Fred Ruffin
Vice President at Fifth Third Bank
- Role
- Vice President Senior Client Consultant at Fifth Third Bank
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
About Fred Ruffin
Experienced Senior Relationship Manager with a demonstrated history of working in the…
Experience
Vice President Senior Client Consultant
Feb 2002 — Present · Toledo, OH, US
Responsible for providing daily account management for qualified retirement plans, including full recordkeeping services, investment management and asset custody arrangements. Also provide ongoing communication and consulting with institutional clients on issues regarding overall retirement plan design and implementation, monitoring plan investments, technical operation and IRS/DOL/ERISA regulatory compliance.
Education
Wilberforce University
B. S.
1975 — 1979
Skills
- Credit Analysis
- Wealth Management
- Mutual Funds
- 401k
- Retirement
- Small Business Lending
- Retirement Planning
- Series 7
- Portfolio Management
- Banking
- Investments
- Team Building
- Credit
- Commercial Banking
- Asset Allocation
- Financial Analysis
- Consumer Lending
- Loans
- Customer Service
- Commercial Lending
- Employee Benefits
- Strategic Financial Planning
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