• Distribute and reallocate retirement funds in excess of $250M annually.• Consult with advisors to research and resolve IRS and compliance issues regarding 410(k) and IRA/qualified plan guides.• Author client-facing articles disseminating changes in IRS regulation, local and federal laws, and internal policies.• Manage new advisor departmental training program.• Manage and compose all advisor/end user departmental research resources including distribution and contribution calculators, portfolio reports, and fees schedules and requirements.• Manage and create advisor communications regarding continuous and discreet calendar events and upcoming topics of interest.• Initiate and enforce department best practices policies.

• Analyzed suitability and feasibility of asset management agreements.• Collaborated with advisors to resolve payment and compliance issues in a timely manner.• Reconciled Wealth Management fees account daily.• Assisted commissions department in periodic fee dispersal.• Processed Wealth Management and Retirement Planning Consulting agreements and payments.• Authored departmental best practices procedure manual.