Builder • Ops/Analytics • Product-minded problem solver
Projects
Selected
projects coming soon.
Experience
Scroll the line, hover
the company for a quick summary, click for full details.
Apr 2025 – Present
Senior Retirement Specialist — primary resource for complex/escalated issues; SME on plan
provisions.
Senior Retirement Specialist — Charles Schwab
Primary resource for complex/escalated issues in small business retirement plans and trust
accounts. SME for associates; assisted clients and business owners in navigating regulatory
requirements.
Feb 2023 – Apr 2025
Retirement Specialist — handled 401(k) ops; resolved DC plan discrepancies; documented
workflows.
Retirement Specialist — Charles Schwab
Handled high-volume service requests on 401(k) operations (contributions, distributions,
loans). Documented workflows in Salesforce CRM and resolved discrepancies in defined
contribution plans.
Aug 2020 – Jan 2023
Financial Services Rep — SME for Think or Swim; supported complex retirement service
inquiries.
Financial Services Representative — Charles Schwab / TD Ameritrade
SME for Think or Swim platform during Schwab–TDA merger. Supported complex retirement service
inquiries and provided help desk support for brokers.
Managed fleet operations and warehouse logistics for clients, ensuring timely deliveries and
resource allocation.
Mar 2016 – Jul 2016
National Account Manager — develop & grow accounts; retention and operational efficiency.
National Account Manager — Bay and Bay Transportation
Developed and grew accounts in transportation logistics, focusing on customer retention and
operational efficiency.
Jul 2012 – Jul 2016
Lead Designer — coordinated art and gameplay for indie releases.
Lead Designer — Diesel Engine Games
Led design for indie game projects, coordinating art and gameplay design for multiple
releases.
Jun 2014 – Mar 2016
National Account Executive — managed $25M book; led QBRs.
National Account Executive — Mid America Logistics
Managed a $25M book of business with a team of 3 specialists. Delivered quarterly reviews
with clients highlighting cost savings and performance improvements.
2011 – 2013
Account Manager — managed accounts and cultivated partnerships.
Account Manager — BNSF Logistics
Managed accounts and cultivated client partnerships through in-person visits and strategic
business reviews.