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@myubiquity.com
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Stefan Meyer is listed as On-boarding | Client Experience based in San Francisco, California, United States. AeroLeads shows a work email signal at myubiquity.com and a matched LinkedIn profile for Stefan Meyer.
Stefan Meyer previously worked as On-boarding Manager at Ubiquity Retirement + Savings and Transitions Consultant at Charles Schwab. Stefan Meyer holds Bachelor Of Science (B.S.), Accounting And Finance, Major Gpa - 3.51 from Cal State East Bay- College Of Business & Economics.
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AeroLeads found 1 current-domain work email signal for Stefan Meyer. Compare company email patterns before reaching out.
Stefan Meyer is a On-boarding | Client Experience. He is proficient in German.
Listed skills include Qualified Retirement Plans, Retirement Plan Administration, 401K, Customer Relationship Management, and 32 others.
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San Francisco Bay Area
Led team to onboard new and existing retirement plans onto the Ubiquity platform. Engaged the plan sponsor and provided support for their employees. Partnered with sales team to highlight best practices for a smooth plan transition. Worked with partnerships team to coordinate timely delivery of key data elements. Collaborated with marketing group to update.
San Francisco Bay Area
Primary contact for implementation related activity related to technical on-boarding of new independent record keepers and investment advisors to the organization’s platform. Worked with clients to transmit different automated file types including the education and testing of detailed file specifications and requirements for automated file activity..
Oakland, California
Oversaw conversion of retirement plans from/to prior/current Third Party Administrators. Responsible for the creation and reconciliation of daily trade files prior to transmittal to trading partners. Facilitated daily cash transfers between self-directed brokerage accounts and core accounts. Assisted team members with daily transactions including.
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Stefan Meyer is listed as On-boarding | Client Experience.
AeroLeads has found 1 work email signal at @myubiquity.com for Stefan Meyer.
Stefan Meyer is based in San Francisco, California, United States.
Stefan Meyer has worked for Ubiquity Retirement + Savings, Charles Schwab, and Lawrence Johnson And Associates.
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Stefan Meyer holds Bachelor Of Science (B.S.), Accounting And Finance, Major Gpa - 3.51 from Cal State East Bay- College Of Business & Economics.
Stefan Meyer is listed with skills including Qualified Retirement Plans, Retirement Plan Administration, 401K, Customer Relationship Management, New Client Transitions, Process Flow Analysis, System Enhancements, and Process Consulting.
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