Eric Bittel Email & Phone Number
Retirement Transformation Advisor @ Oculus Partners, LLC
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Eric Bittel Location
- United States
Eric Bittel Work
- 2025 -now Retirement Transformation Advisor @
- 2024 -2025 Associate Vice President, Client Partner @
- 2021 -2024 Director, Head of Wealth Management Consulting at NTT DATA @
- 2018 -2021 Director, Lifetime Income @
- 2015 -2018 Director, Remittance Process Owner @
- 2011 -2015 Director, Platform Strategy and Architecture @
- 2009 -2011 Consultant, Platform Strategy @
- 2006 -2009 Vice President, Platform Solutions @
- 2005 -2006 Vice President, Chief Operating Officer Retirement Services @
- 2001 -2005 Vice President, RS Technology @ ADP Retirement Services
- 1999 -2001 Vice President, Strategic Initiatives Unit @ Scudder Investments
- 1997 -1999 Assistant Vice President, Client Services @ Scudder Investments
- 1996 -1997 Technical Implementation Specialist @ Scudder Investments
- 1995 -1996 Consultant - Defined Contribution Services @
- 1994 -1995 Reporting Coordinator @
Eric Bittel Education
- Bentley University - McCallum Graduate School of Business
MBA (Management)
1996-2001 - Valparaiso University
Bachelor of Science (Finance)
1991-1994
Eric Bittel Skills
- Retirement Services
- Mutual Funds
- 401k
- Pensions
- Series 6
- Retirement
- Series 63
- Insurance
- Client Service
- Vendor Management
- Process Improvement
- Employee Benefits
- Strategic Planning
- Product Management
- Product Development
- Call Center
- Operations Management
- Business Analysis
- Relationship Management
- Financial Services
- Investments
- Securities
- Defined Benefit
- Strategy
- Risk Management
- SDLC
- Series 7
- Leadership
- Asset Management
- Asset Allocation
- Retirement Planning
- Defined Contribution
- Wealth Management
- CRM
- Portfolio Management
- Investment Advisory
- Software Development Life Cycle (SDLC)
- Customer Relationship Management (CRM)
- Business Process Improvement
- Business Relationship Management
- 401(k) Retirement Savings Plans
- Customer Service
- Customer Relationship Management Crm
- 401k Retirement Savings Plans
- Architecture
- Training
- Microsoft Excel
- Software Development Life Cycle Sdlc
- Business Development
- Software Development Life Cycle
- Customer Relationship Management
- 401 Retirement Savings Plans
Eric Bittel Summary
- Eric Bittel, based in United States, is currently a Retirement Transformation Advisor at Oculus Partners, LLC. Eric Bittel brings experience from previous roles at Ascendion, NTT DATA Services and TIAA. Eric Bittel holds a 1996 - 2001 MBA in Management @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Retirement Services, Mutual Funds, 401k, Pensions, Series 6 and more. Eric Bittel has 3 emails on RocketReach.
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