Drive project success and boost overall team efficiency through effective leadership skills.Improved day-to-day operations by implementing new system processes for better efficiency.Provided guidance and support to new analysts, setting them up for success.Conducted financial analysis and designed contribution plan strategies.Conducted benchmarking studies to learn from industry best practices.Created various reports such as claims reporting, client benchmarking, benefit cost analysis, enrollment overviews, plan comparisons, and merger analysis.Analyzed and compiled carrier quotes to assist with client renewals.

Performed financial analysis and designed contribution plan designs.Conducted benchmarking studies.Design reports such as: claims reporting, client benchmarking, benefit cost analysis, enrollment overviews, plan comparisons and merger analysis.Analyze and package carrier quotes to support the client renewal.Communicate and liaise effectively with client team members and clients regarding data collection and project execution.

Created comprehensive financial plans to meet clients overall goals.Solicited trades for clients based on their specific risk tolerance levels.Educated clients on financial products.Transitioned client requests into planning and consolidation conversations.Formed ongoing relationships with clients to ensure that financial needs were met.

Proactively identified and resolved complex problems impacting operations.Process financial and legal requests for clients to ensure their financial goals are met. Transfer of assets specialist interactions with contra firms to ensure smooth flow of assets into and out of Morgan Stanley.Assisted on various projects within Excel to ensure that proper industry standards were met.Led monthly service meetings.

Reviewed and approved credit card authorizations for any and all department heads travel expenses.Facilitated booking and travel arrangements for potential students to visit the college campus prior to admission.Collaborated with the non profit and profit sectors to ensure that all credit card transaction were accounted for correctly.Completed various administrative tasks as assigned by upper management.

Excelled in providing superior customer service. Consistently hit targeted sales goals required by superiors and company standards. Maintained healthy work relationships and fostered a quality team environment.

Executed daily teller operations along with opening checking, savings, CD's, and other diverse accounts for customers. Also reconciled the cash drawer, generated revenue through the use of upselling various accounts, and maintained proper security protocols.

Assigned the task of overseeing the restaurant, acting as manager on duty, and ordering the inventory. Was required to keep up to date on national health code standards to keep the restaurant in compliance. Supervised staffs’ adherence to health code standards and company policy. Other duties included: training staff, maintaining labor cost, and mediating customer complaints.