Mary Abbott Email & Phone Number

Principal @ Maxus Plan Solutions

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No credit card required.

Mary Abbott Location

Charlotte, NC, US

Mary Abbott Work

2020 - now Principal @
2016 - now Vice President of Business Development @
2015 - 2016 Retirement Plan Sales Consultant @
2013 - 2015 Institutional Retirement and Trust, Client Account Manager III @
2010 - 2013 Client Services Manager @
2009 - 2010 Trust Relationship Officer, Internal @
2008 - 2009 Trust Account Specialist @

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.

Mary Abbott Emails

Found 2 emails

Mary Abbott Phone Numbers

Found 3 phone numbers

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Top Maxus Plan Solutions Employees

John Harabedian

Executive Consultant

Cleveland, OH, US

gmail.com

+1 330-523-XXXX
+1 440-243-XXXX
+1 215-294-XXXX
...

Mary Abbott

Principal

Charlotte, NC, US

gmail.com
maxusplans.com

+1 704-360-XXXX
+1 304-421-XXXX
+1 336-286-XXXX

Josh Steinberg

Consulting Actuary

New York, NY, US

maxusplans.com
hotmail.com
cox.net
, ...

+1 516-817-XXXX
+1 347-403-XXXX
+1 646-670-XXXX

Bill Capps

Vice President of Operations

Charlotte, NC, US

maxusplans.com
yahoo.com

+1 704-281-XXXX
+1 704-953-XXXX
+1 704-930-XXXX
...

Amanda Feldman

Client Services Manager

Concord, NH, US

maxusplans.com

+1 603-540-XXXX
+1 847-336-XXXX
+1 603-459-XXXX

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