Rick Hale
- Role
- Client Relationship Manager at Empower
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Rick Hale
Experienced Client Relationship Manager with a demonstrated history of working in the…
Experience
Client Relationship Manager
May 2003 — Present
401(k) Relationship Management focusing on: Project management oversight Quarterly plan and investment reviews Mergers and acquisitions Formulate and execute annual business plans Communication and education development Introduction and implementation of new products and services Annual industry benchmarking Annual satisfaction plan sponsor surveys Asset transfers and conversions 5500 Reporting and Non Discrimination Testing Plan Operations and Administration Regulatory and ERISA legislation FINRA Series 7 and 63 licensed and State Insurance licensed
Skills
- Customer Relationship Management (Crm)
- Financial Services
- Management
- Retirement Planning
- Series 63
- Insurance
- Series 7
- Crm
- Retirement
- Investments
- Securities
- 401(K) Retirement Savings Plans
- Relationship Management
- Defined Contribution
- Mutual Funds
- Series 6
- Pensions
- 401k
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