Participant Engagement Operations. @ (July 2016 - January 2026)
Financial Proposal Analyst @ (January 2013 - July 2016)
Lead RFP Response Specialist @ (July 2007 - May 2021)
Marketing Operations Specialist @ J.P. Morgan Retirement Plan Services (May 2010 - January 2013)
Senior Retirement Education, Development and Consult @ (May 2021 - October 2022)
Retirement Education, Development and Consulting @ (July 2016 - May 2021)
Retirement Education Specialist @ J.P. Morgan Retirement Plan Services (July 2007 - May 2010)
Customer Service Associate @ (May 2006 - July 2007)
Retail Lead @ (June 2003 - May 2006)
Rachel McCaslin Education
The University of Kansas
Bachelors (Psychology, Communications)
2003-2006
Piper High School 1998-2002
Rachel McCaslin Skills
Series 63
Project Management
Investments
Project Coordination
Workflow Management
Series 6
Retirement
Content Management
RFP
Project Planning
InDesign
Mutual Funds
Lotus Notes
Databases
Rachel McCaslin Summary
Rachel McCaslin, based in Omaha, NE, US, is currently a Participant Engagement Operations Spec. at Empower. Rachel McCaslin brings experience from previous roles at Empower, EMPOWER Retirement and J.P. Morgan Retirement Plan Services. Rachel McCaslin holds a 2003 - 2006 Bachelors in Psychology, Communications @ The University of Kansas. With a robust skill set that includes Series 63, Project Management, Investments, Project Coordination, Workflow Management and more. Rachel McCaslin has 2 emails and 2 mobile phone numbers on RocketReach.
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