Eric Smith
Vice President & Retirement Plan Services Advisor at Busey Wealth Management
- Role
- Retirement Plan Services Advisor at Busey
- Location
- Glenview, IL, US
- LinkedIn followers
- 500 followers
About Eric Smith
Experienced Vice President with a demonstrated history of working in the qualified…
Experience
Retirement Plan Services Advisor
Aug 2021 — Present · Glenview, IL, US
Committed to going above and beyond for all clients—treating them as if they are friends and family. Works closely with employers to develop efficiencies in their plans, benefiting employees from a cost, investment and service perspective. With a desire to help participants better understand their plans, so that they can plan for the future with confidence.
Skills
- Banking
- Financial Planning
- Strategic Financial Planning
- Credit
- Accounts Receivable
- Payroll
- Wealth Management
- Qualified 401(K) Plan Administrator
- Financial Statements
- Volunteer at the Sioux City Soup Kitchen
- Budgets
- Accounting
- Finance
- Volunteer at the Ronald Mcdonald House of Siouxland
- Bookkeeping
- Accounts Payable
- Security National Bank Service Award Recipient
- Account Reconciliation
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