Jeffrey Baum Email & Phone Number
Senior 401(k) Compliance Manager @ Sequoia Consulting Group
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Jeffrey Baum Location
- Fort Collins, CO, US
Jeffrey Baum Work
- 2023 - now Senior 401(k) Compliance Manager @
- 2021 - 2023 401(k) Compliance Manager @
- 2020 - 2020 Senior Retirement Benefits Analyst @
- 2019 - 2019 Analyst @ Sunwest Pensions
- 2016 - 2019 Pension Administrator @ MGKS
- 2016 - 2016 Retirement Service Specialist @
- 2012 - 2015 Compliance Administrator @
- 2010 - 2012 Client Relationship Administrator @
- 2007 - 2010 Client Relationship Associate @
- 2006 - 2007 Registrar @
Jeffrey Baum Education
- University of Nebraska-Lincoln
B.S. Anthropology (Physical and Biological Anthropology)
2002 - 2005
Jeffrey Baum Skills
- Non Qualified Deferred Compensation
- Microsoft Office
- Nondiscrimination Testing
- Microsoft Excel
- Process Improvement
- 401k
- Defined Contribution
- Financial Services
- Retirement Planning
- Mutual Funds
- Project Planning
Jeffrey Baum Summary
- Jeffrey Baum, based in Fort Collins, CO, US, is currently a Senior 401(k) Compliance Manager at Sequoia. Jeffrey Baum brings experience from previous roles at Sequoia Consulting Group, Stanford University, Sunwest Pensions and MGKS. Jeffrey Baum holds a 2002 - 2005 B.S. Anthropology in Physical and Biological Anthropology @ University of Nebraska-Lincoln. With a robust skill set that includes Non Qualified Deferred Compensation, Microsoft Office, Nondiscrimination Testing, Microsoft Excel, Process Improvement and more. Jeffrey Baum has 1 emails and 1 mobile phone numbers on RocketReach.
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