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Eric Smith

Retirement Plan Services Advisor @Busey

Glenview, IL, US
EMAILS
e••••••••@busey.com
MOBILE NUMBERS
+17•••••••25

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WORK HISTORY

Aug 2021 — Present

Retirement Plan Services Advisor @Busey

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

BankingFinancial PlanningStrategic Financial PlanningCreditAccounts ReceivablePayrollWealth ManagementQualified 401(K) Plan AdministratorFinancial StatementsVolunteer at the Sioux City Soup KitchenBudgetsAccountingFinanceVolunteer at the Ronald Mcdonald House of SiouxlandBookkeepingAccounts PayableSecurity National Bank Service Award RecipientAccount Reconciliation

ABOUT ERIC SMITH

Experienced Vice President with a demonstrated history of working in the qualified…

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