Christopher Retherford
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Christopher Retherford Email & Phone Number

Data Migration Specialist at Wealthbox at Wealthbox
Location: Cincinnati Metropolitan Area, United States 8 work roles 3 schools
1 work email found @exitplanning.com 2 phones found area 617 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@exitplanning.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Data Migration Specialist at Wealthbox
Location
Cincinnati Metropolitan Area, United States
Company size

Who is Christopher Retherford? Overview

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Quick answer

Christopher Retherford is listed as Data Migration Specialist at Wealthbox at Wealthbox, a with 11 employees, based in Cincinnati Metropolitan Area, United States. AeroLeads shows a work email signal at exitplanning.com, phone signal with area code 617, and a matched LinkedIn profile for Christopher Retherford.

Christopher Retherford previously worked as Data Migration Specialist at Wealthbox and Senior Client Success Specialist at Bei | Exit Planning. Christopher Retherford holds Bachelor Of Science (B.S.), Business Information Systems from Indiana Wesleyan University.

Company email context

Email format at Wealthbox

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{first_initial}{last}@exitplanning.com
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AeroLeads found 1 current-domain work email signal for Christopher Retherford. Compare company email patterns before reaching out.

Profile bio

About Christopher Retherford

I am a driven professional with a passion for technology and business. I graduated from Indiana Wesleyan University with a degree in Business Information Systems, where I developed a strong foundation in both technical and business skills. I am a self-motivated learner who is constantly seeking new challenges and opportunities to improve and grow.As a digital junkie, I have a strong interest in programming and AI, and I am always looking for ways to apply these technologies to improve business operations and drive growth. In my personal life, I am happily married and a proud owner of two loving dogs. I strive to maintain a healthy work-life balance and enjoy spending time with my family and friends.I currently work as a Senior Client Success Specialist at BEI Exitplanning, where I help clients achieve their business goals by providing expert guidance and support.My goal is to continue learning and expanding my skillset, in order to become a valuable asset to any organization and contribute to its success.

Listed skills include Customer Service, Training, Publishing, Customer Engagement, and 45 others.

Current workplace

Christopher Retherford's current company

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Wealthbox
Wealthbox
Data Migration Specialist at Wealthbox
Website
Employees
11
AeroLeads page
8 roles

Christopher Retherford work experience

A career timeline built from the work history available for this profile.

Data Migration Specialist

Current

- Meet with new customers to gather requirements for a successful CRM transfer- Prepare data for import using Microsoft Excel and other database tools- Upload and monitor the progress of customer imports- Organize and hold onboarding meetings with new customers

Mar 2023 - Present

Application Specialist

• Works closely with marketing materials and assured compliance is met• Documentation creation• Hosted and Conducted Zoom based finance classes• Processed Background Checks for customer based requests• Conducted weekly meetings with company president and CEO on support team analytics• Tested client facing systems• Distributed marketing newsletter to 2k+ customers• Works closely with the following systems: Jira, Campaign Monitor, Hubspot, Zoom Admin, Recurly, CVENT

Sep 2021 - May 2022

Digital Asset Coordinator

Fort Mitchell, Ky

Manage Client Digital Asset Management (DAM) Manage Customer facing DAMMaintain Icon Asset Library, Dropbox, Microsoft Share Point, and Microsoft One DriveOrganize, label, and Tag assets and creative artwork for uploadManage Bulk and Manual asset uploads each weekMaintain assets available on server for use by designersCheck for expiring licenses and remove files from useDownload new assets as they become available, move files to FTP servers and check for file upload errors

Jul 2019 - Sep 2021

Senior Digital Solutions Coordinator

As a Digital Solutions Coordinator, I provide proactive ongoing course support for Instructors. For any Instructor using a Digital Course Product, we assure they have everything they need for a successful semester.This includes: - Assisted Instructors with Course needs.- Provided and analyzed usage statistics to Learning Consultants and Instructors- Providing technical expertise to Instructors, for courses loaded in our Learning Management systems- Researching new ways provide insight on each product of our company.- Helping train team members on various products- Working closely with Customer Service and Technical Support to provide a timely and efficient resolution for our Customers.- Understanding and testing system upgrades- Educating Instructors on various products via Phone or Email- Chosen for the Digital Fulfillment Services Focus Group- Providing reports to Learning Consultants based on territory numbers- Pull and analyze data- Created documentation for product support

