Anthony User
@anthonyuser2
Finance major with expertise in retirement plan operations and client support.
What I'm looking for
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
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.
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.
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.
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.
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
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
Availability
Location
Authorized to work in
Job categories
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