A proven Defined Contribution professional with 15.5 years of experience in the Institutional Retirement Industry and a comprehensive understanding of recordkeeping. An expert at understanding client needs; operational consulting; problem resolution; prioritization and issue escalation; collaboration with internal teammates and external customers; and managing resources to meet service deliverables. Very knowledgeable of ERISA and DOL regulations and proven track record of ensuring work products are in compliance with plan document provisions. Proven leadership skills and ability to act as a change agent. Demonstrated ability to interact effectively with multiple levels of team members, including senior level managers. Proven high level of written and verbal communication skills. Dedicated to maintaining a reputation built on quality, service, and uncompromising ethics.