Senior Conversion Specialist @ (October 2005 - May 2012)
Senior Pension Benefits Consultant- Team Leader @ (February 2004 - October 2005)
Senior Pension Benefits Consultant @ (February 2003 - February 2004)
Project Manager II @ (July 2001 - December 2002)
Senior Trust Associate @ (January 1999 - July 2001)
Institutional Transactions Processor Specialist @ (April 1996 - December 1998)
Barbara Morris Education
Westfield State University
Mass Communications (Communications)
1990-1994
Barbara Morris Skills
401k
Retirement Planning
Investments
Employee Benefits
Retirement
Mutual Funds
Training
Defined Contribution
Relationship Management
ERISA
Retirement Plan Consulting
Sales
Securities
Pensions
Asset Allocation
Software Documentation
Investment Advisory
Defined Benefit
Payroll
Asset Managment
401(k) Retirement Savings Plans
Asset Management
Leadership
Customer Relationship Management Crm
Omni
Relius
Banking
TPA
401K Retirement Savings Plans
Software
Financial Services
Sungard
Microsoft Office
Microsoft Excel
Project Management
Retirement Plan
401 Retirement Savings Plans
Customer Relationship Management
Barbara Morris Summary
Barbara Morris, based in Charlotte, NC, US, is currently a Defined Contribution Consultant at Aon. Barbara Morris brings experience from previous roles at The Retirement Plan Company, LLC, Charles Schwab, Newport Group and MetLife. Barbara Morris holds a 1990 - 1994 Mass Communications in Communications @ Westfield State University. With a robust skill set that includes 401k, Retirement Planning, Investments, Employee Benefits, Retirement and more. Barbara Morris has 3 emails and 3 mobile phone numbers on RocketReach.
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