- Provided white-glove service to high-level executives, guiding them through their employer-sponsored 401k, pension, and healthcare benefit options.- Acted as the primary point of contact during executive retirement transitions, ensuring a smooth process by answering account inquiries, processing complex financial transactions, and facilitating seamless communication across teams.- Utilized expertise to research and address intricate issues, functioning as a case manager for complex scenarios; collaborated with internal and external partners to find effective solutions.- Conducted in-depth research on a wide range of topics to provide executives with accurate and up-to-date information regarding their retirement plans and benefits.- Played a pivotal role in identifying retirement solutions tailored to each executive's unique needs, thereby contributing to their successful transition into retirement.- Collaborated with cross-functional teams, fostering positive relationships and ensuring the efficient exchange of information for superior service delivery.

- Assisting clients with all their HSA needs.- Educating customers about IRS and plan rules- Processing a variety transactions- Helping clients get the most out of their HSA- Engaging in customer outreach and advocacy

- Provided real‑time support to other customer‑facing associates- Serviced taxed‑exempt and non‑qualified, defined contribution retirement plans including 403b, 401a, and 457b- Consulted with plan sponsors regarding plan rules and procedures- Collaborated with Registered Investment Advisors to help better serve the account owners

- Serviced client 401k plans, providing education and processing transactions- Researched plan rules and procedures to provide clear and direct information to customers

- Student-teacher for Princeton Highschool; English grades 10, 11, 12.

- Wrote articles and reviews for online publication.

- Worked as a teacher for children grades K-12.