Laura Ditrich
Client Relationship Manager
- Role
- Client Relationship Manager at Alight Solutions
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Laura Ditrich
Responsive, resourceful Client Relationship Manager. Innovative, proven leader with a…
Experience
Client Relationship Manager
Jan 2018 — Present · Charlotte, NC, US
Skills
- Financial Advisory
- Roth Ira
- Series 7
- Pensions
- Retirement Plan Consulting
- Erisa
- 401k Rollovers
- Project Management
- White Belt
- Customer Service
- Retirement Savings
- Microsoft Outlook
- Defined Contribution
- Leadership
- Securities
- Client Services
- Wealth Management Services
- Sdlc
- Training
- 403 B
- Asset Allocation
- Banking
- Mutual Funds
- Fixed Annuities
- Long-Term Care
- Defined Benefit
- Microsoft Word
- Pension Funds
- Traditional Ira
- Siebel
- Wealth Management
- Series 6
- Insurance
- Series 63
- Retirement Planning
- Life Insurance
- Finra
- Retirement
- Strategic Financial Planning
- Business Analysis
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