I am a results driven and resourceful Subject Matter Expert for Retirement Institutional Investment Operations. Concentration in Plan Level Investment Exchanges and Asset Allocation Updates. Throughout my career in this back office operations, I have successfully coordinated thousands of plan level exchanges and allocation updates, totaling billions of dollars in assets for 401k Retirement Plans.
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Omni Technical OperatorBpas Jul 2022 - PresentUtica, Ny, UsBenefit Plans Record Keeping. -
Operations AnalystBank Of America Jun 2020 - Aug 2022Charlotte, Nc, Us -
Senior Benefit Operations AssociatePrudential Retirement Sep 2000 - Apr 2020Retirement Plans Record Keeping
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Benefit Operations AssociatePrudential Retirement Sep 1997 - Sep 2000Retirement Plans Record Keeping
Stephanie Setzer Education Details
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Thomas Edison State UniversityBusiness -
Luzerne County Community CollegeAccounting
Frequently Asked Questions about Stephanie Setzer
What company does Stephanie Setzer work for?
Stephanie Setzer works for Bpas
What is Stephanie Setzer's role at the current company?
Stephanie Setzer's current role is Omni Technical Operator.
What schools did Stephanie Setzer attend?
Stephanie Setzer attended Thomas Edison State University, Luzerne County Community College.
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