Jim Millson

Vice President Mid-market Relationship Management & Participant Engagement @Empower

Denver, CO, US
EMAILS
j••••••••@empower.com
MOBILE NUMBERS
+14•••••••84

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WORK HISTORY

Jan 2025 — Present

Vice President Mid-market Relationship Management & Participant Engagement @Empower

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EDUCATION

1989 — 1993

Rutgers, The State University of New Jersey-New Brunswick

Bachelor of Science (B.S.)

SKILLS

Asset ManagementDefined BenefitTeam BuildingAsset AllocationManagementChange ManagementSeries 63Qualified Retirement PlansInvestmentsRelationship ManagementLeadership DevelopmentRetirement Plan ConsultingInvestment ManagementWealth ManagementEmployee BenefitsProfit SharingFinra401kErisaFinancial ServicesRetirement PlanningTeam LeadershipPensionsLeadershipMutual FundsRetirementIrasTeam ManagementInvestment StrategiesSeries 6Financial Advisory

ABOUT JIM MILLSON

Professional areas of experience include- Team building and leadership - Process redesign and change management - Budgeting/financial optimization - Profit & Loss (P&L) management and pricing - Recruiting and staffing analysis - Development of compensation structure and business plans - Project leadership - Pension consulting - Product impact and development analysis Specialties: Expertise in 401(k), 403(b), 457 and Profit Sharing plans with assets ranging from start-ups to billion dollar mega market retirement plans. Licenses: FINRA Series 6, 63 and 26 (Supervising Principal). Registered Principal of Empower Financial Services, Inc, Member FINRA/SIPC. Designations: Qualified 401(k) Administrator (QKA) and Qualified Pension Administrator (QPA) from the American Society of Pension Professionals and Actuaries (ASPPA)

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