INDUSTRY EXPERIENCE & EDUCATION
- 5 years of experience working with a retirement plan third party administrator specializing in school district and community college retirement plans
- Performed district wide retirement plan compliance audits, including meeting with individual employees as part of the district wide audit process
- Presented workshops in regards to tax law changes and updates as well as other financial and compliance concepts
- California State University, San Bernardino – Bachelors of Science Degree in Finance