Paige Beard Email and Phone Number
Paige Beard work email
- Valid
- Valid
Paige Beard personal email
I am an experienced financial services professional, with a concentration in and passion for retirement plan products and services. I am all about supporting and educating people and helping them meet their goals. My interests are to stay within the retirement plans industry in a capacity to help a firm grow and sustain their retirement business.Strengths and competencies include:-Above average technical knowledge of IRC/ERISA-Excellent interpersonal and communication skills-Detail oriented in investigative and fact finding -Strong ability to analyze facts and legal issues-Logical approach to problem solving
-
Owner And PhotographerImagesbypaige Mar 2009 - Present
-
BartenderSammy'S Craft Burgers & Beers Dec 2023 - May 2024Blue Ash, Ohio, United States -
Account ManagerThe Standard Jun 2009 - Sep 2022Cincinnati Ohio -
Implementation ManagerThe Standard Sep 2017 - Jan 2022Cincinnati, Ohio
-
Sr. Relationship Manager- Retirement Plan ServicesOhio National Financial Services Feb 2013 - Jun 2013Cincinnati, Oh -
Vp-Retirement ServicesFifth Third Bank Jun 2003 - Feb 2009Responsible for the development and supervision of Retirement Services Department within Brokerage Operations unit, providing retirement product solutions, services and problem resolution to all Fifth Third securities related departments and lines of business. Started up in a new position as Retirement Manager. Responsible for assessing needs, developing and creating a support structure for Fifth Third’s growing retirement businessCreated and delivered a training and education plan to entire operations staff, to deepen knowledge and understanding of industry regulations, creating a fluid, cohesive service delivery department. Developed and implemented internal policy and procedures to support training initiatives and maintain compliance with IRS/ERISA regulations and firm policy. Created, recruited and successfully maintained a highly effective and sought after a team of technical Retirement Specialists to support growing business needs -
Client Relationship Manager -Ecm/401(K) PlansFidelity Investments Jun 2001 - May 2003Developed and maintained relationships with clients and their 401(k) plans, ensuring full suite of products, services and technology are matched to meet client needs-Developed and maintained relationships for 30+ clients representing $620M in qualified plan assets-Influenced and served as client consultant through analysis of plan data, ideal service configuration, and implementation of new services-Introduced products and services to enhance client satisfaction, reduce costs and increase revenue-Appointed as Compliance Review board member, working to resolve potential IRS and DOL variances. Co-developed and facilitated 401(k) Plan Design and Presentation training -
Retirement Specialist / Service And Trading RepresentativeFidelity Investments Nov 1987 - Jun 2001SENIOR RETIREMENT SPECIALISTProvided expert retirement plan consultation and service for small business owners and individual customers-Provided technical expertise, education and problem resolution to customers and prospects regarding all aspects of the retirement plan industry-Provided training and ongoing education to new hires and tenured Retirement Specialist team members to maintain current with regulatory changes-Appointed to Retirement Technical Committee, in recognition of technical expertise-Appointed as Retirement Liaison Group Chairperson, aligning retirement specialists with service and sales teams, to serve as an educational resource, to improve accuracy in delivery of information and increase customer satisfactionCUSTOMER SERVICE and TRADING REPRESENTATIVE-Provided personalized phone-based sales, service and trading to customers, including high net worth clients, active traders and money managers
Paige Beard Skills
Paige Beard Education Details
-
Bachelor Of Fine Arts (Bfa)
Frequently Asked Questions about Paige Beard
What company does Paige Beard work for?
Paige Beard works for Imagesbypaige
What is Paige Beard's role at the current company?
Paige Beard's current role is Retired from the corporate world..
What is Paige Beard's email address?
Paige Beard's email address is pa****@****ard.com
What schools did Paige Beard attend?
Paige Beard attended University Of Wisconsin-Oshkosh.
What skills is Paige Beard known for?
Paige Beard has skills like Retirement, Qualified Retirement Plans, Roth Ira, Simple Plans, Internal Revenue Code, Qualified Domestic Relations Orders, Erisa.
Not the Paige Beard you were looking for?
-
-
Paige Beard
Santa Barbara, Ca1aol.com -
1parklandhospital.com -
5ymail.com, yahoo.com, yahoo.com, victoriassecret.com, ae.com2 +150589XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial