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Frank Wentworth
Retirement Plan Specialist @First Interstate
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WORK HISTORY
Retirement Plan Specialist @First Interstate
A fiduciary focused on retirement plan administration, recordkeeping, and investment management services representing over 200 plans and $1.3B in assets. Responsible for ongoing client service and growing market share through community banking with strong relationship building and networking skills. Select Accomplishments-Provided 3(38) investment management and 3(21) investment advisory services, investment research, selection and monitoring-Advised on Plan Design, Benefits, and Financial Education/Wellness programs to build retirement plans that attract and retain talent for 401(k), 403(b), 457(b), and Executive Compensation programs-Defined and delivered Financial Wellness and Education programs to help employees with their future goals-Created prospecting and sales processes to integrate products and generate referrals within the bank environment.
EDUCATION
University of Colorado Denver
Bachelor of Arts (B.A.), Geography and Cartography
Community College of Denver
Associate of Arts - AA, Business Administration and Management, General
SKILLS
ABOUT FRANK WENTWORTH
I am a retirement plan expert. I help organizations design and deploy retirement and…
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