Derrick Aho
Milbank
Summary
Dynamic Sr. Retirement Services Consultant at Ascensus Retirement Services, adept at client relationship building and compliance guidance. Proven leader, mentoring associates and managing a diverse book of business. Skilled in cash handling and public speaking, enhancing client experiences and streamlining onboarding processes for optimal service delivery.
Overview
14
14
years of professional experience
Work History
Sr. Retirement Services Consultant
Ascensus Retirement Services
08.2022 - Current
- Guided clients through retirement plan options, ensuring understanding and compliance with regulations.
- Facilitated onboarding of new clients, streamlining processes for efficient service delivery.
- Collaborated with cross-functional teams to enhance client experience and resolve complex inquiries.
- Completion of QP Blitz (in depth company ERISA Course overview of Qualified Plans)
- Currently mentoring multiple newer associates
- Project Leader on every team I have been on,
- Currently managing my own book of business on the Elite TPA team
Daktronics Business Internship
Daktronics
05.2021 - 05.2022
- Worked in systems such as SalesForce, Excel, Word, Go Service Pro
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Mowing/Painting Contractor
Self-employeed
05.2012 - 08.2020
- Marketed my business to the public using many forms of advertisement
- Mowed Lawns through out two towns
- Painted/Stained houses and decks on a job to job basis
- Handled billing, recordkeeping of accounts receivable
Engineering Internship
Banner Association
05.2019 - 09.2019
- Built bridge inspection reports using Microsoft Applications
- Assisted in completing various parts of bridge inspections for all bridges in Eastern South Dakota
Education
Bachelor of Science - Business Economics
South Dakota State University
Brookings, SD05-2022
Skills
- Cash handling
- Client relationship building
- Customer relations
- Leading by example
- Public Speaking
Timeline
Sr. Retirement Services Consultant
Ascensus Retirement Services
08.2022 - Current
Daktronics Business Internship
Daktronics
05.2021 - 05.2022
Engineering Internship
Banner Association
05.2019 - 09.2019
Mowing/Painting Contractor
Self-employeed
05.2012 - 08.2020
Bachelor of Science - Business Economics
South Dakota State University