Position:
Manager, Client Services at Charles Schwab
Work:
Charles Schwab
- Austin, TX since Dec 2008
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Manager, Client Services
The Standard
Jul 2004 - Nov 2008
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Account Manager
Morgan Stanley Dean Witter
Jan 1999 - Sep 2000
-
Assistant Vice President
Education:
Texas State University-San Marcos 1983 - 1984
BS, Consumer Science
Concordia University 1980 - 1981
Skills:
Employee Benefits, Defined Contribution, Project Management, Salesforce.com, Account Management, 401k, Qualified Retirement Plans, ERISA, Benefits Administration, Retirement Plan Administration, Develop Operating Procedures