 Work with Plan Sponsors, Financial Advisors and Third Party Administrators to implement over 250 401(k) plans consisting of over $500 Million in assets under management. Developed project management, organizational and team building skills in the process of scheduling and transitioning 401(k) plans with strict deadlines at each phase of the implementation. Acquired in-depth knowledge of Empower Retirement’s collection of operational systems and retirement products. Continued to advance Microsoft Excel skills using pivot tables and v-lookup techniques to sort through large amounts of participant data.

Continued work (full-time) on MBA/Master's in Financial Analysis.

Assisted retiring and near retirement clients build portfolios for growth and income.Sold over $20 million in JPMorgan products to clients.Help develop strategies to retain assets as well as acquire new business.Obtained Series 7 license as well as Series 66 Investment Advisor license.

Sold a wide variety of banking products including deposit accounts and investments.Gained knowledge in the structure and sales of business lending products.Developed a keen understanding of the financial system, banking and investing.Enhanced my customer relationships and built a clientele of regulars.

Gained extensive experience in the securities and life insurance industries.Developed and maintained a clientele of satisfied investors.Obtained Series 6 license as well as Life and Health Insurance licenses