Phyllis May
Senior Client Relationship Manager at FuturePlan by Ascensus
- Role
- Client Relationship Manager, Futureplan at Ascensus
- Location
- Brookfield, WI, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Phyllis May
Passionate about providing education and solving problems for my clients.
Experience
Client Relationship Manager, Futureplan
Oct 2020 — Present
Education
Alverno College
Bachelor of Arts (B.A.), Business Administration and Management, General
1992 — 1997
Skills
- Compliance
- 401k
- Retirement
- Wealth Management
- Investments
- New Business Development
- Asset Allocation
- Deferred Compensation
- Retirement Planning
- Erisa
- Series 7
- Investment Advisory
- Financial Services
- Banking
- Relationship Management
- Mutual Funds
- Financial Planning
- Defined Contribution
- Finance
- Business Relationship Management
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