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Compliance, client services, team management, investment and insurance needs analysis, wealth management.

Supported the VP Academic and managed the faculty department office. Implemented organizational systems and integrated information for the Board of Directors. Project manager for a large-scale academic assessment. Added value to the culture of the academic community through event planning, student relations and communication, and working collaboratively with the faculty and students.

Executed an exit strategy for the founder and CEO, including compliance advising and tax, employee, and benefit analysis of alternative strategies, leading to highly profitable acquisition by ADP.

Promoted from entry-level to management within 1 year of employment due to competency and interpersonal skills. Managed the operations and administration of thousands of pension and 401k plans. Successfully improved capacity, efficiency, and customer service skills of the team.