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Work Background
Senior Support Specialist
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.
Financial Advisor
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.
Financial Advisor
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.
Benefits Specialist
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.
Retirement Specialist
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.
Advisor Success Advocate
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.
Account Manager
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.
HR/Office Coordinator
NEI Global RelocationHR/Office Coordinator
Jun. 2012 - Feb. 2013
Administrative Assistant
NEI Global RelocationAdministrative Assistant
Aug. 2011 - Jun. 2012

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