Christopher Balcer Email & Phone Number
@americantrust.com
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Who is Christopher Balcer? Overview
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Christopher Balcer is listed as Senior PMO Analyst at American Trust at EDGECo Holdings, LP, a company with 11 employees, based in Greater Phoenix Area, United States, United States. AeroLeads shows a work email signal at americantrust.com and a matched LinkedIn profile for Christopher Balcer.
Christopher Balcer previously worked as Senior Project Management Office (PMO) Analyst at Edgeco Holdings, Lp and Senior Project Manager at American Trust.
Email format at EDGECo Holdings, LP
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AeroLeads found 1 current-domain work email signal for Christopher Balcer. Compare company email patterns before reaching out.
About Christopher Balcer
SUMMARYMy background includes collaborating with clients, reviewing retirement plan documents, performing quality reviews of plan setup, monitoring testing process, conducting thorough review of the testing results, and meeting client's expectation to drive organizational success. I have extensive experience in Data Management and I have completed hundreds of projects where I was the primary lead working with the client directly, managing the project through all stages of the project from assignment to completion. During this time, I reviewed peer setup which consisted of reviewing plan setup on internal systems such as VISION and Payroll Related Services (PRS).My previous roles has given me the opportunity to develop a broad range of skills and technical expertise which I will be able to apply to this role immediately. I have spent the last 17 years fine-tuning my skills and I am keen to continue developing my career in the field. I have developed meticulous attention to detail, excellent communication and impeccable relationship building skills by successfully managing projects with both external clients and internal departments. More also, I enjoy helping others and supporting my colleagues. I love to explore the relationships between numbers, and translate digits and spreadsheets into stories. In this era of big data, these stories become actionable solutions and strategies for businesses, and I take pride in my ability to make data accessible to both frontline sales staff and executive decision-makers.
Listed skills include 401K, Software Documentation, Project Management, Payroll, and 16 others.
Christopher Balcer's current company
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Christopher Balcer work experience
A career timeline built from the work history available for this profile.
Senior Project Manager
CurrentResponsible for the management of Relius and retirement operations systems. Collaborate with internal and external clients. Manage workflow efficiency and the overall user experience for employees, participants, plan sponsors, and plan advisors. Provides support for a broad range of projects and improving data management and workflows. Assist operation.
Project Management Lead Administrator - Retirement Plan Conversion Specialist
- Ensures timely and 100% accurate conversion of external retirement plans to Vanguard systems. Reviews retirement plan documents, including standard prototypes, volume submitters, and custom plans, to direct to an.
- Owned $100M+ account management for major brands, each with 100k+ participants.
- Consulted with clients on service plan changes and ensured system capabilities to support sponsor plan specs.
- Leads team efforts for the reconciliation process.
- Collaborated with Control and Governance divisions to create detailed audit plan for new plan rollouts.
- Execute on readiness and communication strategy for upcoming changes impacting the Retirement Plans and Services.
Project Leader, Individual Statements, Vanguard
- Responsibilities included monitoring statement processing exceptions to ensure timely resolution minimizing client impact using Microsoft Access. Participated in system acceptance testing that included development.
- Developed a verification audit plan used by all associates to ensure processing was successful
- Ensured new provisions were accurately reflected in output
Tier One Tester
Worked directly with system programmers to improve workflow of items from web portal to the processing associates. Tested system enhancements to back end and front end system used by processing and phone associates
Colleagues at EDGECo Holdings, LP
Other employees you can reach at edgecoholdings.com. View company contacts for 11 employees →
A. N. M. Nahid Sultan
Colleague at Edgeco Holdings, LpDhaka, Bangladesh, Bangladesh
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NH
Nicholas Habursky
Colleague at Edgeco Holdings, LpGreater Pittsburgh Region, United States
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KO
Kris Ortolano
Colleague at Edgeco Holdings, LpMarrero, Louisiana, United States, United States
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JS
Jos Stewart-Dortch
Colleague at Edgeco Holdings, LpMaricopa, Arizona, United States, United States
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DJ
David Jones
Colleague at Edgeco Holdings, LpLexington, Kentucky, United States, United States
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SS
Steven Schweitzer, Cfp, Aifa, Caia
Colleague at Edgeco Holdings, LpGreater Philadelphia, United States
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BW
Bill Walton
Colleague at Edgeco Holdings, LpSouth Park Township, Pennsylvania, United States, United States
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RW
Ryan Wang
Colleague at Edgeco Holdings, LpSan Diego, California, United States, United States
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MJ
Mathew Jennings
Colleague at Edgeco Holdings, LpPittsburgh, Pennsylvania, United States, United States
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CB
Chelsea Bell
Colleague at Edgeco Holdings, LpGreater Syracuse-Auburn Area, United States
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Frequently asked questions about Christopher Balcer
Quick answers generated from the profile data available on this page.
What company does Christopher Balcer work for?
Christopher Balcer works for EDGECo Holdings, LP.
What is Christopher Balcer's role at EDGECo Holdings, LP?
Christopher Balcer is listed as Senior PMO Analyst at American Trust at EDGECo Holdings, LP.
What is Christopher Balcer's email address?
AeroLeads has found 1 work email signal at @americantrust.com for Christopher Balcer at EDGECo Holdings, LP.
Where is Christopher Balcer based?
Christopher Balcer is based in Greater Phoenix Area, United States, United States while working with EDGECo Holdings, LP.
What companies has Christopher Balcer worked for?
Christopher Balcer has worked for Edgeco Holdings, Lp, American Trust, and Vanguard.
Who are Christopher Balcer's colleagues at EDGECo Holdings, LP?
Christopher Balcer's colleagues at EDGECo Holdings, LP include A. N. M. Nahid Sultan, Nicholas Habursky, Kris Ortolano, Jos Stewart-Dortch, and David Jones.
How can I contact Christopher Balcer?
You can use AeroLeads to view verified contact signals for Christopher Balcer at EDGECo Holdings, LP, including work email, phone, and LinkedIn data when available.
What skills is Christopher Balcer known for?
Christopher Balcer is listed with skills including 401K, Software Documentation, Project Management, Payroll, Customer Satisfaction, Networking, Access, and Management.
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