Amanda Castle Email and Phone Number
Amanda Castle work email
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Amanda Castle personal email
Experienced Retirement Plan Consultant with a demonstrated history of working in the financial services industry. Skilled in Team Building, Insurance, Time Management, Leadership, and Customer Service.
Nationwide Financial
View- Website:
- nationwidefinancial.com
- Employees:
- 3455
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ConsultantNationwide Financial Nov 2023 - PresentColumbus, Ohio Metropolitan Area• Assist auditors, TPAs and employers through complex audit research requests to meet reporting requirements and complete plan fillings for 403(b), 401(k), 457(b), and profit-sharing retirement plans• Assist with onboarding of new hires through virtual training sessions• Acts as the subject matter expert of the current retirement plan record keeping platform and partners with internal project teams in design and implementation for on-going transition to new record keeping system
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SpecialistNationwide Financial May 2022 - PresentColumbus, Ohio Metropolitan Area• Assist auditors, TPAs and employers through complex audit research requests to meet reporting requirements and complete plan fillings for 403(b), 401(k), 457(b), and profit-sharing retirement plans• Assist with onboarding of new hires through virtual training sessions• Acts as the subject matter expert of the current retirement plan record keeping platform and partners with internal project teams in design and implementation for on-going transition to new record keeping system
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Senior AnalystNationwide Financial Apr 2021 - Sep 2022Columbus, Ohio Metropolitan Area• Assist auditors, TPAs and employers through complex audit research requests to meet reporting requirements and complete plan fillings for 403(b), 401(k), 457(b), and profit-sharing retirement plans• Assist with onboarding of new hires through virtual training sessions• Acts as the subject matter expert of the current retirement plan record keeping platform and partners with internal project teams in design and implementation for on-going transition to new record keeping system
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Pension SpecialistNationwide Financial Jan 2017 - Mar 2022Columbus, Ohio Area• Processing financial and non-financial corrections for both third party and pension plan administrators. • Researching and resolving all not in good order distributions, fund additions and participant/plan level exchanges. • Responsible for fraud mitigation on participant and administrator submitted distribution requests including payment maintenance • Manage processing error reports including blocked funds, rejected transaction report and miscellaneous financial ledgers.
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Financial Services AnalystNationwide Financial Dec 2011 - Jan 2017Columbus, Ohio Metropolitan Area• Customer Service/Fund Management for Ohio 457(b) Plan• Assisted management in creating our first training program which has successfully reduced the time of new hire training time by 2 weeks. • Performed mutual fund exchanges on the New York Stock Exchange.• Team lead of our Engagement Committee to help improve overall office moral.• Interpreting investment options and making changes to portfolio allocations for customers as requested.
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Lead VolunteerPelotonia Aug 2011 - PresentColumbus, OhManaging all volunteers at the rest stop assigned. Creating and implementing processes to service riders while on the route to end cancer. Helping set up and tear down all equipment needed to service riders. -
AssistantPadgett Communications Jul 2016 - PresentTampa, FlProviding as needed assistance for set up and voting device maintenance -
Customer Service RepresentativeNationwide Insurance Nov 2010 - Dec 2011Used customer service skills to collect payments and made policy changes.•Provided quotes and knowledge about needed coverage to policyholders.•Completed training and obtained certification in Personal Lines Insurance.•Top performer in both amount of calls and handle time of each call taken. -
Retention/Customer SpecialistAffinion Jun 2009 - Aug 2010Handled customer service and membership calls for an identify theft agency.•Achieved maximum bonus for five consecutive months by meeting all required metrics. •Created team competitions that were approved by management to drive engagement and performance of my peers.
Amanda Castle Skills
Amanda Castle Education Details
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University Of PhoenixCriminal Justice
Frequently Asked Questions about Amanda Castle
What company does Amanda Castle work for?
Amanda Castle works for Nationwide Financial
What is Amanda Castle's role at the current company?
Amanda Castle's current role is Client Services - Private Sector Retirement Plans.
What is Amanda Castle's email address?
Amanda Castle's email address is ac****@****ial.com
What schools did Amanda Castle attend?
Amanda Castle attended University Of Phoenix.
What skills is Amanda Castle known for?
Amanda Castle has skills like Insurance, Customer Service, Financial Services, Leadership, Team Building, Investments, Time Management.
Who are Amanda Castle's colleagues?
Amanda Castle's colleagues are Monica Gilmore, Cic, Michael Vasile, Tara Sims, Joel Justice, Martha Ocampo, Aarron Woith, Alhc, Acs, Almi, Todd Roberts.
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Amanda Castle
Special District Financial Expert | Community Minded Leader | Proud Mom Of BoysGreeley, Co5gmail.com, pinnacleconsultinggroupinc.com, pcgi.com, cityofevans.org, evanscolorado.gov5 +197038XXXXX
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Amanda Castle
Sr. Account Delivery Manager Ohio Medicaid Single Pharmacy Benefit Operations ManagerColumbus, Ohio Metropolitan Area3gmail.com, changehealthcare.com, bioscrip.com -
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Amanda Castle
Columbus, Ohio Metropolitan Area1chase.com
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