Sam C.
Operations Manager @ MassMutual Carolinas
- Role
- Retirement Planner at Empower
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Sam C.
Currently contributing to operational excellence at MassMutual Carolinas as an Operations…
Experience
Retirement Planner
Feb 2025 — Present
Advise a diverse client base on retirement readiness, investment strategies, and plan optimization, helping individuals make informed decisions aligned with long-term goals.• Conduct in-depth portfolio reviews and risk assessments, aligning asset allocations with clients’ time horizons, risk tolerance, and retirement income needs. • Ensure strict adherence to compliance and risk protocols, placing participant outcomes and best interests at the center of every interaction.• Analyze participant trends and feedback to develop proactive solutions that enhance client experience and grow assets under management.
Education
Marshall University
Bachelor of Business Administration - BBA, Finance, General
2017 — 2020
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