Resumes
Resumes
Vice President, Retirement Services
View pageLocation:
757 south 140 east, Farmington, UT 84025
Industry:
Financial Services
Work:
National Benefit Services, LLC - West Jordan, Utah since Aug 2012
Team Manager - Governmental Plans
National Benefit Services, LLC - West Jordan, Utah Sep 2010 - Oct 2012
Relationship Manager
National Benefit Services, LLC - West Jordan, Utah Aug 2008 - Sep 2010
Team Manager - Governmental Plans
National Benefit Services, LLC - West Jordan, Utah Jun 2004 - Aug 2008
Administrator
National Benefit Services, LLC - West Jordan, Utah Jan 2003 - Jul 2004
Assistant Administrator
Team Manager - Governmental Plans
National Benefit Services, LLC - West Jordan, Utah Sep 2010 - Oct 2012
Relationship Manager
National Benefit Services, LLC - West Jordan, Utah Aug 2008 - Sep 2010
Team Manager - Governmental Plans
National Benefit Services, LLC - West Jordan, Utah Jun 2004 - Aug 2008
Administrator
National Benefit Services, LLC - West Jordan, Utah Jan 2003 - Jul 2004
Assistant Administrator
Education:
University of Utah - David Eccles School of Business 2002 - 2007
Bachelor of Science, Accounting
Bachelor of Science, Accounting
Skills:
401K
Retirement
Employee Benefits
Defined Benefit
Customer Service
Insurance
Pensions
Retirement Planning
Benefits Administration
Financial Services
Financial Analysis
Mutual Funds
Retirement Plan Consulting
Financial Advisory
Erisa
Finance
Investment Advisory
Fixed Annuities
Process Improvement
Strategic Financial Planning
Profit Sharing
Retirement
Employee Benefits
Defined Benefit
Customer Service
Insurance
Pensions
Retirement Planning
Benefits Administration
Financial Services
Financial Analysis
Mutual Funds
Retirement Plan Consulting
Financial Advisory
Erisa
Finance
Investment Advisory
Fixed Annuities
Process Improvement
Strategic Financial Planning
Profit Sharing