Amber Bastian
Managing Director at Empower
- Role
- Managing Director at Empower
- Location
- Dubuque, IA, US
- LinkedIn followers
- 500 followers
About Amber Bastian
I have spent approximately 20 years in the financial industry in various roles including compliance and most currently, client service. I enjoy meeting with my clients to put my strong consultative background to help work on their behalf, while looking for opportunities to improve their experience with retirement plan sponsorship. Using metrics to illustrate past successes, as well as set goals for the coming year include plan utilization, product offerings, expenses, and fund investment performance helps plan sponsors with plan design and outcomes. I am always looking for ways to work with plan participants to help them plan for their financial goals
Experience
Managing Director
Apr 2021 — Present · Overland Park, KS, US
Education
University of Dubuque
Bachelor of Business Administration (B.B.A.)
Skills
- Retirement Plan Consulting
- Erisa
- Defined Contribution
- 401k
- Investment Management
- Series 63
- Risk Management
- Retirement
- Series 6
- Insurance
- Retirement Planning
- Qualified Retirement Plans
- Financial Services
- Employee Benefits
- Investments
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