Steve Pearson Email & Phone Number
@pcsretirement.com
2 phones found area 727
LinkedIn matched
Who is Steve Pearson? Overview
A concise factual answer block for searchers comparing this professional profile.
Steve Pearson is listed as Senior Trading and Share Recon Analyst at PCS Retirement, LLC, a with 370 employees, based in Melbourne, Florida, United States. AeroLeads shows a work email signal at pcsretirement.com, phone signal with area code 727, and a matched LinkedIn profile for Steve Pearson.
Steve Pearson previously worked as Senior Trading & Share Recon Analyst at Pcs Retirement, Llc and Trading and Share Recon Analyst at Pcs Retirement. Steve Pearson holds Bsba, Accounting from Suffolk University - Sawyer Business School.
Email format at PCS Retirement, LLC
This section adds company-level context without repeating Steve Pearson's masked contact details.
AeroLeads found 1 current-domain work email signal for Steve Pearson. Compare company email patterns before reaching out.
About Steve Pearson
Financial services specialist with 18 years experience within the 401(k) industry with a passion for helping others save for their retirement.I pride myself in providing excellent client service and know that if the client is not happy, then they take their business elsewhere. I have received awards for my work as a Participant Services Specialist at Putnam Investments and am committed to life-long learning and improvement.Thank you for taking the time to visit my profile page. Thanks and have a great day!Specialties:* Managing retirement plans using Relius Administration* Explaining 401(k) plans to all audiences* Portfolio management using PortfolioCenter, TRX and Advent Axys
Listed skills include Financial Services, 401K, Mutual Funds, Investments, and 13 others.
Steve Pearson's current company
Company context helps verify the profile and gives searchers a useful next step.
Steve Pearson work experience
A career timeline built from the work history available for this profile.
Trading And Share Recon Analyst
Pension Administrative Support Representative
Resolve client issues with the Relius Administration software using industry knowledge and consulting a variety of development tools that are available.
Pension Administrative Support Representative
Resolve client issues with the Relius Administration software using industry knowledge and consulting a variety of development tools that are available.
Retirement Plan Administration Department Supervisor
Supervised a staff of ten members of the Contributions and Distributions departments, processed and reconciled the daily trading, prepared of daily and monthly reports to management and handled escalation issues from the staff and other departments
Portfolio Administrator
Responsible for the daily balancing and reconciliation of client accounts, established and maintained an efficient trading process for rebalancing client accounts and households, conducted retirement plan enrollment meetings and processed and reconciled 401(k) transactions
Clpc Loan Processor
Maintained a pipeline of 100 home equity loans and HELOCs to get them to closing.
Senior Technical Administrator
Daily reconciliation of retirement plans, processed transactions, answered questions for participants and clients.
Participant Services Specialist
Answered 80-120 participant phone calls a day, processed trades per each individual plan rules, 2nd day quality control of co-worker's trades.
Colleagues at PCS Retirement, LLC
Other employees you can reach at pcsretirement.com. View company contacts for 370 employees →
Ryan Thacher
Colleague at Pcs Retirement, LlcUtica-Rome Area, United States
View →
SB
Sarat Busari
Colleague at Pcs Retirement, LlcDallas-Fort Worth Metroplex, United States
View →
RR
Ro Ra
Colleague at Pcs Retirement, LlcDelhi, India
View →
AC
Alena Crespo
Colleague at Pcs Retirement, LlcNew York, United States
View →
MO
Mekaela Olson
Colleague at Pcs Retirement, LlcUnited States
View →
SN
Sneha Nadiger
Colleague at Pcs Retirement, LlcRound Rock, Texas, United States
View →
JM
Jessica Moorehead
Colleague at Pcs Retirement, LlcConway, Arkansas, United States
View →
TB
Trish Bennett
Colleague at Pcs Retirement, LlcBenton, Arkansas, United States
View →
GH
Geri Hill
Colleague at Pcs Retirement, LlcBohemia, New York, United States
View →
JB
Jennifer Bass
Colleague at Pcs Retirement, LlcRochester, New York Metropolitan Area, United States
View →
Steve Pearson education
Bsba, Accounting
Business Administration Transfer
Business Administration
Frequently asked questions about Steve Pearson
Quick answers generated from the profile data available on this page.
What company does Steve Pearson work for?
Steve Pearson works for PCS Retirement, LLC.
What is Steve Pearson's role at PCS Retirement, LLC?
Steve Pearson is listed as Senior Trading and Share Recon Analyst at PCS Retirement, LLC.
What is Steve Pearson's email address?
AeroLeads has found 1 work email signal at @pcsretirement.com for Steve Pearson at PCS Retirement, LLC.
What is Steve Pearson's phone number?
AeroLeads has found 2 phone signal(s) with area code 727 for Steve Pearson at PCS Retirement, LLC.
Where is Steve Pearson based?
Steve Pearson is based in Melbourne, Florida, United States while working with PCS Retirement, LLC.
What companies has Steve Pearson worked for?
Steve Pearson has worked for Pcs Retirement, Llc, Pcs Retirement, Fis, Sungard, and Midamerica Administrative & Retirement Solutions, Inc..
Who are Steve Pearson's colleagues at PCS Retirement, LLC?
Steve Pearson's colleagues at PCS Retirement, LLC include Ryan Thacher, Sarat Busari, Ro Ra, Alena Crespo, and Mekaela Olson.
How can I contact Steve Pearson?
You can use AeroLeads to view verified contact signals for Steve Pearson at PCS Retirement, LLC, including work email, phone, and LinkedIn data when available.
What schools did Steve Pearson attend?
Steve Pearson holds Bsba, Accounting from Suffolk University - Sawyer Business School.
What skills is Steve Pearson known for?
Steve Pearson is listed with skills including Financial Services, 401K, Mutual Funds, Investments, Portfolio Management, Investment Management, Loans, and Retirement Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the Steve Pearson you were looking for.
View similar profiles