Technical Talent Sourcer at Microsoft @ San Diego, California
Relationship Manager at USI Consulting Group
Financial services professional with over 14 years of experience in cultivating long lasting relationships with institutional clients. Successful track record of assisting corporate executives in designing retirement plans that achieve the company’s investment goals while promoting employee attraction and retention. As a consultative partner, guide clients through complex scenarios with resolutions that maintain the plan’s integrity while also maximizing tax savings for the company and employees.