* Primarily focused on building out the roadmap and detailed requirements for a new cloud-based retirement platform.* Continued support of the legacy platform supporting client needs and governmental changes to retirement plan management, specifically around 403(b) and IRA plan types.

* Collaborate with internal and external clients to define business requirements. Internal clients included Operations, Management, Sales, Technology, and Finance. External partners included Trading partners, Third Party Administrators, Fund Families, Investment Firms, Strategist, Advisors, Payroll Providers, and Managed Account Providers. * Responsibilities included creating requirements, front-end user-interface changes and project roadmaps. I helped the developers understand the business needs by defining the Acceptance Criteria, Use Caes, and Test Cases.

* Primary role with client was conversion to FIS/SunGard recordkeeping applications (Plan Office, OmniPlus) from the legacy platform.

Formerly Northern Trust Retirement ConsultingDefined Contribution and Defined Benefit Plan Management * Conversion Specialist - Completed conversion of NTRC retirement plans from legacy system to the Hewitt platform using Informatica software* Data Analyst -Daily management of DC and DB plans including SQL queries for annual DB valuations

401(k) Plan Management on the Omni (FIS/Sungard) platform * Relationship Manager * Operations Processor * Call Center Representative