Josh R.

Background

About Josh R.

Hi, and thank you for stopping by!For those who don’t know me, I’m passionate about sports, self-motivated, sociable, independent, and thrive in communication.Professionally, I bring a robust skill set in project management, process improvement, and risk assessment, with a proven ability to analyze complex data sets and deliver actionable insights that drive business success. My experience has empowered me to lead and execute projects with cross-functional teams that drive growth in workplace investment accounts, achieve year-over-year profitability, and maintain strong customer retention rates.In my role, I focus on shepherding upsell value to clients, collaborating on firms’ sales opportunities, and delivering additional value at both the plan and participant levels. My core competencies as a Data Conversion Consultant, I manage the end-to-end process of migrating complex data sets across different enterprise software systems, ensuring data transfer accuracy by testing end to end, data regulatory compliance audit and provide a successfully tailor and seamless new plan implementation, conversion, reconfiguration, or start up plan transitions for all markets sized clients. This includes analyzing legacy data, mapping and transforming it to meet the specifications of new systems, and conducting rigorous quality assurance to maintain data integrity.Working in the financial services industry, I’ve gained extensive experience adhering to regulations set forth by the Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and the Internal Revenue Service (IRS) to ensure compliance in all facets of workplace investment operations and retirement planning. This includes maintaining up-to-date compliance with IRS standards for retirement accounts, such as 401(k)s and other qualified/non-qualified plans, while successfully completing implementation project cycles, data validation processes, and system testing to meet and exceed client expectations.Driven by a passion for innovation and technology, I constantly seek creative solutions that enhance business performance. I firmly believe that effective communication, collaboration, and a commitment to continuous learning are the cornerstones of personal and professional development.Let’s connect to explore opportunities where we can work together to create growth, profitability, and exceptional outcomes for the future.