Retirement Plan Services Associate, Charlotte, NC and Remote (2021-Present)Branch Operations Specialist, Charlotte, NC (2020-2021)Retirement Plan Services Associate, Memphis, TN (2017-2019)Responsible for assisting Financial Associates and Branch Management to mitigate risk, ensure compliance, provide superior customer/client service, and drive revenue goals; transferred from Memphis, TN to Charlotte, NC in January 2020.Serve as Technical Liaison, successfully training senior FAs on various technology-related functions that further enhance customer service and increase business growth. Collaborate with Branch Operations Manager, Supervisor of Operations, Sales Assistants and other cross-functional employees. As a Retirement Plan Services Associate, provided specialized retirement plan knowledge to thousands of Branches worldwide, accurately identifying issues and providing client-driven solutions that met IRS regulatory requirements. Facilitated new hire training classes (on-site & virtual/remote) on processes, rules, regulations, and more.

Promoted to Assistant Produce Manager. Responsible for leading team of 12 Associates. Trained and mentored employees that delivered strong results; team achieved top 3 in regional shrink percentage out of ~150 Mid-Atlantic stores. Managed visual merchandising and other projects, procured produce, and forecasted trends.