Barbara Morris
- Role
- Defined Contribution Consultant at Aon
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Barbara Morris
Benefits professional with thirty years of Qualified, Non Qualified Plans…
Experience
Defined Contribution Consultant
Nov 2019 — Present
Skills
- Asset Management
- Training
- Sales
- Investments
- Defined Benefit
- 401(K) Retirement Savings Plans
- Erisa
- Defined Contribution
- Investment Advisory
- Mutual Funds
- Asset Managment
- Relationship Management
- Retirement Planning
- Financial Services
- Retirement Plan Consulting
- Payroll
- Employee Benefits
- Retirement
- 401k
- Customer Relationship Management (Crm)
- Software Documentation
- Asset Allocation
- Pensions
- Securities
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