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
- Vice President of Employer Retirement Plan Services @ (January 2024 - Present)
- Director of Retirement Plan Services @ (July 2021 - January 2024)
- Retirement Plan Consultant @ (May 2018 - July 2021)
- Retirement Plan Specialist @ (October 2008 - April 2018)
- Financial Advisor @ (April 2006 - August 2008)
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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