Sergio Smith work email
- Valid
- Valid
Sergio Smith personal email
At PlanSource, I oversaw retirement assets exceeding $60 million, demonstrating a deep understanding of retirement planning and IRS, DOL regulations. My role requires a strong analytical approach to ensure the integrity of financial data and plan compliance. As part of our team, we conduct monthly audits, engage in meticulous data-scrubbing, and foster B2B relationships while directly connecting with over 1,000 plan participants.With a Bachelor of Science in Health Services Administration from the University of Central Florida, my foundation in analytical skills and deductive reasoning is solid. My commitment is to leverage this expertise to facilitate seamless retirement planning processes. Our collective efforts at PlanSource have consistently maintained high accuracy in financial reporting, underscoring my proficiency in handling complex administrative functions with precision.
-
Mep AdministratorPlansource Feb 2020 - May 2024Orlando, Florida, United StatesPerform completely independently, barring fringe-cases which require managerial escalation, in overseeing retirement assets totaling over 60 million dollars with over 1,000 participants. Perform monthly audits, engage in data-scrubbing, ensure that the retirement plan is run to spec with IRS, DOL, and documented plan requirements. Build rapport with business-to-business contacts as well as communicating and building relationships directly with plan participants. Interaction with payroll functions and processes. Strong use of analytical skills and deductive reasoning when trying to determine cause for discrepancies. -
House AttendantUniversal Orlando Resort Aug 2019 - Feb 2020United StatesInvolved in nightly group projects in which the queue was built and broken down within a timely fashion and following proper procedure while demonstrating leadership by leading 3-4 people, assist guests with their issues and address guest concern, act as a beacon of guidance by providing information when and where necessary, ensured the safety and security of guests, company assets, and actors. Ensured that 800+ guests an hour were able to enjoy the attraction for the duration of its operation. -
Fulfillment Center AssociateAmazon Oct 2017 - Aug 2018Orlando, Florida AreaDispatch orders, communicate with drivers, enter reporting data with high degree of accuracy, resolve delivery issues, assist in the training of new hires, file trouble and support tickets. Ensured that 95% of packages were sent out and delivered on time hourly.
-
Captioning AssistantCaptel Service Specialists Jul 2017 - Aug 2017Orlando, Florida Area Used verbal skills to accurately voice the client’s call “verbatim” Multi-tasked to make corrections on a touch-screen pad by verbal communication and physical interaction with the device Maintained confidentiality of clients by adhering to privacy policies and the standards set by the FCC
Sergio Smith Education Details
-
3.8 Gpa -
Valencia CollegeBusiness Administration And Management, General -
Allatoona High School
Frequently Asked Questions about Sergio Smith
What is Sergio Smith's role at the current company?
Sergio Smith's current role is MEP Administrator | Retirement Planning Expert.
What is Sergio Smith's email address?
Sergio Smith's email address is se****@****ndo.com
What schools did Sergio Smith attend?
Sergio Smith attended University Of Central Florida, Valencia College, Allatoona High School.
Not the Sergio Smith you were looking for?
-
1gmail.com -
Sergio Smith
Covington, Ky2cchmc.org, cincinnatichildrens.org -
Sergio Smith
| Hiring Opt & Stem Extension Students | Gc / Citizens | H1 Transfers | Get A-Job | Senior Talent Acquisition Specialist At Alphaforce Solutions,Inc.Chicago, Il1aforcesolutions.com -
2hotmail.com, nike.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial