Dalton Adams Email & Phone Number
@empower-retirement.com
LinkedIn matched
Who is Dalton Adams? Overview
A concise factual answer block for searchers comparing this professional profile.
Dalton Adams is listed as Vice President, Client Solutions Group at Empower, based in Littleton, Colorado, United States. AeroLeads shows a work email signal at empower-retirement.com and a matched LinkedIn profile for Dalton Adams.
Dalton Adams previously worked as Assistant Vice President, Client Solutions Group at Empower and Assistant Vice President at Empower Retirement. Dalton Adams holds Bachelor'S Degree, Finance And Financial Management Services from Colorado State University.
Email format at Empower
This section adds company-level context without repeating Dalton Adams's masked contact details.
AeroLeads found 1 current-domain work email signal for Dalton Adams. Compare company email patterns before reaching out.
About Dalton Adams
Proven financial services and operations leader successful in driving transformational change to improve customer satisfaction and retention while increasing business performance and profitability. Accomplished in leveraging business intelligence and data analytics to develop strategic vision and disciplined approaches for optimizing service delivery across multi-discipline organizations. Progressive supervisory experience and a strong track record of producing results across a range of relationship management, client services, operations, and strategic roles.Specialties‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾- Client Services and Operations Leadership- Drive Customer Satisfaction, Retention, and Loyalty- Customer Experience, Analytics, and Segmentation- Increasing Productivity, Quality, and reducing Cycle Times- Cost Reduction, Scale, and Efficiency- Capacity Management and Forecasting- Continuous Process Improvement Mindset- Business Transformation and Reengineering- Associate Engagement and Talent Development- Manager Effectiveness and Change Management- Robotics, Technology, Systems, and Web Innovation- Maximizing Results and Profit
Listed skills include Retirement, 401K, 403 B, Iras, and 23 others.
Dalton Adams's current company
Company context helps verify the profile and gives searchers a useful next step.
Dalton Adams work experience
A career timeline built from the work history available for this profile.
Vice President, Client Solutions Group
Current
Assistant Vice President, Client Solutions Group
CurrentSeries 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPC
Assistant Vice President
CurrentSeries 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPC
Director, Plan Services
CurrentSeries 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCLead a team of 135+ Managers, Account Managers, and Operational Support Teams who provide service to Advisers, Third Party Administrators, and Plan Sponsors. Responsible for the retention of 17,000 401(k), 403(b), Profit Sharing, and Puerto Rico retirement plan customers. Key Accomplishments- Developed and deployed new service model resulting in improved year over year client retention- Selected to participate in corporate Key Leadership Program
Manager, Plan Services
Series 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCLead a team of 85+ Managers, Account Managers, and Operational Support teams providing service to Plan Sponsors. Responsible for the retention of 9,000 401(k) plan customers.
Associate Manager, Internal Relationship Management
Series 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCManaged 29 Account Managers responsible for servicing over 6,000 retirement plans located throughout the United States with over $8 billion in assets.
Associate Manager, Institutional Relationship Management
Series 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCManaged the relationship with a bank institutional customer to develop, sell and implement recordkeeping services. Responsible for successful management of four Relationship Managers responsible for maintaining relationships with over 600 plans and $4 billion in assets.
Associate Manager, 401(K) National Accounts
Series 26 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCResponsible for the management of the company's largest Corporate 401(k) customers from point of sale through contract renewal. Managed daily activities of 15 employees, which administered 401(k) accounts to ensure service standards were achieved.
Account Manager
Series 6 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCSeries 63 - Registered representative of GWFS Equities, Inc., Member FINRA/SIPCResponsible for daily administration of plan level transactions including underwriting, implementation, investment changes, and fee changes for 401(k) plan customers. Managed daily activities of four Account Administrators responsible for the day to day processing of participant level transactions.
Account Administrator
Responsible for the day to day processing of participant level transactions including applications, contributions, allocation changes, fund to fund transfers, loans, hardships, and distributions.
Program Administrator
Responsible for administering IRA, SEP, Money Purchase Pension and Profit Sharing relationships for institutional customers.
Transfer Agent
Responsible for transferring participant directed retirement assets to external administrators.
Personal Banker
Marketed bank products and services to customers. Conducted daily reconciliation of cash drawer.
Dalton Adams education
Bachelor'S Degree, Finance And Financial Management Services
High School
Frequently asked questions about Dalton Adams
Quick answers generated from the profile data available on this page.
What company does Dalton Adams work for?
Dalton Adams works for Empower.
What is Dalton Adams's role at Empower?
Dalton Adams is listed as Vice President, Client Solutions Group at Empower.
What is Dalton Adams's email address?
AeroLeads has found 1 work email signal at @empower-retirement.com for Dalton Adams at Empower.
Where is Dalton Adams based?
Dalton Adams is based in Littleton, Colorado, United States while working with Empower.
What companies has Dalton Adams worked for?
Dalton Adams has worked for Empower, Empower Retirement, Great-West Financial, First Trust Corporation, and Firstbank.
How can I contact Dalton Adams?
You can use AeroLeads to view verified contact signals for Dalton Adams at Empower, including work email, phone, and LinkedIn data when available.
What schools did Dalton Adams attend?
Dalton Adams holds Bachelor'S Degree, Finance And Financial Management Services from Colorado State University.
What skills is Dalton Adams known for?
Dalton Adams is listed with skills including Retirement, 401K, 403 B, Iras, Team Management, Change Management, Project Leadership, and Process Improvement.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the Dalton Adams you were looking for.
View similar profiles