Marina Moths
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Marina Moths Email & Phone Number

VP of Financial Wellness at Spectrum Investment Advisors, Inc.
Location: Greater Milwaukee, United States, United States 6 work roles 2 schools
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Current company
Spectrum Investment Advisors, Inc.
Role
VP of Financial Wellness
Location
Greater Milwaukee, United States, United States
Company size
25 employees

Who is Marina Moths? Overview

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Quick answer

Marina Moths is listed as VP of Financial Wellness at Spectrum Investment Advisors, Inc., a company with 25 employees, based in Greater Milwaukee, United States, United States. AeroLeads shows a matched LinkedIn profile for Marina Moths.

Marina Moths previously worked as Director of Retirement Education at Oneamerica and Retirement Education Coordinator at Oneamerica. Marina Moths holds Bachelor Of Science, Business Management from Cardinal Stritch University.

Company email context

Email format at Spectrum Investment Advisors, Inc.

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Spectrum Investment Advisors, Inc.

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Profile bio

About Marina Moths

At Spectrum Investment Advisors, we provide comprehensive financial planning and retirement plan services for individuals and businesses. We take a personal and collaborative approach, always keeping our clients’ best interests in mind. Our team of knowledgeable advisors provide expert advice, support, and tools to help our clients reach their financial goals. Registration with the SEC does not imply a certain level of skill or training.Core Services:- Individual Wealth Management - Retirement Plans: 401(k), 403(b), 457, Pension- Financial Wellness

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Marina Moths's current company

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Spectrum Investment Advisors, Inc.
Spectrum Investment Advisors, Inc.
VP of Financial Wellness
mequon, wisconsin, united states
Website
spectruminvestor.com
Employees
25
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6 roles

Marina Moths work experience

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Vp Of Financial Wellness

Current
Spectrum Investment Advisors, Inc.

Mequon, Wisconsin, United States

At Spectrum Investment Advisors, we provide comprehensive financial planning and retirement plan services for individuals and businesses. We take a personal and collaborative approach, always keeping our clients’ best interests in mind. Our team of knowledgeable advisors provide expert advice, support, and tools to help our clients reach their financial.

May 2024 - Present

Director Of Retirement Education

Oneamerica

Wauwatosa, Wisconsin, United States

  • Establish critical objectives and lead a high-performing team of Retirement Education Managers in delivery of enrollment and education meetings in support of employees of OneAmerica Retirement Services clients.
  • Work across the organization and partner with leaders of relative business lines to devise strategies and offer insights into enhancing current services, with a focus on client retention and additional assets.
  • Conduct research to remain well-informed of industry market trends and competitors’ initiatives and offerings.
Jun 2017 - May 2024

Retirement Education Coordinator

Oneamerica

Wauwatosa, Wisconsin, United States

  • Fostered strong client relationships.
  • Developed, and managed a meeting request pipeline.
  • Forecasted, and organized staffing needs based on market/demographic demands.
  • Coordinated schedules for 6 Educators who traveled across the country to conduct employee education meetings.
  • Devised strategies to meet and exceed clients’ timelines and target objectives.
  • Utilized SurveyMonkey to track service model efficacy.
Feb 2014 - Jun 2017

Retirement Education Consultant

Bmo

Milwaukee, Wisconsin, United States

  • Successfully promoted OneAmerica clients’ retirement plan to their employees by helping participants develop a savings strategy that included contributions to their plan-sponsored retirement plan.
  • Actively listened and collected information to fully understand each participant’s financial goals, investment objectives, and current concerns to provide a holistic set of solutions and services offered by OneAmerica.
  • Conducted comprehensive individual and group presentations (virtual and in-person) focused on retirement plan benefits, investment strategies, and translating complex financial jargon.
Nov 2012 - Feb 2014

Various Roles

Jpmorgan Chase & Co.
  • Progressively advanced in role and scope over 10-year tenure by increasing client base, navigating banking systems, and promoting products and services. (Teller, Personal Banker & Business Banker).
  • Chosen to train Personal Bankers in California and New York amidst the Washington Mutual acquisition.
Oct 2002 - Nov 2012

Small Business Sales Representative

Adp

Milwaukee, Wisconsin, United States

  • Assisted small business owners adapt human resources solutions to help attract and retain quality employees by providing a formalized payroll and time keeping system.
  • Recognized as top sales rookie of the year.
Jun 2007 - Nov 2008
Team & coworkers

Colleagues at Spectrum Investment Advisors, Inc.

Other employees you can reach at spectruminvestor.com. View company contacts for 25 employees →

MR Marcos Rosado Marcos Rosado Colleague at Spectrum Investment Advisors, Inc.Mequon, Wisconsin, United States, United States View → PR Paige Reiskytl Paige Reiskytl Colleague at Spectrum Investment Advisors, Inc.Thiensville, Wisconsin, United States, United States View → PM Paul Minick, Cfp® Paul Minick, Cfp® Colleague at Spectrum Investment Advisors, Inc.Greater Milwaukee, United States View → DD Daniel Dedecker Jr Daniel Dedecker Jr Colleague at Spectrum Investment Advisors, Inc.Milwaukee, Wisconsin, United States, United States View → BD Blaine Disrud, Cfa Blaine Disrud, Cfa Colleague at Spectrum Investment Advisors, Inc.Brookfield, Wisconsin, United States, United States View → MM Mike Mcdonald Mike Mcdonald Colleague at Spectrum Investment Advisors, Inc.Greater Milwaukee, United States View → JJ Jon Jesse, Cfpc Jon Jesse, Cfpc Colleague at Spectrum Investment Advisors, Inc.Mequon, Wisconsin, United States, United States View → EZ Emily Zimmerman Cpfa® Chsa® Emily Zimmerman Cpfa® Chsa® Colleague at Spectrum Investment Advisors, Inc.Milwaukee, Wisconsin, United States, United States View → JK Jerica Keifenheim Jerica Keifenheim Colleague at Spectrum Investment Advisors, Inc.Greater Milwaukee, United States View → MF Max Flanagan, Cfp®, Aams® Max Flanagan, Cfp®, Aams® Colleague at Spectrum Investment Advisors, Inc.Greater Milwaukee, United States View →
2 education records

Marina Moths education

FAQ

Frequently asked questions about Marina Moths

Quick answers generated from the profile data available on this page.

What company does Marina Moths work for?

Marina Moths works for Spectrum Investment Advisors, Inc..

What is Marina Moths's role at Spectrum Investment Advisors, Inc.?

Marina Moths is listed as VP of Financial Wellness at Spectrum Investment Advisors, Inc..

Where is Marina Moths based?

Marina Moths is based in Greater Milwaukee, United States, United States while working with Spectrum Investment Advisors, Inc..

What companies has Marina Moths worked for?

Marina Moths has worked for Spectrum Investment Advisors, Inc., Oneamerica, Bmo, Jpmorgan Chase & Co., and Adp.

Who are Marina Moths's colleagues at Spectrum Investment Advisors, Inc.?

Marina Moths's colleagues at Spectrum Investment Advisors, Inc. include Marcos Rosado, Paige Reiskytl, Paul Minick, Cfp®, Daniel Dedecker Jr, and Blaine Disrud, Cfa.

How can I contact Marina Moths?

You can use AeroLeads to view verified contact signals for Marina Moths at Spectrum Investment Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Marina Moths attend?

Marina Moths holds Bachelor Of Science, Business Management from Cardinal Stritch University.

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