Sherry Holtz

Sherry Holtz Email and Phone Number

Retirement Plan Professional @ Ascensus
dresher, pennsylvania, united states
Sherry Holtz's Location
Rochester, New York Metropolitan Area, United States
Sherry Holtz's Contact Details

Sherry Holtz work email

Sherry Holtz personal email

n/a
About Sherry Holtz

Sherry Holtz is a Retirement Plan Professional at Ascensus. She possess expertise in customer service, employee training, salesforce.com, customer service training, customer service management and 5 more skills.

Sherry Holtz's Current Company Details
Ascensus

Ascensus

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Retirement Plan Professional
dresher, pennsylvania, united states
Website:
ascensus.com
Employees:
2240
Sherry Holtz Work Experience Details
  • Ascensus
    Senior Retirement Service Consultant
    Ascensus Jul 2024 - Present
    View
  • Ss&C Technologies
    Senior Retirement Plan Account Manager
    Ss&C Technologies Mar 2022 - Oct 2023
    View
  • Paychex
    Retirement Desk Relationship Consultant
    Paychex Jul 2021 - Feb 2022
    View
  • Paychex
    401(K)/S125 Team Lead
    Paychex May 2019 - Jul 2021
    West Henrietta, New York
    View
  • Paychex
    Broker Support Advisor
    Paychex Jul 2017 - May 2019
    Rochester, New York
    View
  • Paychex
    Senior Retirement Plan Account Associate
    Paychex Jul 2014 - Jul 2017
    View
  • Paychex
    Nsi Specialist
    Paychex Nov 2012 - Jul 2014
    View
  • Paychex
    Client Service Advisor
    Paychex Sep 2011 - Nov 2012
    View
  • Adt
    Special Operations
    Adt Nov 2010 - Sep 2011
    Rochester
    -Worked with commercial and national accounts, specifically Bank of America and JP Morgan Chase, along with government accounts such as the US Marshalls.-Responsible for running Bank of America inspections, assisting technicians with completing service jobs, and taking inbound calls.
    View
  • Adt
    Productivity Specialist
    Adt Jun 2010 - Nov 2010
    Rochester, New York Area
    -Prioritized and scheduled service tickets to manage technician productivity, monitored Service Power and the MasterMind buffer to ensure jobs are completed, and contacted technicians to discuss their progress and upcoming assignments.-Made outbound calls to SSO leadership to discuss outstanding issues.-Communicated with external customers to schedule service requests, reschedule jobs, and deliver service related notifications.
    View
  • Aldi Us
    Shift Manager
    Aldi Us Feb 2008 - Feb 2009
    Olean, New York
    -Managed and trained employees, monitored sales and productivity. -Acted as consumer liaison, and was responsible for handling product and service related issues as well as all cash handling, employee scheduling and payroll duties.
    View

Sherry Holtz Skills

Customer Service Employee Training Salesforce.com Customer Service Training Customer Service Management Soft Skills Leadership Qualified Retirement Plans Retirement Benefits Retirement Plan Consulting

Sherry Holtz Education Details

  • Spencerport High School
    Spencerport High School
    High School

Frequently Asked Questions about Sherry Holtz

What company does Sherry Holtz work for?

Sherry Holtz works for Ascensus

What is Sherry Holtz's role at the current company?

Sherry Holtz's current role is Retirement Plan Professional.

What is Sherry Holtz's email address?

Sherry Holtz's email address is sh****@****ech.com

What schools did Sherry Holtz attend?

Sherry Holtz attended Spencerport High School.

What skills is Sherry Holtz known for?

Sherry Holtz has skills like Customer Service, Employee Training, Salesforce.com, Customer Service Training, Customer Service Management, Soft Skills, Leadership, Qualified Retirement Plans, Retirement Benefits, Retirement Plan Consulting.

Who are Sherry Holtz's colleagues?

Sherry Holtz's colleagues are Vanessa Andrade, Sean Dugan, Mba, Qka, Sean Devlin, Panchareddy Vishal, Jennifer Goldberg, Poojitha Terala, Michael Dunn, Clu, Chfc.

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    1 (612) 8XXXXXXX

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