LaTonya Brown, QKA
Raytown,MO
Summary
Dedicated senior manager with 20 years financial services experience and over 12 years experience with retirement plans. A natural leader with excellent interpersonal skills who enjoys coaching and motivating team members.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Client Services Manager
Newport Group/Ascensus
04.2015 - Current
- Develop and maintain relationships with decision makers and day to day plan contacts
- Make regular in person client visits to optimize client services
- Assist with payroll, compliance, plan audits and daily plan activities
- Compile data, track communications, escalations and offer solutions while promoting products and services.
Client Operations Admin II
State Street Bank
01.2012 - 04.2015
- Calculated NAV and reconciled final net assets and related data at market close
- Assist with data collection for risk/compliance reporting
- Responsible for performing daily processes accurately and in accordance with client requirements
- Maintained appropriate documents required for fund audits.
Client Services Manager
Expert Plan, Inc
09.2008 - 12.2011
- Worked directly with Plan Administrators, Financial Advisors, and Third Party Administrators regarding retirement plan management
- Assisted with account reconciliations, audits, plan implementation and de-conversions
- Addressed recordkeeping transaction issues and questions regarding compliance.
Retirement Education Specialist
JP Morgan Retirement Plan Services
11.2006 - 09.2008
- Assisted 401(k) plan participants and Pension account holders with various processes, policies and procedures regarding plan rules and IRS regulations
- Offered suggestions as needed for retirement planning
- Provided problem solving, research and followed up with individual clients as needed.
Investor Relations Rep
American Century Investments
01.2004 - 11.2006
- Engaged investors in beneficial conversations in order to establish client needs and acquire new assets
- Proactively cross-sold products and services to promote other business areas
- Assisted shareholders with account information, processing procedures, and general investment transactions.
Education
Bachelor's Degree - Business Administration -
Baker University
Baldwin City, KS08.2007
Skills
- Customer Satisfaction
- Data-driven decision-making
- Relationship Management
- Compliance Testing
- Team Development
- Critical Thinking
Certification
Qualified 401(k) Administrator, 2021
Timeline
Senior Client Services Manager
Newport Group/Ascensus
04.2015 - Current
Client Operations Admin II
State Street Bank
01.2012 - 04.2015
Client Services Manager
Expert Plan, Inc
09.2008 - 12.2011
Retirement Education Specialist
JP Morgan Retirement Plan Services
11.2006 - 09.2008
Investor Relations Rep
American Century Investments
01.2004 - 11.2006
Bachelor's Degree - Business Administration -
Baker University
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