Grace Woodin

Retirement Operations Manager | Cambium Group, Strategies For Wealth

Role
Retirement Operations Manager at Cambium Group
Location
Mamaroneck, NY, US
LinkedIn followers
500 followers

About Grace Woodin

As a Financial Representative at Strategies For Wealth, I work hard to maximize life\'s opportunities for families and individuals by helping them take control of their finances. There is nothing more versatile in this world than money, and it is my mission to help others protect and growth their wealth in the most efficient and effective manner so as to make the most out of the one life we are given.

Experience

  1. Retirement Operations Manager

    Cambium Group

    Dec 2024 — Present · Rye Brook, NY, US

    Our team works with small business owners by leveraging our expansive network of trusted providers to simplify implementation and provide support through the lifecycle of your employer retirement plan. We provide creative solutions to minimize taxes and maximize savings alongside access to a team of dedicated advisors.

Education

  • Binghamton University School of Management

    Bachelor of Business Administration - BBA, MIS, Marketing

  • Dobbs Ferry High School

    International Baccalaureate Diploma, General Studies

    2016 — 2020

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Grace Woodin — Retirement Operations Manager at Cambium Group in Mamaroneck, NY, US | Unifers