Benjamin Stephens Email & Phone Number

Greenwood Village, Co

Perform welcome calls and consults on startup and transfer plans with various client contacts. Coordinate the timely and accurate preparation of plan documents, Oversee the plan set-up process and work with other teams to refine as necessary. Work with internal and external clients to provide quality assurance. Facilitate the transfer of plan assets and records by written and verbal contact with prior record keepers. Multiple quality audits throughout process to assure regulatory compliance.• Have been positioned into a senior workload status based on achievement abilities. • Challenged with working on different regions based on need for expertise with multiple state plan types

Bachelor Of Arts (B.A.), Political Science And Government

Learned to be proficient in research and data analytics with both measured and assumed results.

Associate Of Arts (A.A.), Business/Commerce, General

Learned the ins and outs of business and finance basics.