Mary Abbott Email & Phone Number
Principal @ Maxus Plan Solutions
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Mary Abbott Location
- Charlotte, NC, US
Mary Abbott Work
- Principal @ (June 2020 - Present)
- Vice President of Business Development @ (May 2016 - Present)
- Retirement Plan Sales Consultant @ (May 2015 - May 2016)
- Institutional Retirement and Trust, Client Account Manager III @ (September 2013 - May 2015)
- Client Services Manager @ (October 2010 - September 2013)
- Trust Relationship Officer, Internal @ (February 2009 - October 2010)
- Trust Account Specialist @ (February 2008 - January 2009)
Mary Abbott Education
- Campbell University
MBA (Business Administration)
2007-2008 - Campbell University
BBA (Trust & Wealth Management)
2003-2007
Mary Abbott Skills
- 401k
- Retirement Planning
- Retirement
- Mutual Funds
- ERISA
- Relationship Management
- Defined Contribution
- Financial Services
- Employee Benefits
- Customer Service
- Customer Retention
- Customer Support
- Confidential Documents
- Client Confidentiality
- Microsoft Office
- Organization
- Process Improvement
- Sales Process
- Work Well Independently
- Benefits Administration
- Pensions
- Deferred Compensation
- Resourceful Problem-solving
- Leadership
- Investments
- Asset Management
- Business Process Improvement
- Management
- Finance
- Business Relationship Management
- 401(k) Retirement Savings Plans
- Wealth Management
- Development
- Resourceful Problem Solving
- Business Development
- Administration
- Design
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Mary Abbott Summary
- Mary Abbott, based in Charlotte, NC, US, is currently a Principal at Maxus Plan Solutions. Mary Abbott brings experience from previous roles at Maxus Plan Solutions, Wells Fargo and The Newport Group. Mary Abbott holds a 2007 - 2008 MBA in Business Administration @ Campbell University. With a robust skill set that includes 401k, Retirement Planning, Retirement, Mutual Funds, ERISA and more. Mary Abbott has 2 emails and 1 mobile phone numbers on RocketReach.
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