Position:
Client Relationship Director, National Accounts at Great-West Retirement Services
Work:
Great-West Retirement Services
- Greenwood Village, CO since Mar 2007
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Client Relationship Director, National Accounts
US Bank
Dec 2002 - Mar 2007
-
Relationship Manager
Fidelity Investments
May 2000 - Jul 2002
-
Associate Client Services Manager
Fidelity Investments
Jun 1999 - May 2000
-
Transactions Specialist
Education:
University of Massachusetts, Amherst 1995 - 1999
BBA, Finance
Skills:
Retirement Plan Consulting, Defined Contribution, Retirement Planning, 401k, Series 63, Retirement, Mutual Funds, Employee Benefits, ERISA, Investments, Relationship Management, Benefits Administration, Finance, Profit Sharing, Series 6, FINRA