Jim Ries Email & Phone Number
Lead Client Service Consultant @ CBIZ
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Jim Ries Location
- Cincinnati, OH, US
Jim Ries Work
- 2024 -now Lead Client Service Consultant @
- 2021 -2021 Senior Pension Administrator III @
- 2013 -2020 Vice President - Plan Review Specialist @
- 2010 -2012 Operations Manager @
- 2009 -2010 Manager, Corporate Retirement Plans @
- 2008 -2009 Vice President, Benefits Compliance @
- 2001 -2007 Vice President, Emerging Corporate Market (ECM) Legal and ERISA Compliance @
- 1998 -2001 Director - ECM Legal @
- 1993 -1997 Senior Legal Specialist, Legal Specialist, and Associate Product Manager - ECM Legal @
- 1992 -1993 Retirement Resource Center Representative - ECM @
- 1989 -1992 Retirement Specialist @
- 1987 -1989 Mutual Fund Customer Service and Trading Representative @
- 1986 -1987 Shareholder Services and Operations Department Representative @ Midwest/ABT Groups of Funds
- 1986 -1986 Research Analyst Intern @ William S. Ziv Co.
Jim Ries Education
- Xavier University
Bachelors (Finance)
1980-1985
Jim Ries Skills
- ERISA
- 401k
- Retirement
- Mutual Funds
- Retirement Planning
- Investments
- Leadership
- Legal Compliance
- Wealth Management
- Finance
- Relationship Management
- Pensions
- Financial Services
- Employee Benefits
- 401(k) Retirement Savings Plans
- Strategy
- 401k Retirement Savings Plans
- Legal
- Benefits
- Compliance
- Microsoft Excel
- Customer Service
- 401 Retirement Savings Plans
Jim Ries Summary
- Jim Ries, based in Cincinnati, OH, US, is currently a Lead Client Service Consultant at CBIZ. Jim Ries brings experience from previous roles at Lafayette Life Insurance Company, Fifth Third Bank, Pension Corporation of America and Kroger. Jim Ries holds a 1980 - 1985 Bachelors in Finance @ Xavier University. With a robust skill set that includes ERISA, 401k, Retirement, Mutual Funds, Retirement Planning and more. Jim Ries has 1 emails and 1 mobile phone numbers on RocketReach.
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