Colleen Windham Email & Phone Number
Director of Retirement Plan Services @ Independent Retirement
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Colleen Windham Location
- Albuquerque, NM, US
Colleen Windham Work
- 2025 -now Director of Retirement Plan Services @
- 2025 -2025 Senior Client Success Manager and Compliance Specialist @
- 2023 -2025 Senior Retirement Plan Specialist @
- 2022 -2023 Relationship Manager @
- 2020 -2022 Pension Administrator @ Pension Planning Consultants Inc.
- 2018 -2020 Pension Associate @ Pension Planning Consultants Inc.
- 2017 -2017 Audit Senior @
- 2015 -2017 Audit Staff @
Colleen Windham Education
- UNM The James & Gail Ellis School of Business Leadership
Master of Business Administration (M.B.A.) (Accounting)
2013-2015 - UNM The James & Gail Ellis School of Business Leadership
Bachelor's of Business Administration (Concentration: Accounting, Minor: Spanish)
2009-2013
Colleen Windham Skills
- 401(k) Retirement Savings Plans
- Consulting
- Retirement Plan Consulting
- Critical Thinking
- Accounting
- Microsoft Excel
- Highly Organized & Strong Analytical Abilities
- PowerPoint
- Peachtree Accounting Software
- Visio
- Multi Tasking
- Microsoft Word
- Building Relationships
- Peachtree
- Budgets
- Management
- Analysis
- General Ledger
- Auditing
- Financial Accounting
Colleen Windham Summary
- Colleen Windham, based in Albuquerque, NM, US, is currently a Director of Retirement Plan Services at Independent Retirement. Colleen Windham brings experience from previous roles at Independent Retirement, Definiti LLC, DWC - The 401(k) Experts and Pension Planning Consultants Inc.. Colleen Windham holds a 2013 - 2015 Master of Business Administration (M.B.A.) in Accounting @ UNM The James & Gail Ellis School of Business Leadership. With a robust skill set that includes 401(k) Retirement Savings Plans, Consulting, Retirement Plan Consulting, Critical Thinking, Accounting and more. Colleen Windham has 2 emails on RocketReach.
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