Tsp Consolidation Specialist
Provide concierge experience for Federal employees looking to transfer assets from previous employer plans or IRAs into their Thrift Savings Plan.
Mar 2023 - May 2024
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Denise Dotson Email & Phone Number
Retirement Consolidation Specialist
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 71%
Role
Retirement Consolidation Specialist
Location
Charlotte, North Carolina, United States
Who is Denise Dotson? Overview
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Quick answer
Denise Dotson is listed as Retirement Consolidation Specialist based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Denise Dotson.
Denise Dotson previously worked as TSP Consolidation Specialist at Retirement Clearinghouse and Account Services Representative at Retirement Clearinghouse. Denise Dotson holds Bachelor'S Degree, Business Administration And Management, General from Southern New Hampshire University.
Company email context
Email format at wellsfargo.com
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{first}.{last}@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Denise Dotson. Compare company email patterns before reaching out.
Profile bio
About Denise Dotson
I have 5 years experience in large Financial institutions, with expansive knowledge of banking and retirement services. I enjoy being challenged in my roles and have often taken on tasks without being asked. I provide excellent customer care and team work as I lead each day with positivity and an eagerness to help.
4 roles
Denise Dotson work experience
A career timeline built from the work history available for this profile.
Account Services Representative
Jan 2023 - Mar 2023
Financial Processing Clerk
- Participants plan for a fulfilled, comfortable life after retirement, with the help of Employer Sponsored Retirement plans and Individual Retirement Accounts, employees and employers both invest retirement savings in.
- Retirement Plan Services assist employers and participants to house multimillion dollar accounts and reinvest those funds into the stock market. I work directly with participants, employers and Third party.
Sep 2021 - Jul 2022
Bank Teller
- Customers depend on bank staff to be trustworthy and understanding of privacy and security. I bring a positive attitude and initiative to assist with daily transactions, building rapport to start the discussion for a.
- Banks rely on risk management to reduce loss and error in every task. I participate in dual control processes to keep my branch in compliance and functioning with minimal error.
Feb 2018 - Sep 2021
1 education record
Denise Dotson education
FAQ
Frequently asked questions about Denise Dotson
Quick answers generated from the profile data available on this page.
What is Denise Dotson's role at their current company?
Denise Dotson is listed as Retirement Consolidation Specialist.
What is Denise Dotson's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Denise Dotson.
Where is Denise Dotson based?
Denise Dotson is based in Charlotte, North Carolina, United States.
What companies has Denise Dotson worked for?
Denise Dotson has worked for Retirement Clearinghouse, Lincoln Financial Group, and Wells Fargo.
How can I contact Denise Dotson?
You can use AeroLeads to view verified contact signals for Denise Dotson, including work email, phone, and LinkedIn data when available.
What schools did Denise Dotson attend?
Denise Dotson holds Bachelor'S Degree, Business Administration And Management, General from Southern New Hampshire University.
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