Raymond Barrett Email & Phone Number
Client Relationship Manager @ The Standard
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Raymond Barrett Location
- Texas, United States
Raymond Barrett Work
- 2021 -now Client Relationship Manager @
- 2020 -2021 Application Risk Analyst @
- 2018 -2020 Vice President Qualified Plan Operations and Compliance @
- 2015 -2018 Sr Manager 401k Retirement Benefits @
- 2013 -2014 Brokerage Operations Manager @
- 2007 -2012 Client Service Manager @
- 1993 -2007 Senior Client Relationship Manager @
Raymond Barrett Education
- University of North Texas
Bachelor's Degree (Finance and Financial Management Services and Accounting)
- The University of Dallas
Master of Business Administration (MBA) (Financial Information Technolgy)
Raymond Barrett Skills
- Training
- Negotiation
- Daily Operations
- Federal Regulations
- Teamwork
- Request for Proposal (RFP)
- Attention to Detail
- Strategy to Execution
- Reporting Requirements
- Professional Skills
- Driving Results
- Team Management
- Prospects
- Lead Generation
- Business
- Computer Literacy
- Client Presentation
- CRM Databases
- Leadership
- Customer Service
- Analytical Skills
- Oral Communication
- Customer Satisfaction
- Sales Processes
- Sales
- Organization Skills
- Interpersonal Communication
- Coordinating Meetings
- Relationship Development
- Record Keeping
- Performance Motivation
- Plan Design
- Client Visits
- Candor
- Workday
- Employee Files
- Qualified Retirement Plans
- Benefit Plan Administration
- Problem Solving
- Financial Results
- Contractual Obligations
- Retirement Services
- 403(b) Plans
- Writing
- Benefits Management
- Communication
- Human Resources (HR)
- Open Enrollment
- Vendor Management
- Presentations
- ERISA
- Retirement Benefits
- Key Client Relationships
- 401k
- Relationship Management
- Mutual Funds
- Financial Services
- Retirement
- Portfolio Management
- Business Analysis
- Investments
- CRM
- Strategy
- Retirement Planning
- Management
- Employee Benefits
- Financial Advisory
- Fiduciary
- Market
- Non Qualified
- Vendors
- Training and Development
- Cost
- Fee
- Strategize
- Education Strategy
- 403 b
- Nfp
- Business Partners
- Legal
- Pension Funds
- Texas
- Design
- Airlines
- Corporate Actions
- Integration
- Resolve
- SAR
- Auditing
- Dol
- Accounting
- Face to Face
- Human Resources
- Profit
- NDT
- System
- Business Services
- Cell
- Regulatory Knowledge
- 401k Retirement Savings Plans
- Strategies
- Puerto Rico
- American
- Research
- Empower
- Analysis
- Client Training
- SAP
- Yahoo
- Exempt
- Accountability
- Notices
- Fidelity
- Client Services
- Westlake
- Labor Relations
- Aligning
- Social Influence
- Business Intelligence
- Project
- Responsibility
- Internal Audit
- Executive Pay
- Regulations
- Working With Clients
- Executive Management
- Defined Contribution
- Administrative Work
- IRS
- Tax
- Disclosure
- Compliance
- Sequence
- Business Planning
- Relationship Building
- Special Projects
- Asset
- Meetings
- Envoy
- 401 Retirement Savings Plans
Raymond Barrett Summary
- Raymond Barrett, based in Texas, United States, is currently a Client Relationship Manager at The Standard. Raymond Barrett brings experience from previous roles at TIAA Bank, T Bank N.A., Envoy Air and Fidelity Investments. Raymond Barrett holds a Bachelor's Degree in Finance and Financial Management Services and Accounting @ University of North Texas. With a robust skill set that includes Training, Negotiation, Daily Operations, Federal Regulations, Teamwork and more. Raymond Barrett has 3 emails and 1 mobile phone numbers on RocketReach.
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