Vestwell

***Currently studying for Qualified 401(k) Administrator (QKA) credential through the American Society of Pension Professionals & Actuaries (ASPPA)*** (Passed QKA1, studying for QKA2)

Sr. Implementation Relationship Manager 

-Retirement Services 

-Advisor and Plan Sponsor main contact during plan implementation. 

-Manage all aspects of the onboarding process and successful transition new plans on to the Vestwell platform.

-Coordinate with financial advisors, plan sponsors, prior record keepers, and/or third party administrators to determine conversion timeline, key action items and delivery dates for all parties, and communicate overall project status to all interested parties

-Ensure collaboration with all internal teams to meet expected timelines

-Support the creation and maintenance of the knowledge base.

Implementation Relationship Manager 

Deep Stuff

Owner - Content Creator

Social Saturday Squad

*Experience content creator
*Personal Branding Specialist 
*Career Coach
*Life Coach
*Motivator/Cheerleader/Inspirer/Pioneer
*Experienced Social Media Manager

My social media experience started in 2011!
Overtime learning how to amplify a message to the target market intended.

-Trained in social media and marketing 
-Always focusing on who is the audience and how do they "hear" a message 

#SocialSaturday has been a great way to further grow my experience, network and knowledge!

Member

Expressions of Fitness

People are all different, we express ourselves in many different ways. This is true for fitness as well. When you find the right type of fitness, you'll find your success! 

*Licensed Zumba Instructor Dec. 2, 2011 
Website: www.expressionsoffitness.com and carmaleef.zumba.com/ 
Zumba Basic, Zumba Toning, Zumba Kids, Strong by Zumba, Zumba Step,
Sentao, Aqua Zumba & Zumba Gold
*Fierce 4 Instructor Certified 2014

Current class locations, join me Virtually: 
*Expressions of Fitness 
In box for details 

*ISSA Certified Personal Trainer - 2021
-Educate & ensure proper form/use of equipment 
-Assess customers ability, determine goals, limiting factors and create a xustomized plan with the client for healthy actions. 
-Provide physical and mental guidance/motivation and monitor customers' progress on a regular basis.

*Corporate Wellness Fitness Classes
*Host & Lead; Corporate Classes, Gym Classes, Private events (Girls Scouts), High school sessions, Fitness fairs, Children's parties, Bridal showers. *Private Parties Available - In box me

RetroFitness Florham Park 
- 8/2015 - 2016
Willis Tower Watson Corporate Class 
- 6/2015 - 2017
ShopRite/Village Food Garden Studio 
- 11/2013 - 2017
C.H.A.N.G.E. Fitness 
- 9/2012 - 4/2016
DMC Athletics 
- 1/2012 - 8/12

*ISSA - CPR/AED Certified through 8/2023
*Red Cross - First Aid/CPR/AED Certified current through 1/2020

Owner/Zumba Fitness Instructor/ISSA Certified Personal Trainer - Nutrionist

*Resigned for new opportunity*
New and Converting 401(k) Plans key client owner and single point of contact responsible for the project management of the entire implementation and/or merger and acquisition, from the point of sale through the transition to on-going Client Services.

Additional Roles/Activities:
9/2019 - Current - iWIN Florham Park - Event Coordinator
10/2019 - Current, VP of Education 
1/2019 - 9/2019, VP of Membership - Corporate International Toastmasters Club
2018 SBS Emerging Leader Program

Implementation Project Manager II, Retirement 401(k) Services - 2018 SBS Emerging Leader Program

*** Moved on from this position after achieving 2017 Presidents Club, WhooHoo Jamaica Trip!
•	Outbound calls creating, generating and develop prospect relationships to participate in ADP’s Retirement Services.
•	Educates and promotes the benefits of partnering with ADP to the 401k market.
•	Liaison between the client and ADP support departments throughout the sales cycle and throughout the life-cycle of the client relationship.
•	Partner with internal and external team to keep current in the industry.
•	Maintains accurate and up to date records.
•	Attained ARPC Certification 2016

Internal Wholesaler District Manager

Weichert, Realtors

Residental 1-4 Family Properties.
Facilitate; buying, selling or rental of property for clients. Study property listings, accompany clients to property site, discuss conditions of sale, and draw up real estate contracts. Sold a $560,000 home!

