Resumes
Resumes
Retirement Plan Specialist
View pageLocation:
Dubuque, IA
Industry:
Financial Services
Work:
U.s. Bank Jul 2007 - Aug 2013
Personal Trust Representative
Rps Benefits Inc. Jul 2007 - Aug 2013
Retirement Plan Specialist
Heartland Financial Usa, Inc. Oct 2003 - Jul 2007
Regulatory Compliance Consultant
Cigna Retirement Plan Services Jan 1991 - Oct 2003
Senior Compliance Specialist and Testing Specialist and Plan Consultant
Personal Trust Representative
Rps Benefits Inc. Jul 2007 - Aug 2013
Retirement Plan Specialist
Heartland Financial Usa, Inc. Oct 2003 - Jul 2007
Regulatory Compliance Consultant
Cigna Retirement Plan Services Jan 1991 - Oct 2003
Senior Compliance Specialist and Testing Specialist and Plan Consultant
Education:
Maquoketa Community High School, Maquoketa Ia 1981 - 1984
Maquoketa Community High School
Maquoketa Community High School
Skills:
Participant Call Center
Powerpoint
Possess Strong
Account Set Up of Trusts and Iras
Administrative Processing
Account Management
Multi Tasking
Data Analysis
Troubleshooting
Srt
Relationship Management
Client Fee Reviews
Retirement Plan Consulting
Financial Services
Dc Retirement Plan Compliance Testing
Audit/Administrative Reviews of Trust Accounts
Team Player
Microsoft Word
Participant Call Center Assistance
Microsoft Excel
Qka
Document Review and Interpretation
Employee Training
Customer Service
Possess Strong Analytical Skills
Document Preparation
Dc Retirement Plan
Audit/Administrative
Project Management
Retirement Plan
Work With Auditors on Retirement Plan Audits
401 Retirement Savings Plans
Document Review
Asc Testing System
Administrative
Relius Administration
Powerpoint
Possess Strong
Account Set Up of Trusts and Iras
Administrative Processing
Account Management
Multi Tasking
Data Analysis
Troubleshooting
Srt
Relationship Management
Client Fee Reviews
Retirement Plan Consulting
Financial Services
Dc Retirement Plan Compliance Testing
Audit/Administrative Reviews of Trust Accounts
Team Player
Microsoft Word
Participant Call Center Assistance
Microsoft Excel
Qka
Document Review and Interpretation
Employee Training
Customer Service
Possess Strong Analytical Skills
Document Preparation
Dc Retirement Plan
Audit/Administrative
Project Management
Retirement Plan
Work With Auditors on Retirement Plan Audits
401 Retirement Savings Plans
Document Review
Asc Testing System
Administrative
Relius Administration
Certifications:
Qualified 401(K) Plan Administrator, Qka
American Society of Pension Professionals and Actuaries
Qualified 401(K) Plan Administrator, Qka (Link)
American Society of Pension Professionals and Actuaries
Qualified 401(K) Plan Administrator, Qka (Link)
Personal Trust Representative
View pageLocation:
Dubuque, IA
Industry:
Banking
Work:
Us Bank Home Mortgage
Personal Trust Representative
Personal Trust Representative
Dental Technician
View pageLocation:
Dubuque, IA
Industry:
Hospital & Health Care
Work:
National Dentex Corp
Dental Technician
Dental Technician