Nathaniel Walters

Nathaniel Walters Email and Phone Number

Installation Coordinator at Ascensus @ Ascensus
dresher, pennsylvania, united states
Nathaniel Walters's Location
Birdsboro, Pennsylvania, United States, United States
Nathaniel Walters's Contact Details

Nathaniel Walters work email

Nathaniel Walters personal email

n/a
About Nathaniel Walters

I started my career as a Retirement Plan Services contractor assisting employees plan participants to help enroll and access their retirement accounts. Not long after, I had been converted to full time employee for the company due to my performance. With determination and a drive for learning, I managed to become a Leader of the Hardship Department for all of Pennsylvania Associates. As I had progressed in the role, I was given another career opportunity to obtain my FINRA Series SIE, 6 & 63 licenses. These achievements have allowed me to expand my knowledge in the retirement industry and propel my career with great opportunities. With the my continuous passion of learning new aspects of the retirement industry, I have landed on an opportunity to be an Installation Coordinator. In this role, I help with the onboarding of new and existing retirement plans. I enjoy the daily interactions with Clients, Financial Professionals and Third Party Administrators. Its a pleasure knowing that we share a common passion of ensuring our Clients receive the best service and that we have their best interest in mind. I am always working to expand my network and build my knowledge to better not only myself, but those I work with!

Nathaniel Walters's Current Company Details
Ascensus

Ascensus

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Installation Coordinator at Ascensus
dresher, pennsylvania, united states
Website:
ascensus.com
Employees:
2240
Nathaniel Walters Work Experience Details
  • Ascensus
    Installation Coordinator
    Ascensus Apr 2021 - Present
    United States
    Responsible for the onboarding of new plans, transfer plans and internal conversions. Manages all elements of installation events and tasks that include detailed needs assessment review service definition, coordination with multiple parties. Communicates implementation plan, including but not limited to the key objectives and deliverables, scheduling, tracking and reporting to internal and external parties. Assigns and performs tasks to meet service timelines.
  • Sei
    Operations Analyst, Reconciliation
    Sei Sep 2020 - Feb 2021
    Oaks, Pennsylvania, United States
  • Vanguard
    Retirement Plan Specialist
    Vanguard Nov 2016 - Sep 2020
    Malvern, Pa
    Leader of Hardship Department, responsible for coaching and mentoring new hire classes. Assisted participants with investment conversations and capitalizing on retirement benefits.
  • G4S
    Security Operations Specialist
    G4S Aug 2011 - Nov 2016
    Collegeville, Pa
  • Gardaworld
    Armed Delivery Guard
    Gardaworld Mar 2015 - Sep 2015
    Reading, Pennsylvania, United States
    Responsible for maintaining safe delivery on daily routine route travels.Maintaining vigilance during the loading and unloading process of cash and coins to clientele. Organizing and peparing the delivery for the next drop off location. Verifying that the checks, coins and cash that have been picked up are counted for at the end of the shift and match what was scanned in throughout the day. Also obtained the ACT 235 certification.
  • Giant Food Stores, Llc
    Check Out Coach
    Giant Food Stores, Llc Apr 2007 - Jun 2015
    Pottstown, Pa
    Responsible for managing front end department and staff. Managed the stores cash deposits and till balances. Coordinated shift coverages for all front end associates.
  • Army National Guard
    Infantry Soldier
    Army National Guard Sep 2010 - Mar 2015
    Plymouth Meeting, Pennsylvania
    Responsible for weapons readiness and motor vehicle operations.

Nathaniel Walters Skills

Customer Service Communication Coaching Mentoring Retirement Planning Financial Services Leadership

Nathaniel Walters Education Details

  • Owen J Roberts High School
    Owen J Roberts High School
    High School Diploma

Frequently Asked Questions about Nathaniel Walters

What company does Nathaniel Walters work for?

Nathaniel Walters works for Ascensus

What is Nathaniel Walters's role at the current company?

Nathaniel Walters's current role is Installation Coordinator at Ascensus.

What is Nathaniel Walters's email address?

Nathaniel Walters's email address is na****@****ard.com

What schools did Nathaniel Walters attend?

Nathaniel Walters attended Owen J Roberts High School.

What skills is Nathaniel Walters known for?

Nathaniel Walters has skills like Customer Service, Communication, Coaching, Mentoring, Retirement Planning, Financial Services, Leadership.

Who are Nathaniel Walters's colleagues?

Nathaniel Walters's colleagues are Kirk Day, Robert Fuerman, Eric Malone, Sidney Souvannavong, Deborah Shipman, Cis, Cip, Cisp, Chsp, Shawn Mossotti, Diana Cauley, Napa Nqpc™.

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