Jonathan Gilcrease

Jonathan Gilcrease Email and Phone Number

Client Relationship Manager at FIDUCIARY OUTSOURCING, LLC @ FIDUCIARY OUTSOURCING, LLC
Jonathan Gilcrease's Location
Peoria, Arizona, United States, United States
Jonathan Gilcrease's Contact Details

Jonathan Gilcrease work email

Jonathan Gilcrease personal email

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About Jonathan Gilcrease

Jonathan Gilcrease is a Client Relationship Manager at FIDUCIARY OUTSOURCING, LLC at FIDUCIARY OUTSOURCING, LLC. He possess expertise in crm, retirement planning, asset allocation, retirement, management and 3 more skills.

Jonathan Gilcrease's Current Company Details
FIDUCIARY OUTSOURCING, LLC

Fiduciary Outsourcing, Llc

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Client Relationship Manager at FIDUCIARY OUTSOURCING, LLC
Jonathan Gilcrease Work Experience Details
  • Fiduciary Outsourcing, Llc
    Client Relationship Manager
    Fiduciary Outsourcing, Llc Feb 2020 - Present
    Phoenix, Arizona, United States
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  • Bok Financial
    Commercial Client Services Professional
    Bok Financial Sep 2017 - Oct 2019
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  • Vanguard
    Client Relationship Administrator
    Vanguard Apr 2005 - Jul 2017
    Administer daily operations of qualified and non qualified retirement plans. Maintain and broaden relationships with retirement plan sponsors. Help participants achieve retirement objectives through excellent service and a focus on total retirement services.
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  • Vanguard
    Participant Services Administrator
    Vanguard May 1999 - Jun 2005
    Provided support to the Participant Services Associates who handle inbound and outbound calls regarding retirement plan accounts. Worked with retirement plan participants and internal departments to resolve complex questions and issues with accounts. Partnered with Client Relationship Administrators to gather and present participant level data to plan sponsors.
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  • Vanguard
    Participant Services Associate
    Vanguard Jun 1997 - May 1999
    Handled inbound and outbound calls for retirement plan participants. Provided investment guidance, plan provisions, and processed various transactions on accounts. Traveled to retirement plan sponsors to provide support for benefit fairs and individual participant information sessions.
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Jonathan Gilcrease Skills

Crm Retirement Planning Asset Allocation Retirement Management Relationship Management Mutual Funds Customer Service

Jonathan Gilcrease Education Details

Frequently Asked Questions about Jonathan Gilcrease

What company does Jonathan Gilcrease work for?

Jonathan Gilcrease works for Fiduciary Outsourcing, Llc

What is Jonathan Gilcrease's role at the current company?

Jonathan Gilcrease's current role is Client Relationship Manager at FIDUCIARY OUTSOURCING, LLC.

What is Jonathan Gilcrease's email address?

Jonathan Gilcrease's email address is jo****@****ard.com

What schools did Jonathan Gilcrease attend?

Jonathan Gilcrease attended Northern Arizona University.

What skills is Jonathan Gilcrease known for?

Jonathan Gilcrease has skills like Crm, Retirement Planning, Asset Allocation, Retirement, Management, Relationship Management, Mutual Funds, Customer Service.

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