Paula Parisi Cordeiro
Empower, Retirement Plan Counselor
- Role
- Retirement Plan Counselor at Empower
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Paula Parisi Cordeiro
SUMMARY • Trusted and self-motivated Chief of Staff / Business Senior Manager with…
Experience
Retirement Plan Counselor
Feb 2023 — Present
Securities Industry Essentials (SIE) Certification, Series 6 and 63 licensed• Develop strategic relationships with relationship managers and financial advisors• Facilitate Defined Contribution retirement plans and retirement readiness education sessions• Work closely with internal business partners delivering increased client value• Act as the voice of the customer
Education
Washington and Jefferson College
Bachelor of Arts
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Skills
- Complex Problem Solving
- Process Improvement
- Management
- Team Building
- Sales
- Team Management
- Business Strategy
- Salesforce.com
- Strategic Planning
- Strategy
- Marketing Communications
- Building Key Relationships
- Business Planning
- Presentation Development
- Leadership
- P&L/Budgeting/Forecasting
- Product Management
- Sales Operations
- Analysis
- Project Management
- Program Management
- Financial Services
- New Product Roll Out
- Proposal Response
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