Bob Lees Email & Phone Number
Senior TPA Manager @ Cherry Bekaert
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Bob Lees Location
- Shorewood, IL, US
Bob Lees Work
- 2026 -now Senior TPA Manager @
- 2002 -2025 Vice President - Retirement Plan Services @
- 1999 -2002 Manager @
- 1997 -1999 Administrator @ Benefits Consulting Group
- 1987 -1997 Administrator and President @ R. H. Moysey & Company
Bob Lees Education
- Roosevelt University
BS (Actuarial Sciences)
1983-1987
Bob Lees Skills
- Business Solution
- Regulatory Requirements
- Nondiscrimination Testing
- Customer Satisfaction
- Problem Solving
- Record Keeping
- ERISA
- Customer Service Management
- Business Relationship Management
- Benefits Administration
- Employee Benefits Design
- Management Consulting
- Business Process Improvement
- Mathematics
- Customer Relationship Management (CRM)
- Defined Contribution
- Communication
- SPDs
- Compliance
- Employee Benefits
- Insurance
- Banking
- Investments
- Financial Analysis
- Asset Managment
- Team Building
- Accounting
- Analysis
- Asset Management
- Financial Planning
- Mutual Funds
- Strategic Financial Planning
- Sales
- Risk Management
- Retirement Planning
- Leadership
- Management
- Strategy
- Customer Service
Bob Lees Summary
- Bob Lees, based in Shorewood, IL, US, is currently a Senior TPA Manager at Cherry Bekaert. Bob Lees brings experience from previous roles at 1834, a division of Old National Bank, Clifton Gunderson LLP, Benefits Consulting Group and R. H. Moysey & Company. Bob Lees holds a 1983 - 1987 BS in Actuarial Sciences @ Roosevelt University. With a robust skill set that includes Business Solution, Regulatory Requirements, Nondiscrimination Testing, Customer Satisfaction, Problem Solving and more. Bob Lees has 2 emails and 1 mobile phone numbers on RocketReach.
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