Retirement Plan Associate
• Part of a wire distribution project team entrusted with the complexities of institutional Puerto Rico plans.• Owned pilot project to successfully transition and coach process changes between two different teams.• Effectively managed an aligned relationship for a large and demanding client and handled multiple complex requests.• Managed a book of over 30 external institutional clients and handled communication and client meetings.• Successfully transitioned Vanguard client administration work processes and systems to Infosys.