Nancy Neumann

Nancy Neumann Email and Phone Number

Relationship Manager, Insurance Trust @ BNY
Springfield Township, NJ, US
Nancy Neumann's Location
Springfield, New Jersey, United States, United States
Nancy Neumann's Contact Details

Nancy Neumann personal email

n/a

Nancy Neumann phone numbers

About Nancy Neumann

Specialties: Building and Maintaining Client Relationships

Nancy Neumann's Current Company Details
BNY

Bny

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Relationship Manager, Insurance Trust
Springfield Township, NJ, US
Website:
bny.com/pershing
Employees:
4221
Nancy Neumann Work Experience Details
  • Bny
    Relationship Manager, Insurance Trust
    Bny
    Springfield Township, Nj, Us
    View
  • Bny
    Relationship Manager, Insurance Trust
    Bny Feb 2009 - Present
    View
  • Citibank
    Sr. Trust Officer, Avp
    Citibank Mar 2005 - Jan 2009
    Manage DB & DC Master Trust Relationships, Client Service, Vendor Management, Monitor plan adherance to ERISA
    View
  • Merrill Lynch Trust Company
    Trust Officer, Avp
    Merrill Lynch Trust Company Apr 2003 - Mar 2005
    Managed a group of administrators in the Employee Benefit Trust area Responsible for overseeing 450 Trust relationships
  • Merrill Lynch Trust Company
    Associate Trust Officer
    Merrill Lynch Trust Company Jan 2001 - Mar 2003
    Built and Maintained relationships with Employee Benefit Plan; Liaison between Trust Officers and Trust Administrators; interacted with Financial Advisors, Autitors, Recordkeepers, Investment Managers and internal financial units;
  • Merrill Lynch Trust Company
    Staff Assistant To Director Of Trust
    Merrill Lynch Trust Company Jun 2000 - Jan 2001
    Supported Director in all daily department businessMonitored staffing and salary planning modelsProcessed all Human Resource related issuesCoordinated training for Trust staffProduced weekely department updates, monthly CFO summaries and status reports
  • Merrill Lynch
    Senior Compliance Administrator
    Merrill Lynch May 1999 - Jun 2000
    Supervised a team of administrators, supported Management, maintained MIS reports, Trained New Hires, assisted in the design and implementation of Non Discrimination Testing System
    View
  • Merrill Lynch
    Compliance Administrator
    Merrill Lynch Aug 1997 - May 1999
    Completed Non Discrimination Testing, completed Form 5500, fielded client issues related to Defined Benefit Plans
    View

Nancy Neumann Skills

Vendor Management Erisa Insurance

Nancy Neumann Education Details

Frequently Asked Questions about Nancy Neumann

What company does Nancy Neumann work for?

Nancy Neumann works for Bny

What is Nancy Neumann's role at the current company?

Nancy Neumann's current role is Relationship Manager, Insurance Trust.

What is Nancy Neumann's email address?

Nancy Neumann's email address is nn****@****ast.net

What is Nancy Neumann's direct phone number?

Nancy Neumann's direct phone number is +1.212.495*****

What schools did Nancy Neumann attend?

Nancy Neumann attended Bloomsburg University Of Pennsylvania, Sparta High School.

What skills is Nancy Neumann known for?

Nancy Neumann has skills like Vendor Management, Erisa, Insurance.

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