Dale Kramer Email and Phone Number
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https://substack.com/@dalekramerhistoryessays/note/p-152072154?r=4rf4r7
Ascensus
View- Website:
- ascensus.com
- Employees:
- 5622
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Senior Retirement Support SpecialistAscensusStromsburg, Ne, Us
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Retirement Service ConsultantAscensus Nov 2024 - Present
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Senior Retirement Support SpecialistAscensus Aug 2022 - Nov 2024
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Retirement Plan AnalystAscensus Feb 2021 - Aug 2022
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Business System Analyst, Retirement Plans DivisionMutual Of Omaha Mar 2020 - Jan 2021Omaha, Nebraska, United States401k Admin Advantage Team, provided ERISA 3(16) services for plans. Reviewed hardships, loans, and distributions. Processed QDRO requests. Oversaw monthly audit of terminated participants and sent termination packets. Conducted weekly reports to correct missing and incorrect census data. Ensured timely mailing of required notices (QDIA changes, SAR, SPD, eligibility notices, etc). -
Senior Representative, Retirement Banking OperationsTd Ameritrade Oct 2018 - Feb 2020Conduct all training efforts for my team & our shadow team in Texas. Created & implemented quality control/oversight program. Coached team members to improve productivity and quality. Regularly resolve escalated issues for my management, associates, and other business partners. Updated and formatted outdated procedure manuals, totalling over 200 pages. Facilitated team meetings and problem-solving/LEAN initiatives. Participated in User Acceptance Testing. -
Representative, Retirement Banking OperationsTd Ameritrade Apr 2017 - Oct 2018Omaha, Nebraska* Processed contributions & distributions for IRA & QRP accounts *Analyzed client requests for correct tax withholding & communicated issue/resolution*Collaborated across TD Ameritrade internal departments to ensure timely & accurate fulfillment of client requests, while mitigating financial & legal risk to the firm
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Investor Services RepresentativeTd Ameritrade Nov 2016 - Apr 2017Omaha, NebraskaProvided frontline support to clients regarding brokerage accounts and products, engaged clients in conversations to meet stated needs and discover unstated needs, assisted in monetary growth of the firm by submitting referrals and new business leads.
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Academic Tutor/ProofreaderGrace University Nov 2013 - May 2016I worked in the Academic Resource Center, tutoring college students and proofreading papers. As a tutor, I was assigned to work with students who were struggling academically or who needed to reach specific goals. After listening to their situations, I helped them develop plans to meet their goals and improve their study habits. I maintained communication with my students and met with them weekly to hold them accountable to their plans. As a proofreader, I was given paper submissions from students to make structural and grammar suggestions and to point out possible improvements. I was the "go-to" proofreader in the center, and several professors commented on how my assistance improved the writing of their students. -
Public Relations And Marketing InternStrategic Air Command & Aerospace Museum May 2015 - Jul 2015As PR/Marketing Intern, I worked in a support role for the Marketing Director. I used my proficient writing and editing ability to proofread materials (press releases, pitch stories, blog posts) and to write my own marketing materials. I tracked the museum's media publicity and conducted extensive research to generate future communication leads. One of my main projects was to host an onsite media event for the Omaha World Herald and Nebraska Educational Television. As a final capstone project, I wrote a large pitch story for a magazine lead that I found during my research.
Dale Kramer Skills
Dale Kramer Education Details
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Grace UniversityCommunication Studies, Minor In Business Administration
Frequently Asked Questions about Dale Kramer
What company does Dale Kramer work for?
Dale Kramer works for Ascensus
What is Dale Kramer's role at the current company?
Dale Kramer's current role is Senior Retirement Support Specialist.
What is Dale Kramer's email address?
Dale Kramer's email address is dk****@****ceu.edu
What is Dale Kramer's direct phone number?
Dale Kramer's direct phone number is +140236*****
What schools did Dale Kramer attend?
Dale Kramer attended Grace University, Trailhead By Salesforce.
What are some of Dale Kramer's interests?
Dale Kramer has interest in People Development, Politics, Conflict Resolution, Education, Transportation/logistics, Disaster And Humanitarian Relief, Influencing Organizational Change.
What skills is Dale Kramer known for?
Dale Kramer has skills like Leadership, Event Planning, Public Speaking, Leadership Development, Writing/editing, Communication, Social Media, Customer Service, Salesforce, Editing, Microsoft Office, Conflict Management.
Who are Dale Kramer's colleagues?
Dale Kramer's colleagues are Katelyn Bouzane, Sindhuja Pasalapudi, Teresa Garrison, Kate D., James Crowley, Tracy Watts, M'lissa Groh.
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