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Work Background
CapitalizeSenior Support Specialist
Apr. 2023 - Apr. 2025• Collaborated with product and engineering teams to enhance services based on membership feedback, boosting product line retention by 65%.
• Documented client questions and solutions, drawing from a decade of industry experience to contribute to internal knowledge base and external FAQs.
• Led a team of 3 in employer and institution research to optimize platform for clients and rollover agents.
• Mentored new agents, provided ongoing coaching, and guided clients through seamless rollover experiences via chat, email, and phone.
Principal Financial GroupFinancial Advisor
Jun. 2022 - Dec. 2022• Led client onboarding and financial planning sessions, building long-term relationships and increasing my AUM 15% monthly.
• Managed a portfolio of high-net-worth clients, providing strategic investment advice and personalized retirement solutions.
• Developed and delivered educational seminars and presentations to groups of 10–50 participants, enhancing financial literacy and client engagement.
• Collaborated with cross-functional teams (legal, compliance, operations) to ensure seamless delivery of financial services.
Prudential FinancialFinancial Advisor
Mar. 2021 - Jun. 2022• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
• Prepared for and coordinated marketing events, created marketing compliance documentation and managed event marketing reimbursement to increase customer base and grow revenue.
FNIC Trusted insurance advisorsBenefits Specialist
Aug. 2019 - Mar. 2021Omaha, Nebraska• Supported Financial Advisors, acting as 3(21), with 90 employer plans with assets over $250,000,000. And over 500 individual clients with assets over $40,000,000.
• Strengthened relationships with clients through proactive marketing campaigns and led enrollment meetings for groups of 5-100 participants.
• Cultivated new connections with business leaders to add 4 new plans in one year.
• Led and organized transition of advisor's book of 300 households to new broker dealer.
• Facilitated benchmarking research, sales presentations, annual reviews and campaign materials preparation.
The Olson Group, IncRetirement Specialist
Nov. 2016 - Aug. 2019Greater Omaha Area• Supported Financial Advisors, acting as 3(21), with 95 group plans with assets over $500,000,000. And 825 individual clients with assets over $57,000,000.
• Assisted with business development, strategy and project implementation and promoted collaboration and teamwork among 3 Retirement Representatives.
• Prepared retirement plan paperwork and information to include group and individual accounts, processes rollover paperwork, maintained and updated investment accounts as needed and revenues quarterly.
• Maintained calendar of annual reviews, education meetings, required notices and benchmarking statuses for all group plans.
• Implemented new client service processes, resulting in a 90% increase in client satisfaction scores for individual wealth clients.
Orion Advisor ServicesAdvisor Success Advocate
Dec. 2015 - Nov. 2016Greater Omaha Area• Trained advisors on Orion system technology capabilities available by completing one-on-one sessions. Including billing, performance, reporting, and investment research and data analytics. Book included 13 large advisory firms.
• Counseled advisors regarding best practices, policies and procedures, as well as provided advice on how to handle situations encountered or requests.
• Established training requirements and educated new hires and facilitated ongoing training materials.
• Supported business owners, plan sponsors, their employees and advisors with IRS and DOL compliant retirement plans.
• Trained and mentored junior advisors, fostering a collaborative team environment and improving overall team performance of the platform.
Benefit Plans, IncAccount Manager
May. 2013 - Jul. 2015• Supported 70 group retirement plans (401(k), 403(b), 457, PEP, MEP) in all plan administrative tasks.
• Advocated for plan with recordkeepers and assisted in developing relationship between both parties. Recommended plan design changes due to growth and testing results.
• Completed quarterly and year-end reports and testing; including 5500 forms for small and audit sized groups, safe harbor and profit-sharing calculations, ADP/ACP and key employee testing.
• Assisted clients with all paperwork required for yearly 401(k) planning, participants with withdrawals and contribution limits.
NEI Global RelocationHR/Office Coordinator
Jun. 2012 - Mar. 2013
NEI Global RelocationAdministrative Assistant
Aug. 2011 - Jun. 2012
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