At Cetera Financial Group, I support more than 200 financial advisors, processing retirement-account rollovers, contributions, and distributions while verifying IRS and DOL documentation requirements. I resolve account discrepancies, documentation issues, and service escalations using Salesforce, DST, and Envestnet.
I've also provided high-volume financial and participant data processing for a federal agency and supported brokerage, advisory, mortgage, and loan-closing operations. At Mariner Finance, I ranked #3 out of 100 representatives in 2020 and contributed $1.8 million in revenue.
