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Stephanie Barton is listed as Director of Planning Team @ Vita Benefits | Retirement Planning at Vita Benefits, based in Mountain View, California, United States. AeroLeads shows a matched LinkedIn profile for Stephanie Barton.
Stephanie Barton previously worked as Director of Planning Team at Vita Benefits and Account Manager at Vita Benefits. Stephanie Barton holds Bachelor Of Science - Bs, Molecular Biology from San José State University.
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With over 12 years of experience in the retirement plan advisory industry, I am passionate about delivering excellence and innovation to my clients and team. As the Director of Planning Team at Vita Benefits, I lead a group of professionals who provide unparalleled support and guidance to employers as they navigate the complexities of 401(k) plans. We strive to optimize retirement benefits for employees, while ensuring compliance and efficiency for employers. I bring diverse perspective and experience to the team, with a persistent curiosity and dedication to learning.In my current role, I am focused on the overall client experience to ensure our team is providing excellence in 401(k) advisory services and to help foster a culture of collaboration, learning, and growth within the team. I have successfully handled multiple large and complex accounts, and have received positive feedback from clients and stakeholders for my professionalism and expertise.
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Mountain View, Ca, Us
In my current role, I manage a team of professionals who are focused on delivering excellence in retirement plan advisory services. We provide unparalleled support and guidance to employers as they navigate the complexities of 401(k) plans, with a focus on optimizing retirement benefits for employees.
Mountain View, Ca, Us
In my role as Account Manager, I am responsible for client deliverables and service execution. My focus is in supporting clients and ensuring compliance within their 401(k) plans.
Mountain View, Ca, Us
Supported account management team with client deliverables.
Mountain View, Ca, Us
Began my career with Vita as a Benefits Specialist, supporting our COBRA Administration team and our Benefits team with client deliverables and service support.
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Stephanie Barton works for Vita Benefits.
Stephanie Barton is listed as Director of Planning Team @ Vita Benefits | Retirement Planning at Vita Benefits.
Stephanie Barton is based in Mountain View, California, United States while working with Vita Benefits.
Stephanie Barton has worked for Vita Benefits.
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Stephanie Barton holds Bachelor Of Science - Bs, Molecular Biology from San José State University.
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