Brian Boland

Brian Boland Email and Phone Number

Retirement Plan Administrator at ADMIN Partners, LLC @ ADMIN Partners, LLC
cherry hill, new jersey, united states
Brian Boland's Location
Warrington, Pennsylvania, United States, United States
Brian Boland's Contact Details

Brian Boland personal email

n/a

Brian Boland phone numbers

About Brian Boland

Brian Boland is a Retirement Plan Administrator at ADMIN Partners, LLC at ADMIN Partners, LLC. He possess expertise in investments, microsoft excel, analysis, mutual funds, 401k and 22 more skills.

Brian Boland's Current Company Details
ADMIN Partners, LLC

Admin Partners, Llc

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Retirement Plan Administrator at ADMIN Partners, LLC
cherry hill, new jersey, united states
Website:
youradminpartners.com
Employees:
48
Brian Boland Work Experience Details
  • Admin Partners, Llc
    Retirement Plan Administrator
    Admin Partners, Llc Oct 2016 - Present
    View
  • Professional Capital Services
    Technical Supervisor
    Professional Capital Services Mar 2015 - Oct 2016
    Philadelphia, Pa
    Monitoring of all issues assigned to associates in the Technical Department. Ensuring that items assigned are completed timely and correctly. Research, analysis and corrections of plan issues for all clients. Continual review and analysis of department procedures and updating them when needed. Daily reconciliation of plan trust accounts for cash and units. Daily submission of trade files to multiple trading vendors. Responsible for updating monthly fund performance for all funds.
    View
  • Professional Capital Services
    Senior Investment And Reconciliation Specialist
    Professional Capital Services Dec 2005 - Mar 2015
    Philadelphia. Pa
    Daily reconciliation of plan trust accounts for cash and units. Daily submission of trade files to multiple trading vendors. Creation and documentation of procedures for Relius corrections. Research, analysis and corrections of plan issues for all clients. Preparing and performing ADC/ACP Discrimination testing.
    View
  • Bisys Fund Services
    Senior Investment Associate
    Bisys Fund Services Feb 2000 - Dec 2005
    Selected as the lead Investment Associate for the new team structure for the company's largest partner.Responsible for the loading, processing of investment and census of all files received. Analyze, identify and resolve client investment and census problems.Process and trade 401k files with 100% accuracy with amounts in the millions. Monitor client trust accounts and identify and resolve outstanding balances. Reconcile plan trust to Direct Deposit Account. Assist manager in daily functions and work on special projects. Generate daily reports in Excel and Access for supervisors, managers and associate review. Research and resolve comments or client requests as assigned. Participate in audit activities as required by partner.
    View
  • Merrill Lynch
    Plan Administrator
    Merrill Lynch Jan 1998 - Feb 2000
    View

Brian Boland Skills

Investments Microsoft Excel Analysis Mutual Funds 401k Finance Financial Services Customer Service Process Improvement Trading Securities Analytical Skills Microsoft Word Retirement Planning Retirement Microsoft Office Business Process Improvement 401 Retirement Savings Plans Management Etfs Dedication To Work Teamwork Html Scripting Wordpress Sql Series 63 Relius

Brian Boland Education Details

Frequently Asked Questions about Brian Boland

What company does Brian Boland work for?

Brian Boland works for Admin Partners, Llc

What is Brian Boland's role at the current company?

Brian Boland's current role is Retirement Plan Administrator at ADMIN Partners, LLC.

What is Brian Boland's email address?

Brian Boland's email address is bo****@****tal.com

What is Brian Boland's direct phone number?

Brian Boland's direct phone number is +121528*****

What schools did Brian Boland attend?

Brian Boland attended La Salle University.

What skills is Brian Boland known for?

Brian Boland has skills like Investments, Microsoft Excel, Analysis, Mutual Funds, 401k, Finance, Financial Services, Customer Service, Process Improvement, Trading, Securities, Analytical Skills.

Who are Brian Boland's colleagues?

Brian Boland's colleagues are Oksana Saavedra, Zaidah Fataar, Angel Maldonado, Gousiya Shaikh, Nor Hafizah, Kathleen Martorelli, Pepe Pérez.

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