Teresa Shell

Teresa Shell Email and Phone Number

Sr Retirement Plan Recordkeer at Leading Retirement Solutions @ Leading Retirement Solutions
2226 Eastlake Ave East,
Teresa Shell's Location
Fuquay-Varina, North Carolina, United States, United States
Teresa Shell's Contact Details

Teresa Shell personal email

Teresa Shell phone numbers

About Teresa Shell

Specialties: 401(k) record keeping , Schwab Retirement Technology SRT, OMNIPlus, Subject Matter Expert in reconciliations and troubleshooting

Teresa Shell's Current Company Details
Leading Retirement Solutions

Leading Retirement Solutions

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Sr Retirement Plan Recordkeer at Leading Retirement Solutions
2226 Eastlake Ave East,
Website:
leadingretirement.com
Employees:
26
Teresa Shell Work Experience Details
  • Leading Retirement Solutions
    Sr Retirement Plan Recordkeer
    Leading Retirement Solutions Apr 2021 - Present
    View
  • Bb&T
    Employee Benefit Operations Admin Analyst Iii
    Bb&T Oct 2019 - Apr 2021
    Raleigh, North Carolina
    Client Service Analyst
    View
  • Tiaa-Cref
    Sr. Accounting Reconciliation Analyst
    Tiaa-Cref Jun 2014 - Sep 2019
    Reconciliation & controls analysis. Serving as a SME in operations functions, fact finding, and performing investigative activity to monitor effectiveness of implementation of business rules.
  • Tiaa-Cref
    Sr. It Business Analyst
    Tiaa-Cref Jul 2013 - Jun 2014
    QA audit in testing environment
  • Tiaa-Cref
    Business Analyst
    Tiaa-Cref Jul 2009 - Jul 2013
    Working in the Centralized Adjustment and Reconciliation Squad (CARS).
  • Tiaa-Cref
    Business Anaylst
    Tiaa-Cref Jul 2009 - Jul 2013
  • Tiaa
    Sr. Accounting Reconciliation Analyst
    Tiaa Jun 2014 - Sep 2019
    Remote
    Reconciliation of accounting controls and troubleshooting of processing errors. OmniPlus research and trade analysis.
    View
  • Enterprise Iron Financial Industry Solutions
    Business Analyst
    Enterprise Iron Financial Industry Solutions 2007 - Jun 2009
    View
  • Metlife Insurance - Retirement Plans Group
    Accountmanager
    Metlife Insurance - Retirement Plans Group Jun 1990 - Dec 2006
    Held many positions; increasing responsibilities each time promoted. Processor of 401(k) transactions. (contributions, fund transfers, enrollments, distributions, investment changes, etc).Installation specialist - plan set-up on recordkeeping system for new clients. Processed new installation of employees from mergers and acquisitions.Installation Team Lead - supervised team of 4 administrative assistants for Installation managers.Account Executive - Client relationship manager responsible for 50-60 clients with on-going daily issues.
  • Metlife
    Account Manager
    Metlife 1990 - 2006
    View
  • Metropolitan Life Insurance Company
    Account Manager
    Metropolitan Life Insurance Company 1990 - 2006
  • General American Life
    Pension Specialist
    General American Life 1990 - 2000

Teresa Shell Skills

401k Investments Mutual Funds Pensions Management Retirement Financial Services Employee Benefits Retirement Planning Defined Benefit Crm Insurance Relationship Management Securities Strategic Financial Planning Account Reconciliation Benefits Administration Defined Contribution Asset Management Portfolio Management Troubleshooting Business Requirements Business Analysis

Teresa Shell Education Details

Frequently Asked Questions about Teresa Shell

What company does Teresa Shell work for?

Teresa Shell works for Leading Retirement Solutions

What is Teresa Shell's role at the current company?

Teresa Shell's current role is Sr Retirement Plan Recordkeer at Leading Retirement Solutions.

What is Teresa Shell's email address?

Teresa Shell's email address is ts****@****ref.org

What is Teresa Shell's direct phone number?

Teresa Shell's direct phone number is +131452*****

What schools did Teresa Shell attend?

Teresa Shell attended Lindenwood University.

What skills is Teresa Shell known for?

Teresa Shell has skills like 401k, Investments, Mutual Funds, Pensions, Management, Retirement, Financial Services, Employee Benefits, Retirement Planning, Defined Benefit, Crm, Insurance.

Who are Teresa Shell's colleagues?

Teresa Shell's colleagues are Molly Wessler, Kayli Daley, Danielle Pyle, Katherine Dubbs, Andrew Finley, Catarina Montez-Thomas, Lori Nelson.

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