Achu Akum Email & Phone Number
Financial Planner @ Vista Wealth Solutions
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Achu Akum Location
- Evesham Township, NJ, US
Achu Akum Work
- Financial Planner @ (January 2025 - Present)
- Principal @ RenGen Consulting (July 2024 - January 2025)
- Managing Director, Head of Recordkeeping Solutions Offer and Revenue Management @ (July 2023 - June 2024)
- Executive Director, Head of Retirement Plan Advisory Program Management @ (June 2022 - July 2023)
- Executive Director, Head of Small Market Retirement Plan Services @ (December 2020 - June 2022)
- Executive Director, Retirement Plan Consulting Strategic Program Development @ (February 2020 - December 2020)
- Director, Retirement Plan Consulting Strategic Program Development @ (July 2017 - February 2020)
- Corporate Retirement Strategic Project Manager @ (October 2016 - July 2017)
- Vice President, Head of Investment Product Mgmt and Development, Retirement Full Service Investments @ (November 2012 - May 2016)
- Vice President, Senior Retirement Investment Consultant @ (December 2010 - November 2012)
- Vice President, Retirement Investment Consultant @ (June 2008 - December 2010)
- Vice President, Retirement Group Associate @ (February 2007 - June 2008)
- VP - Six Sigma Black Belt @ (March 2004 - February 2007)
- AVP - Systems Engineer @ (March 2000 - March 2004)
Achu Akum Education
- Rutgers Business School
Master of Business Administration (MBA) (Finance)
- Kean University
Bachelor's degree (Computer Science)
Achu Akum Skills
- 403(b) Plans
- Asset Allocation
- Asset Management
- Business Process Improvement
- Business Relationship Management
- Business Transformation
- Consulting
- Cross-functional Team Leadership
- Equities
- Financial Analysis
- Financial Services
- Investment Management
- Investment Research
- Investments
- Leadership
- Marketing
- Mutual Funds
- Portfolio Management
- Process Improvement
- Product Demonstration
- Product Management
- Project Management
- Relationship Management
- Retirement
- Retirement Planning
- SDLC
- Securities
- Six Sigma
- Voice of the Customer
- Wealth Management
- Microsoft Office
- Sales
- Continuous Improvement
- Lean Manufacturing
Achu Akum Summary
- Achu Akum, based in Evesham Township, NJ, US, is currently a Financial Planner at Vista Wealth Solutions. Achu Akum brings experience from previous roles at RenGen Consulting, TIAA and UBS. Achu Akum holds a Master of Business Administration (MBA) in Finance @ Rutgers Business School. With a robust skill set that includes 403(b) Plans, Asset Allocation, Asset Management, Business Process Improvement, Business Relationship Management and more. Achu Akum has 3 mobile phone numbers on RocketReach.
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