Jamie Bucholz work email
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Jamie Bucholz personal email
Everything is figureoutable! Solution seeking business professional with talent for quickly mastering technology. Thrive in a deadline driven environment with keen attention to detail. A planner at my core, organization comes naturally. Enjoy collaborating to achieve greater results.
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Chief Of StaffSterling Management, LlcFargo, Nd, Us
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Chief Transformation OfficerGoldmark Property Management & Sterling Management Jan 2022 - Present
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Pmo ManagerGoldmark Property Management May 2020 - Jan 2022Fargo, North Dakota, United StatesResponsible for establishing and defining the project management discipline for the organization. Collaborate with senior leadership to execute projects that align with the organization's strategic vision. Provide business process and technology solutions to achieve operational excellence and enhance our customer experience. -
Process Optimization ManagerGoldmark Property Management May 2019 - May 2020
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AcquisitionsSterling Management, Llc May 2017 - May 2019Fargo, North Dakota Area
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Vp | Wealth Management AdvisorBell State Bank & Trust Nov 2013 - Jul 2015Fargo, NdCollaborative planning with personal trust, retirement and brokerage personnel focusing on the key financial plan areas (retirement, estate planning, asset allocation, risk management & cash flow).Produced over 100 comprehensive financial plan annually. Responsible for presenting plan and recommendations to clients, coordinating implementation and monitoring progress. -
ParaplannerBell State Bank & Trust Aug 2012 - Nov 2013Fargo, NdManaged financial planning process for senior wealth advisor and financial planning team including scheduling client meetings, preparing meeting materials (agenda, plan and recommendations), delegated and/or implemented follow-up items and maintained tracking in client management portal.In-house expert of financial planning software to input, analyze and prepare high volumes of comprehensive financial plans.* A retirement recordkeeping software conversion occurred during this time frame. Served on the software selection committee and conversion data validation team while maintaining responsibilities and meeting deadlines of Paraplanner role.
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Retirement Relationship Manager IState Bank & Trust Jan 2012 - Jul 2012Responsible for overall relationship with plan sponsors and plan participants while overseeing the operation of their retirement plan. Responsible for all communication, investment knowledge, annual reviews and participant education.Provided consultative services regarding plan design and operational efficiency in accordance with ERISA.
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Retirement Operations Team LeadState Bank & Trust Oct 2010 - Jan 2012Managed day-to-day processing and workflow for team to ensure daily deadlines were met timely and accurately. Ensured staff was cross-trained along with personally serving as a back-up when needed.Fostered a team environment through open communication and recognition.Served as a key resource for day-to-day issues including research and consultation with product vendor to resolve technical issues.
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Retirement Project ManagerState Bank & Trust 2007 - Oct 2010Responsible for drafting and maintenance of plan level documentation including, but not limited to, Adoption Agreements, Corporate Resolutions, Administrative Service Agreements and Administrative Forms.Managed and implemented all mass communications to Plan Sponsors and Plan Participants including regulatory changes, annual notices, fund changes and participant enrollment communications.Performed annual account reviews for entire retirement book of business.
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Retirement Administrative AssistantState Bank & Trust Dec 2005 - 2007Provided consistent, timely and accurate administrative support to the retirement relationship management and sales teams including preparation of annual plan reviews, maintenance of marketing materials and preparation of proposals.
Jamie Bucholz Skills
Jamie Bucholz Education Details
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Magna Cum Laude -
Cannon Financial InstitueRetirement Planning I - Iv
Frequently Asked Questions about Jamie Bucholz
What company does Jamie Bucholz work for?
Jamie Bucholz works for Sterling Management, Llc
What is Jamie Bucholz's role at the current company?
Jamie Bucholz's current role is Chief of Staff.
What is Jamie Bucholz's email address?
Jamie Bucholz's email address is jb****@****nks.com
What schools did Jamie Bucholz attend?
Jamie Bucholz attended Minnesota State University, Moorhead, College For Financial Planning, Cannon Financial Institue.
What skills is Jamie Bucholz known for?
Jamie Bucholz has skills like Management, Wealth Management, Investments, Retirement, 401k, Strategic Financial Planning, Finance, Leadership, Relationship Management, Investment Advisory, Financial Analysis, Portfolio Management.
Who are Jamie Bucholz's colleagues?
Jamie Bucholz's colleagues are Ashley Streitz, Alem Golos, Heather Mccord, Tyler Eiken, Summer Hanson, Jacob Lane, Andrew Neitzell.
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Jamie Bucholz
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James Bucholz
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