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@capacuity.com
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Bert Ward, Cfp®, Chfc® is listed as Senior Consultant at CapAcuity, a company with 27 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at capacuity.com and a matched LinkedIn profile for Bert Ward, Cfp®, Chfc®.
Bert Ward, Cfp®, Chfc® previously worked as Senior Consultant - Nonqualified Plans, Principal at Principal Financial Group. Bert Ward, Cfp®, Chfc® holds Master Of Science - Ms, Accounting from University Of Illinois Urbana-Champaign.
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AeroLeads found 1 current-domain work email signal for Bert Ward, Cfp®, Chfc®. Compare company email patterns before reaching out.
As a Senior Consultant, I work with CapAcuity clients and intermediary partners, providing end-to-end case development support for non-qualified plans. In this role, I provide analysis and recommendations on key issues such as overall plan design, the management of on-balance sheet benefit liabilities including the funding and/or hedging strategies for those liabilities, with the objective of improving overall financial performance and earnings impact.
Listed skills include Nonqualified Deferred Compensation Plans, Nonqualified Defined Benefit Plans, Executive Benefits Strategies, Series 7 Registration, and 1 others.
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A career timeline built from the work history available for this profile.
Lake Mary, Florida, United States
As a Senior Consultant, I work with CapAcuity clients and intermediary partners, providing end-to-end case development support for non-qualified plans. In this role, I provide analysis and recommendations on key issues such as overall plan design, the management of on-balance sheet benefit liabilities including the funding and/or hedging strategies for.
Raleigh-Durham, North Carolina Area
Other employees you can reach at capacuity.com. View company contacts for 27 employees →
Michael Dorato
Colleague at Capacuity
Canaan, New York, United States, United States
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SB
Shawn Besser
Colleague at Capacuity
Greater Orlando, United States
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MM
Mendel Melzer, Cfa
Colleague at Capacuity
Lake Mary, Florida, United States, United States
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MP
Michael Porter Clu®, Chfc®
Colleague at Capacuity
Slingerlands, New York, United States, United States
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RL
Rob Little, Cfa, Cpa
Colleague at Capacuity
Greater Orlando, United States
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KR
Kerry Rubin
Colleague at Capacuity
Altamont, New York, United States, United States
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K"
Kenneth "Chip" Seybel, Cfa
Colleague at Capacuity
Lake Mary, Florida, United States, United States
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JJ
Joel Jules
Colleague at Capacuity
Greater Orlando, United States
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DS
David Stecher
Colleague at Capacuity
San Juan, Puerto Rico, Puerto Rico
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DH
Donald Harrington
Colleague at Capacuity
Meredith, New Hampshire, United States, United States
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Quick answers generated from the profile data available on this page.
Bert Ward, Cfp®, Chfc® works for CapAcuity.
Bert Ward, Cfp®, Chfc® is listed as Senior Consultant at CapAcuity.
AeroLeads has found 1 work email signal at @capacuity.com for Bert Ward, Cfp®, Chfc® at CapAcuity.
Bert Ward, Cfp®, Chfc® is based in Raleigh, North Carolina, United States while working with CapAcuity.
Bert Ward, Cfp®, Chfc® has worked for Capacuity and Principal Financial Group.
Bert Ward, Cfp®, Chfc®'s colleagues at CapAcuity include Michael Dorato, Shawn Besser, Mendel Melzer, Cfa, Michael Porter Clu®, Chfc®, and Rob Little, Cfa, Cpa.
You can use AeroLeads to view verified contact signals for Bert Ward, Cfp®, Chfc® at CapAcuity, including work email, phone, and LinkedIn data when available.
Bert Ward, Cfp®, Chfc® holds Master Of Science - Ms, Accounting from University Of Illinois Urbana-Champaign.
Bert Ward, Cfp®, Chfc® is listed with skills including Nonqualified Deferred Compensation Plans, Nonqualified Defined Benefit Plans, Executive Benefits Strategies, Series 7 Registration, and Series 66 Registration.
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