Barbara Morris Email & Phone Number
Defined Contribution Consultant @ Robert Swan's 2041 Voyage for Cleaner Energy
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Barbara Morris Location
- Charlotte, NC, US
Barbara Morris Work
- 2019 -now Defined Contribution Consultant @
- 2015 -2018 Retirement Plan Consultant @
- 2012 -2015 Senior Retirement Specialist, Project Manager @
- 2005 -2012 Senior Conversion Specialist @
- 2004 -2005 Senior Pension Benefits Consultant- Team Leader @
- 2003 -2004 Senior Pension Benefits Consultant @
- 2001 -2002 Project Manager II @
- 1999 -2001 Senior Trust Associate @
- 1996 -1998 Institutional Transactions Processor Specialist @
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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