Opened and managed expansion satellite trust office in Phoenix, Arizona, that served as a business resumption site and service center for Trust Administration Team responsible for Third Party Administrators’ relationships. Administered high profile client relationships that include 2500 trust accounts with total assets exceeding $50 billion.Coordinated and designed the training program for the Trust Division in an effort to standardize corporate services by implementing regulatory changes, products, and systems.Supervised a team of Client Service Administrators through performance evaluation metrics, the creation and employment of individual development plans, and resolution of client and auditor inquiries. Integrated The 401K Company operations into Schwab Bank that included transitioning all trust and custodial accounts from prior trustees and custodians.

Served as daily contact for $1.7 billion in assets for 10 national and regional TPA’s and controlled over 250 EBT accounts, including Defined Contribution plans, Defined Benefit plans, and Non-Qualified plans.Reviewed Board Resolutions, Adoption Agreements, Plan Amendments, and Trust Agreements.Coordinated mutual fund availability, the transfer of assets, and initial purchase of special unregistered assets (i.e. Private Placements and Limited Partnerships).Teamed with internal operation areas in an effort to meet and exceed client’s service demands.Fielded all plan audit inquiries by third party auditors.Supervised analyst overseeing daily trading, disbursement, and check processing.

Responsible for daily administration of 401K retirement plans for clients with total assets exceeding $450 million.Processed participant loans, distributions, contributions, and payment of fees for 401(k) and Defined Benefit Plans.Served dual role as plan sponsor contact and participant service representative for retirement plan inquiries.Analyzed and tracked monthly performance for client retirement committees to ensure performance goals were met.Reconciled retirement plan accounts between trust and recordkeeping systems.

Procured SEC documents necessary for financial analysis.Developed in-depth knowledge of publicly filed materials.Researched merger and acquisition filings.