Hugo Destapado
Strategic Plan Analyst at Empower
- Role
- Chicopee High School Boys Varsity Soccer Coach at Chicopee High School
- Location
- Springfield, MA, US
- LinkedIn followers
- 500 followers
About Hugo Destapado
Retirement Services Account Mgr: voice to our Plan Sponsors and Advisors on a day-to-day basis. The primary touch point for the plan sponsor and advisor to resolve administrative and plan management issues. Provide proactive, consultative support around key fiduciary responsibilities. The Account Manager role coordinates and leads all administrative activity on their book of business. They depend on their internal partners and our systems to be successful in the role and make it easy for advisors and clients to do business with us. Retirement Services Fund Accountant: Lead multiple projects, including various reconciliation initiatives, the redesign of the Outside Funds production workflow, and created new proceduresTreasury Specialist: Lead multiple Treasury projects, including various reporting initiatives to the company’s senior management, the redesign of the Treasury website, and the reduction of system error processing. Spearhead multiple process improvement efforts within the department that have led to increased efficiencies across many facets of the teamBanker II @ Citizens Bank: Handle a wide variety of cash transactions, and customer service duties. Cross-sell bank products and services and conduct loan closingsSpecialties: Proven superior customer service skills, Strong organizational skills and attention to detail, ability to function independently and show initiative while still working in a team environment
Experience
Chicopee High School Boys Varsity Soccer Coach
Aug 2021 — Present · Chicopee, MA, US
Education
University of Massachusetts
M.B.A. 2003, 2007
2003 — 2007
Isenberg School of Management, UMass Amherst
MBA, Business Administration and Management, General
2003 — 2007
Westfield State University
BS, Business Management w/ concentration in Finance
1998 — 2002
Westfield State University
B.S, Business Management; Finance
1998 — 2002
Skills
- 401k
- Securities
- Public Speaking
- Credit
- Strategic Financial Planning
- Microsoft Office
- Sales
- Series 6
- Insurance
- Us Soccer F License
- Leadership
- Series 7
- Series 63
- Financial Analysis
- Nscaa Advanced Regional Soccer Diploma
- Portfolio Management
- Investments
- Employee Benefits
- Asset Allocation
- Banking
- Mutual Funds
- Financial Services
- Customer Service
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