Bill Capps Email & Phone Number
Vice President of Operations @ Maxus Plan Solutions
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Bill Capps Location
- Charlotte, NC, US
Bill Capps Work
- Vice President of Operations @ (November 2023 - Present)
- Director of DC Administration @ (April 2021 - December 2023)
- Manager, Pension Administration @ (December 2019 - April 2021)
- Manager, Compliance and Relationship Management @ Retirement Direct (April 2015 - November 2019)
- Document Compliance Consultant @ (May 2014 - April 2015)
- Client Relationship Administrator @ Retirement Direct (October 2010 - May 2014)
- CRA @ (October 2008 - October 2010)
Bill Capps Education
- University of North Carolina at Charlotte
BA (Finance and Financial Management Services)
1996-2000
Bill Capps Skills
- Retirement Benefits
- Retirement Plan Consulting
- Employee Benefits
- Sales
- Retirement
- Retirement Planning
- Investments
- 401k
- Financial Services
- Series 7
- Series 63
- Securities
- Insurance
- Fixed Annuities
- Compliance Testing
- Form 5500 preparation
- Defined Benefit
- Cash Balance
- Plan documents
- Defined Contribution
- Retirement Services
- ERISA
- Mutual Funds
- Microsoft Excel
- Banking
- Strategic Planning
Bill Capps Summary
- Bill Capps, based in Charlotte, NC, US, is currently a Vice President of Operations at Maxus Plan Solutions. Bill Capps brings experience from previous roles at Maxus Plan Solutions, Ascensus, Retirement Direct and TIAA-CREF. Bill Capps holds a 1996 - 2000 BA in Finance and Financial Management Services @ University of North Carolina at Charlotte. With a robust skill set that includes Retirement Benefits, Retirement Plan Consulting, Employee Benefits, Sales, Retirement and more. Bill Capps has 2 emails and 4 mobile phone numbers on RocketReach.
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