Stephen Charette Email & Phone Number

● Concurrently managed 20+ institutional 401k client relationships with assets in excess of $1.25 billion.● Individually recognized by clients for superior customer service and identified as a key factor in their retention.● Responsible for managing client deliverables including developing associated project plans, coordinating resources and status tracking. ● Designated team compliance liaison. Collaborated with internal compliance to proactively monitor the IRS/SEC regulatory… Show more ● Concurrently managed 20+ institutional 401k client relationships with assets in excess of $1.25 billion.● Individually recognized by clients for superior customer service and identified as a key factor in their retention.● Responsible for managing client deliverables including developing associated project plans, coordinating resources and status tracking. ● Designated team compliance liaison. Collaborated with internal compliance to proactively monitor the IRS/SEC regulatory environment to identify regulatory exposures and minimize the risk of fines and sanctions.● Conducted weekly “Talk Show” sessions designed to mentor junior team members and clarify their ongoing roles and responsibilities. Show less

Enfield, Ct

● Senior team member with multiple key roles and responsibilities supporting a fast pace complex transaction processing operation.● As designated continuing process improvement champion, identified process improvements resulting in $50K of annual savings. ● Team mentor, responsible for the training and mentoring of junior team members.● Managed team’s daily processing workflow ensuring that all client transaction SLAs were met. Achieved an ongoing SLA compliance rate of 100%.

Granby, Connecticut

• Executed lesson plans developed by classroom teachers insuring continuity in curriculum progression.• Integrated the use of educational technology into the classroom environment.• Developed strong and trusting relationships with students, faculty and administration fostering a positive learning environment.• Elicited feedback from peers on classroom best practices to help promote self-improvement and growth.

Enfield,Connecticut

• Developed and implemented classroom lesson plans aligned with Common Core State Standards.• Conducted one-on-one and small group meetings with parents and students.• Utilized effective classroom management strategies to create an atmosphere which fostered team work and accountability.• Collaborated with colleagues in a team environment to develop and implement individualized student development strategies.• Incorporated technology into the classroom to strengthen student… Show more • Developed and implemented classroom lesson plans aligned with Common Core State Standards.• Conducted one-on-one and small group meetings with parents and students.• Utilized effective classroom management strategies to create an atmosphere which fostered team work and accountability.• Collaborated with colleagues in a team environment to develop and implement individualized student development strategies.• Incorporated technology into the classroom to strengthen student interaction and learning.• Evaluated student performance and monitored progress. • Collected, organized and analyzed student performance data across multiple departmental teams. Show less

Ellington,Connecticut

• Executed lesson plans developed by classroom teachers insuring continuity in curriculum progression.• Integrated the use of educational technology into the classroom environment.• Developed strong and trusting relationships with students, faculty and administration fostering a positive learning environment.• Elicited feedback from peers on classroom best practices to help promote self-improvement and growth.

Master Of Arts (M.A.), Secondary Education And Teaching

Bachelor Of Arts (B.A.), History