Realtor

C.H.A.N.G.E. Fitness program offered by Spring Street Community Development Corp.

Founder and Volunteer Program Director of C.H.A.N.G.E. Fitness 6/2012 thru 4/2016
- Nonprofit program under Spring Street Community Development Corp.:
Creating Healthy Actions thru Nutrition & Group Exercise
- Founder/Operator/Volunteer Fitness Instructor  
- First fitness class September 11, 2012
-Oversee all areas of operation
-Supervised a team of 7 volunteers 
-Created, managed and grew program
-All aspects of marketing; social media, community relations, events etc.

Spring Street CDC 
- Volunteer Program Administrator
www.facebook.com/SpringStreetCDC
www.facebook.com/TableofHope

Founder of Program/Volunteer

Spring Street Community Development Corporation

- A representative of the programs to the external community.
- Manage a team of employees/volunteers 
- Recruitment and training of new employees in the organization.
- Building and maintaining good professional relationship with the clients.
- Handling notes and documentation properly.
- Proper knowledge and awareness of local and federal regulations.
- Prepare or edit organizational publications for internal and external audiences, including  newsletters and reports.
- Respond to requests for information from the media or designate another appropriate spokesperson or information source.
- Establish and maintain cooperative relationships with representatives of community, consumer, employee, and public interest groups.
- Arrange public announcements, lectures, contests, or events  to increase program and service awareness.
- Plan and Implement Programs and Events 
- Create and Implement process and procedures 
- Social Media Consultant
- Volunteer Coordinator

Program & Public Relations Director

Bethel Church of Morristown

- All administrative tasks; create church programs, manage employee information, create procedures for handling the different programs run, letter writing
- Liaison between Bethel Church and other organization for partnering, joint events or volunteer opportunities, attend community meetings, attend conference on behalf of Bethel Church
- Assisting with grant writing
- Event Planning
- Social Media Management - Social Media pages, website content creation and update

Program Administrator-Consultant

New York Life Investments

***Resigned, Oct. 2013 to pursue growth opportunities***
- Excellent telephone customer service (Call center) Spoke to Registered Representative and Shareholders of the funds.
- Process mutual fund trade transactions
- Quality control
- Problem solving
- Trade adjustments
- Asset retention
- Peer training
- Literature orders
- Projects as assigned
-Attained Series 6, 9/2000
-Completed Education during this career stage

***Consultant 
***Sr. Associate 9/2003
***Associate 5/2000

Sr. Service Consultant

AFROTECH '23 / Sr. Implementation Relationship Manager at Vestwell / Owner-Fitness Instructor / Certified Personal Trainer-Nutrition Coach

Driven, Motivator, Solution Seeker and ACTION Taker! Always striving to find the best solution for my internal/external partners and clients. Always working to help others be their best!

• 30+ years of customer service experience (13 year call center environmental)
• 24 years of financial services experience, particularly the retail investment products within retirement services and 401k.
• 7yrs 401k Implementation Project Management 
• 2020/2021 Area Director in Toastmasters International, w/Excellent Oral & Written Communication Skills 
• Series 6 license since 2000 
  Series 63 license, ARPC 
  QKA Exam 1
• 12 years Social Media Manager: Manage various platforms; facebook, twitter, instagram, linkedin and others 
• Business owner - 13 years Expressions of Fitness
 - www.expressionsoffitness.com
 - www.facebook.com/Carmaleef
 - Zumba Fitness & Personal Trainer 
• Philanthropist
• A woman who takes pride in her work, seeks to learn new things and be challenged every day. My loyal and determined attitude makes a great impact to any organization I work with!

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