Cynthia A Smith
Financial Services Specialist, Arapahoe Credit Union
- Role
- Retirement Plans Operations Specialist at Oppenheimerfunds
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Cynthia A Smith
Experienced Retirement Plan Specialist with a demonstrated history of working in the…
Experience
Retirement Plans Operations Specialist
Jan 2019 — Present · US
Education
Eastern New Mexico University
BS
1981 — 1985
Eastern New Mexico University
Secondary Education Teacher Certificates
1986 — 1988
Skills
- Asset Allocation
- Mutual Funds
- Microsoft Office
- Retirement Planning
- Finra
- Quick Study
- Iras
- Financial Services
- Microsoft Excel
- Powerpoint
- Qualified Retirement Plans
- Sharepoint
- 403 B
- Erisa
- Self Starter
- Financial Advisory
- Roth Ira
- Simple Ira
- Excel
- Series 6
- 401k
- Creation of Training Materials
- Roth Iras
- Reliability
- Research
- Securities
- Visio
- Internal Revenue Code
- Series 63
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