Christopher Zeoli, Qka, Qpa Email & Phone Number

Berwyn, PA, US

Berwyn, Pennsylvania, United States

Christopher Zeoli is a Vice President & Senior Retirement Plan Consultant with OneDigital Retirement Services. In this role, Chris is responsible for the design, governance, compliance, and administration of qualified and nonqualified employer-sponsored retirement plans. He works closely with his clients helping them with their fiduciary governance, plan.

Malvern, Pennsylvania, United States

I partner with retirement plan advisors and third-party administrators (TPAs) to find an effective retirement plan solution for their clients and prospects. My role also assists in helping advisors and TPAs strategically grow their retirement plan practice by leveraging the Vanguard brand, tools, and resources. My expertise in retirement plan.

Malvern, PA

As a Sr. Conversion Manager, I was responsible for overseeing the seamless transition of retirement plans in excess of $200M in assets from one recordkeeping provider to another, ensuring compliance with all regulatory requirements and maintaining client satisfaction throughout the process. This role required a deep understanding of retirement plan.

Malvern, PA

Support the oversight of Vanguard’s mutual funds and advisors and assist in identifying new potential advisors for Vanguard funds. Prepare memos for senior staff and the Board of Directors that provides thorough, concise, and insightful analysis of an advisor’s firm, investment team, portfolio, and performance. Serve as a credible investment representative.

Malvern, PA

Contribute to “new” institutional business development by identifying and pre-qualifying potential client’s defined contribution and/or defined benefit plans through vigorous data mining and analysis. Conduct financial statement analysis on prospect to determine the long term viability as a customer. Conduct research on competitor’s comparative fund.

Malvern, PA

Responsible for overseeing the day-to-day administration of 15 college/university/health system sponsored retirement plan clients, with assets totaling approximately $5 billion. Generated ad-hoc reports & queries for quantitative plan audits and assisted clients with account reconciliations, adjustments, and remittance amounts. Conducted periodic audits to.

Malvern, PA

Responsibilities included the marketing and establishment of employer-sponsored plans for small-business and non-profit organizations. Knowledge of ERISA, IRS, and DOL rules/regulations and the competitive landscape were essential for job performance.  Developed a departmental database to track leads, new business, and client cash flows to help forecast.

Responded promptly and accurately to inquiries regarding shareholder accounts. Assisted investors’ with the development of investment objectives and aided callers in determining which funds were appropriate for their investment goals based on their time horizon and respective risk tolerance. Maintained an in-depth knowledge of over 60 mutual funds offered.

San Francisco, CA

Worked in the Institutional Equity Sales department. Duties included performing analysis on companies in Eastern Europe, Africa, Asia, and other emerging markets. Basic computer data entry of client’s weekly trades as well as tracking trader’s year-to-date business with clients. Attended morning meetings with industry analysts to gather economic and.

Mba, Finance Concentration

Ms, Finance & Accounting

Activities and Societies: Men's Varsity Soccer, Volunteer Income Tax Assistance Program (VITA)