Connor Stambaugh Email & Phone Number

New York City Metropolitan Area

New Jersey, United States

- Responsible for managing and driving resolution of day-to-day client inquiries.- Liaison between client and internal Fiserv partners relative to issue resolution, maintenance & project engagements, transactional growth initiatives and the like.- Help lead client adoption tactics relative to all installed services.- Responsible for completing regular and.

Wall, NJ

-Leverage client account and market data to develop comprehensive financial strategies for a book of individual clients, families, and small businesses across their investment accounts, insurance plans, and more- Utilize systems and tools which maximize client cash flow and pinpoint opportunities for financial growth to provide strategic recommendations.

Baltimore, Maryland, United States

- Manage the health of our US Retirement Plan Services business by serving as client-facing, administrative point of contact and investment expert for several US Retirement Plans, assisting with payroll, allocation, loan, and distribution escalations.- Retain existing 401(k) clients by identifying potential operational risks and developing concrete plans.

Baltimore, Maryland, United States

Baltimore, Maryland, United States

Owings Mills, MD

Owings Mills, Maryland

-Enhance the client experience through exceptional service of 401k retirement plans.-Establish relationships with retirement plan participants by listening and understanding their needs.-Build client confidence through investment knowledge and personalized analysis. -Take ownership of client and plan issues to ensure a swift resolution.-Continuously.

Owings Mills, MD

-Responsible for the coaching and development of a team of associates in the Workplace Investor Service and Education department.-Apply technical expertise in a variety of retirement accounts in order to handle escalated participant requests.-Participate in Senior Leadership Development Program (SLDP) to strengthen leadership and coaching.

Jersey City, New Jersey

Long Branch, New Jersey

• Established and maintained contacts and relationships with the residents at Renaissance by the Sea.
• Organized scheduling for 12 other employees on a daily basis over the course of each summer, dividing hours in a fair and even manner.
• Managed and kept inventory of beach equipment while accounting for the safety and cleanliness of both the beach and pool house at Renaissance by the Sea.

Eatontown, New Jersey

• Marketed CUTCO® products directly to consumers by way of one-on-one appointments established through personal contacts and referrals.
• Met set sales marks by presenting CUTCO® products to new customers while servicing existing clients.

Eatontown, New Jersey

• Represented and communicated the American Eagle esthetic to customers, while meeting or exceeding set sales quotas.
• Managed cashiering activities in areas of purchasing, returns, and exchanges, and enforcing store policies.

Bachelor Of Business Administration (B.B.A.), Finance, General

Activities and Societies: Loyola University Maryland Rugby Football Club (Social Chair), York Road Initiative (Team Liaison), Relay For.

Liberal Arts And Sciences/Liberal Studies

Activities and Societies: Financial Management Association of Australia, Business and Commerce Students' Society, Monash RugbyStudy Abroad.

High School Diploma

Activities and Societies: Football, Wrestling, Student Government, Relay for Life, Drama