Aksana Muñoz, Qkc, Qka, Cpfa® Email and Phone Number
Aksana Muñoz, Qkc, Qka, Cpfa® work email
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Aksana Muñoz, Qkc, Qka, Cpfa® personal email
Aksana Muñoz, Qkc, Qka, Cpfa® phone numbers
Benefit Financial Services Group (“BFSG”) provides complete retirement consulting and management for both employers and individuals. Whether providing compliance advice to the fiduciaries of an employer-sponsored retirement plan, or managing the portfolio of an individual seeking a sound financial future, we strive to operate in a conflict-free environment and place the interests of the client first. As a Registered Investment Advisor firm, we serve our clients in a fiduciary capacity and do not receive commissions or sell products of any kind.
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Senior Client Services Manager And Retirement Plan Specialist, Qkc, Qka, CpfaBenefit Financial Services Group (Bfsg)Irvine, Ca, Us -
Lead Client Services Manager / Retirement Plan Specialist, Qkc (Qualified 401K Consultant)Benefit Financial Services Group (Bfsg) Jul 2020 - PresentIrvine, Ca, Us
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Client Services Manager, Qka® (Qualified 401(K) Administrator)Benefit Financial Services Group (Bfsg) Jan 2016 - Jul 2020Irvine, Ca, Us
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Investment Performance AnalystBenefit Financial Services Group (Bfsg) Feb 2013 - Jan 2016Irvine, Ca, Us
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Ib Finance & Business Project Management AnalystJp Morgan Chase Jan 2011 - Jun 2011New York, Ny, UsSupported end to end Investment Bank projects. Participated in comprehensive full project life cycle execution, including initiating, planning, business requirements gathering, functional design and build, as well as test planning, execution and implementation. Served as liaison between IB Finance and technology for development of IB wide applications.Performed project tasks that included defining project scope, making risk assessments, developing the project plan, and coordinating user acceptance testing (UAT). Built, analyzed and maintained project databases. Delivered weekly project progress reports to senior management. Prepared support documentation, including Operating Model documents. Managed test cases to ensure the General Ledger system’s continual functionality and performance. Communicated project delays and issues to stakeholders. -
Risk Analyst (Internship)Exelon Corporation Sep 2009 - Mar 2010Chicago, Il, UsEXELON CORPORATION (Energy)Holds one of the industry’s largest portfolios of electricity generation capacity,Reviewed all securities transactions to ensure accuracy of information and conformance to governing agency regulations.Audited the accuracy of daily trade deals and addressed discrepancies.Produced reports or presentations that outlined findings, explained risk positions, and recommended changes. -
Real Estate AgentRemax All Stars Aug 2006 - Sep 2009Acted as an intermediary in negotiations between buyers and sellers, generally representing one or the other. Advised clients on market conditions, prices, mortgages, legal requirements and related matters. Promoted sales of properties through advertisements, open houses, and participation in multiple listing services. Coordinated property closings, overseeing signing of documents and disbursement of funds. Collaborated with home inspectors and appraisers in determining actions that needed to be taken prior to closing.
Aksana Muñoz, Qkc, Qka, Cpfa® Skills
Aksana Muñoz, Qkc, Qka, Cpfa® Education Details
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Drexel University'S Lebow College Of BusinessBachelor Degree In Business Administration With Concentration In Finance -
Vitebsk State Technological UniversityMarketing
Frequently Asked Questions about Aksana Muñoz, Qkc, Qka, Cpfa®
What company does Aksana Muñoz, Qkc, Qka, Cpfa® work for?
Aksana Muñoz, Qkc, Qka, Cpfa® works for Benefit Financial Services Group (Bfsg)
What is Aksana Muñoz, Qkc, Qka, Cpfa®'s role at the current company?
Aksana Muñoz, Qkc, Qka, Cpfa®'s current role is Senior Client Services Manager and Retirement Plan Specialist, QKC, QKA, CPFA.
What is Aksana Muñoz, Qkc, Qka, Cpfa®'s email address?
Aksana Muñoz, Qkc, Qka, Cpfa®'s email address is ak****@****fsg.net
What is Aksana Muñoz, Qkc, Qka, Cpfa®'s direct phone number?
Aksana Muñoz, Qkc, Qka, Cpfa®'s direct phone number is (949) 955*****
What schools did Aksana Muñoz, Qkc, Qka, Cpfa® attend?
Aksana Muñoz, Qkc, Qka, Cpfa® attended Drexel University's Lebow College Of Business, Vitebsk State Technological University.
What are some of Aksana Muñoz, Qkc, Qka, Cpfa®'s interests?
Aksana Muñoz, Qkc, Qka, Cpfa® has interest in Traveling, Spending Time With My Family, Photography, Hiking, Tennis.
What skills is Aksana Muñoz, Qkc, Qka, Cpfa® known for?
Aksana Muñoz, Qkc, Qka, Cpfa® has skills like Microsoft Excel, Powerpoint, Investments, Analysis, Sales, Microsoft Office, Medical Devices, Regulatory Affairs, Retirement Planning, Research, Financial Analysis, Mutual Funds.
Who are Aksana Muñoz, Qkc, Qka, Cpfa®'s colleagues?
Aksana Muñoz, Qkc, Qka, Cpfa®'s colleagues are Darren Stewart, J.d., Nomfundo Millicent, Fernando Leonardo, Irene Tong, Cfa®, Tina Schackman, Cfa®, Cfp®, Henry Vanbuskirk, Cfp®, Paul Horn.
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