
Results-driven Client Services Manager with expertise in client relationships, team development, and training. Proven track record in enhancing operational readiness and coordinating complex workflows.
Site Lead Manager - Retirement Plans (RP)
January 2006-Present
Site Lead Manager - New Associate Training (NAT)
October 2021-January 2026
Manager Intern Support Partner
January 2022-present
IRV Walk- In Room Manager
June 2017-December 2019
Retirement Plan Manager