Providing support to plan sponsors and business owners in investment selection and evaluation, education and enrollment and plan governance.● Series 65, Uniform Investment Adviser Law, effective 8/7/2012● Certified Plan Fiduciary Advisor, effective 4/20/2016

Thrived as a highly effective multi-tasker for Office Suites PLUS—a provider of turn-key offices in nine states. Coordinated the administrative functions for a large office building of diverse professionals. Provided high-quality client service with superior time-management skills. Accomplishments● Developed sales pipeline through prospecting, networking and follow-up activities● Boosted company visibility and brand awareness within the region by hosting networking and Chamber of Commerce functions● Successfully attracted and retained clients—specifically those with multiple offices—while maintaining target market price per office in very competitive environment● Recognized at 2009 Corporate Conference for sales and marketing initiatives● Assisted in the management of suite operations and the supervision of staff personnel, to include formal performance reviews● Responsible for preparing weekly, monthly and annual budget reports● Clients reported substantially fewer billing errors and discrepancies following assumption of client billing oversight● Led preparation of all offices for client move-ins and move-outs