Chris Morman Email & Phone Number
Senior Compliance Analyst @ Pentegra Retirement Services
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Chris Morman Location
- Lexington, SC, US
Chris Morman Work
- Senior Compliance Analyst @ (April 2023 - Present)
- Compliance An @ (August 2022 - April 2023)
- Defined Contributions Compliance Solutions Analyst @ (February 2008 - July 2022)
- Retirement Plan Administrator @ Pennsylvania Pension Planners, Inc. (October 2005 - February 2008)
Chris Morman Education
- University of South Carolina
Bachelor of Business Administration (B.B.A.) (Quantitative Analysis)
1996-2000
Chris Morman Skills
- 401k
- Customer Service
- Defined Benefit
- Defined Contribution
- ERISA
- Employee Benefits
- Insurance
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- Pensions
- Process Improvement
- Retirement
- Retirement Planning
- Strategic Planning
- Team Building
- Mathematics
- Milwaukee
- Nashville
- Loan Servicing
- Omni
- Regulations
- Six Sigma
- Dol
- Distribution
- Camp
- Soccer
- Relius
- Hostile Environments
- Operations Research
- Needs Analysis
- Pennsylvania
- Administrative Work
- Heat
- IRS
- Community
- STAR
- National Honor Society
- Demanding
- Full Circle
- Reviews
- Srt
- Government
- Communication
- Client Liaison
- New Clients
- Mentoring
- Finance
- Star Team
- Software
- Financial Services
- 457 Plans
- Compliance
- Operations
- Business Administration
- Business Planning
- Committed to Professionalism
- Eta
- Testing
- Exciting
- New Business Development
- Proficient Using
- Quantitative Analytics
- Qka
- Special Projects
- Scholarships
- Bookkeeping
- Third Party
- Calculations
- Data Conversion
- Profit Sharing
- Financial Statements
- Science
- Filing
- Planners
- Capital
- Brokers
- Independence
- Wave Energy
- Country
- Competition
- Pressure Situations
Chris Morman Summary
- Chris Morman, based in Lexington, SC, US, is currently a Senior Compliance Analyst at Pentegra Retirement Services. Chris Morman brings experience from previous roles at Ubiquity Retirement + Savings, The Standard and Pennsylvania Pension Planners, Inc.. Chris Morman holds a 1996 - 2000 Bachelor of Business Administration (B.B.A.) in Quantitative Analysis @ University of South Carolina. With a robust skill set that includes 401k, Customer Service, Defined Benefit, Defined Contribution, ERISA and more. Chris Morman has 2 emails and 7 mobile phone numbers on RocketReach.
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