Lead the charge in overseeing investment operations, ensuring service quality, compliance, and risk management while developing a high-performing team and enhancing operational efficiency in a collaborative environment.

Unlock potential by leading investment operations; drive efficiency, ensure compliance, and cultivate a high-performing team while fostering strong partnerships with stakeholders to support business growth and service excellence.

Lead the charge in compliance initiatives for retirement plans, providing expert guidance on regulations, enhancing recordkeeping processes, and collaborating across departments to ensure adherence and educate stakeholders on industry standards.

Accelerate compliance excellence by providing strategic guidance on ERISA and related regulations, ensuring adherence to best practices in retirement plan operations while partnering with key stakeholders to enhance business processes.

Drive sales growth by building relationships with financial advisors and intermediaries, promoting retirement plan products, and achieving annual sales goals within the Florida region through proactive engagement and collaboration.