Stephen Goldmann Email & Phone Number
Project Leader Plan Compliance @ Empower group
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Stephen Goldmann Location
- Plymouth, MA, US
Stephen Goldmann Work
- Project Leader Plan Compliance @ (January 2021 - Present)
- Senior ERISA Compliance Specialist @ (January 2013 - December 2020)
- Senior Compliance Specialist @ (January 2005 - January 2013)
- Relationship Manager @ (January 2002 - January 2008)
- Global Client Services Manager, AVP @ (January 2002 - January 2002)
- AVP, Institutional Alliance Services @ (January 2000 - January 2002)
- Unit Manager, Dealer Services Department @ (January 1999 - January 2000)
Stephen Goldmann Education
- Villanova University
Bachelor of Arts - BA (Political Science and Government)
1983-1987 - Brien McMahon High Shcool
Stephen Goldmann Skills
- Series 6
- Series 63
- 401k
- Retirement
- Financial Services
- FINRA
- Defined Contribution
- Relationship Management
- Retirement Planning
- End User Training
- Mutual Funds
- Salesforce.com
- ERISA
- Series 7
- Asset Allocation
- Vendor Management
- Portfolio Management
- Wealth Management
- Process Improvement
- Securities
- Separately Managed Accounts
- Business Analysis
- Defined Benefit
Stephen Goldmann Summary
- Stephen Goldmann, based in Plymouth, MA, US, is currently a Project Leader Plan Compliance at Empower Retirement. Stephen Goldmann brings experience from previous roles at MassMutual Financial Group, The Hartford and MFS Investment Management. Stephen Goldmann holds a 1983 - 1987 Bachelor of Arts - BA in Political Science and Government @ Villanova University. With a robust skill set that includes Series 6, Series 63, 401k, Retirement, Financial Services and more. Stephen Goldmann has 1 emails and 1 mobile phone numbers on RocketReach.
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