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Work Background
Mutual of America Financial GroupRegional Manager
Aug. 2021Greater New Orleans Region
Mutual of America Financial GroupGroup Account Representative
Jan. 2019 - Aug. 2021Greater New Orleans AreaMutual of America has specialized in providing retirement products and related services to organizations and their employees, as well as individuals, for over 65 years. As a mutual company, we do not have stockholders and are not publicly traded. We operate solely for the benefit of our customers, managing the Company for their long-term interest, rather than for the short-term demands of stockholders. Since 1945, Mutual of America has remained committed to offering plan sponsors, plan participants, and individuals carefully selected, quality products and services at a competitive price and the personal attention they need to help build and preserve assets for a financially secure future. Integrity, prudence, and reliability are the values that have guided us since our inception and that continue to serve us and our customers well. For more information, please visit us at mutualofamerica.com.
Mutual of AmericaSenior Correspondent
Jan. 2018 - Jan. 2019Greater New Orleans Area• Provide technical guidance and training for prospects and clients, referral partners and the Mutual of America’s internal team as needed
• Work directly with the HR & Benefits services sales team to manage and facilitate the on boarding process for new participants
• Update and maintain employer and benefits plan information in the database to ensure accuracy
• When required, prepare 5500s for employers
• Test information pilot software systems using information database programs and reported errors that lead to system improvements.
Kempton Asset ManagementFinancial Consultant
Jan. 2017 - Dec. 2017Mexico City Area, MexicoWork with clients to help them achieve their financial goals while delivering world-class service.
JPMorgan Chase & Co.Relationship Banker/Small Business Specialist
Jun. 2010 - Jan. 2017Greater New Orleans AreaProactively met with clients and prospects to grow and maintain relationships. Used best practices to identify client need and recommended products that best reflect their desired outcome.
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