Paxton Marks
Nationwide Retirement Solutions Retirement Analyst
- Role
- Retirement Solutions Analyst at Nationwide
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Experience
Retirement Solutions Analyst
Jun 2021 — Present · Columbus, OH, US
Understand high-level product/plan and regulatory requirements to analyze and resolve account, plan fees or plan inquiries to interpret and articulate Nationwide\'s strategies when communicating with customers• Educate customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.• Ensure compliance with applicable FINRA and SEC rules and regulations.
Education
The Ohio State University
Bachelor of Science in Business Administration
2017 — 2021
The Ohio State University Fisher College of Business
Bachelor of Science in Business Administration
2017 — 2021
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.