Dynamic Delivery Manager with over 15 years of experience in Defined Contributions operations, specializing in regulatory compliance, Form 5500 filings, and Non-Discrimination Testing. Proven track record in leading large teams and driving operational excellence to achieve organizational goals. Expertise in transforming processes to enhance client experiences and deliver high-impact solutions within complex regulatory frameworks. Committed to fostering a culture of continuous improvement and innovation to meet evolving industry demands.
People Leadership & Coaching
Strategic Planning & Transformation
Regulatory Compliance (ERISA, IRS)
Form 5500 & NDT Reporting
SLA/KPI Management
Stakeholder Engagement
Process Automation & Innovation
Performance Analytics & Dashboarding
Communication & Collaboration