Daniel Carey
Client Service Manager at Empower
- Role
- Sr Client Service Manager at Empower
- Location
- Chelmsford, MA, US
- LinkedIn followers
- 500 followers
About Daniel Carey
I am a hard working, driven man who seeks to make your company better as a team player…
Experience
Sr Client Service Manager
Aug 2014 — Present
I manage client expectations for all facets of defined contribution 401k plans, ESOP and Profit Sharing Plans. I have experience with Non-Disrimination Testing, 5500, loans, 16B, stock, proxy voting, statements, corrections, under distributions and client service for all of the above.
Education
University of Massachusetts, Amherst
BS
Bentley University
Pension and Employee Benefits Certificate
Skills
- Ms Word
- 401k
- Access
- Alternative Investments
- Asset Management
- Investment Management
- Securities
- Series 6
- Pensions
- Series 7
- Customer Relationship Management (Crm)
- Financial Modeling
- Financial Planning
- Variance Analysis
- Microsoft Excel
- Series 63
- Account Reconciliation
- Fundraising
- 401(K) Retirement Savings Plans
- Community Service
- Retirement
- Strategic Financial Planning
- Business Analysis
- Internal Audit
- Defined Contribution
- Retirement Plan Consulting
- Defined Benefit
- Process Improvement
- Employee Benefits
- Budgets
- Finance
- Financial Services
- Crm
- Mutual Funds
- Recruiting
- Risk Management
- Investments
- Microsoft Word
- Team Leadership
- Databases
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