J.P.Morgan Retirement Plan Services Feb 2002 - Jul 2010
ERISA Technical Consultant
J.P. Morgan Retirement Plan Services Mar 2000 - Feb 2002
Strategic Relationship Manager
INVESCO Retirement Plan Services Dec 1993 - Feb 2000
Client Relationship Manager
Mercer Sep 1985 - Dec 1993
Defined Contribution Plan Consultant
Education:
Georgia State University
B.A., M.Ed.:, Education, Sociology, Psychology
Skills:
ERISA Retirement Planning 401(k) Relationship Management Financial Services Customer Service Training Development and Delivery