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Manager Operations

Location:
Baltimore, MD
Posted:
June 02, 2014

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Resume:

OBJECTIVE

To secure a position within a Company that will utilize my proven abilities

to organize, coordinate, and provide service and support to internal and

external clients as well as enhance and develop these skills.

WORK EXPERIENCE

High Point Consulting and Staffing, LLC (07/13-

Present)

Sykesville, MD

T. Rowe Price New Business Analyst

Collaborate with New Business Group, business users and clients to gather

business requirements for OmniPlus plan installations. Write and test

requirements for development of automated interface processes including

contributions, census, salary deferrals, loan extracts and custom

reports/data-files. Analyze conversion test file specifications to draft

and test requirements for automated conversions of external retirement

plans. Partner with clients, prior record-keeper and 3rd-party consultant.

Load and manipulate mainframe datasets.

T. ROWE PRICE RETIREMENT PLAN SERVICES INC., Baltimore, MD (02/96-

06/13)

Retirement Plan Coordinator

Retirement Plan Specialist managing various qualified retirement

accounts ranging from 401(k), 457, 403(b) and ESOP plans. Responsibilities

include but not limited to day to day contact with my clients human

resources department, payroll department and executive officers within my

client's firm.

Client Operations Manager

Managing and developing a team of Retirement Plan Coordinators so the

associates are prepared to meet the needs of our external and internal

clients in achieving the firms' goal of "World Class Service".

My Plan Service Team managed a book of business approximately 7 billion in

plan assets with a participant count around 140,000.

In 2001 my Plan Coordinator Team successfully converted to Retirement Plan

Services the Eastman Kodak Savings Investment Plan the largest conversion

to date. Kodak was very satisfied with T. Rowe Price and has served as a

reference for many of our future prospects.

Compliance Analyst

Provide consultative advice and services ensuring that my client's

plans are in compliance with recent legislative changes. Review and

produce plan documents working with my client's to enhance their plan

design. Because of my background in operations I am able to offer

suggestions to the client that not only meet their needs but also fits our

production model. Conduct annual testing which includes but is not limited

to ADP/ACP Testing, Coverage Testing, Top Heavy Testing and Benefits

Testing. Through-out the year I will provide my clients with testing

projections and cost estimates if the client is considering adding a safe

harbor arrangement.

ADVANCE MANUFACTURING INTERNATIONAL INC., Sparks, MD (06/80-02/96)

Machinist

Responsibilities included programming, setting up and operating

computerized numerical control lathes and mills to produce precision parts

for Ophthalmic and Microscopic instruments in a timely and economical

manner. Department supervisor coordinating the day to day operations to

meet production turn-around time, achieve quality standards, and evaluate

and instruct employees to help them attain their career goals and maximize

their abilities.

ACCOMPLISHMENTS / AWARDS

Retirement Plan Services Most Valuable Player

Shining Star Award

Completion of the RPS Leadership Program

Co-Managed largest plan conversion into T. Rowe Price Retirement Plan

Services

Created and delivered curriculum for company stock record keeping training

Multiple Significant and Outstanding achievement awards recognizing

"Teamwork" and "Integrity"

Participate as a trainer for the On-Boarding classes in Operations

QKA Designation (Qualified 401(k) Administrator)

EDUCATION

Associate of Science, Business Administration

Accounting I, II - Intermediate Accounting - Communications - College

Algebra - Micro/Marco Economics - Business Law I, II -

Harford Community College

ASPPA Designation QKA (Qualified 401(k) Plan Administrator)

SOFTWARE

Microsoft Word, Microsoft Excel, Microsoft Access, Omni Station for Omni

Plus, Relius for Compliance Testing

HOBBIES

Home remodeling, gardening, bike riding, golfing, reading

References provided upon request.



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