Jonathan Wackerly Email & Phone Number
Client Success Executive @ True Benefit
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Jonathan Wackerly Location
- Norfolk, VA, US
Jonathan Wackerly Work
- Client Success Executive @ (November 2021 - Present)
- Senior Account Executive @ (November 2013 - November 2021)
- 401K Operations Manager @ (September 2006 - October 2007)
- Defined Benefit Operations Manager @ (January 2006 - August 2013)
- 401K Project Manager @ (February 2001 - September 2006)
- Associate Client Service Manager @ (September 1999 - March 2001)
- 401K Participant Service Representative @ (October 1996 - October 1999)
Jonathan Wackerly Education
- University of Cincinnati
Marketing/Management
Jonathan Wackerly Skills
- 401k
- Financial Services
- Management
- Retirement
- Series 63
- Operations Management
- Leadership
- Team Leadership
- Manage Client Relationships
- Client Relations Skills
- Customer Service
- Business Process Improvement
- Cross-functional Team Leadership
- Strategy
- Microsoft Excel
- Project Planning
- Cross Functional Team Leadership
- PowerPoint
- Marketing
Jonathan Wackerly Summary
- Jonathan Wackerly, based in Norfolk, VA, US, is currently a Client Success Executive at True Benefit. Jonathan Wackerly brings experience from previous roles at AssuredPartners/Financial Directions and Fidelity Investments. Jonathan Wackerly holds a Marketing/Management @ University of Cincinnati. With a robust skill set that includes 401k, Financial Services, Management, Retirement, Series 63 and more. Jonathan Wackerly has 1 mobile phone numbers on RocketReach.
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