Dante’ DeVaughn
Virginia Beach
Summary
Results-driven Business Analyst with 10+ years of experience optimizing retirement plan processes, ensuring regulatory compliance, and delivering data-driven solutions. Proven expertise in plan administration, conversions, document migration, restatement, stakeholder collaboration, and process improvement using Relius, AWD, Microsoft Excel and various other record keeping systems. Recognized for translating complex requirements into efficient operational outcomes in fast-paced financial services environments.
Overview
1
1
Certification
27
27
years of professional experience
Work History
Senior Customer Service Representative (Retention)
GEICO
VIRGINIA BEACH, VA
03.2025 - Current
- Resolved customer complaints through effective communication and problem-solving techniques, leading to increased customer satisfaction.
- Assisted customers with auto insurance inquiries, ensuring compliance with Virginia state licensing requirements and providing accurate information.
- Educated clients on available insurance products and coverage options.
- Collaborated with team members to streamline customer service workflows, improving response times and service quality.
Principal Consultant – Plan Design
Enterprise Iron / Ascensus
VIRGINIA BEACH, VA
04.2025 - 06.2025
- Reviewed and updated retirement plan documents, amendments, and policies, ensuring compliance with SECURE Act and other regulatory requirements.
- Coordinated with regional administrators to verify accuracy and finalize plan documentation.
- Collaborated with cross-functional teams to deliver project outcomes on schedule.
- Converted in excess of 100 plans from prior record keeper to Relius
Business Analyst
Enterprise Iron / MissionSquare Retirement
VIRGINIA BEACH
10.2023 - 09.2024
- Analyzed and resolved over 55 incident reports from vendors, delivering timely solutions and documentation.
- Developed standardized resolution report template, enhancing reporting efficiency and accuracy.
- Facilitated cross-functional collaboration to effectively prioritize workload and meet critical deadlines.
- Troubleshot issues during conversion in coordination with implementation consultants, operations, and relationship management.
- Oversaw maintenance of managed accounts product, ensuring operational efficiency and adherence to regulatory standards.
- Monitored escalation requests and assisted in resolutions to uphold service quality.
- Provided testing support and issue documentation for complex projects involving group applications.
- Coordinated system aspects of plan installations and conversions, reviewing initial applications for new plans to ensure smooth implementation.
Principal Consultant – Plan Processing
Enterprise Iron / SS&C
VIRGINIA BEACH
12.2022 - 06.2023
- Tailored standard procedures and regulations to meet unique plan requirements, exceeding client expectations.
- Migrated more than 500 plans from ASC and AWD into Relius platform
- Collaborated on escalation team to resolve time-sensitive issues, improving customer satisfaction.
- Conducted audits to reconcile payroll rosters and resolve discrepancies efficiently.
- Reviewed and revised procedures for continuous improvement, ensuring alignment with best practices.
Principal Consultant – Plan Design
Enterprise Iron / SS&C
VIRGINIA BEACH
09.2021 - 10.2022
- Executed over 1,000 plan restatements for major clients, integrating legislative changes from CARES Act and SECURE Act using Relius, ASC, and AWD.
- Reviewed and amended plan documents, ensuring compliance with regulatory requirements and reducing risk of penalties.
- Developed training program for plan document migration and updates, enhancing staff proficiency and consistency.
- Collaborated with relationship management team to resolve plan sponsor inquiries on conversion issues, improving client satisfaction.
Technical Analyst
Conduent
VIRGINIA BEACH
01.2019 - 01.2021
- Served as Subject Matter Expert for Defined Benefits Chat Bot project, improving customer self-service experience.
- Monitored proprietary systems to ensure SLA compliance and addressed outages promptly.
- Designed and delivered training programs for Defined Benefit plans, significantly improving new-hire onboarding and team performance.
- Coached team members and provided performance feedback to foster development.
Intelligence Analyst
United States Air Force
08.1999 - 05.2005
- Analyzed target network communications, producing intelligence briefings that informed senior leadership decisions.
- Ranked top 5 in Airmen Leadership School, showcasing leadership abilities and commitment to professional development.
- Analyzed intelligence reports to identify threats and inform strategic decisions.
- Collaborated with military units to gather and assess operational intelligence.
- Developed analytical models to support mission planning and execution.
Education
AAS - Business Administration (Astronomy Minor)
Guilford Technical College
Greensboro, NCAAS - Business Administration
North Carolina A&T State University
Greensboro, NCComputer Science Technology -
Community College of the Air Force
Skills
- Microsoft Office Suite (Excel advanced)
- Relius (Proficient)
- AWD
- ASC
- SmartDesk (advanced)
- Problem solving
- Client education
- Regulatory knowledge
- Project management
- DocuSign
- Adobe software
- Agile methodology
- Scrum framework
- Process improvement
- Data analysis
- Requirements gathering
- Stakeholder management
Certification
- Project Management Professional (PMP), 01/01/27
- Licensed for Auto and Property in 44 states
Timeline
Principal Consultant – Plan Design
Enterprise Iron / Ascensus
04.2025 - 06.2025
Senior Customer Service Representative (Retention)
GEICO
03.2025 - Current
Business Analyst
Enterprise Iron / MissionSquare Retirement
10.2023 - 09.2024
Principal Consultant – Plan Processing
Enterprise Iron / SS&C
12.2022 - 06.2023
Principal Consultant – Plan Design
Enterprise Iron / SS&C
09.2021 - 10.2022
Technical Analyst
Conduent
01.2019 - 01.2021
Intelligence Analyst
United States Air Force
08.1999 - 05.2005
AAS - Business Administration (Astronomy Minor)
Guilford Technical College
AAS - Business Administration
North Carolina A&T State University
Computer Science Technology -
Community College of the Air Force