Responsible for all actions within the voting precinct including staffing, training coordination, site review and setup, point of contact for anything pertaining to the precinct, voters and issues that might arise. Also may assist at early same-day voting sites, and post-election audits including ballots cast audit.

Foundation Transition Manager responsible for end to end process of client on-boarding, addition of new products and services, and updating client retirement Plans. Implementation leader of multiple projects at any given time with separate timelines and different deliverables. Foster relationships as central point of contact with business partners, both internal and external, as well as clients varying in size with $20 million to $1 billion assets under management. Ensured all client initiatives were executed effectively and efficiently, using standard processes, reporting metrics, and audit requirements. Main authority charged with accountability for success of specific implementations, working in coordination with management, data leads, project managers, operations, IT divisions, legal and compliance units, marketing, pricing, as well as relationship and wealth management, field consulting and sales groups. Responsible for all aspects of the project: timelines, action steps, risks, internal and external meetings, management of internal teams and business partners. Interacted at all levels of client relationship (e.g. payroll and benefits through CFO/Senior Leadership within client hierarchy). Working knowledge of sales, processes, governance and controls.

Charlotte, NC