Rickie Taylor

A dynamic, enthusiastic leader with strategic thinking and motivational abilities. Self-directed with strong communication skills. With over 17 years’ experience working in the financial services industries, particularly, pension administration, supporting financial advisors, plan sponsors, human resource managers, accountants and plan participants. Managed company sponsored retirement plans ranging from individual plans to multiple plans with more than 1000 participants. With over 5 years of management and leadership roles, I have highly succeeded in the implementation and completion of high-priority projects, establishment of company and departmental procedures, processes, and policies.