
Timeline
About me
Processing Accounting Manager at Pension Corporation of America
Education

Westfield state university
2008 - 2011Bachelor's communicationActivities and Societies: Lamda Pi Eta, Communication Club, QSA, TV Club, As Schools Match Wits
Experience

Geisslers
Jul 2007 - Jan 2013Clerk and customer serviceTrained in numerous departments and provides quality customer service. Traveled to other stores throughout the company to assist in bettering and improving store quality and performance.

Westfield state university television
Sept 2009 - May 2011Producer, writer, studio and field crewI was host / writer of a popular Westfield broadcasted segment entitled "Community Spotlight," where figures from all around the city of Westfield, Mass. were brought in to be interviewed informing the community of events, etc and the work of professionals within the greater Westfield area.As Schools Match Wits - Produced at the studios of Westfield State University and broadcast on WGBY, As Schools Match Wits delivers all of the fun of the classic high school quiz-show and introduces a new generation of high-school students to one of the few public competitions that stresses knowledge over physical ability.Pre-production, Studio and Field crew on various productions around Westfield including but not limited to:Music Videos, Game shows, News shows, Talk shows. Show less

Tastefully tan
Feb 2010 - Feb 2011Front desk attendantMainted guest relations, ensured exceptional guest satisfaction. Performed regular duties of the salon and marketed salon via use of social media.

Abercrombie & fitch
Feb 2010 - Sept 2010Model / impacterRepresented the companies brand and image. Worked with a team to complete floor sets and market the company. Performed exceptional shopper satisfaction.

Eastern states exposition
Jun 2011 - Nov 2011Marketing and public relations internComposed press releases for many events throughout the company, including The Big E, New England's largest Fair. Grew The Big E social media platform (Facebook) and worked on maintaining and growing all aspects of social media. Worked on various projects as assigned.

Cvs pharmacy
Oct 2011 - Sept 2014Shift supervisor / pharmacy technicianDelivering exemplary customer service. Handles large amounts of money. Answers phones. Deals with customer issues and resolution. Operates cash register and prescription fill system. Makes professional adherence calls to patients. Engages with customers to meet their needs.

Justlikeyou.org
Aug 2013 - Jun 2014Volunteer coordinator and content managerjustlikeyou.org's wouldn't be possible without our volunteers who share their stories with our users. Myself and the Volunteer Experience team have designed the Volunteering process and the Volunteer Application form. Currently, we are working on developing the volunteer handbook and volunteer interviewing manual. Through use of phone communication, skypeing and e-mail, our team works together to ensure that our volunteers have an enjoyable experience. If you'd like to learn more about the, or wish to become involved, please do not hesitate to contact me! Show less

Fidelity investments
Sept 2014 - Sept 2017Financial services associateServes as a liaison between high profile clients and their plan participants by identifying areas that need improvement as well as areas of success.Assists management with training representatives to handle retirement plans and identifying areas of opportunity.Develops training materials that both associates and management can utilize to successfully engage associates with their overall development.Provides clear and concise communication regarding overall service expectations and time frames to participants, related to inquiries and requested transactions. Assists participants with transactions and account inquiries by using customer centric service model, through a consultative approach.Demonstrates clear ability to tailor individual interactions to the specific needs of the participant by implementing a customer centric approach.Monitors team chat(s), including General Electric and Education At Work answering questions and directing colleagues to resources to aid in their development.Serves as a “Face of Fidelity” at client Benefits Fairs, addressing participant questions and concerns regarding their plan benefits.Acts as a peer guide and support to new hire classes including Education At Work, by monitoring calls and delivering constructive feedback.Utilizes Microsoft applications (Word, Excel, Powerpoint) to develop training material and communications to associates regarding plan events and client-specific training.Troubleshooting of issues that arise from associates in regards to retirement plan rules, contacting appropriate team to address issue(s) and follow through until resolution.Acts in Team Lead capacity to answer associate questions and concerns, while approaching each interaction as a learning experience. Show less

Pension corporation of america
Sept 2017 - nowProcessing Accounting Manager
Dec 2019 - nowSenior Account Associate
Sept 2017 - Dec 2019
Licenses & Certifications

Asppa retirement planning fundamentals 1&2
American society of pension professionals and actuariesOct 2017
Qualified 401(k) administrator (qka)
American society of pension professionals and actuariesMay 2021
Honors & Awards
- Awarded to Robert W. Ferris, QKAWisdom and Merit Award Westfield State University May 2011 Selected as 1 of 6 graduating seniors to recieve this award, for four years of distinguished achievement as recognized by the graduating class and university administration.
- Awarded to Robert W. Ferris, QKAThe Bazemore, Edwards & Warner Award Westfield State University QSA Apr 2011 This award is given to an individual who advocates for equality and makes a difference on and off of campus in the LGBTQ community.
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