Senior Retirement Plan Consultant
Current
Jan 2022 - Present
AeroLeads people directory · profile
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ Email & Phone Number
Senior Retirement Plan Consultant
at
OneDigital
1 work email found
@hmcapitalmanagement.com
1 phone found area 314
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Senior Retirement Plan Consultant
Location
St Louis, Missouri, United States
Company size
Who is Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ is listed as Senior Retirement Plan Consultant at OneDigital, a company with 1545 employees, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at hmcapitalmanagement.com, phone signal with area code 314, and a matched LinkedIn profile for Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ.
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ previously worked as Owner at Wittmond Hotel and Senior Vice President at Hm Capital Management. Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ holds Mba, Finance from Saint Louis University.
Company email context
Email format at OneDigital
This section adds company-level context without repeating Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ's masked contact details.
*@hmcapitalmanagement.com
68% confidence
AeroLeads found 1 current-domain work email signal for Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ. Compare company email patterns before reaching out.
Profile bio
About Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ
As Senior Client Relationship Manager for Retirement Plan Consulting, Caroline serves as the lead relationship manager for the firm's institutional clients. Caroline responsibilities include investment performance analysis, all-in fee analysis, full plan reviews, manager search and selection including ongoing due diligence and evaluation, and preparation of customized client performance reports. Additional responsibilities include monitoring industry trends, advising plan sponsors on potential plan design changes, and coordinating employee education efforts.
Listed skills include Investments, Asset Allocation, Financial Analysis, Financial Modeling, and 19 others.
Current workplace
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ's current company
Company context helps verify the profile and gives searchers a useful next step.
Onedigital
13 roles
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ work experience
A career timeline built from the work history available for this profile.
Owner
Current
Wittmond Hotel
http://wittmondhotel.com/
Jan 2011 - Present
Senior Vice President
Hm Capital Management
As Senior Vice President, Institutional Consulting Services, Caroline serves as a relationship manager for HM Capital Management’s institutional clients.
Dec 2014 - Oct 2022
Vice President, Defined Contribution Services
Dec 2012 - Dec 2014
Consulting Associate, Defined Contribution Services
Dec 2010 - Dec 2012
Research Analyst
Apr 2009 - Dec 2010
May 2008 - May 2009
Mba Internship
Rotated through Internal Audit and Corporate Integration departments.
Sep 2008 - Apr 2009
Investment Management Analyst
Specialized in Police and Fire Pension Funds of the north and western Chicago suburbs.
May 2005 - May 2008
Registered Customer Service Associate
Specialized in high net worth individuals, religious organizations, and non-profits.
Jun 2003 - May 2005
Securities Analyst Intern
Jan 2003 - May 2003
Credit Analyst Intern
Jan 2002 - Aug 2002
Customer Service Representative
Bank Of Kampsville
May 2000 - Aug 2001
Team & coworkers
Colleagues at OneDigital
Other employees you can reach at onedigital.com. View company contacts for 1545 employees →
CG
Collin Gauntlett, Cpfa
Colleague at Onedigital
Orlando, Florida, United States, United States
View →
HJ
Hannah J. Vitkus, Shrm-Cp, Mhrm
Colleague at Onedigital
Richmond, Virginia, United States, United States
View →
BD
Brian Driscoll
Colleague at Onedigital
Naples, Florida, United States, United States
View →
PA
Patrick Alred
Colleague at Onedigital
Marietta, Georgia, United States, United States
View →
CA
Cameron A. Failey
Colleague at Onedigital
Kansas City Metropolitan Area, United States
View →
JC
Jim Cattaneo, Cfp®
Colleague at Onedigital
Auburn Hills, Michigan, United States, United States
View →
KH
Kemper Harrison
Colleague at Onedigital
Atlanta, Georgia, United States, United States
View →
JO
Julie Odenwaldt
Colleague at Onedigital
Leesburg, Virginia, United States, United States
View →
SB
Steven Brykailo
Colleague at Onedigital
Naperville, Illinois, United States, United States
View →
VA
Valerie Angle
Colleague at Onedigital
Waukee, Iowa, United States, United States
View →
Collin Gauntlett, Cpfa
Colleague at Onedigital
Orlando, Florida, United States, United States
View →
HJ
Hannah J. Vitkus, Shrm-Cp, Mhrm
Colleague at Onedigital
Richmond, Virginia, United States, United States
View →
BD
Brian Driscoll
Colleague at Onedigital
Naples, Florida, United States, United States
View →
PA
Patrick Alred
Colleague at Onedigital
Marietta, Georgia, United States, United States
View →
CA
Cameron A. Failey
Colleague at Onedigital
Kansas City Metropolitan Area, United States
View →
JC
Jim Cattaneo, Cfp®
Colleague at Onedigital
Auburn Hills, Michigan, United States, United States
View →
KH
Kemper Harrison
Colleague at Onedigital
Atlanta, Georgia, United States, United States
View →
JO
Julie Odenwaldt
Colleague at Onedigital
Leesburg, Virginia, United States, United States
View →
SB
Steven Brykailo
Colleague at Onedigital
Naperville, Illinois, United States, United States
View →
VA
Valerie Angle
Colleague at Onedigital
Waukee, Iowa, United States, United States
View →
4 education records
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ education
Mba, Finance
Qka Designation Attained, Qualified 401K Plan Administrator
American Society Of Pension Professionals And Actuaries
Bsba, Finance
Education record
Villa Duchesne / Oak Hill School
FAQ
Frequently asked questions about Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ
Quick answers generated from the profile data available on this page.
What company does Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ work for?
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ works for OneDigital.
What is Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ's role at OneDigital?
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ is listed as Senior Retirement Plan Consultant at OneDigital.
What is Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ's email address?
AeroLeads has found 1 work email signal at @hmcapitalmanagement.com for Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ at OneDigital.
What is Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ's phone number?
AeroLeads has found 1 phone signal(s) with area code 314 for Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ at OneDigital.
Where is Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ based?
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ is based in St Louis, Missouri, United States while working with OneDigital.
What companies has Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ worked for?
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ has worked for Onedigital, Wittmond Hotel, Hm Capital Management, Summit Strategies, and Saint Louis University.
Who are Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ's colleagues at OneDigital?
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ's colleagues at OneDigital include Collin Gauntlett, Cpfa, Hannah J. Vitkus, Shrm-Cp, Mhrm, Brian Driscoll, Patrick Alred, and Cameron A. Failey.
How can I contact Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ?
You can use AeroLeads to view verified contact signals for Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ at OneDigital, including work email, phone, and LinkedIn data when available.
What schools did Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ attend?
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ holds Mba, Finance from Saint Louis University.
What skills is Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ known for?
Caroline Stegman, Qka®,Cpfa®,Rfᵀᴹ is listed with skills including Investments, Asset Allocation, Financial Analysis, Financial Modeling, Portfolio Management, Asset Managment, Strategic Financial Planning, and Series 7.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial