Anthony UserAU
Open to opportunities

Anthony User

@anthonyuser2

Finance major with expertise in retirement plan operations and client support.

United States

What I'm looking for

I am seeking a role that fosters professional growth and allows me to leverage my finance expertise while contributing to a collaborative team environment.

As a finance major with hands-on experience in participant education and retirement plan operations, I am dedicated to helping individuals achieve financial wellness. My role as a Retirement Plan Associate at OneDigital has allowed me to leverage Empower's recordkeeping platform to deliver impactful presentations and support defined contribution plans. I take pride in my ability to create Excel dashboards that visualize plan metrics, enabling participants to make informed decisions regarding their 401(k) and 403(b) plans.

Throughout my career, I have demonstrated strong analytical skills by identifying and correcting over $30K in contribution errors through meticulous plan audits. My commitment to clear communication and stakeholder engagement has been instrumental in translating complex policy changes into participant-friendly insights. Additionally, my freelance work as a DJ and Media Manager has honed my public speaking and event management skills, allowing me to thrive in high-pressure environments while generating significant revenue through strong client relationships.

Experience

Work history, roles, and key accomplishments

FR
Current

DJ & Media Manager

Freelance

Aug 2023 - Present (1 year 10 months)

As a DJ & Media Manager, I performed for large audiences, managed event logistics, and maintained client communications. I successfully generated significant revenue by building strong client relationships while balancing my academic commitments.

ON
Current

Retirement Plan Associate

OneDigital

Oct 2023 - Present (1 year 8 months)

As a Retirement Plan Associate, I delivered participant-focused presentations using Empower’s recordkeeping platform, created Excel dashboards for plan metrics, and identified contribution errors through audits. I collaborated with relationship managers and streamlined communication workflows to enhance participant satisfaction.

MS

Office Clerk

MSLCPA

Jun 2023 - Aug 2023 (2 months)

In my role as Office Clerk, I supported client-facing webinars, automated workflows using Python, and contributed to Tableau dashboards for reporting clarity. I ensured the accuracy of office records and inventory to support team operations.

CP

Camp Counselor

Camp Pinewood

Jun 2021 - Jul 2021 (1 month)

As a Camp Counselor, I led daily activities for children, ensuring safety and engagement. I acted as a primary contact for parents and enforced camp policies while facilitating group cohesion.

ON

Administrative Assistant

OneDigital

Jun 2022 - Jan 2023 (7 months)

As an Administrative Assistant, I analyzed insurance data to uncover enrollment issues and maintained compliance in electronic recordkeeping. I also supported promotional events and client outreach at industry conventions.

Education

Degrees, certifications, and relevant coursework

University of Central Florida logoUF

University of Central Florida

Bachelor of Science in Business Administration, Finance

2021 - 2025

Grade: 3.5

Pursuing a Bachelor of Science in Business Administration with a major in Finance. The program emphasizes financial principles, investment strategies, and business management, preparing students for careers in finance and related fields.

Tech stack

Software and tools used professionally

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Anthony User - DJ & Media Manager - Freelance | Himalayas