First Western Trust Bank - Retirement Services

* Consulted with 70 retirement plan sponsors with plan assets totaling $125 Million to determine their priorities and recommend strategies to improve operational efficiency, cost effectiveness, client satisfaction, and client retention.* Developed relationships with retirement-focused firms through an advisor-centric service model which centered on increasing plan count and assets under management.* Educated plan sponsors, participants, and advisors on topics such as retirement plan design, investment offerings, fiduciary responsibilities, education protocols, and legislative changes.* Currently hold Series 7 (Registered Rep), Series 66 (RIA), and Life/Health Insurance Licenses for Colorado and 7 other adjoining states.

* Directly assisted CEO in developing company procedures, drafting operational methodologies, and creating corporate culture (2nd employee).* Provided auditing, consulting, benchmarking, and cash recovery services for domestic and international corporations resulting in cost savings exceeding $12 Million. * Reviewed client contracts and service agreements to isolate key control points, identify Best Known Practices, and to recommend optimized workflows and expense mitigation.* Responsible for managing and attaining project milestones and revenue projections, including the satisfactory completion of project analysis and client deliverables.

* Facilitated daily administration and service for 19 Institutional 401(k) plans ($1.4 Billion).* Acted as a liaison and advocate for the client to ensure issues were communicated, documented, and resolved effectively.* Certified by the Society of Professional Administrators and Recordkeepers (SPARK) - 1999

* Serviced qualified retirement plan participants as a Registered Representative (Series 7).* Assisted in the hiring, mentoring and training of new employees.