Nicole Offerman Email & Phone Number
Vice President of Employer Retirement Plan Services @ RTD Financial
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Nicole Offerman Location
- Philadelphia, PA, US
Nicole Offerman Work
- 2024 -now Vice President of Employer Retirement Plan Services @
- 2021 -2024 Director of Retirement Plan Services @
- 2018 -2021 Retirement Plan Consultant @
- 2008 -2018 Retirement Plan Specialist @
- 2006 -2008 Financial Advisor @
Nicole Offerman Education
- University of Northern Iowa
Bachelor's degree (Business Administration and Management, General)
2001-2005
Nicole Offerman Skills
- Retirement Planning
- 401k
- Investments
- Risk Management
- 401(k) Retirement Savings Plans
- Benefits Administration
- Financial Advisory
- Financial Planning
- Employee Benefits
- Retirement
- Health Savings Accounts
- Defined Benefit
- ERISA
- 401(k) Plan Design
- Fiduciary Oversight
- 401(k) Management
- Retirement Plan Consulting
- Fiduciary Training
Nicole Offerman Summary
- Nicole Offerman, based in Philadelphia, PA, US, is currently a Vice President of Employer Retirement Plan Services at RTD Financial. Nicole Offerman brings experience from previous roles at RTD Financial, Innovative Benefit Planning, LLC and Ameriprise Financial Services, Inc.. Nicole Offerman holds a 2001 - 2005 Bachelor's degree in Business Administration and Management, General @ University of Northern Iowa. With a robust skill set that includes Retirement Planning, 401k, Investments, Risk Management, 401(k) Retirement Savings Plans and more. Nicole Offerman has 2 emails and 1 mobile phone numbers on RocketReach.
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