating in client meetings, analyzing data, and drafting deliverables. - Support annual pension plan valuations for clients across multiple industries. - Analyze client data in Excel to calculate pension obligations. - Perform detailed benefit calculations and produce benefit statements. - Create client presentations and reports.

Westlake, Texas

- Verified automated and manual retirement calculations for Traditional and Cash Balance plans. - Administered Qualified and Non-Qualified Defined Benefit Plans. - Approved disbursements and transactions processed for over 30,000 participants across five clients. - Reviewed and maintained client specific monthly, quarterly, and annually submitted reports.- Coordinated regularly with analysts and upper management to improve the client and participant experience. - Assisted front line and back office representatives with participant questions regarding client specific plan requirements.My primary responsibilities included second and final signing calculations and disbursements for Traditional and Cash Balance Qualified and Non-Qualified Defined Benefit Plans. Manual calculations types included late retirement, RASD, Non-Qualified, MRD, and QDROs. In addition to completing client-specific reports, I assisted with client data clean up and maintaining logs to regularly assure clients that we are exceeding their expectations.

Lakeway, Texas, United States

- Managed tutoring center with forty clients and twelve tutors. - Tutored students from early Elementary through High School. - Updated and verified student academic progress and attendance in Salesforce.

Lakeway, Texas, United States

- Tutored students from early Elementary through High School. - Balanced guiding multiple students through coursework while keeping student records current.