Dara Harkleroad

Dara Harkleroad Email and Phone Number

Relationship Manager @ Cadence Financial Management, LLC
Dara Harkleroad's Location
Columbus, New Jersey, United States, United States
Dara Harkleroad's Contact Details

Dara Harkleroad work email

Dara Harkleroad personal email

n/a
About Dara Harkleroad

Dara Harkleroad is a Relationship Manager at Cadence Financial Management, LLC. They possess expertise in finance, retirement, strategy, human resources, defined benefit and 7 more skills.

Dara Harkleroad's Current Company Details
Cadence Financial Management, LLC

Cadence Financial Management, Llc

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Relationship Manager
Dara Harkleroad Work Experience Details
  • Cadence Financial Management, Llc
    Relationship Manager
    Cadence Financial Management, Llc Mar 2022 - Present
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  • American Water
    Senior Retirement Analyst
    American Water Oct 2017 - Jun 2019
    Greater Philadelphia Area
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  • Nrg Energy
    Senior Retirement Plan Analyst
    Nrg Energy Mar 2014 - Mar 2017
    Princeton, N.J.
    Oversee all retirement programs, including defined benefit and defined contribution plans. Own plan compliance, administrative requirements and vendor relationships and lead retirement strategy and design. Act as the key retirement subject matter expert for Human Resources and senior leadership. Effectively manage relationships with third party vendors including plan record keepers, trustee, actuaries and auditors Act as subject matter expert for all retirement plans including eligibility and provision requirements.
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  • Bank Of America Merrill Lynch
    Client Service Manager
    Bank Of America Merrill Lynch Jan 2001 - Mar 2014
    Pennington, N.J>
    Worked with Defined Contribution and Non-Qualified Plan clients to ensure plans are fully automated and implement creative strategies to reduce costs and/or increase revenue. Educated clients and Financial Advisors on new retirement products and compliance regulations. Acted as the day to day contact for clients in all aspects of the plan management, including compliance, M&A activity and payroll.
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Dara Harkleroad Skills

Finance Retirement Strategy Human Resources Defined Benefit Client Services Financial Services 401 Retirement Savings Plans Business Process Improvement Microsoft Office Vendor Management Project Management

Dara Harkleroad Education Details

Frequently Asked Questions about Dara Harkleroad

What company does Dara Harkleroad work for?

Dara Harkleroad works for Cadence Financial Management, Llc

What is Dara Harkleroad's role at the current company?

Dara Harkleroad's current role is Relationship Manager.

What is Dara Harkleroad's email address?

Dara Harkleroad's email address is da****@****ter.com

What schools did Dara Harkleroad attend?

Dara Harkleroad attended Rowan University.

What skills is Dara Harkleroad known for?

Dara Harkleroad has skills like Finance, Retirement, Strategy, Human Resources, Defined Benefit, Client Services, Financial Services, 401 Retirement Savings Plans, Business Process Improvement, Microsoft Office, Vendor Management, Project Management.

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