• Regularly oversaw and collaborated with teammates on large projects as well as day-to-day activities• Created and updated written procedures for custom processes developed for Signature Service plans• Managed multiple projects simultaneously while maintaining exceptional service levels on day-to-day activities• Regularly coordinated, scheduled and administered meetings amongst internal partners, clients and third parties• Coordinated on a daily basis with multiple internal partners simultaneously to ensure clients’ needs are met• Regularly reviewed plan documents to ensure plans were being operated efficiently and correctly• Regularly reviewed recordkeeping system setup to ensure plans were being operated efficiently and correctly• Participated in client visits and provided Communications Consultant with feedback to help improve campaigns• Primary Client Account Manager on IRT’s largest client - $5+ billion in assets, 230,000+ participants• Managed the day-to-day operation of institutional retirement plans with $200+ million in assets• Subject Matter Expert for the Charlotte Signature Service Team for MS Excel and Word

• Managed multiple client-, supervisor- and self-initiated projects simultaneously• Assisted in the collection and reconciliation of data for annual plan testing and tax filings• Developed and maintained electronic filing system for plans in my book of business• Consulted with sponsors to help identify beneficial services offered by Newport • Facilitated quarterly service calls to review plans with sponsors and their executive and retirement boards• Developed agendas and presentations for service calls and other seminars and meetings requested by clients• Identified sales opportunities and worked with internal/external sales teams to pursue potential clients• Managed the overall administration and day-to-day operation of 25-30 qualified retirement plans at a time• Developed and maintained relationships with existing and onboarding plan sponsors, advisors, TPAs and consultants• Subject matter expert for the Client Service Management Team for MS Excel and Word

• Team Leader for 501(c)(3) Plan Management Team• Responsible for management of overall client relationships• Consulted with Plan Sponsors on complex compliance issues regarding employer sponsored retirement plans including the interpretation of plan documents and drafting sample amendments and Board Resolutions• Assisted in the review and preparation of submissions for the Employee Plans Compliance Resolution System• Reviewed, tracked and approved recurring activities such as Form 5500 Filings, client payroll processing and Required Minimum Distributions• Worked closely with auditors to collect, consolidate and reconcile plans from multiple sources for annual plan audits• Coordinated with internal teams, vendors and clients to gather information needed to approve and process day-to-day transactions such as distributions, loans and transfers

• Provided a book of business to develop by building on new and existing relationships• Researched and advised clients regarding investments and strategies• Responsible for maintaining production and service level goals for 1,200+ clients• Regulatory knowledgebase maintained in order to properly advise clients• Created and presented education material to large groups of clients• Maintained efficient schedule to balancing individual appointments, presentations and group visits• Created and maintained filing system for clients and groups

• Apply expertise for defined contribution retirement planning solutions – problem solving• Research publications and regulations regarding 403(b) and 457(b)/(f) plans• Prepare sample documents and charts for publication – Thompson Publishing• Assisted Lead Consultant to create and present ideas and initiatives to clients and industry professionals• Develop and document processes and procedures with focus on internal controls• Active in technology committee – research media venues for mass distribution of materials

• Managed 30+ employers and their plans totaling over $750 million in retirement assets• Built relationships with employers through problem solving and the administration of their plans• Worked with internal and external resources to provide employers with the tools to maintain qualified plans• Researched errors/issues, presented cause and resolution to both internal and external clients• Worked with HR representatives and company officers (including CEOs and CFOs) on a plan level to implement plan design changes as well as answer day-to-day questions • Worked with Retirement Consultants/Agents on an individual level to resolve issues and answer questions

• Completed accelerated management training program in less than the minimum recommended time allotted• Promoted twice within 6 months of hire date, offered a third promotion within 9 months• Responsible for 30+ team members• Handled customer complaints and concerns on a daily basis• Responsible for accounting for and recording the store's daily, weekly and monthly sales• Responsible for managing and tracking payroll and sales goals on a daily basis• Involved with hiring and training processes• Responsible for maintaining an organized work area despite constant flow of paperwork• Multitasking and time management skills utilized on a daily basis