Glenn Gamsy

Establish a business that would focus on benefits for employees, namely Retirement, Risk and Health Benefits as well as access to financial planning and wealth management.

Responsibilities include:

• Assessed performance management structures and implemented enhancements to improve frameworks and strengthen results.
• Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
• Established and managed activities towards project milestones.
• Performed statistical analyses to gather data for operational and forecast team needs.
• Documented processes and drafted SOPs to comply with regulations and company policies.
• Prepared annual budgets with controls to prevent overages.
• Aligned department vision, goals and objectives with company strategy to achieve consistently high results.
• Monitored sales forecasts and projected financial planning for organization to achieve revenue goals.

Responsible for the management and oversight of retirement funds.