Vince Santangelo: Operations Specialist in Costa Mesa , CA

-Directly support 13 Plan Advisors including the Vice President of Advisory Services by creating investment due diligence reports with our companies proprietary technology software. -Know the ins and outs of all aspects of our technology software and become a point of contact for individuals who need assistance using it. -Work on several different projects on an ongoing basis, having to prioritize and use crucial time management skills. -Answer retirement plan participant phone calls, listen to their needs and put them in contact with the best person for their issue/concern.

-Great guests with a friendly and positive attitude - Prepare a large variety of quality coffee drinks in a very quick and efficient manner. -Process hundreds of transactions per day