Stephen Shea Email & Phone Number
Senior Account Executive @ United Benefit Pensions Inc
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Stephen Shea Location
- New York, United States
Stephen Shea Work
- 2021 -now Senior Account Executive @
- 2015 -2020 Senior Plan Consultant, ERPA, QPA @
- 2008 -2015 401(k) Account Executive, ERPA @ APC
- 2000 -2009 Tax Advisor @
- 2006 -2008 Pension Administrator @ RSW
- 2001 -2004 Pension Operations Administrator @
Stephen Shea Education
- Long Island University
MBA (Business Administration and Management, General)
2002-2003 - Seton Hall University
Bachelor of Science (B.S.) (Finance, General)
1996-2000
Stephen Shea Skills
- Archives
- Insurance
- Net
- Customer Retention
- Service Standards
- IRAs
- Federal Regulations
- Finance
- 401k
- Interrogation
- Business Administration
- Complaints
- Management
- Public Relations
- Personnel Files
- Science
- Statistics
- Auditing
- Coordinated
- PowerPoint
- Accounting
- Seasonal
- Attract
- Retirement Planning
- Settlement
- Business Services
- Education
- Sage Act
- Reports
- Account Reconciliation
- Supervision
- Microsoft Office
- Desires
- Information Quality
- Microsoft Excel
- Financial Goals
- Training
- Policy
- Customer Service
- Scheduling
- Reporting
- Word
- Webmaster Services
- Payroll
- R
- Customer Relations
- Pensions
- Jersey
- C
- New Clients
- Series 6
- Advertising
- Operations
- New Hires
- Supports
- Corporate Office
- Computer Proficiency
- Internal Audit
- Policies and Procedures
- Regulations
- South Orange
- Trust
- Tax
- New York
- Reviews
- Investments
- Guidelines
- Excel
- Financial Services
- Financial Guidance
- Compliance
- Mutual Funds
- Outlook
- Continuing Education
- Microsoft Word
- Cash
- Interviews
- Automated Processes
- Financial Analysis
- Financial Transactions
- Tax Returns
- Meetings
- Retirement
- Office Operations
- Employee Benefits
- Securities
Stephen Shea Summary
- Stephen Shea, based in New York, United States, is currently a Senior Account Executive at United Benefit Pensions, a Strongpoint Partner. Stephen Shea brings experience from previous roles at Sentinel Benefits & Financial Group, APC, H&R Block and RSW. Stephen Shea holds a 2002 - 2003 MBA in Business Administration and Management, General @ Long Island University. With a robust skill set that includes Archives, Insurance, Net, Customer Retention, Service Standards and more. Stephen Shea has 2 emails and 1 mobile phone numbers on RocketReach.
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