Mary Abbott Email & Phone Number
Principal @ Maxus Plan Solutions
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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.
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Top Maxus Plan Solutions Employees
Mary Abbott
Principal
Charlotte, NC, US
Josh Steinberg
Consulting Actuary
New York, NY, US
Bill Capps
Vice President of Operations
Charlotte, NC, US
Kevin Marnatti
Senior Actuarial Consultant
Titusville, FL, US
Steve Cheatham
Client Service Manager
Charlotte, NC, US
Patrick Keegan
Sales Consultant
Charlotte, NC, US
Christine Muller
Lead Client Service Consultant
Castle Rock, CO, US
Amanda Feldman
Client Services Manager
Concord, NH, US
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