Retirement Education Specialist, JP Morgan Chase 2010/
• Service 300+ institutional retirement plans and plan participants with mutual fund, portfolio allocation, tax planning, loans, withdrawals and retirement plan support
• Cultivate participant relationships by delivering personalized service and responding to a variety of plan and policy-related questions
• Resolved 200+ client account discrepancies relating to dividend payments, minimum required distributions, performance analysis and 1099s
• Recommended mutual fund and investment vehicles based on investors objectives
• Provide market data, research and accurate plan specific information for the plans serviced by JPMorgan Retirement Plan Services. Providing clear and concise communication of plan information, policies and procedures
• Engage in a dialogue which guides the participant in making informed investment decisions and educates them with the advantages of participation in a company sponsored retirement plan
• Actively pursue retention of potential rollover assets through education and guidance of participants


Private Label Commercial Collector, Citigroup 2009/10
• Communicated via telephone with cardholders to collect, negotiate and resolve delinquent commercial credit card accounts
• Diffused tense customer interactions; managed conflict and built rapport with customers
• Performed customer service and sales support services to bank customers
• Consistent top team performer in agent productivity and adjusted balances saved

Masters of Business Administration – Park University
International Business Concentration – Graduated with Honors - 2008

Bachelor of Arts in Business Administration – Park University
Emphasis in Finance and Legal Studies - 2004

Financial Industry