Eric Murata

Experience

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  Morgan Stanley

  Aug 2007 - Nov 2009

  Client Service Assistant

  The Aurino/Kawamoto Group• Worked with an investment team managing over $1.2 billion in client assets.• Prepared asset allocation, net worth, and retirement planning analysis proposals for clients based on individual needs. • Researched analyst reports on individual companies and compiled data for decision-making scenarios.• Conducted financial modeling and projections to analyze the effectiveness of investment managers.• Worked with Bloomberg Software to research information in order to complete projects. Show less

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  Kravitz, Inc.

  Nov 2009 - Dec 2014

  Retirement Plan Specialist

  • Preparer for all Cash Balance distributions including the calculation of lump sum, single life annuity, J&S 50% & 100% annuity benefits. Prepared, with limited experience, traditional defined benefit calculations with lump sum and optional forms of benefit.• Primary reviewer for distributions from defined contribution retirement plans including, termination, in-service, hardship, RMD, QDRO, death, force-out, refunds, and loans, with experience handling balance forward plans and plans with individually directed accounts.• Programmed workbooks in excel that automated the process for creating over 250 types of client packages across various distribution types, record-keeper forms, and special situations. The process improvement helped the firm achieve annual gross profit margin goals.• Project leader for the annual preparation of 1099R forms for the entire client base. Designed an improved process using an Excel workbook to track workflow, conduct research, and automate preparation of forms, while providing weekly numeric and visual status updates to managers.• Serve as a dedicated technical specialist for a large DB plan answering participant & client questions about the retirement plan.• Met weekly with an 8-person offsite workforce, managed workflow, tracked quality, and provided technical advice for challenging situations.• Member of the Automation Committee tasked with developing firm wide automation goals and developing programming standards & best practices. Show less

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  United Retirement Plan Consultants

  Dec 2014 - Feb 2019

  • IT Program Manager

    Mar 2018 - Feb 2019

  • Manager Operational Excellence

    Dec 2014 - Mar 2018
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  Source One Business Services, LLC

  Feb 2019 - now

  Senior IT Consultant - Product Manager
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  401kInABox

  Feb 2019 - now

  Chief Technology Officer