Current-Education and advice on retirement plan options-Retirement plan education for large groups of employees-Assist client with their enrollment in system wide retirement plans-Review your options with "forgotten" or old employer plans-Advisory Services and risk-based managed accounts using ETF or mutual fund strategies through Asset Allocation StrategiesPlease reach out to me to schedule a review meeting. I have a unique mix and a wide variety of experience that can assist you and your business with navigating the retirement plan selection process.Past- -Manage and supervise all financial functions, assist in product development & new opportunity evaluation-Oversee the preparation of balance sheets, income statements, inventory, invoicing, accounts receivable/payable-Complete product development cost and pricing planning for new GSA and DOD Government manufacturing contracts, assist in negotiating contracts-Assist in determining and evaluating bill of material yields, equipment requirements, labor requirements/time-study, and overhead component costing for new and existing products-Compliance with Federal Acquisition Regulations and DCAA costing guidelines-Establish economic objectives and goals to comply with the strategic plan-Prepare budgets, financial forecast and reports as appropriate-Coordinate internal and external audits and reviews for governance compliance-Monitor credit risk of new and existing customers-Assist with annual insurance and employee benefit design/review/acquisition-Assist CEO and General Manager as part of Management Leadership Team Skills: Accounting processes, functions, book-keeping, internal controls, corporate tax returns, audit & review fieldwork, pricing and developing new textile products, aptitude for learning and implementing accounting software. Setting up and recommending retirement products for clients and businesses.