Stephen Goldmann Email & Phone Number
Project Leader Plan Compliance @ Empower Retirement
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Stephen Goldmann Location
- Plymouth, MA, US
Stephen Goldmann Work
- 2021 -now Project Leader Plan Compliance @
- 2013 -2020 Senior ERISA Compliance Specialist @
- 2005 -2013 Senior Compliance Specialist @
- 2002 -2008 Relationship Manager @
- 2002 -2002 Global Client Services Manager, AVP @
- 2000 -2002 AVP, Institutional Alliance Services @
- 1999 -2000 Unit Manager, Dealer Services Department @
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 2 emails and 1 mobile phone numbers on RocketReach.
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