Christopher Waldron Email and Phone Number
Christopher Waldron work email
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Christopher Waldron personal email
Retirement Plan Consultant supporting employers and individuals in designing and managing their retirement programs. Focus area of developing strategic partnerships with financial advisers, investment managers, CPAs, custodians/banks, payroll, etc. Core areas of expertise are in relationship management, sales, project management, strategy and client service. Credentials: QKA, QPA, CPC, AIF®Plan Types: IRA, 401(k), 457, 403(b), Defined Benefit, Cash Balance
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Managing Consultant - Client ServicesSpectrum Pension Consultants Apr 2023 - PresentTacoma, Wa, Us
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ConsultantSpectrum Pension Consultants Jan 2016 - Apr 2023Tacoma, Wa, UsConsultants are responsible for the management of a block of clients. They coordinate client work product and deliverables with associate staff members and other colleagues. Consultants routinely meet with clients, both via telephone and in person, to evaluate benefit plan objectives, review critical plan indicators and deliverables, educate employer decision makers on significant legislative or regulatory changes, and educate client employees’ about benefit plan features. Consultants share their professional expertise with other less experienced staff members through routine training and mentoring. They may have administrative, business development, and managerial or supervisory responsibilities.
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Sales / MarketingSpectrum Pension Consultants Aug 2012 - Apr 2023Tacoma, Wa, UsCultivate new business directly with employer organizations and through professional advisory partners. Responsible for development of new business nationwide through our wide range of professional services; Plan Administration and Management, Compliance, Consulting and Advisory Services, Technology Automation and Innovation.
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Associate ConsultantSpectrum Pension Consultants Mar 2013 - Jan 2016Tacoma, Wa, UsAssociate Consultants are responsible for preparation of core client deliverables. They determine eligible employees for plan participation; calculate employer contributions; process benefit distributions and participant loans; prepare employer management reports and participant benefit statements; reconcile plan transactions; prepare financial statements; and prepare government tax form filings. Associate Consultants may manage a block of clients and coordinate client work product and deliverables with colleagues. They meet with clients, both via telephone and in person, to review plan deliverables and educate client employees’ about benefit plan features.
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First Year AssociateSpectrum Pension Consultants Mar 2012 - Mar 2013Tacoma, Wa, UsFirst year associates are responsible for retirement plan accounting functions, including: reviewing financial documents; tracking and verifying deposits; preparing financial statements; investment execution; researching data anomalies; processing client and participant requests; and reconciling financial information from different sources.
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Account ManagerGroupira Jan 2013 - PresentTacoma, Wa, UsGROUPIRA - Invest with the Power of Many - Leveraging the collective buying power of many investors to access high quality, low cost investments, which are generally unavailable to retail investors. -
SupervisorAramark Sep 2011 - Feb 2012Philadelphia, Pennsylvania, Us•Responsible for day to day unit operations •Supervised a staff of 175, serving 18,000 meals per week •Controlled weekly labor and product costs, maintained at or below budget•Managed weekly inventory, cost control data•Maintain a high level of customer/client satisfaction•Responsible for cash accuracy and MICROS programming & training•Participated in project management and new program execution•Cross-trained in all employee stations for operational needs or adversities•Supervised a wide range of catering events and a variety of retail -
SupervisorSodexo Mar 2011 - Aug 201192866 Issy Les Moulineaux Cedex 9, Fr -
Financial Representitive InternNorthwestern Mutual Jun 2009 - Jun 2010Milwaukee, Wi, UsThe mission of the NWMFN is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I worked with clients to identify their definitions of financial security and then focuses on solutions that can help make those financial goals a reality. I helped find the right solutions for personal, family or business needs.
Christopher Waldron Education Details
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Western Washington UniversityFinance -
Tacoma Community CollegeBusniess Administration
Frequently Asked Questions about Christopher Waldron
What company does Christopher Waldron work for?
Christopher Waldron works for Spectrum Pension Consultants
What is Christopher Waldron's role at the current company?
Christopher Waldron's current role is John's Dad I Retirement Consultant I Advocate.
What is Christopher Waldron's email address?
Christopher Waldron's email address is cw****@****ion.com
What schools did Christopher Waldron attend?
Christopher Waldron attended Western Washington University, Tacoma Community College.
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