Michael Upshur Email & Phone Number
Client Transition Manager @ Voya Financial
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Michael Upshur Location
- Fuquay Varina, NC, US
Michael Upshur Work
- 2025 -now Client Transition Manager @
- 2014 -2025 Senior Transition Manager @
- 2020 -2021 Specialist - Institutional Solutions @
- 2013 -2014 Conversion Consultant @
- 2012 -2013 Senior Consultant @
- 2009 -2012 Information Processing Manager @
- 2008 -2009 Client Services Team Leader @
- 2006 -2008 Senior Trust Associate II @
- 2005 -2006 Plan Compliance Associate @
- 2004 -2005 New Business Consultant @ BISYS Retirement Services
- 2003 -2004 Manager, Sales Training @ GoInternet.com
- 2001 -2003 Mergers and Acquisitions Conversion Project Leader @
- 1999 -2001 Management Trainee @
- 1997 -1999 Communication Associate @
Michael Upshur Education
- Western Governors University
Master of Science - MS (Organizational Leadership)
2020-2022 - University of Pennsylvania
of Arts and Sciences Bachelors of Arts (International Relations)
1992-1996 - University City High School
Diploma (Mathematics & Sciences Magnet Program)
1988-1992
Michael Upshur Skills
- Finance
- Investment Performance
- Retirement
- Project Management
- ERISA
- 401k
- Relationship Management
- Management
- Leadership
- Consulting
- Coaching
- Public Speaking
- Training
- Compliance
- Microsoft Excel
- Defined Contribution
- Investments
- Risk Management
- Mutual Funds
- Retirement Planning
- Pensions
- Analysis
- Access
- Business Planning
- Series 63
- Series 6
- PowerPoint
- Human Resources
- Microsoft Word
- Microsoft Powerpoint
- Financial Services
Michael Upshur Summary
- Michael Upshur, based in Fuquay Varina, NC, US, is currently a Client Transition Manager at Voya Financial. Michael Upshur brings experience from previous roles at OneAmerica Financial Partners Inc., CAPTRUST, ASPire Financial Services, LLC and USI Consulting Group. Michael Upshur holds a 2020 - 2022 Master of Science - MS in Organizational Leadership @ Western Governors University. With a robust skill set that includes Finance, Investment Performance, Retirement, Project Management, ERISA and more. Michael Upshur has 1 emails and 2 mobile phone numbers on RocketReach.
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