Jun 2012 - Jun 2019

Technical Support Representative

As a Technical Support Representative, I was responsible for maintaining end-user relationships, consulting and supporting Cengage Learning Digital Products and Websites.This includes:- General technical support skills for both Students, Instructors and other Cengage Staff. - Worked to solve problems with Laptops, Printers, Digital Software Installation, and Desktop Hardware. - Provided superb Customer Service skills - Created and delivered training related presentations to the user community.- Establish relationships with business users at all levels in the organization. Promotes ITS services, engage customers to understand business needs and maintains ownership for problem resolution. Deliver monthly technology updates to the user community.- Provided one on one and group training, for both peers and customers. This would include trainings on new technologies, hardware/software and process changes.- Perform password resets and workstation management- Responsible for resolving computer problems related to Windows 7, Windows applications, Microsoft Office products including MS Outlook, Office Communicator, McAfee Antivirus and Mac OS X.- Participate in special projects as assigned.- Case management - Responding to Customer Case e-mails through Case Management Program- Provided Technical Support and Troubleshooting via Phone, Email, and Chat Client- Created Documentation for new standard processes- Assisted with Course Creation and Customization needs for Learning Management Systems. - Educated Instructors on Product Knowledge

Nov 2010 - Jun 2012

Graphic Designer

Freelance Graphic Design

- Responsible for completing various freelance design assignments including: Design of various Logos, Web Site Banners, Website Graphics, Advertising Banners, Invitations, and T-Shirt Designs.- Responsible for the coordination and production of a variety of graphics products and services.- Assembled final layouts for printing and provided graphic design for website.- Worked closely with clients finding the right fit to their needs- Meeting tight deadlines- Created design prototypes, graphic design, site navigation, and content layout. - Designed graphics for Internet, intranet and HTML email campaigns. - Ensured visual concept development, layout, and designed are within parameters of the Brand standards manual.

Oct 2006 - Aug 2014

Lead Graphic Designer

Taps Paramagazine

As the Lead Graphic Designer for TAPS Paramagazine, I worked to meet tight deadlines for magazine production and distribution. Also I worked closely with the Art Director on Layouts, Covers, and Storyboards for the magazine. Even though I no longer work for the magazine, I still work as a Freelance Graphic Designer. This also includes:- Meeting with Editors, and Advertising Managers to coordinate the appearance of their upcoming issue.- Created Typefaces and Fonts for the magazine's cover and headlines - -- Assisted with which artwork will be used with each story- Managed the magazine social media website- Created advertising banners and website banners- Created CD/DVD Covers for items included with the magazine subscriptions- Reviewing final layouts and suggesting improvements if required- Developing concepts, graphics and layouts for product illustrations, and internet websites- Use computer software to generate new images- Maintain archive of images, photos, or previous work products- Researched new software or design concepts- Present and propose designs to clients for approval- Prepare designs for print or digital publication and signage- Staying abreast of the latest technologies in terms of computerized media and common design programs such as: Adobe Photoshop, Adobe Illustrator, and Quark Xpress- Demonstrated excellent proofreading skills, while also showing high attention to quality and detail- Working with other professionals in the industry such as copywriters, photographers, marketing specialists, web developers and printers.

Oct 2005 - Oct 2006
Team & coworkers

Colleagues at Wealthbox

Other employees you can reach at wealthbox.com. View company contacts for 11 employees →

3 education records

Christopher Retherford education

Diploma, General - High School

Lloyd Memorial High School
FAQ

Frequently asked questions about Christopher Retherford

Quick answers generated from the profile data available on this page.

What company does Christopher Retherford work for?

Christopher Retherford works for Wealthbox.

What is Christopher Retherford's role at Wealthbox?

Christopher Retherford is listed as Data Migration Specialist at Wealthbox at Wealthbox.

What is Christopher Retherford's email address?

AeroLeads has found 1 work email signal at @exitplanning.com for Christopher Retherford at Wealthbox.

What is Christopher Retherford's phone number?

AeroLeads has found 2 phone signal(s) with area code 617 for Christopher Retherford at Wealthbox.

Where is Christopher Retherford based?

Christopher Retherford is based in Cincinnati Metropolitan Area, United States while working with Wealthbox.

What companies has Christopher Retherford worked for?

Christopher Retherford has worked for Wealthbox, Bei | Exit Planning, Icon Marketing Communications, Cengage Learning, and Freelance Graphic Design.

Who are Christopher Retherford's colleagues at Wealthbox?

Christopher Retherford's colleagues at Wealthbox include Katherine Matthews, Quinn Mullaney, Anthony Pacitti, Angelica Nguyen, and Andrew Frey.

How can I contact Christopher Retherford?

You can use AeroLeads to view verified contact signals for Christopher Retherford at Wealthbox, including work email, phone, and LinkedIn data when available.

What schools did Christopher Retherford attend?

Christopher Retherford holds Bachelor Of Science (B.S.), Business Information Systems from Indiana Wesleyan University.

What skills is Christopher Retherford known for?

Christopher Retherford is listed with skills including Customer Service, Training, Publishing, Customer Engagement, Educational Technology, Microsoft Office, Graphic Design, and Technical Support.

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