Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts… Show more Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Show less

GPA: 3.875Led team of colleagues as CFO in International Business CompetitionWorked with professionals from various backgrounds and from various countriesLed teams in the research and presentation of case studies

Built relationships with high net worth clientsResearched inquiries and helped solve problems for clientsActed as liaison between plan administrators, third party administrators and financial advisors to coordinate retirement plan conversionsAudited high dollar financial transactionsConsistently handled multiple high priority requestsWrote and edited internal articles and procedures Maintained strong relationships with high performing financial advisors Discussed… Show more Built relationships with high net worth clientsResearched inquiries and helped solve problems for clientsActed as liaison between plan administrators, third party administrators and financial advisors to coordinate retirement plan conversionsAudited high dollar financial transactionsConsistently handled multiple high priority requestsWrote and edited internal articles and procedures Maintained strong relationships with high performing financial advisors Discussed regulations with plan contacts and financial advisors regarding SIMPLE IRA's, 403b's, and 401k'sProcessed complex corrections on large retirement plans Show less

Researched and reconciled wire and ACH transaction discrepanciesResearched and inputted Daily Cash Flow spreadsheetWorked in various databases and across various departments to research cash inflows and outflowsAudited incoming and outgoing wires and ACH transactions to ensure accuracy Participated in and led cross-site department meetings

Worked with compliance and senior managers to resolve complex issues Solved complex problems for customers and delivered outstanding serviceDiscussed mutual fund investments, returns, yields, and tax implicationsGuided IRA investors regarding conversions, re characterizations and cost basis Delivered outstanding service to retirement plan participants, third party administrators, and plan contacts

Delivered exceptional service to shareholders, financial advisors, and plan contactsResearched inquiries and solved problems for customers regarding their accountsProcessed account changes, investments, exchanges and redemptions