Beth McPherson Email & Phone Number
Director of Operations, Executive Benefits @ OneDigital | Executive Benefits
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Beth McPherson Location
- Overland Park, KS, US
Beth McPherson Work
- 2025 -now Director of Operations, Executive Benefits @
- 2020 -2025 Director of Retirement Services, OneDigital Investment Advisors LLC @
- 2014 -2020 Director of Operations and Training @ Retirement Benefits Group
- 2011 -2014 Senior Proposal Specialist - Group Benefits @
- 2007 -2011 Deferred Compensation - Internal Wholesaler @
- 2004 -2007 Sales and Service Associate @
- 2002 -2004 Teacher @ Encinitas Consortium of Schools
- 2001 -2002 Marketing Manager @ Vital Imaging
Beth McPherson Education
- University of Phoenix
M.B.A. (Marketing)
2006-2007 - National University
M.Ed. (Cross Cultural Teaching)
2002-2004 - Providence College
B.A. (Psychology)
Beth McPherson Skills
- Nonqualified Deferred Compensation
- Executive Compensation Planning
- Employee Benefits Design
- Case Management
- Dental Insurance
- Accounting
- Financial Reporting
- 401(k) Retirement Savings Plans
- Process Improvement
- Mutual Funds
- Retirement
- Project Management
- Financial Services
- Strategic Planning
- Strategic Financial Planning
- Investments
- Retirement Planning
- Fixed Annuities
- Customer Service
- Marketing
- Insurance
- Event Planning
- Microsoft Office
- Social Media
- IRAs
- Data Analysis
- Financial Planning
- Health Insurance
- Term Life Insurance
- Budgets
- Employee Benefits
- Disability Insurance
- New Business Development
- Training
- Microsoft Excel
- 401k
- Series 7
- Estate Planning
- Leadership
- Management
- Coaching
- Portfolio Management
- Life Insurance
- Account Management
- Defined Benefit
- Series 63
- Team Leadership
- Sales
Beth McPherson Summary
- Beth McPherson, based in Overland Park, KS, US, is currently a Director of Operations, Executive Benefits at OneDigital | Executive Benefits Consulting. Beth McPherson brings experience from previous roles at OneDigital, Retirement Benefits Group and Principal Financial Group. Beth McPherson holds a 2006 - 2007 M.B.A. in Marketing @ University of Phoenix. With a robust skill set that includes Nonqualified Deferred Compensation, Executive Compensation Planning, Employee Benefits Design, Case Management, Dental Insurance and more.
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