Principal Financial Group Mar 2020 - Sep 2018
Senior Manager, Institutional Client Services
Assurant Employee Benefits Jan 2009 - Jun 2011
Field Operations Support Manager
Fiserv Jun 2007 - Jan 2009
Director, Client Services
Cuna Mutual Group Sep 2005 - Jun 2007
Sales Support Manager
Vanguard May 1998 - Aug 2006
Various Client Service and Sales Support Positions
Education:
The Pennsylvania State University 1999 - 2001
Masters, Business Administration, Business
Lehigh University 1990 - 1994
Bachelors, Bachelor of Science, Economics
Wake Technical Community College
Skills:
Leadership Management Crm Change Management Employee Relations Project Management Onboarding Vendor Management Customer Retention Sales Human Resources Benefits Administration Sales Operations Business Process Improvement Coaching Training Customer Service Deferred Compensation Succession Planning Product Management Financial Services Risk Management Insurance Life Insurance Recruiting Agile Methodologies Program Management Agile Project Management Php Html Jira Team Building Global Product Management Global Cross Functional Team Leadership Performance Management Employee Benefits Process Improvement
Interests:
Children Education
Certifications:
North Carolina Life and Health License Cebs - Retirement Plan Associate Designation Series 6 Registered Representative Nc Department of Insurance International Foundation of Employee Benefit Plans (Ifebp) Financial Industry Regulatory Authority (Finra) Financial Industry Regulation Authority (Finra) Series 63 Registered Representative