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
• 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
• Incorporated technology into the classroom to strengthen student interaction and learning.

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