Sr. Pension Advisor/Client Experience & Management
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Dynamic and engaging Pension &
Benefits Specialist with over 10 years of experience in pension plan management, specializing in providing client satisfaction by supporting and leading teams. Adept at leading projects and product life cycles that are aligned with strategic objectives. Work with cross functional teams to further product development and process enhancements. Results oriented with attention to KPIs, budgets and resources. A collaborative leader, driven by a passion for fostering positive relationships, building brand awareness, and engaging stakeholders through clear and impactful communication. Dynamic and engaging Pension &
Benefits Specialist with over 10 years of experience in pension plan management, specializing in providing client satisfaction by supporting and leading teams. Adept at leading projects and product life cycles that are aligned with strategic objectives. Work with cross functional teams to further product development and process enhancements. Results oriented with attention to KPIs, budgets and resources. A collaborative leader, driven by a passion for fostering positive relationships, building brand awareness, and engaging stakeholders through clear and impactful communication.
Manager, Member Experience, OPTrust
As a senior pension leader, I was responsible for supporting and developing a team that delivers optimal service through consulting and pension benefit processing. Focused on continuous improvement through process re-engineering and resource optimization. As a senior pension leader, I was responsible for supporting and developing a team that delivers optimal service through consulting and pension benefit processing.
Focused on continuous improvement through process re-engineering and resource optimization.
Benefits Specialist, OPTrust
Responsible for the management of Buyback Product, Mail Processing and Termination Product across 3000+ annual transactions, completing compliance related tasks such as annual and mid-year tax reporting. Additionally, streamlined and provided administrative guidance to departmental procedures, meetings and schedules as well as mentorship and training engagements for team. Responsible for the management of Buyback Product, Mail Processing and Termination Product across 3000+ annual transactions, completing compliance related tasks such as annual and mid-year tax reporting.
Additionally, streamlined and provided administrative guidance to departmental procedures, meetings and schedules as well as mentorship and training engagements for team
Education and Training Specialist, OMERS
As an Education and Training Specialist, I educated potential clients on products and services offered by my organization as well as train staff on the administration of these products and services. Focused on new product development and implementation. Created product awareness through various marketing tools. Outstanding presentation skills. Experienced in new business procurement.
Registered Retirement Consultant Designation The Canadian Institute of Financial Planning
Registered Retirement Consultant, CIFP
2001
B.Comm, Minor in Economics
