Ann Plank
Volunteer
- Role
- The Upper Room
- Location
- El Dorado Hills, CA, US
- LinkedIn followers
- 500 followers
Experience
Nov 2024 — Present · Placerville, CA, US
Education
Oregon State University
Anthropology
2018
Skills
- Pensions
- Product Development
- Vendor Management
- Retirement Plan Consulting
- Employee Benefits
- Finance
- Business Process Improvement
- Series 6
- Retirement Planning
- Finra
- Sales
- 401k
- Product Management
- Cross-Functional Team Leadership
- Erisa
- Retirement
- Business Analysis
- Mutual Funds
- Risk Management
- Investments
- Leadership
- Compliance
- Unclaimed Property
- Process Improvement
- Financial Services
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