Prathmesh Shinde Email & Phone Number

Experienced professional with over a year in the 401(k) retirement planning industry, collaborating with leading US stock brokers including The Charles Schwab Corporation, Matrix Trust Company, Fidelity Investments and American Trust Custody (formerly known as Mid Atlantic Trust Company) to initiate trades for the deposits received from the participants, custodians and plan sponsors.I bring a proven track record of success in managing and optimizing retirement payroll processes as well as cash reconciliation. With a keen eye for detail and a thorough understanding of 401(k) regulations, I ensure accurate and compliant payroll administration.In my role as a 401(k) Analyst, I specialize in a multifaceted array of responsibilities, including Cash Reconciliation, Position Reconciliation, Rollovers, Loans, DVC Exceptions, and CAFs processing, addressing discrepancies, and collaborating cross-functionally to streamline processes.Apart from these, I bring a comprehensive skill set encompassing Financial Reporting and Analysis, Economics, Accounting, Stock Market, and Retirement Planning, etc.I am also proficient in harnessing the power of tools like Microsoft Excel, Word, PowerPoint, and Relius Administration.